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AVGO · 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.

AVGOMU
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.
  • AVGO
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterAVGOMU
Q3 202022 holders, $31.2bn34 holders, $8.6bn
Q4 202024 holders, $38.1bn43 holders, $13.3bn
Q1 202119 holders, $38.2bn38 holders, $13.5bn
Q2 202119 holders, $38.2bn38 holders, $11.4bn
Q3 202119 holders, $37.7bn28 holders, $8.6bn
Q4 202125 holders, $50.3bn34 holders, $12.8bn
Q1 202227 holders, $44.5bn32 holders, $10.8bn
Q2 202231 holders, $32.3bn31 holders, $7.8bn
Q3 202233 holders, $31.6bn36 holders, $7.1bn
Q4 202229 holders, $50.6bn26 holders, $8.0bn
Q1 202330 holders, $41.6bn28 holders, $10.0bn
Q2 202327 holders, $55.4bn34 holders, $10.8bn
Q3 202332 holders, $54.1bn33 holders, $11.6bn
Q4 202329 holders, $73.2bn35 holders, $14.4bn
Q1 202439 holders, $86.3bn45 holders, $19.9bn
Q2 202447 holders, $98.1bn43 holders, $20.8bn
Q3 202442 holders, $103bn39 holders, $12.9bn
Q4 202448 holders, $138bn28 holders, $12.2bn
Q1 202548 holders, $102bn28 holders, $13.8bn
Q2 202542 holders, $172bn32 holders, $22.0bn
Q3 202553 holders, $209bn36 holders, $29.9bn
Q4 202555 holders, $231bn41 holders, $54.0bn
Q1 202657 holders, $218bn45 holders, $56.5bn
Q2 202652 holders, $262bn50 holders, $164bn
AVGO

Broadcom Inc

Holders
55
Reported value
$231bn
Buyers
38
Sellers
21

Breadth +17 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 61 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, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

Only AVGO (20)

Altimeter Capital Management LP, Artisan Partners LP, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Element Capital Management LLC, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, MFS Investment Management, Moore Capital Management LP, Polen Capital Management LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Whale Rock Capital Management LLC

Only MU (6)

Appaloosa LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC

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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