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WDC · 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.

WDCMU
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.
  • WDC
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterWDCMU
Q3 202010 holders, $336m34 holders, $8.6bn
Q4 202012 holders, $799m43 holders, $13.3bn
Q1 202117 holders, $1.4bn38 holders, $13.5bn
Q2 202117 holders, $1.6bn38 holders, $11.4bn
Q3 202110 holders, $749m28 holders, $8.6bn
Q4 202117 holders, $1.3bn34 holders, $12.8bn
Q1 202214 holders, $726m32 holders, $10.8bn
Q2 202212 holders, $878m31 holders, $7.8bn
Q3 202211 holders, $833m36 holders, $7.1bn
Q4 202210 holders, $1.2bn26 holders, $8.0bn
Q1 202314 holders, $1.8bn28 holders, $10.0bn
Q2 202313 holders, $1.7bn34 holders, $10.8bn
Q3 202316 holders, $2.7bn33 holders, $11.6bn
Q4 202324 holders, $4.0bn35 holders, $14.4bn
Q1 202428 holders, $4.4bn45 holders, $19.9bn
Q2 202431 holders, $6.0bn43 holders, $20.8bn
Q3 202421 holders, $3.9bn39 holders, $12.9bn
Q4 202422 holders, $3.5bn28 holders, $12.2bn
Q1 202517 holders, $2.3bn28 holders, $13.8bn
Q2 202521 holders, $4.5bn32 holders, $22.0bn
Q3 202531 holders, $7.7bn36 holders, $29.9bn
Q4 202524 holders, $11.6bn41 holders, $54.0bn
Q1 202630 holders, $20.7bn45 holders, $56.5bn
Q2 202638 holders, $47.7bn50 holders, $164bn
WDC

Western Digital Corp

Holders
22
Reported value
$3.5bn
Buyers
11
Sellers
10

Breadth +1 among 94 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WDC (9)

Davidson Kempner Capital Management LP, Elliott Investment Management LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Renaissance Technologies LLC, Sachem Head Capital Management LP, Two Sigma Investments LP, Walleye Capital LLC

Only MU (15)

Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Tudor Investment Corp, Tybourne Capital Management HK Ltd, Wellington Management Group LLP

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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