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HPE · 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.

HPEMU
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.
  • HPE
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterHPEMU
Q3 202012 holders, $1.8bn34 holders, $8.6bn
Q4 202010 holders, $2.3bn43 holders, $13.3bn
Q1 20217 holders, $2.9bn38 holders, $13.5bn
Q2 202115 holders, $2.3bn38 holders, $11.4bn
Q3 202110 holders, $2.1bn28 holders, $8.6bn
Q4 202114 holders, $2.2bn34 holders, $12.8bn
Q1 202213 holders, $2.1bn32 holders, $10.8bn
Q2 202212 holders, $1.7bn31 holders, $7.8bn
Q3 202211 holders, $1.2bn36 holders, $7.1bn
Q4 202214 holders, $2.0bn26 holders, $8.0bn
Q1 202313 holders, $2.1bn28 holders, $10.0bn
Q2 202317 holders, $2.5bn34 holders, $10.8bn
Q3 202317 holders, $2.4bn33 holders, $11.6bn
Q4 202319 holders, $2.5bn35 holders, $14.4bn
Q1 202420 holders, $2.7bn45 holders, $19.9bn
Q2 202417 holders, $1.9bn43 holders, $20.8bn
Q3 202415 holders, $1.4bn39 holders, $12.9bn
Q4 202417 holders, $1.2bn28 holders, $12.2bn
Q1 20259 holders, $593m28 holders, $13.8bn
Q2 202519 holders, $1.4bn32 holders, $22.0bn
Q3 202524 holders, $2.7bn36 holders, $29.9bn
Q4 202522 holders, $3.3bn41 holders, $54.0bn
Q1 202617 holders, $3.3bn45 holders, $56.5bn
Q2 202627 holders, $7.2bn50 holders, $164bn
HPE

Hewlett Packard Enterprise C

Holders
22
Reported value
$3.3bn
Buyers
20
Sellers
20

Breadth 0 among 92 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
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 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HPE (7)

Davidson Kempner Capital Management LP, Dodge & Cox, Elliott Investment Management LP, GAMCO Investors Inc, Holocene Advisors LP, PDT Partners LLC, Whale Rock Capital Management LLC

Only MU (26)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, and 1 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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