Micron Technology (MU)
What changed in recent filings
- Revenue +346% YoYQuarter ended May 28, 2026
- MCBU segment 32% → 28%Feb 26, 2026 → May 28, 2026
- Institutions — 2 added13F · 2026 Q1 · 45-day lag
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Micron Technology
How many of the institutions we track reported this stock among their largest positions, quarter by quarter.
2019 Q1: 1 → 2026 Q1: 2 institutions
Counts the 35 institutions we track that reported this stock among their largest positions (top 15 per filing). Not the total number of institutional holders. Quarter-end basis; 13F filings become public about 45 days later. Descriptive only — not investment advice.
Company overview
A leader in DRAM and NAND memory chips, with HBM for AI servers a major product line. Its results are heavily swayed by the memory-price cycle.
What is the Semiconductors sector?
Fabless, foundry, and equipment. A core beneficiary of AI demand.
Micron Technology is classified under the Semiconductors sector. See peers below.
Micron Technology key financials
Based on SEC filings · latest quarter (TTM)
Tap a metric name to see its meaning in the glossary.
Micron Technology vs Semiconductors sector benchmark
Median of 15 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
MU revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-05-28 revenue was $41.5B, +345.7% YoY.
The largest segment is CMBU, 33.2% of revenue — a relatively diversified structure.
Recent revenue growth was led mainly by the CMBU segment (about 32% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
MU segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding Micron Technology
Per SEC N-PORT · 2026-03-31 · by weight · factual
MU on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — valuation and growth vs the Semiconductors average
Peers · Semiconductors
MU FAQ
What is Micron Technology (MU)?
A leader in DRAM and NAND memory chips, with HBM for AI servers a major product line. Its results are heavily swayed by the memory-price cycle.
What sector is Micron Technology in?
Micron Technology is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.
What are Micron Technology's key financials?
Based on the latest quarter (TTM) from SEC filings: Revenue growth (YoY) 167.0%, Operating margin 80.4%, Net margin 55.9%, ROE 15.8%, Debt-to-equity 0.05x. Definitions and interpretation are available on Stocklore.
What are Micron Technology's main revenue segments?
The largest segment is CMBU, about 33.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Micron Technology (MU) stock?
On Stocklore you can see MU's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, 45-day delay), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.