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MKSI · 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.

MKSIMU
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.
  • MKSI
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterMKSIMU
Q3 20209 holders, $1.2bn34 holders, $8.6bn
Q4 20207 holders, $1.6bn43 holders, $13.3bn
Q1 20218 holders, $2.0bn38 holders, $13.5bn
Q2 20218 holders, $1.8bn38 holders, $11.4bn
Q3 202110 holders, $1.0bn28 holders, $8.6bn
Q4 20217 holders, $1.2bn34 holders, $12.8bn
Q1 20226 holders, $924m32 holders, $10.8bn
Q2 20229 holders, $519m31 holders, $7.8bn
Q3 20227 holders, $378m36 holders, $7.1bn
Q4 20227 holders, $457m26 holders, $8.0bn
Q1 20235 holders, $478m28 holders, $10.0bn
Q2 202311 holders, $1.2bn34 holders, $10.8bn
Q3 20238 holders, $859m33 holders, $11.6bn
Q4 20239 holders, $1.9bn35 holders, $14.4bn
Q1 20247 holders, $2.5bn45 holders, $19.9bn
Q2 20249 holders, $2.5bn43 holders, $20.8bn
Q3 202410 holders, $1.5bn39 holders, $12.9bn
Q4 20246 holders, $862m28 holders, $12.2bn
Q1 20259 holders, $817m28 holders, $13.8bn
Q2 20257 holders, $1.1bn32 holders, $22.0bn
Q3 202510 holders, $1.6bn36 holders, $29.9bn
Q4 202513 holders, $2.6bn41 holders, $54.0bn
Q1 202622 holders, $3.8bn45 holders, $56.5bn
Q2 202627 holders, $8.5bn50 holders, $164bn
MKSI

MKS Instruments Inc

Holders
27
Reported value
$8.5bn
Buyers
18
Sellers
27

Breadth -9 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · 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 56 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MKSI (6)

ExodusPoint Capital Management LP, Glenview Capital Management LLC, Light Street Capital Management LLC, PDT Partners LLC, Sachem Head Capital Management LP, Whale Rock Capital Management LLC

Only MU (29)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, and 4 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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