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MU · AVGO 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.

MUAVGO
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.
  • MU
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterMUAVGO
Q3 202034 holders, $8.6bn22 holders, $31.2bn
Q4 202043 holders, $13.3bn24 holders, $38.1bn
Q1 202138 holders, $13.5bn19 holders, $38.2bn
Q2 202138 holders, $11.4bn19 holders, $38.2bn
Q3 202128 holders, $8.6bn19 holders, $37.7bn
Q4 202134 holders, $12.8bn25 holders, $50.3bn
Q1 202232 holders, $10.8bn27 holders, $44.5bn
Q2 202231 holders, $7.8bn31 holders, $32.3bn
Q3 202236 holders, $7.1bn33 holders, $31.6bn
Q4 202226 holders, $8.0bn29 holders, $50.6bn
Q1 202328 holders, $10.0bn30 holders, $41.6bn
Q2 202334 holders, $10.8bn27 holders, $55.4bn
Q3 202333 holders, $11.6bn32 holders, $54.1bn
Q4 202335 holders, $14.4bn29 holders, $73.2bn
Q1 202445 holders, $19.9bn39 holders, $86.3bn
Q2 202443 holders, $20.8bn47 holders, $98.1bn
Q3 202439 holders, $12.9bn42 holders, $103bn
Q4 202428 holders, $12.2bn48 holders, $138bn
Q1 202528 holders, $13.8bn48 holders, $102bn
Q2 202532 holders, $22.0bn42 holders, $172bn
Q3 202536 holders, $29.9bn53 holders, $209bn
Q4 202541 holders, $54.0bn55 holders, $231bn
Q1 202645 holders, $56.5bn57 holders, $218bn
Q2 202650 holders, $164bn52 holders, $262bn
MU

Micron Technology Inc

Holders
32
Reported value
$22.0bn
Buyers
23
Sellers
10

Breadth +13 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
42
Reported value
$172bn
Buyers
29
Sellers
15

Breadth +14 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2025

Among the 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MU (10)

Appaloosa LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Maverick Capital Ltd, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP

Only AVGO (20)

Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Coatue Management LLC, Dodge & Cox, 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, Point72 Asset Management LP, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Walleye Capital LLC, Whale Rock Capital Management LLC

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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