Guru Ownership Over Time
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 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.49 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 | |
| 4.22% | Reduce -60.0% | 80,000 | $13.39 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
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)
Top Guru holders include Cliff Asness ($606.87 M), Renaissance Technologies ($200.71 M), David Tepper ($83.66 M). Collectively, tracked Gurus hold 6.27 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $492.91 M, with 8 Gurus buying and 6 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 2 Gurus sold out of MU completely. Total sell value was $260.19 M.
Yes, 5 Gurus opened new positions in MU, and 3 added to their existing holdings. Total buy value was $753.09 M.