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CRUS · 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.

CRUSMU
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.
  • CRUS
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterCRUSMU
Q3 202012 holders, $877m34 holders, $8.6bn
Q4 20208 holders, $1.1bn43 holders, $13.3bn
Q1 20219 holders, $953m38 holders, $13.5bn
Q2 20219 holders, $981m38 holders, $11.4bn
Q3 202112 holders, $878m28 holders, $8.6bn
Q4 202112 holders, $917m34 holders, $12.8bn
Q1 20228 holders, $1.1bn32 holders, $10.8bn
Q2 20227 holders, $810m31 holders, $7.8bn
Q3 202210 holders, $886m36 holders, $7.1bn
Q4 20227 holders, $809m26 holders, $8.0bn
Q1 202311 holders, $1.3bn28 holders, $10.0bn
Q2 20239 holders, $858m34 holders, $10.8bn
Q3 20239 holders, $746m33 holders, $11.6bn
Q4 202310 holders, $623m35 holders, $14.4bn
Q1 20248 holders, $262m45 holders, $19.9bn
Q2 20246 holders, $785m43 holders, $20.8bn
Q3 20244 holders, $324m39 holders, $12.9bn
Q4 20246 holders, $240m28 holders, $12.2bn
Q1 20254 holders, $276m28 holders, $13.8bn
Q2 20256 holders, $329m32 holders, $22.0bn
Q3 20255 holders, $422m36 holders, $29.9bn
Q4 20254 holders, $389m41 holders, $54.0bn
Q1 20269 holders, $531m45 holders, $56.5bn
Q2 20266 holders, $503m50 holders, $164bn
CRUS

Cirrus Logic Inc

Holders
4
Reported value
$389m
Buyers
14
Sellers
13

Breadth +1 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 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CRUS (0)

None.

Only MU (37)

AllianceBernstein LP, Appaloosa LP, 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, Renaissance Technologies LLC, and 12 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.

Back to the 13F Explorer →