Micron Technology Inc
MU- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000723125
近 90 天,Micron Technology Inc 內部人申報 0 筆公開市場買進、7 筆賣出;2026 年第 2 季末有 3,915 家機構在 13F 申報持有,市值合計 $1.01 兆;Coatue、阿帕盧薩等 6 位大師持有。
2025 年第 2 季 13F 持有人
Micron Technology Inc 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,867
- 較 2025 年第 1 季 +161 家
- 持有股數
- 8.92 億
- 較 2025 年第 1 季 +1,847 萬 (+2.1%)
- 總市值
- $1,099 億
- 較 2025 年第 1 季 +$340.1 億 (+44.8%)
- 新進機構
- 311
- 另有 649 家加碼
- 清倉機構
- 150
- 另有 704 家減碼
另有 26 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 MU 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,915 | $1.01 兆 |
| 2026 年第 1 季 | 3,023 | $2,926 億 |
| 2025 年第 4 季 | 2,703 | $2,591 億 |
| 2025 年第 3 季 | 2,099 | $1,457 億 |
| 2025 年第 2 季 | 1,867 | $1,099 億 |
| 2025 年第 1 季 | 1,732 | $760.2 億 |
| 2024 年第 4 季 | 1,708 | $739.2 億 |
| 2024 年第 3 季 | 1,720 | $889.4 億 |
| 2024 年第 2 季 | 1,796 | $1,150 億 |
| 2024 年第 1 季 | 1,672 | $1,056 億 |
| 2023 年第 4 季 | 1,491 | $761.1 億 |
| 2023 年第 3 季 | 1,319 | $603.2 億 |
| 2023 年第 2 季 | 1,293 | $558.4 億 |
| 2023 年第 1 季 | 1,271 | $540.6 億 |
| 2022 年第 4 季 | 1,226 | $443.1 億 |
| 2022 年第 3 季 | 1,244 | $434.5 億 |
| 2022 年第 2 季 | 1,302 | $490.7 億 |
| 2022 年第 1 季 | 1,405 | $697.4 億 |
| 2021 年第 4 季 | 1,426 | $837.7 億 |
| 2021 年第 3 季 | 1,232 | $625.4 億 |
| 2021 年第 2 季 | 1,275 | $760.7 億 |
| 2021 年第 1 季 | 1,295 | $807.6 億 |
2025 年第 2 季持有機構
每家機構持有 Micron Technology Inc 的股數、市值與佔組合比重;股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Zevenbergen Capital Investments LLC | 303,150 | $3,736 萬 | 0.73% | −7,650−2.5% | 減碼 |
| Stifel Financial Corp | 298,836 | $3,684 萬 | 0.04% | +478+0.2% | 加碼 |
| Aquatic Capital Management LLC | 297,348 | $3,665 萬 | 0.74% | +297,348 | 新進 |
| Daiwa Securities Group Inc. | 296,245 | $3,651 萬 | 0.13% | +21,974+8.0% | 加碼 |
| Blair William & Co | 293,958 | $3,623 萬 | 0.10% | −13,192−4.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 289,448 | $3,567 萬 | 0.08% | −186,655−39.2% | 減碼 |
| Ceredex Value Advisors LLC | 288,659 | $3,558 萬 | 0.76% | −438,690−60.3% | 減碼 |
| Clearline Capital LP | 288,386 | $3,554 萬 | 3.13% | −50,529−14.9% | 減碼 |
| MetLife Investment Management | 284,755 | $3,510 萬 | 0.21% | −4,421−1.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 274,091 | $3,378 萬 | 0.18% | +19,294+7.6% | 加碼 |
| Tocqueville Asset Management L.P. | 273,643 | $3,373 萬 | 0.51% | +71,514+35.4% | 加碼 |
| Czech National Bank | 273,152 | $3,367 萬 | 0.26% | +17,244+6.7% | 加碼 |
| Nisa Investment Advisors, LLC | 272,331 | $3,356 萬 | 0.15% | +9,002+3.4% | 加碼 |
| Gotham Asset Management, LLC | 270,705 | $3,336 萬 | 0.20% | +137,147+102.7% | 加碼 |
| Trivest Advisors Ltd | 270,000 | $3,328 萬 | 1.29% | −651,300−70.7% | 減碼 |
| Camden Capital, LLC | 269,407 | $3,320 萬 | 3.12% | −45,411−14.4% | 減碼 |
| Banque Pictet & Cie SA | 268,865 | $3,314 萬 | 0.35% | −15,482−5.4% | 減碼 |
| Janney Montgomery Scott LLC | 262,753 | $3,238 萬 | 0.08% | +25,102+10.6% | 加碼 |
| Mariner, LLC | 262,074 | $3,230 萬 | 0.05% | +3,125+1.2% | 加碼 |
| CastleKnight Management LP | 260,060 | $3,205 萬 | 2.12% | +238,900+1,129.0% | 加碼 |
| Donald Smith & Co., Inc. | 259,453 | $3,198 萬 | 0.75% | −100,431−27.9% | 減碼 |
| Cetera Investment Advisers | 258,505 | $3,186 萬 | 0.05% | +20,537+8.6% | 加碼 |
