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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.67 B.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Notably, David Tepper has expressed high conviction in this stock, allocating 6.18% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.24 B net inflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 86.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Micron Technology, Inc. (MU)
Major holders include Cliff Asness ($1.01 B), Renaissance Technologies ($859.41 M), David Tepper ($428.12 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 10.44 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.24 B, with 7 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited MU. The total reported sell value was $152.6 M.
Yes, 1 managers opened new positions in MU, and 6 increased their existing holdings. The total reported buy value was $1.39 B.
