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MU · NVDA 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.

MUNVDA
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
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterMUNVDA
Q3 202034 holders, $8.6bn35 holders, $45.3bn
Q4 202043 holders, $13.3bn42 holders, $43.8bn
Q1 202138 holders, $13.5bn36 holders, $42.9bn
Q2 202138 holders, $11.4bn37 holders, $63.0bn
Q3 202128 holders, $8.6bn40 holders, $62.6bn
Q4 202134 holders, $12.8bn48 holders, $90.4bn
Q1 202232 holders, $10.8bn37 holders, $79.5bn
Q2 202231 holders, $7.8bn38 holders, $43.6bn
Q3 202236 holders, $7.1bn38 holders, $35.1bn
Q4 202226 holders, $8.0bn38 holders, $56.7bn
Q1 202328 holders, $10.0bn51 holders, $85.0bn
Q2 202334 holders, $10.8bn61 holders, $136bn
Q3 202333 holders, $11.6bn58 holders, $136bn
Q4 202335 holders, $14.4bn55 holders, $153bn
Q1 202445 holders, $19.9bn57 holders, $254bn
Q2 202443 holders, $20.8bn57 holders, $322bn
Q3 202439 holders, $12.9bn62 holders, $304bn
Q4 202428 holders, $12.2bn60 holders, $337bn
Q1 202528 holders, $13.8bn62 holders, $266bn
Q2 202532 holders, $22.0bn61 holders, $408bn
Q3 202536 holders, $29.9bn63 holders, $487bn
Q4 202541 holders, $54.0bn64 holders, $513bn
Q1 202645 holders, $56.5bn63 holders, $480bn
Q2 202650 holders, $164bn62 holders, $550bn
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
NVDA

Nvidia Corporation

Holders
63
Reported value
$487bn
Buyers
28
Sellers
34

Breadth -6 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q3 2025

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (35)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, 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., Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

Only MU (1)

Ruane Cunniff & Goldfarb LP

Only NVDA (28)

Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Dragoneer Investment Group LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Third Point LLC, and 3 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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