L3VLUP
ProSign in

NVDA · 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.

NVDAMU
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.
  • NVDA
  • MU
020406080202120222023202420252026
Holders and value by quarter
QuarterNVDAMU
Q3 202035 holders, $45.3bn34 holders, $8.6bn
Q4 202042 holders, $43.8bn43 holders, $13.3bn
Q1 202136 holders, $42.9bn38 holders, $13.5bn
Q2 202137 holders, $63.0bn38 holders, $11.4bn
Q3 202140 holders, $62.6bn28 holders, $8.6bn
Q4 202148 holders, $90.4bn34 holders, $12.8bn
Q1 202237 holders, $79.5bn32 holders, $10.8bn
Q2 202238 holders, $43.6bn31 holders, $7.8bn
Q3 202238 holders, $35.1bn36 holders, $7.1bn
Q4 202238 holders, $56.7bn26 holders, $8.0bn
Q1 202351 holders, $85.0bn28 holders, $10.0bn
Q2 202361 holders, $136bn34 holders, $10.8bn
Q3 202358 holders, $136bn33 holders, $11.6bn
Q4 202355 holders, $153bn35 holders, $14.4bn
Q1 202457 holders, $254bn45 holders, $19.9bn
Q2 202457 holders, $322bn43 holders, $20.8bn
Q3 202462 holders, $304bn39 holders, $12.9bn
Q4 202460 holders, $337bn28 holders, $12.2bn
Q1 202562 holders, $266bn28 holders, $13.8bn
Q2 202561 holders, $408bn32 holders, $22.0bn
Q3 202563 holders, $487bn36 holders, $29.9bn
Q4 202564 holders, $513bn41 holders, $54.0bn
Q1 202663 holders, $480bn45 holders, $56.5bn
Q2 202662 holders, $550bn50 holders, $164bn
NVDA

Nvidia Corporation

Holders
60
Reported value
$337bn
Buyers
29
Sellers
32

Breadth -3 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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 61 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NVDA (33)

Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, and 8 more

Only MU (1)

Tybourne Capital Management HK Ltd

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.

Back to the 13F Explorer →