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MU · AVGO 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.

MUAVGO
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.
  • MU
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterMUAVGO
Q3 202034 holders, $8.6bn22 holders, $31.2bn
Q4 202043 holders, $13.3bn24 holders, $38.1bn
Q1 202138 holders, $13.5bn19 holders, $38.2bn
Q2 202138 holders, $11.4bn19 holders, $38.2bn
Q3 202128 holders, $8.6bn19 holders, $37.7bn
Q4 202134 holders, $12.8bn25 holders, $50.3bn
Q1 202232 holders, $10.8bn27 holders, $44.5bn
Q2 202231 holders, $7.8bn31 holders, $32.3bn
Q3 202236 holders, $7.1bn33 holders, $31.6bn
Q4 202226 holders, $8.0bn29 holders, $50.6bn
Q1 202328 holders, $10.0bn30 holders, $41.6bn
Q2 202334 holders, $10.8bn27 holders, $55.4bn
Q3 202333 holders, $11.6bn32 holders, $54.1bn
Q4 202335 holders, $14.4bn29 holders, $73.2bn
Q1 202445 holders, $19.9bn39 holders, $86.3bn
Q2 202443 holders, $20.8bn47 holders, $98.1bn
Q3 202439 holders, $12.9bn42 holders, $103bn
Q4 202428 holders, $12.2bn48 holders, $138bn
Q1 202528 holders, $13.8bn48 holders, $102bn
Q2 202532 holders, $22.0bn42 holders, $172bn
Q3 202536 holders, $29.9bn53 holders, $209bn
Q4 202541 holders, $54.0bn55 holders, $231bn
Q1 202645 holders, $56.5bn57 holders, $218bn
Q2 202650 holders, $164bn52 holders, $262bn
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
AVGO

Broadcom Inc

Holders
55
Reported value
$231bn
Buyers
38
Sellers
21

Breadth +17 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 MU (6)

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

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

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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