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HPE · 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.

HPEMU
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.
  • HPE
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterHPEMU
Q3 202012 holders, $1.8bn34 holders, $8.6bn
Q4 202010 holders, $2.3bn43 holders, $13.3bn
Q1 20217 holders, $2.9bn38 holders, $13.5bn
Q2 202115 holders, $2.3bn38 holders, $11.4bn
Q3 202110 holders, $2.1bn28 holders, $8.6bn
Q4 202114 holders, $2.2bn34 holders, $12.8bn
Q1 202213 holders, $2.1bn32 holders, $10.8bn
Q2 202212 holders, $1.7bn31 holders, $7.8bn
Q3 202211 holders, $1.2bn36 holders, $7.1bn
Q4 202214 holders, $2.0bn26 holders, $8.0bn
Q1 202313 holders, $2.1bn28 holders, $10.0bn
Q2 202317 holders, $2.5bn34 holders, $10.8bn
Q3 202317 holders, $2.4bn33 holders, $11.6bn
Q4 202319 holders, $2.5bn35 holders, $14.4bn
Q1 202420 holders, $2.7bn45 holders, $19.9bn
Q2 202417 holders, $1.9bn43 holders, $20.8bn
Q3 202415 holders, $1.4bn39 holders, $12.9bn
Q4 202417 holders, $1.2bn28 holders, $12.2bn
Q1 20259 holders, $593m28 holders, $13.8bn
Q2 202519 holders, $1.4bn32 holders, $22.0bn
Q3 202524 holders, $2.7bn36 holders, $29.9bn
Q4 202522 holders, $3.3bn41 holders, $54.0bn
Q1 202617 holders, $3.3bn45 holders, $56.5bn
Q2 202627 holders, $7.2bn50 holders, $164bn
HPE

Hewlett Packard Enterprise C

Holders
27
Reported value
$7.2bn
Buyers
26
Sellers
19

Breadth +7 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
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 HPE (4)

Dodge & Cox, Elliott Investment Management LP, ExodusPoint Capital Management LP, PDT Partners LLC

Only MU (27)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, and 2 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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