MU in the 13F filings
Micron Technology Inc · CUSIP 595112103
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 28
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 20 listed it in both
- Shares listed
- 158,584,033
- combined, among listed positions
- Reported value
- $13.8bn
- combined, at the quarter end
Among the 95 comparable managers: 17 buyers (opened or added shares) and 13 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 Q1 2025
28 of 28 holders
Largest increases and reductions, by shares
Increases
- Capital World Investorsexisting position · 54,282,374 shares now+13,185,983
- Jane Street Group LLCexisting position · 3,088,723 shares now+1,476,678
- Maverick Capital Ltdexisting position · 809,170 shares now+777,095
- Davidson Kempner Capital Management LPnew position · 722,823 shares now+722,823
- Freestone Grove Partners LPnew position · 612,447 shares now+612,447
Reductions
- Invesco Ltdexisting position · 8,635,943 shares now-1,571,960
- Appaloosa LPexisting position · 400,000 shares now-800,000
- Hudson Bay Capital Management LPexisting position · 348,726 shares now-512,608
- Janus Henderson Group Ltdexisting position · 2,308,140 shares now-338,796
- Squarepoint Ops LLCexisting position · 432,061 shares now-304,017
New positions and exits
New (3)
Exited (2)
- Altimeter Capital Management LPwas $52m
- Tybourne Capital Management HK Ltdwas $1.9m
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 →