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WDC · 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.

WDCMU
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.
  • WDC
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterWDCMU
Q3 202010 holders, $336m34 holders, $8.6bn
Q4 202012 holders, $799m43 holders, $13.3bn
Q1 202117 holders, $1.4bn38 holders, $13.5bn
Q2 202117 holders, $1.6bn38 holders, $11.4bn
Q3 202110 holders, $749m28 holders, $8.6bn
Q4 202117 holders, $1.3bn34 holders, $12.8bn
Q1 202214 holders, $726m32 holders, $10.8bn
Q2 202212 holders, $878m31 holders, $7.8bn
Q3 202211 holders, $833m36 holders, $7.1bn
Q4 202210 holders, $1.2bn26 holders, $8.0bn
Q1 202314 holders, $1.8bn28 holders, $10.0bn
Q2 202313 holders, $1.7bn34 holders, $10.8bn
Q3 202316 holders, $2.7bn33 holders, $11.6bn
Q4 202324 holders, $4.0bn35 holders, $14.4bn
Q1 202428 holders, $4.4bn45 holders, $19.9bn
Q2 202431 holders, $6.0bn43 holders, $20.8bn
Q3 202421 holders, $3.9bn39 holders, $12.9bn
Q4 202422 holders, $3.5bn28 holders, $12.2bn
Q1 202517 holders, $2.3bn28 holders, $13.8bn
Q2 202521 holders, $4.5bn32 holders, $22.0bn
Q3 202531 holders, $7.7bn36 holders, $29.9bn
Q4 202524 holders, $11.6bn41 holders, $54.0bn
Q1 202630 holders, $20.7bn45 holders, $56.5bn
Q2 202638 holders, $47.7bn50 holders, $164bn
WDC

Western Digital Corp

Holders
30
Reported value
$20.7bn
Buyers
23
Sellers
19

Breadth +4 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · 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 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WDC (6)

Balyasny Asset Management LLC, Holocene Advisors LP, MFS Investment Management, Moore Capital Management LP, Soroban Capital Partners LP, Whale Rock Capital Management LLC

Only MU (21)

Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Millennium Management LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners 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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