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Q · 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.

QMU
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.
  • Q
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterQMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 2021none listed holders, n.a.38 holders, $13.5bn
Q2 2021none listed holders, n.a.38 holders, $11.4bn
Q3 2021none listed holders, n.a.28 holders, $8.6bn
Q4 2021none listed holders, n.a.34 holders, $12.8bn
Q1 2022none listed holders, n.a.32 holders, $10.8bn
Q2 2022none listed holders, n.a.31 holders, $7.8bn
Q3 2022none listed holders, n.a.36 holders, $7.1bn
Q4 2022none listed holders, n.a.26 holders, $8.0bn
Q1 2023none listed holders, n.a.28 holders, $10.0bn
Q2 2023none listed holders, n.a.34 holders, $10.8bn
Q3 2023none listed holders, n.a.33 holders, $11.6bn
Q4 2023none listed holders, n.a.35 holders, $14.4bn
Q1 2024none listed holders, n.a.45 holders, $19.9bn
Q2 2024none listed holders, n.a.43 holders, $20.8bn
Q3 2024none listed holders, n.a.39 holders, $12.9bn
Q4 2024none listed holders, n.a.28 holders, $12.2bn
Q1 2025none listed holders, n.a.28 holders, $13.8bn
Q2 2025none listed holders, n.a.32 holders, $22.0bn
Q3 2025none listed holders, n.a.36 holders, $29.9bn
Q4 202519 holders, $1.8bn41 holders, $54.0bn
Q1 202626 holders, $2.5bn45 holders, $56.5bn
Q2 202627 holders, $3.8bn50 holders, $164bn
Q

Qnity Electronics Inc

Holders
26
Reported value
$2.5bn
Buyers
22
Sellers
23

Breadth -1 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 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only Q (7)

Balyasny Asset Management LLC, Dodge & Cox, Durable Capital Partners LP, GAMCO Investors Inc, Holocene Advisors LP, MFS Investment Management, Moore Capital Management LP

Only MU (26)

Appaloosa LP, AQR Capital Management LLC, 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, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Man Group PLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Susquehanna International Group LLP, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, and 1 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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