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FORM · 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.

FORMMU
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.
  • FORM
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterFORMMU
Q3 20203 holders, $133m34 holders, $8.6bn
Q4 20201 holders, $209m43 holders, $13.3bn
Q1 20212 holders, $203m38 holders, $13.5bn
Q2 20212 holders, $836k38 holders, $11.4bn
Q3 20211 holders, $331k28 holders, $8.6bn
Q4 20211 holders, $542k34 holders, $12.8bn
Q1 20222 holders, $84m32 holders, $10.8bn
Q2 20222 holders, $84m31 holders, $7.8bn
Q3 20222 holders, $54m36 holders, $7.1bn
Q4 20222 holders, $64m26 holders, $8.0bn
Q1 20234 holders, $180m28 holders, $10.0bn
Q2 20235 holders, $171m34 holders, $10.8bn
Q3 20236 holders, $191m33 holders, $11.6bn
Q4 20236 holders, $204m35 holders, $14.4bn
Q1 20244 holders, $151m45 holders, $19.9bn
Q2 20244 holders, $167m43 holders, $20.8bn
Q3 20243 holders, $55m39 holders, $12.9bn
Q4 20244 holders, $190m28 holders, $12.2bn
Q1 20253 holders, $144m28 holders, $13.8bn
Q2 20255 holders, $180m32 holders, $22.0bn
Q3 20255 holders, $193m36 holders, $29.9bn
Q4 20256 holders, $196m41 holders, $54.0bn
Q1 20268 holders, $294m45 holders, $56.5bn
Q2 202614 holders, $660m50 holders, $164bn
FORM

Formfactor Inc

Holders
14
Reported value
$660m
Buyers
25
Sellers
13

Breadth +12 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FORM (3)

First Eagle Investment Management LLC, PDT Partners LLC, Polen Capital Management LLC

Only MU (39)

Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 14 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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