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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.7 B.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $492.91 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 411.9%. Conversely, Donald Smith & Co reduced exposure by 99.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.39% | Add 411.9% | 3,627,022 | $606.87 M | Q3 2025 | |
| 0.26% | New Buy | 1,199,536 | $200.71 M | Q3 2025 | |
| 1.13% | Reduce -39.4% | 500,000 | $83.66 M | Q3 2025 | |
| 0.09% | New Buy | 321,613 | $53.81 M | Q3 2025 | |
| 0.22% | Add 10.3% | 298,570 | $49.96 M | Q3 2025 | |
| 0.07% | Reduce -13.4% | 157,423 | $26.34 M | Q3 2025 | |
| 0.00% | Add 0.4% | 49,122 | $8.22 M | Q3 2025 | |
| 0.02% | New Buy | 30,480 | $5.1 M | Q3 2025 | |
| 0.01% | Reduce -99.0% | 2,488 | $416,292 | Q3 2025 | |
| 0.01% | 2,162 | $361,746 | Q3 2025 | ||
| 0.00% | New Buy | 1,696 | $283,775 | Q3 2025 | |
| 0.00% | New Buy | 1,006 | $168,324 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Micron Technology, Inc. (MU)
Major holders include Cliff Asness ($606.87 M), Renaissance Technologies ($200.71 M), David Tepper ($83.66 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 6.19 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $492.91 M, with 8 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited MU. The total reported sell value was $260.19 M.
Yes, 5 managers opened new positions in MU, and 3 increased their existing holdings. The total reported buy value was $753.09 M.