Micron Technology (MU)
What changed in recent filings
- Revenue +346% YoYQuarter ended May 28, 2026
- Institutions — 9 new · 3 added · 4 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Micron Technology
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 6 → 2026 Q2: 16 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Micron Technology
Institutions we track that reported holding this stock in their most recent 13F.
- Appaloosa Management14.57% of portfolio · since 2023 Q2
- Bridgewater Associates0.55% of portfolio · since 2025 Q3
- Point72 Asset Management0.40% of portfolio · since 2025 Q4
- Tudor Investment Corp0.53% of portfolio · since 2026 Q1
- Temasek Holdings (Singapore)0.41% of portfolio · since 2026 Q1
- Coatue Management7.46% of portfolio · since 2026 Q1
- Soros Fund Management0.32% of portfolio · since 2026 Q1
- Maverick CapitalNew this quarter0.02% of portfolio · since 2026 Q2
- Blackstone0.07% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)2.15% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.87% of portfolio · held as of 2026 Q2 or earlier
- Sands Capital Management2.26% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management13.12% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors4.02% of portfolio · held as of 2026 Q2 or earlier
- Harris Associates (Oakmark)under 0.01% of portfolio · held as of 2026 Q2 or earlier
- Baillie Gifford & CoNew this quarterunder 0.01% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
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 · as of May 28, 2026
Tap a metric name to see its meaning in the glossary.
Micron Technology vs Semiconductors sector benchmark
Median of 32 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 클라우드 메모리 부문, 33.2% of revenue — a relatively diversified structure.
Recent revenue growth was led mainly by the 클라우드 메모리 부문 segment (about 32% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Micron Technology
Per SEC N-PORT · 2026-06-30 · 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 compared with 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?
As of May 28, 2026 in 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 클라우드 메모리 부문, 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, as of quarter-end), 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.