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ENPH · 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.

ENPHMU
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.
  • ENPH
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterENPHMU
Q3 202013 holders, $1.3bn34 holders, $8.6bn
Q4 202012 holders, $2.1bn43 holders, $13.3bn
Q1 202115 holders, $1.5bn38 holders, $13.5bn
Q2 20217 holders, $890m38 holders, $11.4bn
Q3 202114 holders, $935m28 holders, $8.6bn
Q4 202117 holders, $1.3bn34 holders, $12.8bn
Q1 202218 holders, $1.1bn32 holders, $10.8bn
Q2 202218 holders, $1.6bn31 holders, $7.8bn
Q3 202227 holders, $3.9bn36 holders, $7.1bn
Q4 202224 holders, $4.3bn26 holders, $8.0bn
Q1 202322 holders, $2.7bn28 holders, $10.0bn
Q2 202315 holders, $1.7bn34 holders, $10.8bn
Q3 20238 holders, $613m33 holders, $11.6bn
Q4 202316 holders, $1.7bn35 holders, $14.4bn
Q1 202411 holders, $1.6bn45 holders, $19.9bn
Q2 202410 holders, $1.5bn43 holders, $20.8bn
Q3 20249 holders, $1.8bn39 holders, $12.9bn
Q4 202410 holders, $1.3bn28 holders, $12.2bn
Q1 202516 holders, $1.7bn28 holders, $13.8bn
Q2 202513 holders, $1.1bn32 holders, $22.0bn
Q3 202517 holders, $773m36 holders, $29.9bn
Q4 202512 holders, $659m41 holders, $54.0bn
Q1 20266 holders, $612m45 holders, $56.5bn
Q2 20265 holders, $327m50 holders, $164bn
ENPH

Enphase Energy Inc

Holders
12
Reported value
$659m
Buyers
10
Sellers
26

Breadth -16 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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ENPH (3)

Baillie Gifford & Co, Holocene Advisors LP, Soros Fund Management LLC

Only MU (32)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, 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, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 7 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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