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VRT · 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.

VRTMU
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.
  • VRT
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterVRTMU
Q3 202010 holders, $649m34 holders, $8.6bn
Q4 202013 holders, $488m43 holders, $13.3bn
Q1 202115 holders, $578m38 holders, $13.5bn
Q2 202110 holders, $1.1bn38 holders, $11.4bn
Q3 20218 holders, $610m28 holders, $8.6bn
Q4 20218 holders, $540m34 holders, $12.8bn
Q1 202210 holders, $362m32 holders, $10.8bn
Q2 20227 holders, $137m31 holders, $7.8bn
Q3 20223 holders, $178m36 holders, $7.1bn
Q4 20225 holders, $430m26 holders, $8.0bn
Q1 202310 holders, $473m28 holders, $10.0bn
Q2 202318 holders, $1.7bn34 holders, $10.8bn
Q3 202324 holders, $3.9bn33 holders, $11.6bn
Q4 202322 holders, $4.8bn35 holders, $14.4bn
Q1 202428 holders, $6.7bn45 holders, $19.9bn
Q2 202431 holders, $6.2bn43 holders, $20.8bn
Q3 202429 holders, $5.5bn39 holders, $12.9bn
Q4 202427 holders, $5.9bn28 holders, $12.2bn
Q1 202519 holders, $2.2bn28 holders, $13.8bn
Q2 202523 holders, $4.3bn32 holders, $22.0bn
Q3 202525 holders, $5.6bn36 holders, $29.9bn
Q4 202525 holders, $7.0bn41 holders, $54.0bn
Q1 202623 holders, $8.7bn45 holders, $56.5bn
Q2 202627 holders, $10.6bn50 holders, $164bn
VRT

Vertiv Holdings Co

Holders
23
Reported value
$8.7bn
Buyers
19
Sellers
21

Breadth -2 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUPEnergy and power infrastructure · 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 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VRT (4)

Farallon Capital Management LLC, Holocene Advisors LP, MFS Investment Management, PDT Partners LLC

Only MU (26)

Appaloosa LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Walleye Capital LLC, 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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