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STM · 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.

STMMU
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.
  • STM
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSTMMU
Q3 20205 holders, $47m34 holders, $8.6bn
Q4 20203 holders, $77m43 holders, $13.3bn
Q1 20216 holders, $203m38 holders, $13.5bn
Q2 20214 holders, $126m38 holders, $11.4bn
Q3 20211 holders, $14m28 holders, $8.6bn
Q4 20215 holders, $168m34 holders, $12.8bn
Q1 20229 holders, $156m32 holders, $10.8bn
Q2 20223 holders, $137m31 holders, $7.8bn
Q3 20228 holders, $551m36 holders, $7.1bn
Q4 20226 holders, $210m26 holders, $8.0bn
Q1 202312 holders, $625m28 holders, $10.0bn
Q2 20239 holders, $360m34 holders, $10.8bn
Q3 20239 holders, $402m33 holders, $11.6bn
Q4 20234 holders, $74m35 holders, $14.4bn
Q1 20245 holders, $220m45 holders, $19.9bn
Q2 20247 holders, $243m43 holders, $20.8bn
Q3 20246 holders, $406m39 holders, $12.9bn
Q4 20249 holders, $432m28 holders, $12.2bn
Q1 20259 holders, $461m28 holders, $13.8bn
Q2 20259 holders, $286m32 holders, $22.0bn
Q3 20257 holders, $247m36 holders, $29.9bn
Q4 20256 holders, $246m41 holders, $54.0bn
Q1 202610 holders, $715m45 holders, $56.5bn
Q2 202626 holders, $2.8bn50 holders, $164bn
STM

Stmicroelectronics N V

Holders
26
Reported value
$2.8bn
Buyers
29
Sellers
9

Breadth +20 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 56 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only STM (6)

ExodusPoint Capital Management LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Moore Capital Management LP, Sachem Head Capital Management LP, Steadfast Capital Management LP

Only MU (30)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, 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, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, and 5 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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