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ON · 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.

ONMU
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.
  • ON
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterONMU
Q3 202013 holders, $1.6bn34 holders, $8.6bn
Q4 202021 holders, $3.2bn43 holders, $13.3bn
Q1 202116 holders, $3.9bn38 holders, $13.5bn
Q2 202119 holders, $3.3bn38 holders, $11.4bn
Q3 202118 holders, $4.2bn28 holders, $8.6bn
Q4 202121 holders, $6.4bn34 holders, $12.8bn
Q1 202216 holders, $5.4bn32 holders, $10.8bn
Q2 202216 holders, $4.7bn31 holders, $7.8bn
Q3 202224 holders, $7.0bn36 holders, $7.1bn
Q4 202221 holders, $6.9bn26 holders, $8.0bn
Q1 202324 holders, $9.9bn28 holders, $10.0bn
Q2 202324 holders, $11.2bn34 holders, $10.8bn
Q3 202322 holders, $10.9bn33 holders, $11.6bn
Q4 202318 holders, $9.4bn35 holders, $14.4bn
Q1 202420 holders, $7.7bn45 holders, $19.9bn
Q2 202416 holders, $7.0bn43 holders, $20.8bn
Q3 202416 holders, $7.5bn39 holders, $12.9bn
Q4 202412 holders, $5.7bn28 holders, $12.2bn
Q1 202512 holders, $3.9bn28 holders, $13.8bn
Q2 202516 holders, $4.8bn32 holders, $22.0bn
Q3 202514 holders, $5.2bn36 holders, $29.9bn
Q4 202518 holders, $5.7bn41 holders, $54.0bn
Q1 202612 holders, $6.0bn45 holders, $56.5bn
Q2 202627 holders, $9.2bn50 holders, $164bn
ON

On Semiconductor Corp

Holders
12
Reported value
$3.9bn
Buyers
10
Sellers
5

Breadth +5 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 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ON (4)

Baillie Gifford & Co, MFS Investment Management, Renaissance Technologies LLC, Voloridge Investment Management LLC

Only MU (20)

AllianceBernstein LP, Appaloosa LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Maverick Capital Ltd, 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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