| Summit Street Capital Management, LLC | 257,167 | $3,170 萬 | 5.23% | +102,451+66.2% | 加碼 |
| CIBC World Markets Inc. | 254,550 | $3,137 萬 | 0.07% | −12,479−4.7% | 減碼 |
| Harvest Portfolios Group Inc. | 254,097 | $3,132 萬 | 0.73% | −24,673−8.9% | 減碼 |
| Baird Financial Group, Inc. | 247,929 | $3,056 萬 | 0.05% | +73,559+42.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 247,418 | $3,049 萬 | 0.13% | −29,811−10.8% | 減碼 |
| Acadian Asset Management LLC | 240,711 | $2,966 萬 | 0.06% | +237,120+6,603.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 239,892 | $2,957 萬 | 0.13% | −75,355−23.9% | 減碼 |
| Mercer Global Advisors Inc | 237,492 | $2,927 萬 | 0.07% | −16,193−6.4% | 減碼 |
| Davidson Kempner Capital Management LP | 236,910 | $2,920 萬 | 0.44% | −485,913−67.2% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 233,552 | $2,890 萬 | 7.79% | +5,202+2.3% | 加碼 |
| Virginia Retirement Systems Et Al | 231,600 | $2,854 萬 | 0.20% | +72,900+45.9% | 加碼 |
| Caxton Associates LLP | 231,335 | $2,851 萬 | 0.74% | +231,335 | 新進 |
| Quantinno Capital Management LP | 226,329 | $2,790 萬 | 0.12% | −17,466−7.2% | 減碼 |
| Forsta Ap-Fonden | 225,700 | $2,782 萬 | 0.18% | −37,600−14.3% | 減碼 |
| Oak Grove Capital LLC | 224,650 | $2,769 萬 | 6.37% | −61,470−21.5% | 減碼 |
| Salem Investment Counselors Inc | 220,663 | $2,720 萬 | 0.86% | −2,978−1.3% | 減碼 |
| IFM Investors Pty Ltd | 220,512 | $2,718 萬 | 0.26% | +12,254+5.9% | 加碼 |
| CIBC World Markets Corp | 220,239 | $2,714 萬 | 0.18% | +85,847+63.9% | 加碼 |
| Capital International Sarl | 219,425 | $2,704 萬 | 0.52% | +72,962+49.8% | 加碼 |
| GF Fund Management Co. Ltd. | 218,216 | $2,690 萬 | 0.54% | +165+0.1% | 加碼 |
| Marshall Wace, LLP | 217,703 | $2,683 萬 | 0.03% | −373,532−63.2% | 減碼 |
| QRG Capital Management, Inc. | 216,912 | $2,673 萬 | 0.23% | +16,007+8.0% | 加碼 |
| Amalgamated Bank | 215,574 | $2,657 萬 | 0.21% | +390+0.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 214,556 | $2,644 萬 | 0.43% | −2,160−1.0% | 減碼 |
| Meridiem Capital Partners LP | 211,176 | $2,603 萬 | 1.88% | −202,642−49.0% | 減碼 |
| Braun Stacey Associates Inc | 209,345 | $2,580 萬 | 0.93% | −23,058−9.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 208,245 | $2,567 萬 | 0.10% | 00.0% | 不變 |
| Artemis Investment Management LLP | 207,055 | $2,552 萬 | 0.33% | +4,473+2.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 205,953 | $2,538 萬 | 0.21% | +1,269+0.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 205,741 | $2,536 萬 | 0.11% | −147,531−41.8% | 減碼 |
| Penserra Capital Management LLC | 204,381 | $2,519 萬 | 0.35% | +7,128+3.6% | 加碼 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 200,000 | $2,465 萬 | 7.96% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 199,333 | $2,457 萬 | 0.12% | +199,333 | 新進 |
| Nan Shan Life Insurance Co., Ltd. | 196,635 | $2,424 萬 | 0.54% | −65,098−24.9% | 減碼 |
| DCF Advisers, LLC | 196,250 | $2,419 萬 | 11.63% | +1,250+0.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 196,014 | $2,416 萬 | 0.24% | +141,783+261.4% | 加碼 |
| Teacher Retirement System of Texas | 195,838 | $2,414 萬 | 0.10% | −18,703−8.7% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 195,000 | $2,403 萬 | 4.96% | +55,000+39.3% | 加碼 |
