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ON · 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.

ONMU
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.
  • ON
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterONMU
Q3 202013 holders, $1.6bn34 holders, $8.6bn
Q4 202021 holders, $3.2bn43 holders, $13.3bn
Q1 202116 holders, $3.9bn38 holders, $13.5bn
Q2 202119 holders, $3.3bn38 holders, $11.4bn
Q3 202118 holders, $4.2bn28 holders, $8.6bn
Q4 202121 holders, $6.4bn34 holders, $12.8bn
Q1 202216 holders, $5.4bn32 holders, $10.8bn
Q2 202216 holders, $4.7bn31 holders, $7.8bn
Q3 202224 holders, $7.0bn36 holders, $7.1bn
Q4 202221 holders, $6.9bn26 holders, $8.0bn
Q1 202324 holders, $9.9bn28 holders, $10.0bn
Q2 202324 holders, $11.2bn34 holders, $10.8bn
Q3 202322 holders, $10.9bn33 holders, $11.6bn
Q4 202318 holders, $9.4bn35 holders, $14.4bn
Q1 202420 holders, $7.7bn45 holders, $19.9bn
Q2 202416 holders, $7.0bn43 holders, $20.8bn
Q3 202416 holders, $7.5bn39 holders, $12.9bn
Q4 202412 holders, $5.7bn28 holders, $12.2bn
Q1 202512 holders, $3.9bn28 holders, $13.8bn
Q2 202516 holders, $4.8bn32 holders, $22.0bn
Q3 202514 holders, $5.2bn36 holders, $29.9bn
Q4 202518 holders, $5.7bn41 holders, $54.0bn
Q1 202612 holders, $6.0bn45 holders, $56.5bn
Q2 202627 holders, $9.2bn50 holders, $164bn
ON

On Semiconductor Corp

Holders
27
Reported value
$9.2bn
Buyers
27
Sellers
16

Breadth +11 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 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ON (2)

ExodusPoint Capital Management LP, Freestone Grove Partners LP

Only MU (25)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, GAMCO Investors Inc, Harris Associates LP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd

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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