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DLR · 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.

DLRMU
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.
  • DLR
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterDLRMU
Q3 202011 holders, $7.3bn34 holders, $8.6bn
Q4 202012 holders, $5.9bn43 holders, $13.3bn
Q1 202110 holders, $6.0bn38 holders, $13.5bn
Q2 202111 holders, $6.2bn38 holders, $11.4bn
Q3 202110 holders, $5.4bn28 holders, $8.6bn
Q4 202112 holders, $6.0bn34 holders, $12.8bn
Q1 202215 holders, $3.3bn32 holders, $10.8bn
Q2 202218 holders, $3.1bn31 holders, $7.8bn
Q3 202216 holders, $2.5bn36 holders, $7.1bn
Q4 202214 holders, $2.3bn26 holders, $8.0bn
Q1 202314 holders, $2.2bn28 holders, $10.0bn
Q2 202312 holders, $2.7bn34 holders, $10.8bn
Q3 202312 holders, $2.5bn33 holders, $11.6bn
Q4 202313 holders, $2.3bn35 holders, $14.4bn
Q1 202413 holders, $2.8bn45 holders, $19.9bn
Q2 202414 holders, $2.3bn43 holders, $20.8bn
Q3 202415 holders, $2.4bn39 holders, $12.9bn
Q4 202413 holders, $2.9bn28 holders, $12.2bn
Q1 202514 holders, $2.5bn28 holders, $13.8bn
Q2 202515 holders, $3.2bn32 holders, $22.0bn
Q3 202513 holders, $3.1bn36 holders, $29.9bn
Q4 202513 holders, $3.0bn41 holders, $54.0bn
Q1 202614 holders, $3.5bn45 holders, $56.5bn
Q2 202623 holders, $4.5bn50 holders, $164bn
DLR

Digital Realty Trust Inc

Holders
13
Reported value
$2.9bn
Buyers
8
Sellers
6

Breadth +2 among 94 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts
MU

Micron Technology Inc

Holders
28
Reported value
$12.2bn
Buyers
16
Sellers
16

Breadth 0 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2024

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DLR (6)

Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP

Only MU (21)

Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP

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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