| USS Investment Management Ltd | 194,662 | $2,398 萬 | 0.15% | +4,520+2.4% | 加碼 |
| Pathstone Holdings, LLC | 192,749 | $2,376 萬 | 0.09% | −16,965−8.1% | 減碼 |
| Pacer Advisors, Inc. | 189,117 | $2,331 萬 | 0.06% | +77,179+68.9% | 加碼 |
| TCW Group Inc | 185,851 | $2,291 萬 | 0.18% | −254,603−57.8% | 減碼 |
| Fred Alger Management, LLC | 184,129 | $2,269 萬 | 0.10% | −167,995−47.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 183,997 | $2,268 萬 | 0.07% | +20,870+12.8% | 加碼 |
| Arvest Bank Trust Division | 183,988 | $2,268 萬 | 1.32% | −38,146−17.2% | 減碼 |
| Pinnacle Financial Partners Inc | 183,832 | $2,266 萬 | 0.48% | +20,605+12.6% | 加碼 |
| Utah Retirement Systems | 182,275 | $2,247 萬 | 0.23% | −440.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 181,686 | $2,239 萬 | 0.07% | −56,303−23.7% | 減碼 |
| Mackenzie Financial Corp | 181,097 | $2,232 萬 | 0.03% | +24,410+15.6% | 加碼 |
| Highland Capital Management, LLC | 180,750 | $2,228 萬 | 1.20% | −955−0.5% | 減碼 |
| Creative Planning | 179,553 | $2,213 萬 | 0.02% | −3,978−2.2% | 減碼 |
| Lido Advisors, LLC | 179,305 | $2,210 萬 | 0.12% | −77,437−30.2% | 減碼 |
| British Columbia Investment Management Corp | 176,066 | $2,170 萬 | 0.13% | −37,011−17.4% | 減碼 |
| Fifth Third Bancorp | 175,674 | $2,165 萬 | 0.07% | −3,540−2.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 175,540 | $2,164 萬 | 0.20% | +32,800+23.0% | 加碼 |
| Gateway Investment Advisers LLC | 169,828 | $2,093 萬 | 0.23% | −22,480−11.7% | 減碼 |
| Comerica Bank | 169,813 | $2,093 萬 | 0.08% | −6,719−3.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 169,690 | $2,091 萬 | 0.19% | +9,115+5.7% | 加碼 |
| Rheos Capital Works Inc. | 169,000 | $2,083 萬 | 1.20% | 00.0% | 不變 |
| New York Life Investment Management LLC | 167,724 | $2,067 萬 | 0.19% | +2,369+1.4% | 加碼 |
| Gendell Jeffrey L | 167,000 | $2,058 萬 | 0.55% | +90,000+116.9% | 加碼 |
| Fund 1 Investments, LLC | 166,000 | $2,046 萬 | 2.90% | +166,000 | 新進 |
| Xponance, Inc. | 165,968 | $2,046 萬 | 0.17% | +6,779+4.3% | 加碼 |
| Varma Mutual Pension Insurance Co | 165,471 | $2,039 萬 | 0.15% | +7,900+5.0% | 加碼 |
| Toroso Investments, LLC | 164,186 | $2,024 萬 | 0.13% | +1,975+1.2% | 加碼 |
| Quilter Plc | 163,940 | $2,021 萬 | 0.37% | −9,179−5.3% | 減碼 |
| State of Alaska, Department of Revenue | 162,527 | $2,003 萬 | 0.21% | +17,040+11.7% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 162,000 | $1,997 萬 | 0.16% | −150,000−48.1% | 減碼 |
| Kestra Advisory Services, LLC | 160,742 | $1,981 萬 | 0.10% | +2,324+1.5% | 加碼 |
| Mill Capital Management, LLC | 160,335 | $1,976 萬 | 1.55% | +408+0.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 159,621 | $1,967 萬 | 0.18% | −61,771−27.9% | 減碼 |
| Tairen Capital Ltd | 159,500 | $1,966 萬 | 2.01% | −21,500−11.9% | 減碼 |
| Venturi Wealth Management, LLC | 155,940 | $1,922 萬 | 0.95% | −3,771−2.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 155,618 | $1,918 萬 | 1.04% | −85,259−35.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 154,849 | $1,909 萬 | 0.03% | +38,025+32.5% | 加碼 |
| Profund Advisors LLC | 152,876 | $1,884 萬 | 0.68% | +8,438+5.8% | 加碼 |
| Capitolis Liquid Global Markets LLC | 151,300 | $1,865 萬 | 0.14% | −104,500−40.9% | 減碼 |
| Yousif Capital Management, LLC | 151,075 | $1,862 萬 | 0.20% | −241−0.2% | 減碼 |