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STX · 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.

STXMU
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.
  • STX
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSTXMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 2021none listed holders, n.a.38 holders, $13.5bn
Q2 20218 holders, $2.9bn38 holders, $11.4bn
Q3 20219 holders, $2.4bn28 holders, $8.6bn
Q4 202110 holders, $3.3bn34 holders, $12.8bn
Q1 202210 holders, $2.3bn32 holders, $10.8bn
Q2 202212 holders, $2.0bn31 holders, $7.8bn
Q3 202210 holders, $1.5bn36 holders, $7.1bn
Q4 202211 holders, $1.9bn26 holders, $8.0bn
Q1 202310 holders, $2.6bn28 holders, $10.0bn
Q2 202314 holders, $2.4bn34 holders, $10.8bn
Q3 202316 holders, $3.1bn33 holders, $11.6bn
Q4 202314 holders, $3.8bn35 holders, $14.4bn
Q1 202417 holders, $3.4bn45 holders, $19.9bn
Q2 202417 holders, $3.4bn43 holders, $20.8bn
Q3 202421 holders, $3.5bn39 holders, $12.9bn
Q4 202421 holders, $2.8bn28 holders, $12.2bn
Q1 202512 holders, $2.5bn28 holders, $13.8bn
Q2 202524 holders, $4.1bn32 holders, $22.0bn
Q3 202520 holders, $4.5bn36 holders, $29.9bn
Q4 202521 holders, $7.8bn41 holders, $54.0bn
Q1 202630 holders, $13.7bn45 holders, $56.5bn
Q2 202645 holders, $40.7bn50 holders, $164bn
STX

Seagate Technology Hldngs PL

Holders
14
Reported value
$3.8bn
Buyers
7
Sellers
8

Breadth -1 among 93 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
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 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only STX (5)

Davidson Kempner Capital Management LP, MFS Investment Management, Sachem Head Capital Management LP, ValueAct Holdings LP, Woodline Partners LP

Only MU (26)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, and 1 more

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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