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 Q2 2026, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.34 B.
Top institutional holders include Cliff Asness and David Tepper.
Notably, David Tepper has expressed high conviction in this stock, allocating 14.57% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $5.28 B net outflow during the quarter.
Recent activity highlights George Soros who increased their stake by 694.0%. Conversely, Jefferies Group reduced exposure by 98.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Micron Technology, Inc. (MU)
Major holders include Cliff Asness ($4.43 B), David Tepper ($1.13 B), Frank Sands ($608.09 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 6.5 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $5.28 B, with 7 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 9 managers trimmed their positions, while 1 fully exited MU. The total reported sell value was $5.93 B.
Yes, 4 managers opened new positions in MU, and 3 increased their existing holdings. The total reported buy value was $644.89 M.
