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RMBS · 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.

RMBSMU
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.
  • RMBS
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterRMBSMU
Q3 20203 holders, $92m34 holders, $8.6bn
Q4 20206 holders, $116m43 holders, $13.3bn
Q1 20214 holders, $109m38 holders, $13.5bn
Q2 20216 holders, $133m38 holders, $11.4bn
Q3 20213 holders, $105m28 holders, $8.6bn
Q4 20214 holders, $118m34 holders, $12.8bn
Q1 20226 holders, $163m32 holders, $10.8bn
Q2 20222 holders, $109m31 holders, $7.8bn
Q3 20224 holders, $142m36 holders, $7.1bn
Q4 20226 holders, $227m26 holders, $8.0bn
Q1 20239 holders, $464m28 holders, $10.0bn
Q2 20239 holders, $319m34 holders, $10.8bn
Q3 20234 holders, $279m33 holders, $11.6bn
Q4 20235 holders, $574m35 holders, $14.4bn
Q1 20244 holders, $518m45 holders, $19.9bn
Q2 20246 holders, $558m43 holders, $20.8bn
Q3 20248 holders, $174m39 holders, $12.9bn
Q4 20245 holders, $432m28 holders, $12.2bn
Q1 20256 holders, $555m28 holders, $13.8bn
Q2 20254 holders, $403m32 holders, $22.0bn
Q3 20256 holders, $966m36 holders, $29.9bn
Q4 20257 holders, $1.2bn41 holders, $54.0bn
Q1 20268 holders, $1.1bn45 holders, $56.5bn
Q2 202612 holders, $3.2bn50 holders, $164bn
RMBS

Rambus Inc Del

Holders
12
Reported value
$3.2bn
Buyers
17
Sellers
12

Breadth +5 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 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RMBS (1)

ExodusPoint Capital Management LP

Only MU (39)

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, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies 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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