MU in the 13F filings
Micron Technology Inc · CUSIP 595112103
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 35
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 26 listed it in both
- Shares listed
- 168,154,943
- combined, among listed positions
- Reported value
- $14.4bn
- combined, at the quarter end
Among the 93 comparable managers: 17 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing MU in Q4 2023
35 of 35 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 26,767,605 shares now+4,868,421
- Renaissance Technologies LLCnew position · 1,417,436 shares now+1,417,436
- Millennium Management LLCexisting position · 6,288,244 shares now+1,017,079
- Jane Street Group LLCexisting position · 2,333,088 shares now+947,387
- Schonfeld Strategic Advisors LLCexisting position · 968,689 shares now+727,438
Reductions
- Capital Research Global Investorsexisting position · 28,770,957 shares now-8,518,724
- T. Rowe Price Associates Incexisting position · 14,927,645 shares now-3,672,582
- Balyasny Asset Management LLCexisting position · 1,580,591 shares now-2,121,148
- Citadel Advisors LLCexisting position · 7,078,122 shares now-1,031,339
- Rokos Capital Management LLPexisting position · 510,601 shares now-828,482
New positions and exits
New (6)
Exited (3)
- Davidson Kempner Capital Management LPwas $60m
- Caxton Associates LLPwas $8.6m
- Woodline Partners LPwas $6.0m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 21 | $3.2bn | n.a. | n.a. |
| Q3 2013 | 23 | $4.6bn | n.a. | n.a. |
| Q4 2013 | 25 | $4.6bn | n.a. | n.a. |
| Q1 2014 | 25 | $5.2bn | n.a. | n.a. |
| Q2 2014 | 35 | $7.6bn | n.a. | n.a. |
| Q3 2014 | 31 | $7.7bn | n.a. | n.a. |
| Q4 2014 | 32 | $6.4bn | n.a. | n.a. |
| Q1 2015 | 28 | $4.9bn | n.a. | n.a. |
| Q2 2015 | 22 | $2.9bn | n.a. | n.a. |
| Q3 2015 | 20 | $2.5bn | n.a. | n.a. |
| Q4 2015 | 20 | $2.1bn | n.a. | n.a. |
| Q1 2016 | 14 | $1.2bn | n.a. | n.a. |
| Q2 2016 | 17 | $1.2bn | n.a. | n.a. |
| Q3 2016 | 19 | $2.2bn | n.a. | n.a. |
| Q4 2016 | 22 | $2.5bn | n.a. | n.a. |
| Q1 2017 | 29 | $4.0bn | n.a. | n.a. |
| Q2 2017 | 25 | $5.6bn | n.a. | n.a. |
| Q3 2017 | 27 | $9.0bn | n.a. | n.a. |
| Q4 2017 | 30 | $9.7bn | n.a. | n.a. |
| Q1 2018 | 30 | $10.5bn | n.a. | n.a. |
| Q2 2018 | 29 | $10.1bn | n.a. | n.a. |
| Q3 2018 | 21 | $8.7bn | n.a. | n.a. |
| Q4 2018 | 25 | $6.0bn | n.a. | n.a. |
| Q1 2019 | 23 | $8.4bn | n.a. | n.a. |
| Q2 2019 | 27 | $8.3bn | n.a. | n.a. |
| Q3 2019 | 29 | $9.2bn | n.a. | n.a. |
| Q4 2019 | 38 | $9.6bn | n.a. | n.a. |
| Q1 2020 | 36 | $7.6bn | n.a. | n.a. |
| Q2 2020 | 36 | $8.7bn | n.a. | n.a. |
| Q3 2020 | 34 | $8.6bn | n.a. | n.a. |
| Q4 2020 | 43 | $13.3bn | n.a. | n.a. |
| Q1 2021 | 38 | $13.5bn | n.a. | n.a. |
| Q2 2021 | 38 | $11.4bn | n.a. | n.a. |
| Q3 2021 | 28 | $8.6bn | n.a. | n.a. |
| Q4 2021 | 34 | $12.8bn | n.a. | n.a. |
| Q1 2022 | 32 | $10.8bn | n.a. | n.a. |
| Q2 2022 | 31 | $7.8bn | n.a. | n.a. |
| Q3 2022 | 36 | $7.1bn | n.a. | n.a. |
| Q4 2022 | 26 | $8.0bn | n.a. | n.a. |
| Q1 2023 | 28 | $10.0bn | n.a. | n.a. |
| Q2 2023 | 34 | $10.8bn | n.a. | n.a. |
| Q3 2023 | 33 | $11.6bn | n.a. | n.a. |
| Q4 2023 | 35 | $14.4bn | 17 | 21 |
| Q1 2024 | 45 | $19.9bn | 23 | 20 |
| Q2 2024 | 43 | $20.8bn | 20 | 28 |
| Q3 2024 | 39 | $12.9bn | 19 | 26 |
| Q4 2024 | 28 | $12.2bn | 16 | 16 |
| Q1 2025 | 28 | $13.8bn | 17 | 13 |
| Q2 2025 | 32 | $22.0bn | 23 | 10 |
| Q3 2025 | 36 | $29.9bn | 22 | 15 |
| Q4 2025 | 41 | $54.0bn | 21 | 23 |
| Q1 2026 | 45 | $56.5bn | 28 | 19 |
| Q2 2026 | 50 | $164bn | 19 | 34 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
MU and NVDA →MU and AVGO →MU and TSM →Choose a stock to compare with MU →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own MU, latest filings →Back to the 13F Explorer →