Holders over time
- NXPI
- MU
| Quarter | NXPI | MU |
|---|---|---|
| Q3 2020 | 23 holders, $11.3bn | 34 holders, $8.6bn |
| Q4 2020 | 35 holders, $14.4bn | 43 holders, $13.3bn |
| Q1 2021 | 20 holders, $14.3bn | 38 holders, $13.5bn |
| Q2 2021 | 18 holders, $12.6bn | 38 holders, $11.4bn |
| Q3 2021 | 20 holders, $10.6bn | 28 holders, $8.6bn |
| Q4 2021 | 17 holders, $11.7bn | 34 holders, $12.8bn |
| Q1 2022 | 23 holders, $9.6bn | 32 holders, $10.8bn |
| Q2 2022 | 32 holders, $10.1bn | 31 holders, $7.8bn |
| Q3 2022 | 28 holders, $9.2bn | 36 holders, $7.1bn |
| Q4 2022 | 20 holders, $9.8bn | 26 holders, $8.0bn |
| Q1 2023 | 22 holders, $12.4bn | 28 holders, $10.0bn |
| Q2 2023 | 26 holders, $13.0bn | 34 holders, $10.8bn |
| Q3 2023 | 22 holders, $13.2bn | 33 holders, $11.6bn |
| Q4 2023 | 20 holders, $14.4bn | 35 holders, $14.4bn |
| Q1 2024 | 23 holders, $15.9bn | 45 holders, $19.9bn |
| Q2 2024 | 23 holders, $18.1bn | 43 holders, $20.8bn |
| Q3 2024 | 26 holders, $14.9bn | 39 holders, $12.9bn |
| Q4 2024 | 20 holders, $12.8bn | 28 holders, $12.2bn |
| Q1 2025 | 17 holders, $11.6bn | 28 holders, $13.8bn |
| Q2 2025 | 18 holders, $13.0bn | 32 holders, $22.0bn |
| Q3 2025 | 19 holders, $13.8bn | 36 holders, $29.9bn |
| Q4 2025 | 18 holders, $14.1bn | 41 holders, $54.0bn |
| Q1 2026 | 15 holders, $13.3bn | 45 holders, $56.5bn |
| Q2 2026 | 19 holders, $16.3bn | 50 holders, $164bn |
NXP Semiconductors N V
- Holders
- 23
- Reported value
- $15.9bn
- Buyers
- 14
- Sellers
- 10
Breadth +4 among 93 comparable managers.
Micron Technology Inc
- Holders
- 45
- Reported value
- $19.9bn
- Buyers
- 23
- Sellers
- 20
Breadth +3 among 93 comparable managers.
Who holds both, Q1 2024
Both (19)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP
Only NXPI (4)
AQR Capital Management LLC, Bridgewater Associates LP, Coatue Management LLC, Walleye Capital LLC
Only MU (26)
Acadian Asset Management LLC, Appaloosa LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd, 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.