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AMD · 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.

AMDMU
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.
  • AMD
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterAMDMU
Q3 202034 holders, $19.9bn34 holders, $8.6bn
Q4 202034 holders, $23.7bn43 holders, $13.3bn
Q1 202134 holders, $18.9bn38 holders, $13.5bn
Q2 202133 holders, $20.5bn38 holders, $11.4bn
Q3 202131 holders, $22.0bn28 holders, $8.6bn
Q4 202137 holders, $29.0bn34 holders, $12.8bn
Q1 202236 holders, $23.1bn32 holders, $10.8bn
Q2 202234 holders, $15.9bn31 holders, $7.8bn
Q3 202237 holders, $12.9bn36 holders, $7.1bn
Q4 202238 holders, $13.6bn26 holders, $8.0bn
Q1 202333 holders, $21.9bn28 holders, $10.0bn
Q2 202342 holders, $24.3bn34 holders, $10.8bn
Q3 202339 holders, $18.6bn33 holders, $11.6bn
Q4 202340 holders, $28.6bn35 holders, $14.4bn
Q1 202439 holders, $27.7bn45 holders, $19.9bn
Q2 202442 holders, $22.4bn43 holders, $20.8bn
Q3 202438 holders, $22.6bn39 holders, $12.9bn
Q4 202437 holders, $11.7bn28 holders, $12.2bn
Q1 202535 holders, $9.4bn28 holders, $13.8bn
Q2 202536 holders, $14.4bn32 holders, $22.0bn
Q3 202544 holders, $15.9bn36 holders, $29.9bn
Q4 202547 holders, $32.5bn41 holders, $54.0bn
Q1 202643 holders, $28.9bn45 holders, $56.5bn
Q2 202657 holders, $98.0bn50 holders, $164bn
AMD

Advanced Micro Devices Inc

Holders
43
Reported value
$28.9bn
Buyers
24
Sellers
30

Breadth -6 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
45
Reported value
$56.5bn
Buyers
28
Sellers
19

Breadth +9 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2026

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (34)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, 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, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

Only AMD (9)

ARK Investment Management LLC, Balyasny Asset Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Light Street Capital Management LLC, Maverick Capital Ltd, MFS Investment Management, Whale Rock Capital Management LLC

Only MU (11)

Arrowstreet Capital LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP

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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