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ASML Holding N.V.

ASML Technology
$1,406.87 $-28.76 (-2.00%)
Market Cap: $540.63 B
Gurus Holding
20
Popularity Rank
#32
% of Shares Held
1.64%
Net Activity (Q3 2025)
+$465.83 M

Guru Ownership Trend

Guru Analysis for ASML Holding N.V. (ASML)

ASML Holding N.V. (ASML), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.93 B.

Top institutional holders include Ken Fisher and Frank Sands.

Notably, Pat Dorsey has expressed high conviction in this stock, allocating 15.07% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $465.83 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Mark Hillman reduced exposure by 12.3%.

Key Holders

Top 5 by Value

$4.8 B
$512.28 M
$430.09 M
$184.32 M
$167.7 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$933.33 M
Total Buy Value
New Buys 5
Additions 8
-$467.5 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
6
Net Buyers
13

FAQs for ASML Holding N.V. (ASML)

Major holders include Ken Fisher ($4.8 B), Frank Sands ($512.28 M), Steven Cohen ($430.09 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 6.35 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $465.83 M, with 13 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited ASML. The total reported sell value was $467.5 M.

Yes, 5 managers opened new positions in ASML, and 8 increased their existing holdings. The total reported buy value was $933.33 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.64% Add 3.0% 4,484,949 $4.8 B Q4 2025
1.41% Reduce -0.3% 529,164 $512.28 M Q3 2025
0.72% New Buy 444,264 $430.09 M Q3 2025
2.46% New Buy 190,394 $184.32 M Q3 2025
15.07% Add 23.7% 173,226 $167.7 M Q3 2025
2.93% 125,627 $121.62 M Q3 2025
1.32% Add 364346.2% 94,756 $101.59 M Q4 2025
0.34% Add 690.5% 90,200 $87.32 M Q3 2025
0.53% New Buy 80,000 $77.45 M Q3 2025
0.84% Reduce -8.6% 64,000 $61.96 M Q3 2025
0.07% Add 314.0% 24,626 $23.84 M Q3 2025
0.01% Add 82.8% 20,450 $19.8 M Q3 2025
1.11% 7,101 $7.6 M Q4 2025
3.81% Reduce -12.3% 6,768 $6.55 M Q3 2025
0.06% Reduce 0.0% 6,052 $6.47 M Q4 2025
0.01% Add 52.9% 1,384 $1.48 M Q4 2025
0.00% New Buy 1,000 $968,090 Q3 2025
0.10% Add 5.2% 703 $680,567 Q3 2025
0.00% New Buy 300 $323,248 Q4 2025
0.00% Add 10.8% 318 $307,853 Q3 2025
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