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KLX Energy Services Holding (KLXE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares572,215 from 201,879
Change+370,336 (+183%)
Value$829.7K (+$308.9K)
Filed 2026-11-02
Algebris (UK) LTD
NEW
Shares276,012
Change+276,012
Value$400.2K
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares106,516 from 22,725
Change+83,791 (+369%)
Value$154.4K (+$95.8K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares35,679 from 1,643
Change+34,036 (+2072%)
Value$51.7K (+$47.5K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares24,502 from 23,151
Change+1,351 (+6%)
Value$35.5K (-$24.2K)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares13,138 from 78,281
Change-65,143 (-83%)
Value$19.1K (-$182.9K)
Filed 2026-11-04
Blue Trust, Inc.
UNCHANGED
Shares4,633 from 4,633
Change0 (0%)
Value$6.7K (-$5.2K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
INCREASED
Shares334 from 188
Change+146 (+78%)
Value$485 (-$1)
Filed 2026-10-20
SBI Securities Co., Ltd.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$87 (-$68)
Filed 2026-10-22
Larson Financial Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 (-$2)
Filed 2026-11-05
MacKenzie Financial Corp
CLOSED
Shares0 from 103,322
Change-103,322 (-100%)
Value$0 (-$266.6K)
Filed 2026-11-02
Hickory Point Bank & Trust
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$31)
Filed 2026-10-01
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$13)
Filed 2026-10-29
Citigroup Inc
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$10)
Filed 2026-11-04
Gendell Jeffrey L
N/A
Shares— from 1,866,221
Change-1,866,221 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 691,727
Change-691,727 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 609,635
Change-609,635 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 550,000
Change-550,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 545,197
Change-545,197 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 258,384
Change-258,384 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 209,264
Change-209,264 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 182,025
Change-182,025 (-100%)
Value—
Whitebox Advisors LLC
N/A
Shares— from 179,058
Change-179,058 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 171,736
Change-171,736 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 170,680
Change-170,680 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 153,600
Change-153,600 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 139,614
Change-139,614 (-100%)
Value—
UBS Group AG
N/A
Shares— from 90,921
Change-90,921 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 78,214
Change-78,214 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 76,694
Change-76,694 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 71,836
Change-71,836 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 69,547
Change-69,547 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 56,359
Change-56,359 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 56,148
Change-56,148 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 35,962
Change-35,962 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 31,167
Change-31,167 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 27,988
Change-27,988 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,113
Change-26,113 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,136
Change-25,136 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 24,698
Change-24,698 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 22,702
Change-22,702 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 20,002
Change-20,002 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 17,836
Change-17,836 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 15,636
Change-15,636 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,611
Change-14,611 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 973
Change-973 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 114
Change-114 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 32
Change-32 (-100%)
Value—
FMR LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4
Change-4 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED572,215201,879+370,336+183%$520.8K$829.7K+$308.9K2026-11-02
Algebris (UK) LTD
NEW276,012—+276,012——$400.2K—2026-11-06
PNC Financial Services Group, Inc.
INCREASED106,51622,725+83,791+369%$58.6K$154.4K+$95.8K2026-11-06
Barclays PLC
INCREASED35,6791,643+34,036+2072%$4.2K$51.7K+$47.5K2026-11-06
Bank of New York Mellon Corp
INCREASED24,50223,151+1,351+6%$59.7K$35.5K-$24.2K2026-11-05
Dimensional Fund Advisors LP
DECREASED13,13878,281-65,143-83%$202.0K$19.1K-$182.9K2026-11-04
Blue Trust, Inc.
UNCHANGED4,6334,63300%$12.0K$6.7K-$5.2K2026-10-15
Physician Wealth Advisors, Inc.
INCREASED334188+146+78%$486$485-$12026-10-20
SBI Securities Co., Ltd.
