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SWKS · 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.

SWKSMU
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.
  • SWKS
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSWKSMU
Q3 202015 holders, $1.5bn34 holders, $8.6bn
Q4 202015 holders, $1.7bn43 holders, $13.3bn
Q1 20218 holders, $2.4bn38 holders, $13.5bn
Q2 202117 holders, $2.7bn38 holders, $11.4bn
Q3 202116 holders, $2.0bn28 holders, $8.6bn
Q4 202118 holders, $1.2bn34 holders, $12.8bn
Q1 202220 holders, $1.1bn32 holders, $10.8bn
Q2 202225 holders, $1.3bn31 holders, $7.8bn
Q3 202219 holders, $831m36 holders, $7.1bn
Q4 202223 holders, $5.1bn26 holders, $8.0bn
Q1 202318 holders, $1.6bn28 holders, $10.0bn
Q2 202312 holders, $1.4bn34 holders, $10.8bn
Q3 202315 holders, $1.2bn33 holders, $11.6bn
Q4 202313 holders, $833m35 holders, $14.4bn
Q1 202412 holders, $788m45 holders, $19.9bn
Q2 202411 holders, $929m43 holders, $20.8bn
Q3 202411 holders, $769m39 holders, $12.9bn
Q4 202410 holders, $909m28 holders, $12.2bn
Q1 202512 holders, $981m28 holders, $13.8bn
Q2 202511 holders, $954m32 holders, $22.0bn
Q3 202514 holders, $1.1bn36 holders, $29.9bn
Q4 202512 holders, $611m41 holders, $54.0bn
Q1 202612 holders, $851m45 holders, $56.5bn
Q2 20267 holders, $1.6bn50 holders, $164bn
SWKS

Skyworks Solutions Inc

Holders
11
Reported value
$954m
Buyers
5
Sellers
5

Breadth 0 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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

Who holds both, Q2 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 SWKS (6)

Coatue Management LLC, Holocene Advisors LP, MFS Investment Management, Millennium Management LLC, Tudor Investment Corp, Two Sigma Advisers LP

Only MU (27)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management 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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