Holders over time
- NXPI
- MU
| Quarter | NXPI | MU |
|---|---|---|
| Q3 2020 | 23 holders, $11.3bn | 34 holders, $8.6bn |
| Q4 2020 | 35 holders, $14.4bn | 43 holders, $13.3bn |
| Q1 2021 | 20 holders, $14.3bn | 38 holders, $13.5bn |
| Q2 2021 | 18 holders, $12.6bn | 38 holders, $11.4bn |
| Q3 2021 | 20 holders, $10.6bn | 28 holders, $8.6bn |
| Q4 2021 | 17 holders, $11.7bn | 34 holders, $12.8bn |
| Q1 2022 | 23 holders, $9.6bn | 32 holders, $10.8bn |
| Q2 2022 | 32 holders, $10.1bn | 31 holders, $7.8bn |
| Q3 2022 | 28 holders, $9.2bn | 36 holders, $7.1bn |
| Q4 2022 | 20 holders, $9.8bn | 26 holders, $8.0bn |
| Q1 2023 | 22 holders, $12.4bn | 28 holders, $10.0bn |
| Q2 2023 | 26 holders, $13.0bn | 34 holders, $10.8bn |
| Q3 2023 | 22 holders, $13.2bn | 33 holders, $11.6bn |
| Q4 2023 | 20 holders, $14.4bn | 35 holders, $14.4bn |
| Q1 2024 | 23 holders, $15.9bn | 45 holders, $19.9bn |
| Q2 2024 | 23 holders, $18.1bn | 43 holders, $20.8bn |
| Q3 2024 | 26 holders, $14.9bn | 39 holders, $12.9bn |
| Q4 2024 | 20 holders, $12.8bn | 28 holders, $12.2bn |
| Q1 2025 | 17 holders, $11.6bn | 28 holders, $13.8bn |
| Q2 2025 | 18 holders, $13.0bn | 32 holders, $22.0bn |
| Q3 2025 | 19 holders, $13.8bn | 36 holders, $29.9bn |
| Q4 2025 | 18 holders, $14.1bn | 41 holders, $54.0bn |
| Q1 2026 | 15 holders, $13.3bn | 45 holders, $56.5bn |
| Q2 2026 | 19 holders, $16.3bn | 50 holders, $164bn |
NXP Semiconductors N V
- Holders
- 18
- Reported value
- $13.0bn
- Buyers
- 14
- Sellers
- 6
Breadth +8 among 95 comparable managers.
Micron Technology Inc
- Holders
- 32
- Reported value
- $22.0bn
- Buyers
- 23
- Sellers
- 10
Breadth +13 among 95 comparable managers.
Who holds both, Q2 2025
Both (10)
AllianceBernstein LP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only NXPI (8)
Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Freestone Grove Partners LP, Light Street Capital Management LLC, MFS Investment Management, Moore Capital Management LP, Walleye Capital LLC
Only MU (22)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
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.