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ARRY · 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.

ARRYMU
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.
  • ARRY
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterARRYMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 202012 holders, $1.9bn43 holders, $13.3bn
Q1 202110 holders, $1.6bn38 holders, $13.5bn
Q2 20215 holders, $52m38 holders, $11.4bn
Q3 20214 holders, $61m28 holders, $8.6bn
Q4 20214 holders, $63m34 holders, $12.8bn
Q1 20221 holders, $14m32 holders, $10.8bn
Q2 20221 holders, $12m31 holders, $7.8bn
Q3 20227 holders, $104m36 holders, $7.1bn
Q4 20228 holders, $182m26 holders, $8.0bn
Q1 20238 holders, $216m28 holders, $10.0bn
Q2 20237 holders, $187m34 holders, $10.8bn
Q3 20236 holders, $70m33 holders, $11.6bn
Q4 20233 holders, $42m35 holders, $14.4bn
Q1 20243 holders, $80m45 holders, $19.9bn
Q2 20241 holders, $4.0m43 holders, $20.8bn
Q3 20241 holders, $3.1m39 holders, $12.9bn
Q4 20241 holders, $21m28 holders, $12.2bn
Q1 20251 holders, $2.7m28 holders, $13.8bn
Q2 20251 holders, $5.5m32 holders, $22.0bn
Q3 20253 holders, $57m36 holders, $29.9bn
Q4 20252 holders, $76m41 holders, $54.0bn
Q1 20262 holders, $8.1m45 holders, $56.5bn
Q2 2026none listed holders, n.a.50 holders, $164bn
ARRY

Array Technologies Inc

Holders
1
Reported value
$2.7m
Buyers
1
Sellers
0

Breadth +1 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
28
Reported value
$13.8bn
Buyers
17
Sellers
13

Breadth +4 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2025

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ARRY (0)

None.

Only MU (27)

AllianceBernstein LP, Appaloosa LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Davidson Kempner Capital Management LP, 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, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, and 2 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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