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ONTO · 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.

ONTOMU
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.
  • ONTO
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterONTOMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 20202 holders, $42m43 holders, $13.3bn
Q1 20211 holders, $37m38 holders, $13.5bn
Q2 20211 holders, $77k38 holders, $11.4bn
Q3 20212 holders, $27m28 holders, $8.6bn
Q4 20212 holders, $109m34 holders, $12.8bn
Q1 20222 holders, $110m32 holders, $10.8bn
Q2 20222 holders, $85m31 holders, $7.8bn
Q3 20222 holders, $77m36 holders, $7.1bn
Q4 20222 holders, $90m26 holders, $8.0bn
Q1 20233 holders, $105m28 holders, $10.0bn
Q2 20234 holders, $155m34 holders, $10.8bn
Q3 20235 holders, $209m33 holders, $11.6bn
Q4 20237 holders, $468m35 holders, $14.4bn
Q1 20249 holders, $541m45 holders, $19.9bn
Q2 202417 holders, $1.5bn43 holders, $20.8bn
Q3 202412 holders, $667m39 holders, $12.9bn
Q4 202412 holders, $598m28 holders, $12.2bn
Q1 20256 holders, $221m28 holders, $13.8bn
Q2 202511 holders, $371m32 holders, $22.0bn
Q3 202511 holders, $509m36 holders, $29.9bn
Q4 202511 holders, $627m41 holders, $54.0bn
Q1 202614 holders, $959m45 holders, $56.5bn
Q2 202621 holders, $2.5bn50 holders, $164bn
ONTO

Onto Innovation Inc

Holders
14
Reported value
$959m
Buyers
24
Sellers
11

Breadth +13 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP
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 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ONTO (5)

Balyasny Asset Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP

Only MU (36)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 11 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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