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NVDA · 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.

NVDAMU
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.
  • NVDA
  • MU
020406080202120222023202420252026
Holders and value by quarter
QuarterNVDAMU
Q3 202035 holders, $45.3bn34 holders, $8.6bn
Q4 202042 holders, $43.8bn43 holders, $13.3bn
Q1 202136 holders, $42.9bn38 holders, $13.5bn
Q2 202137 holders, $63.0bn38 holders, $11.4bn
Q3 202140 holders, $62.6bn28 holders, $8.6bn
Q4 202148 holders, $90.4bn34 holders, $12.8bn
Q1 202237 holders, $79.5bn32 holders, $10.8bn
Q2 202238 holders, $43.6bn31 holders, $7.8bn
Q3 202238 holders, $35.1bn36 holders, $7.1bn
Q4 202238 holders, $56.7bn26 holders, $8.0bn
Q1 202351 holders, $85.0bn28 holders, $10.0bn
Q2 202361 holders, $136bn34 holders, $10.8bn
Q3 202358 holders, $136bn33 holders, $11.6bn
Q4 202355 holders, $153bn35 holders, $14.4bn
Q1 202457 holders, $254bn45 holders, $19.9bn
Q2 202457 holders, $322bn43 holders, $20.8bn
Q3 202462 holders, $304bn39 holders, $12.9bn
Q4 202460 holders, $337bn28 holders, $12.2bn
Q1 202562 holders, $266bn28 holders, $13.8bn
Q2 202561 holders, $408bn32 holders, $22.0bn
Q3 202563 holders, $487bn36 holders, $29.9bn
Q4 202564 holders, $513bn41 holders, $54.0bn
Q1 202663 holders, $480bn45 holders, $56.5bn
Q2 202662 holders, $550bn50 holders, $164bn
NVDA

Nvidia Corporation

Holders
63
Reported value
$480bn
Buyers
29
Sellers
36

Breadth -7 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 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (42)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management 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, Renaissance Technologies LLC, Rokos Capital Management LLP, 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, Walleye Capital LLC, Wellington Management Group LLP, and 2 more

Only NVDA (21)

Altimeter Capital Management LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, D1 Capital Partners LP, Dodge & Cox, Dragoneer Investment Group LLC, Egerton Capital UK LLP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC

Only MU (3)

Element Capital Management LLC, Ruane Cunniff & Goldfarb LP, Voloridge Investment 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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