S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%

ASML Holding N.V.

ASML Technology
$1,345.69 $-5.89 (-0.44%)
Market Cap: $518.65 B
Gurus Holding
20
Popularity Rank
#34
% of Shares Held
1.91%
Net Activity (Q4 2025)
+$1.34 B

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 $9.91 B.

Top institutional holders include Ken Fisher and Frank Sands.

Notably, Pat Dorsey has expressed high conviction in this stock, allocating 17.89% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.34 B net inflow during the quarter.

Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Duan Yongping reduced exposure by 87.6%.

Key Holders

Top 5 by Value

$4.8 B
$716.79 M
$647.28 M
$632.11 M
$279.24 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$1.42 B
Total Buy Value
New Buys 2
Additions 11
-$83.32 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q4 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 ($716.79 M), Steve Mandel ($647.28 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 7.37 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.34 B, with 13 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited ASML. The total reported sell value was $83.32 M.

Yes, 2 managers opened new positions in ASML, and 11 increased their existing holdings. The total reported buy value was $1.42 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.64% Add 3.0% 4,484,949 $4.8 B Q4 2025
2.18% Add 26.6% 669,985 $716.79 M Q4 2025
4.76% New Buy 605,017 $647.28 M Q4 2025
0.71% Add 33.0% 590,832 $632.11 M Q4 2025
3.00% Add 37.1% 261,003 $279.24 M Q4 2025
17.89% Add 11.0% 192,343 $205.78 M Q4 2025
0.36% Add 429.9% 130,493 $139.61 M Q4 2025
3.06% Add 0.5% 126,242 $135.06 M Q4 2025
1.32% Add 364346.2% 94,756 $101.59 M Q4 2025
0.34% Reduce -4.6% 86,089 $92.1 M Q4 2025
0.97% Reduce -2.3% 62,500 $66.87 M Q4 2025
0.02% Add 44.0% 29,450 $31.51 M Q4 2025
0.06% Reduce -87.6% 9,900 $10.59 M Q4 2025
1.11% 7,101 $7.6 M Q4 2025
0.06% Reduce 0.0% 6,052 $6.47 M Q4 2025
3.71% Reduce -18.6% 5,510 $5.89 M Q4 2025
0.01% Add 52.9% 1,384 $1.48 M Q4 2025
0.11% 703 $752,112 Q4 2025
0.00% Add 52.2% 484 $517,812 Q4 2025
0.00% New Buy 300 $323,248 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form