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NTAP · 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.

NTAPMU
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.
  • NTAP
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterNTAPMU
Q3 202013 holders, $371m34 holders, $8.6bn
Q4 202016 holders, $743m43 holders, $13.3bn
Q1 202113 holders, $503m38 holders, $13.5bn
Q2 202114 holders, $741m38 holders, $11.4bn
Q3 202115 holders, $1.1bn28 holders, $8.6bn
Q4 202120 holders, $1.5bn34 holders, $12.8bn
Q1 202220 holders, $1.4bn32 holders, $10.8bn
Q2 202222 holders, $1.3bn31 holders, $7.8bn
Q3 202217 holders, $1.0bn36 holders, $7.1bn
Q4 202216 holders, $5.4bn26 holders, $8.0bn
Q1 202316 holders, $953m28 holders, $10.0bn
Q2 202312 holders, $914m34 holders, $10.8bn
Q3 202314 holders, $828m33 holders, $11.6bn
Q4 202321 holders, $1.2bn35 holders, $14.4bn
Q1 202418 holders, $1.6bn45 holders, $19.9bn
Q2 202419 holders, $2.2bn43 holders, $20.8bn
Q3 202415 holders, $1.9bn39 holders, $12.9bn
Q4 202412 holders, $1.3bn28 holders, $12.2bn
Q1 202516 holders, $800m28 holders, $13.8bn
Q2 202510 holders, $1.2bn32 holders, $22.0bn
Q3 202511 holders, $1.6bn36 holders, $29.9bn
Q4 202513 holders, $1.5bn41 holders, $54.0bn
Q1 202610 holders, $1.4bn45 holders, $56.5bn
Q2 202615 holders, $2.3bn50 holders, $164bn
NTAP

Netapp Inc

Holders
16
Reported value
$800m
Buyers
12
Sellers
5

Breadth +7 among 95 comparable managers.

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

Only NTAP (10)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Element Capital Management LLC, Holocene Advisors LP, Man Group PLC, Quantbot Technologies LP, Voloridge Investment Management LLC

Only MU (22)

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, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, Winton Group 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.

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