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TXN · 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.

TXNMU
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.
  • TXN
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterTXNMU
Q3 202025 holders, $16.0bn34 holders, $8.6bn
Q4 202033 holders, $17.7bn43 holders, $13.3bn
Q1 202124 holders, $20.7bn38 holders, $13.5bn
Q2 202127 holders, $20.9bn38 holders, $11.4bn
Q3 202123 holders, $20.7bn28 holders, $8.6bn
Q4 202130 holders, $20.3bn34 holders, $12.8bn
Q1 202225 holders, $19.3bn32 holders, $10.8bn
Q2 202231 holders, $17.0bn31 holders, $7.8bn
Q3 202230 holders, $15.8bn36 holders, $7.1bn
Q4 202231 holders, $16.5bn26 holders, $8.0bn
Q1 202331 holders, $18.7bn28 holders, $10.0bn
Q2 202328 holders, $18.8bn34 holders, $10.8bn
Q3 202330 holders, $17.5bn33 holders, $11.6bn
Q4 202330 holders, $18.4bn35 holders, $14.4bn
Q1 202423 holders, $19.7bn45 holders, $19.9bn
Q2 202427 holders, $24.2bn43 holders, $20.8bn
Q3 202426 holders, $25.8bn39 holders, $12.9bn
Q4 202432 holders, $20.4bn28 holders, $12.2bn
Q1 202529 holders, $18.1bn28 holders, $13.8bn
Q2 202526 holders, $21.1bn32 holders, $22.0bn
Q3 202530 holders, $19.2bn36 holders, $29.9bn
Q4 202531 holders, $21.3bn41 holders, $54.0bn
Q1 202626 holders, $20.5bn45 holders, $56.5bn
Q2 202642 holders, $30.5bn50 holders, $164bn
TXN

Texas Instrs Inc

Holders
31
Reported value
$21.3bn
Buyers
20
Sellers
23

Breadth -3 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 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TXN (12)

Artisan Partners LP, Baillie Gifford & Co, D1 Capital Partners LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, PDT Partners LLC, Soros Fund Management LLC, Tudor Investment Corp

Only MU (22)

Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Jane Street Group LLC, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Winton Group Ltd

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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