Guru Ownership Over Time
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 Q3 2025, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.65 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 Ray Dalio who increased their stake by 690.5%. Conversely, Jefferies Group reduced exposure by 36.0%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.53% | Add 2.6% | 4,352,596 | $4.21 B | Q3 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 | ||
| 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 | |
| 0.96% | 7,101 | $6.84 M | Q3 2025 | ||
| 3.81% | Reduce -12.3% | 6,768 | $6.55 M | Q3 2025 | |
| 0.06% | Add 0.6% | 6,054 | $5.86 M | Q3 2025 | |
| 0.00% | New Buy | 1,000 | $968,090 | Q3 2025 | |
| 0.00% | Reduce -36.0% | 905 | $876,122 | Q3 2025 | |
| 0.10% | Add 5.2% | 703 | $680,567 | Q3 2025 | |
| 0.00% | Add 10.8% | 318 | $307,853 | Q3 2025 | |
| 0.00% | New Buy | 26 | $25,170 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for ASML Holding N.V. (ASML)
Top Guru holders include Ken Fisher ($4.21 B), Frank Sands ($512.28 M), Steven Cohen ($430.09 M). Collectively, tracked Gurus hold 6.12 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $465.83 M, with 13 Gurus buying and 6 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 2 Gurus sold out of ASML completely. Total sell value was $467.5 M.
Yes, 5 Gurus opened new positions in ASML, and 8 added to their existing holdings. Total buy value was $933.33 M.