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AMAT · MU in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AMATMU
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AMAT
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterAMATMU
Q3 202023 holders, $7.3bn34 holders, $8.6bn
Q4 202030 holders, $10.7bn43 holders, $13.3bn
Q1 202130 holders, $16.6bn38 holders, $13.5bn
Q2 202126 holders, $16.5bn38 holders, $11.4bn
Q3 202126 holders, $13.7bn28 holders, $8.6bn
Q4 202123 holders, $15.8bn34 holders, $12.8bn
Q1 202224 holders, $12.1bn32 holders, $10.8bn
Q2 202230 holders, $8.3bn31 holders, $7.8bn
Q3 202226 holders, $7.3bn36 holders, $7.1bn
Q4 202225 holders, $8.9bn26 holders, $8.0bn
Q1 202330 holders, $11.2bn28 holders, $10.0bn
Q2 202323 holders, $12.7bn34 holders, $10.8bn
Q3 202325 holders, $11.9bn33 holders, $11.6bn
Q4 202330 holders, $12.4bn35 holders, $14.4bn
Q1 202430 holders, $13.9bn45 holders, $19.9bn
Q2 202432 holders, $16.7bn43 holders, $20.8bn
Q3 202426 holders, $13.3bn39 holders, $12.9bn
Q4 202433 holders, $10.1bn28 holders, $12.2bn
Q1 202533 holders, $8.6bn28 holders, $13.8bn
Q2 202526 holders, $9.5bn32 holders, $22.0bn
Q3 202531 holders, $12.5bn36 holders, $29.9bn
Q4 202545 holders, $25.8bn41 holders, $54.0bn
Q1 202646 holders, $34.6bn45 holders, $56.5bn
Q2 202646 holders, $73.3bn50 holders, $164bn
AMAT

Applied Matls Inc

Holders
30
Reported value
$12.4bn
Buyers
21
Sellers
9

Breadth +12 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
35
Reported value
$14.4bn
Buyers
17
Sellers
21

Breadth -4 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2023

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMAT (9)

Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Hudson Bay Capital Management LP, MFS Investment Management, Neuberger Berman Group LLC, Tudor Investment Corp

Only MU (14)

Appaloosa LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Holocene Advisors LP, Jane Street Group LLC, Moore Capital Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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