Guru Ownership Trend
Guru Analysis for Micron Technology, Inc. (MU)
Micron Technology, Inc. (MU), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $10.88 B.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Notably, David Tepper has expressed high conviction in this stock, allocating 9.48% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $207.74 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jefferies Group reduced exposure by 90.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Micron Technology, Inc. (MU)
Major holders include Cliff Asness ($1.47 B), Renaissance Technologies (RenTech) ($730.74 M), David Tepper ($562.5 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 11.09 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $207.74 M, with 9 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited MU. The total reported sell value was $502.26 M.
Yes, 4 managers opened new positions in MU, and 5 increased their existing holdings. The total reported buy value was $710.01 M.
