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TXN · 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.

TXNMU
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.
  • TXN
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterTXNMU
Q3 202025 holders, $16.0bn34 holders, $8.6bn
Q4 202033 holders, $17.7bn43 holders, $13.3bn
Q1 202124 holders, $20.7bn38 holders, $13.5bn
Q2 202127 holders, $20.9bn38 holders, $11.4bn
Q3 202123 holders, $20.7bn28 holders, $8.6bn
Q4 202130 holders, $20.3bn34 holders, $12.8bn
Q1 202225 holders, $19.3bn32 holders, $10.8bn
Q2 202231 holders, $17.0bn31 holders, $7.8bn
Q3 202230 holders, $15.8bn36 holders, $7.1bn
Q4 202231 holders, $16.5bn26 holders, $8.0bn
Q1 202331 holders, $18.7bn28 holders, $10.0bn
Q2 202328 holders, $18.8bn34 holders, $10.8bn
Q3 202330 holders, $17.5bn33 holders, $11.6bn
Q4 202330 holders, $18.4bn35 holders, $14.4bn
Q1 202423 holders, $19.7bn45 holders, $19.9bn
Q2 202427 holders, $24.2bn43 holders, $20.8bn
Q3 202426 holders, $25.8bn39 holders, $12.9bn
Q4 202432 holders, $20.4bn28 holders, $12.2bn
Q1 202529 holders, $18.1bn28 holders, $13.8bn
Q2 202526 holders, $21.1bn32 holders, $22.0bn
Q3 202530 holders, $19.2bn36 holders, $29.9bn
Q4 202531 holders, $21.3bn41 holders, $54.0bn
Q1 202626 holders, $20.5bn45 holders, $56.5bn
Q2 202642 holders, $30.5bn50 holders, $164bn
TXN

Texas Instrs Inc

Holders
42
Reported value
$30.5bn
Buyers
32
Sellers
14

Breadth +18 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 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (38)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP

Only TXN (4)

D1 Capital Partners LP, First Eagle Investment Management LLC, Markel Group Inc, Moore Capital Management LP

Only MU (12)

Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Holocene Advisors LP, Ruane Cunniff & Goldfarb LP, Susquehanna International 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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