UNCHANGED606000%$155$87-$682026-10-22
Larson Financial Group LLC
UNCHANGED1100%$3$1-$22026-11-05
MacKenzie Financial Corp
CLOSED0103,322-103,322-100%$266.6K$0-$266.6K2026-11-02
Hickory Point Bank & Trust
CLOSED012-12-100%$31$0-$312026-10-01
Caitong International Asset Management Co., Ltd
CLOSED05-5-100%$13$0-$132026-10-29
Citigroup Inc
CLOSED04-4-100%$10$0-$102026-11-04
Gendell Jeffrey L
N/A—1,866,221-1,866,221-100%$4.8M———
CastleKnight Management LP
N/A—691,727-691,727-100%$1.8M———
Vanguard Capital Management LLC
N/A—609,635-609,635-100%$1.6M———
Adage Capital Partners GP, L.L.C.
N/A—550,000-550,000-100%$1.4M———
Marshall Wace, LLP
N/A—545,197-545,197-100%$1.4M———
Citadel Advisors LLC
N/A—258,384-258,384-100%$666.6K———
BlackRock, Inc.
N/A—209,264-209,264-100%$539.9K———
Geode Capital Management, LLC
N/A—182,025-182,025-100%$469.7K———
Whitebox Advisors LLC
N/A—179,058-179,058-100%$462.0K———
Acadian Asset Management LLC
N/A—171,736-171,736-100%$442.0K———
Morgan Stanley
N/A—170,680-170,680-100%$440.4K———
Renaissance Technologies LLC
N/A—153,600-153,600-100%$396.3K———
Round Rock Advisors LLC
N/A—139,614-139,614-100%$360.2K———
UBS Group AG
N/A—90,921-90,921-100%$234.6K———
Arrowstreet Capital, Limited Partnership
N/A—78,214-78,214-100%$201.8K———
Vanguard Fiduciary Trust Co
N/A—76,694-76,694-100%$197.9K———
Verition Fund Management LLC
N/A—75,000-75,000-100%$193.5K———
State Street Corp
N/A—71,836-71,836-100%$185.3K———
GSA Capital Partners LLP
N/A—69,547-69,547-100%$179.0K———
Susquehanna International Group, LLP
N/A—56,359-56,359-100%$145.4K———
Goldman Sachs Group Inc
N/A—56,148-56,148-100%$144.9K———
Northern Trust Corp
N/A—35,962-35,962-100%$92.8K———
Gamco Investors, Inc. ET AL
N/A—35,000-35,000-100%$90.3K———
Point72 Asset Management, L.P.
N/A—31,167-31,167-100%$80.4K———
Engineers Gate Manager LP
N/A—27,988-27,988-100%$72.2K———
Raymond James Financial Inc
N/A—26,113-26,113-100%$67.4K———
NewEdge Advisors, LLC
N/A—25,136-25,136-100%$64.9K———
Vanguard Personalized Indexing Management, LLC
N/A—24,698-24,698-100%$63.7K———
Bridgeway Capital Management, LLC
N/A—22,702-22,702-100%$58.6K———
Jain Global LLC
N/A—20,002-20,002-100%$51.6K———
Centiva Capital, LP
N/A—17,836-17,836-100%$46.0K———
Prudential Financial Inc
N/A—15,636-15,636-100%$40.3K———
Jane Street Group, LLC
N/A—14,611-14,611-100%$37.7K———
Janney Montgomery Scott LLC
N/A—10,000-10,000-100%$26.0K———
Vanguard Global Advisers, LLC
N/A—4,358-4,358-100%$11.2K———
JPMorgan Chase & Co
N/A—2,389-2,389-100%$6.3K———
Tower Research Capital LLC (TRC)
N/A—1,844-1,844-100%$4.8K———
Jones Financial Companies Lllp
N/A—1,005-1,005-100%$2.4K———
Royal Bank of Canada
N/A—973-973-100%$3.0K———
IFG Advisory, LLC
N/A—575-575-100%$1.5K———
Group One Trading LLC
N/A—163-163-100%$421———
BNP Paribas Financial Markets
N/A—114-114-100%$294———
Wells Fargo & Company
N/A—32-32-100%$83———
FMR LLC
N/A—23-23-100%$59———
Osaic Holdings, Inc.
N/A—18-18-100%$45———
Federation des caisses Desjardins du Quebec
N/A—8-8-100%$21———
Rothschild Investment LLC
N/A—4-4-100%$10———
Ritter Daniher Financial Advisory LLC / de
N/A—4-4-100%$11———
Delta Asset Management LLC
N/A—2-2-100%$5———
Showing 63 of 63 institutions