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ONTO · 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.

ONTOMU
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.
  • ONTO
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterONTOMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 20202 holders, $42m43 holders, $13.3bn
Q1 20211 holders, $37m38 holders, $13.5bn
Q2 20211 holders, $77k38 holders, $11.4bn
Q3 20212 holders, $27m28 holders, $8.6bn
Q4 20212 holders, $109m34 holders, $12.8bn
Q1 20222 holders, $110m32 holders, $10.8bn
Q2 20222 holders, $85m31 holders, $7.8bn
Q3 20222 holders, $77m36 holders, $7.1bn
Q4 20222 holders, $90m26 holders, $8.0bn
Q1 20233 holders, $105m28 holders, $10.0bn
Q2 20234 holders, $155m34 holders, $10.8bn
Q3 20235 holders, $209m33 holders, $11.6bn
Q4 20237 holders, $468m35 holders, $14.4bn
Q1 20249 holders, $541m45 holders, $19.9bn
Q2 202417 holders, $1.5bn43 holders, $20.8bn
Q3 202412 holders, $667m39 holders, $12.9bn
Q4 202412 holders, $598m28 holders, $12.2bn
Q1 20256 holders, $221m28 holders, $13.8bn
Q2 202511 holders, $371m32 holders, $22.0bn
Q3 202511 holders, $509m36 holders, $29.9bn
Q4 202511 holders, $627m41 holders, $54.0bn
Q1 202614 holders, $959m45 holders, $56.5bn
Q2 202621 holders, $2.5bn50 holders, $164bn
ONTO

Onto Innovation Inc

Holders
12
Reported value
$667m
Buyers
7
Sellers
5

Breadth +2 among 94 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP
MU

Micron Technology Inc

Holders
39
Reported value
$12.9bn
Buyers
19
Sellers
26

Breadth -7 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q3 2024

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 ONTO (5)

Artisan Partners LP, First Eagle Investment Management LLC, MFS Investment Management, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC

Only MU (32)

Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, and 7 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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