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ADI · 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.

ADIMU
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.
  • ADI
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterADIMU
Q3 202030 holders, $7.0bn34 holders, $8.6bn
Q4 202031 holders, $9.1bn43 holders, $13.3bn
Q1 202128 holders, $9.8bn38 holders, $13.5bn
Q2 202134 holders, $11.9bn38 holders, $11.4bn
Q3 202137 holders, $14.1bn28 holders, $8.6bn
Q4 202130 holders, $12.5bn34 holders, $12.8bn
Q1 202230 holders, $11.6bn32 holders, $10.8bn
Q2 202228 holders, $10.2bn31 holders, $7.8bn
Q3 202228 holders, $9.7bn36 holders, $7.1bn
Q4 202230 holders, $10.8bn26 holders, $8.0bn
Q1 202327 holders, $13.0bn28 holders, $10.0bn
Q2 202324 holders, $13.6bn34 holders, $10.8bn
Q3 202323 holders, $11.9bn33 holders, $11.6bn
Q4 202325 holders, $12.8bn35 holders, $14.4bn
Q1 202423 holders, $11.8bn45 holders, $19.9bn
Q2 202418 holders, $13.3bn43 holders, $20.8bn
Q3 202421 holders, $13.2bn39 holders, $12.9bn
Q4 202426 holders, $11.7bn28 holders, $12.2bn
Q1 202530 holders, $11.1bn28 holders, $13.8bn
Q2 202529 holders, $12.0bn32 holders, $22.0bn
Q3 202532 holders, $11.4bn36 holders, $29.9bn
Q4 202531 holders, $14.7bn41 holders, $54.0bn
Q1 202634 holders, $17.3bn45 holders, $56.5bn
Q2 202631 holders, $20.3bn50 holders, $164bn
ADI

Analog Devices Inc

Holders
31
Reported value
$14.7bn
Buyers
21
Sellers
23

Breadth -2 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
41
Reported value
$54.0bn
Buyers
21
Sellers
23

Breadth -2 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2025

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ADI (10)

Artisan Partners LP, Baillie Gifford & Co, Dodge & Cox, First Eagle Investment Management LLC, Light Street Capital Management LLC, Markel Group Inc, MFS Investment Management, PDT Partners LLC, Soros Fund Management LLC, Tudor Investment Corp

Only MU (20)

Appaloosa LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Discovery Capital Management LLC, Freestone Grove Partners 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, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd

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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