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KLAC · 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.

KLACMU
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.
  • KLAC
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterKLACMU
Q3 202015 holders, $4.0bn34 holders, $8.6bn
Q4 202014 holders, $5.3bn43 holders, $13.3bn
Q1 202118 holders, $7.4bn38 holders, $13.5bn
Q2 202126 holders, $7.3bn38 holders, $11.4bn
Q3 202125 holders, $7.3bn28 holders, $8.6bn
Q4 202125 holders, $9.0bn34 holders, $12.8bn
Q1 202224 holders, $6.8bn32 holders, $10.8bn
Q2 202217 holders, $6.3bn31 holders, $7.8bn
Q3 202215 holders, $5.7bn36 holders, $7.1bn
Q4 202214 holders, $6.6bn26 holders, $8.0bn
Q1 202322 holders, $6.7bn28 holders, $10.0bn
Q2 202322 holders, $8.3bn34 holders, $10.8bn
Q3 202325 holders, $8.2bn33 holders, $11.6bn
Q4 202323 holders, $10.0bn35 holders, $14.4bn
Q1 202416 holders, $11.0bn45 holders, $19.9bn
Q2 202421 holders, $12.7bn43 holders, $20.8bn
Q3 202428 holders, $11.2bn39 holders, $12.9bn
Q4 202425 holders, $8.0bn28 holders, $12.2bn
Q1 202527 holders, $8.7bn28 holders, $13.8bn
Q2 202522 holders, $12.2bn32 holders, $22.0bn
Q3 202519 holders, $16.5bn36 holders, $29.9bn
Q4 202525 holders, $23.4bn41 holders, $54.0bn
Q1 202622 holders, $32.6bn45 holders, $56.5bn
Q2 202628 holders, $78.0bn50 holders, $164bn
KLAC

Kla Corp

Holders
19
Reported value
$16.5bn
Buyers
11
Sellers
11

Breadth 0 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP
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 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only KLAC (4)

Arrowstreet Capital LP, Bridgewater Associates LP, MFS Investment Management, PDT Partners LLC

Only MU (21)

Appaloosa LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Holocene Advisors LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, 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.

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