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GFS · 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.

GFSMU
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.
  • GFS
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterGFSMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 2021none listed holders, n.a.38 holders, $13.5bn
Q2 2021none listed holders, n.a.38 holders, $11.4bn
Q3 2021none listed holders, n.a.28 holders, $8.6bn
Q4 20213 holders, $1.1bn34 holders, $12.8bn
Q1 20226 holders, $1.5bn32 holders, $10.8bn
Q2 20225 holders, $1.1bn31 holders, $7.8bn
Q3 20224 holders, $1.5bn36 holders, $7.1bn
Q4 20227 holders, $1.8bn26 holders, $8.0bn
Q1 202312 holders, $2.4bn28 holders, $10.0bn
Q2 20239 holders, $2.2bn34 holders, $10.8bn
Q3 20237 holders, $2.2bn33 holders, $11.6bn
Q4 20234 holders, $2.2bn35 holders, $14.4bn
Q1 20245 holders, $2.3bn45 holders, $19.9bn
Q2 20249 holders, $2.7bn43 holders, $20.8bn
Q3 20245 holders, $2.1bn39 holders, $12.9bn
Q4 20244 holders, $2.3bn28 holders, $12.2bn
Q1 20256 holders, $2.0bn28 holders, $13.8bn
Q2 20256 holders, $2.0bn32 holders, $22.0bn
Q3 20255 holders, $2.1bn36 holders, $29.9bn
Q4 20259 holders, $2.4bn41 holders, $54.0bn
Q1 202613 holders, $3.7bn45 holders, $56.5bn
Q2 202612 holders, $7.3bn50 holders, $164bn
GFS

Globalfoundries Inc

Holders
5
Reported value
$2.1bn
Buyers
5
Sellers
0

Breadth +5 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
36
Reported value
$29.9bn
Buyers
22
Sellers
15

Breadth +7 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q3 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GFS (0)

None.

Only MU (31)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, and 6 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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