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DLR · 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.

DLRMU
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.
  • DLR
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterDLRMU
Q3 202011 holders, $7.3bn34 holders, $8.6bn
Q4 202012 holders, $5.9bn43 holders, $13.3bn
Q1 202110 holders, $6.0bn38 holders, $13.5bn
Q2 202111 holders, $6.2bn38 holders, $11.4bn
Q3 202110 holders, $5.4bn28 holders, $8.6bn
Q4 202112 holders, $6.0bn34 holders, $12.8bn
Q1 202215 holders, $3.3bn32 holders, $10.8bn
Q2 202218 holders, $3.1bn31 holders, $7.8bn
Q3 202216 holders, $2.5bn36 holders, $7.1bn
Q4 202214 holders, $2.3bn26 holders, $8.0bn
Q1 202314 holders, $2.2bn28 holders, $10.0bn
Q2 202312 holders, $2.7bn34 holders, $10.8bn
Q3 202312 holders, $2.5bn33 holders, $11.6bn
Q4 202313 holders, $2.3bn35 holders, $14.4bn
Q1 202413 holders, $2.8bn45 holders, $19.9bn
Q2 202414 holders, $2.3bn43 holders, $20.8bn
Q3 202415 holders, $2.4bn39 holders, $12.9bn
Q4 202413 holders, $2.9bn28 holders, $12.2bn
Q1 202514 holders, $2.5bn28 holders, $13.8bn
Q2 202515 holders, $3.2bn32 holders, $22.0bn
Q3 202513 holders, $3.1bn36 holders, $29.9bn
Q4 202513 holders, $3.0bn41 holders, $54.0bn
Q1 202614 holders, $3.5bn45 holders, $56.5bn
Q2 202623 holders, $4.5bn50 holders, $164bn
DLR

Digital Realty Trust Inc

Holders
23
Reported value
$4.5bn
Buyers
26
Sellers
13

Breadth +13 among 91 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts
MU

Micron Technology Inc

Holders
50
Reported value
$164bn
Buyers
19
Sellers
34

Breadth -15 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2026

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DLR (4)

Element Capital Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Viking Global Investors LP

Only MU (31)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, and 6 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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