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
- $18.1bn
- Buyers
- 13
- Sellers
- 12
Breadth +1 among 94 comparable managers.
Micron Technology Inc
- Holders
- 43
- Reported value
- $20.8bn
- Buyers
- 20
- Sellers
- 28
Breadth -8 among 94 comparable managers.
Who holds both, Q2 2024
Both (17)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only NXPI (6)
Bridgewater Associates LP, Holocene Advisors LP, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only MU (26)
Acadian Asset Management LLC, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Element Capital Management LLC, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, PDT Partners LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Susquehanna International Group LLP, Third Point LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Whale Rock Capital 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.