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FSLR · 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.

FSLRMU
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.
  • FSLR
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterFSLRMU
Q3 202015 holders, $977m34 holders, $8.6bn
Q4 202011 holders, $1.8bn43 holders, $13.3bn
Q1 20217 holders, $1.6bn38 holders, $13.5bn
Q2 202110 holders, $1.3bn38 holders, $11.4bn
Q3 20217 holders, $1.4bn28 holders, $8.6bn
Q4 20217 holders, $1.1bn34 holders, $12.8bn
Q1 20226 holders, $677m32 holders, $10.8bn
Q2 20227 holders, $528m31 holders, $7.8bn
Q3 202216 holders, $1.4bn36 holders, $7.1bn
Q4 202215 holders, $2.3bn26 holders, $8.0bn
Q1 202318 holders, $3.7bn28 holders, $10.0bn
Q2 202315 holders, $2.9bn34 holders, $10.8bn
Q3 202315 holders, $2.2bn33 holders, $11.6bn
Q4 202318 holders, $2.2bn35 holders, $14.4bn
Q1 202415 holders, $2.6bn45 holders, $19.9bn
Q2 202419 holders, $2.8bn43 holders, $20.8bn
Q3 202412 holders, $2.9bn39 holders, $12.9bn
Q4 202415 holders, $1.4bn28 holders, $12.2bn
Q1 202513 holders, $1.3bn28 holders, $13.8bn
Q2 202515 holders, $2.8bn32 holders, $22.0bn
Q3 202515 holders, $3.0bn36 holders, $29.9bn
Q4 202511 holders, $3.1bn41 holders, $54.0bn
Q1 202611 holders, $1.1bn45 holders, $56.5bn
Q2 202611 holders, $2.0bn50 holders, $164bn
FSLR

First Solar Inc

Holders
11
Reported value
$3.1bn
Buyers
13
Sellers
21

Breadth -8 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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FSLR (1)

Polen Capital Management LLC

Only MU (31)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, 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, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, and 6 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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