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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、6 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。

2026 年第 2 季與 2026 年第 1 季比較

持有 Micron Technology Inc 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

MU 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數3,022323,915+925
股數8.68 億443.4 萬8.79 億+1,505 萬 (+1.7%)
市值$2,926 億$15.0 億$1.01 兆+$7,180 億 (+246.6%)

32 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(1,045 家)

2026 年第 2 季季末持有 Micron Technology Inc、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 1,045 家。

2026 年第 2 季新進 MU 的機構
機構股數市值佔組合 %
Norges Bank15,180,843$175.2 億1.75%
Jupiter Topco LLC3,055,874$35.3 億1.44%
Fund Resources Investment Holding Group Co Ltd542,994$6.27 億76.71%
Sands Capital Management, LLC526,810$6.08 億2.26%
Jericho Capital Asset Management L.P.466,943$5.39 億4.45%
Cable Car Capital LLC332,200$3.83 億8.22%
Nykredit A/S303,984$3.51 億1.34%
AMF Pensionsforsakring AB253,300$2.92 億1.73%
Funde Sino Life Insurance Co Ltd212,943$2.46 億80.13%
Altimeter Capital Management, LP大師Altimeter 資本209,520$2.42 億2.46%
Montrusco Bolton Investments Inc.204,062$2.36 億3.65%
Alecta Pensionsforsakring, Omsesidigt181,120$2.08 億0.88%
Alphinity Investment Management Pty Ltd179,741$2.07 億3.45%
Outlook Capital Management, LLC169,848$1.96 億63.28%
Sculptor Capital LP140,000$1.62 億1.67%
Belvedere Trading LLC130,028$1.50 億12.50%
Ursa Fund Management, LLC125,000$1.44 億23.64%
Trybe Capital Management LP116,359$1.34 億14.45%
Alberta Investment Management Corp100,000$1.15 億0.67%
Munro Partners99,985$1.15 億2.62%
Holocene Advisors, LP77,319$8,925 萬0.20%
RE Advisers Corp67,300$7,768 萬1.93%
Logan Capital Management Inc64,201$7,411 萬2.76%
Congress Asset Management Co59,538$6,872 萬0.42%
Nippon Life Global Investors Americas, Inc.56,970$6,576 萬2.62%
Contrarius Group Holdings Ltd54,113$6,246 萬2.88%
Boundless Plain Holdings Ltd53,346$6,157 萬14.26%
Simplex Trading, LLC52,682$6,081 萬1.59%
Formuepleje A/S51,006$5,888 萬4.60%
Oak Ridge Investments LLC46,595$5,378 萬3.04%
Clear Street Group Inc.42,466$4,902 萬0.16%
M & L Capital Management Ltd41,763$4,821 萬13.04%
Global Retirement Partners, LLC40,392$4,662 萬0.71%
Meitav Dash Investments Ltd40,210$4,641 萬0.31%
BW Gestao de Investimentos Ltda.39,210$4,526 萬1.09%
Soros Capital Management LLC36,780$4,245 萬7.59%
J.W. Cole Advisors, Inc.32,411$3,741 萬0.64%
Trans-Canada Capital Inc.31,560$3,643 萬2.02%
Rheos Capital Works Inc.30,000$3,463 萬1.97%
First Long Island Investors, LLC29,207$3,371 萬2.39%
Meridiem Capital Partners LP29,178$3,368 萬1.55%
Covea Finance28,480$3,287 萬1.04%
South Street Advisors LLC28,078$3,241 萬4.22%
Mane Global Capital Management LP27,567$3,182 萬2.63%
Stony Point Capital LLC26,667$3,078 萬2.01%
Monolith Management Ltd25,240$2,913 萬17.56%
Maytus Capital Management, LLC25,000$2,886 萬4.54%
Golden Unicorn (BVI) Ltd24,793$2,862 萬3.61%
Steadview Capital Management LLC24,245$2,799 萬8.42%
Lockheed Martin Investment Management Co23,700$2,736 萬1.08%
SummitTX Capital, L.P.22,430$2,589 萬0.68%
SS&H Financial Advisors, Inc.19,965$2,305 萬5.89%
Talos Asset Management LP19,764$2,281 萬3.35%
DDD Partners, LLC19,682$2,272 萬1.42%
Pentwater Capital Management LP18,000$2,078 萬0.17%
NatWest Group plc17,483$2,018 萬3.60%
VMS Asset Management Limited16,046$1,852 萬5.88%
Peregrine Investment Management Inc15,000$1,731 萬7.38%
BTC Capital Management, Inc.14,756$1,703 萬1.03%
Mirova14,267$1,647 萬0.61%
William Blair Investment Management, LLC14,060$1,623 萬0.05%
Old Mission Capital LLC13,926$1,607 萬0.41%
Axxion S.A.13,503$1,559 萬1.11%
DV Equities, LLC13,025$1,503 萬2.18%
Ratan Capital Management LP13,000$1,501 萬4.84%
Heck Capital Advisors, LLC12,827$1,481 萬0.88%
Ogborne Capital Management, LLC12,500$1,443 萬6.58%
Ossiam12,382$1,429 萬0.19%
Aristotle Atlantic Partners, LLC12,299$1,420 萬0.59%
Tran Capital Management, L.P.12,221$1,411 萬1.62%
Maestria Partners LLC12,000$1,385 萬4.82%
Q Fund Management (Hong Kong) Ltd10,600$1,224 萬11.17%
Styrax Capital, LP10,000$1,154 萬0.76%
Panoramic Capital, LLC10,000$1,154 萬4.97%
Broadleaf Partners, LLC9,622$1,111 萬2.15%
Hel Ved Capital Management Ltd9,480$1,094 萬1.54%
IFG Advisory, LLC8,992$1,038 萬0.36%
Hidden Lake Asset Management LP8,683$1,002 萬6.83%
Night Squared LP8,505$981.7 萬1.06%
Vaquero Private Wealth, Ltd8,214$948.1 萬1.95%
Shariaportfolio, Inc.8,165$942.5 萬3.33%
Gamco Investors, Inc. Et Al8,148$940.5 萬0.08%
Dymon Asia Capital (Singapore) Pte. Ltd.7,820$902.7 萬1.45%
Greystone Financial Group, LLC7,755$895.2 萬2.50%
TritonPoint Partners, LLC7,725$891.7 萬0.74%
Parkwood LLC7,661$884.3 萬0.63%
Sound Capital Solutions LLC7,542$870.6 萬2.04%
Bellars Harris Wealth Management, LLC7,535$869.8 萬1.77%
Emerald Investment Advisers, LLC7,369$850.6 萬0.57%
Kerusso Capital Management LLC7,028$811.2 萬2.96%
Stonebridge Financial Group, LLC6,877$793.8 萬1.10%
Nicholas Investment Partners, LP6,861$792.0 萬0.45%
Cercano Management LLC6,704$773.8 萬1.03%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.6,519$752.5 萬2.21%
Denali Advisors LLC6,380$736.4 萬0.74%
PBCay One RSC Ltd6,240$720.3 萬0.43%
Spear Holdings RSC Ltd6,240$720.3 萬0.43%
Samlyn Capital, LLC6,233$719.5 萬0.12%
Evelyn Partners Group Ltd6,228$718.9 萬0.13%
Proficio Capital Partners LLC5,880$678.8 萬0.24%

清倉機構(120 家)

2026 年第 1 季季末持有 Micron Technology Inc、2026 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 120 家。

2026 年第 2 季清倉 MU 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Quadrature Capital Ltd575,592$1.94 億
Hudson Bay Capital Management LP500,070$1.69 億
Jain Global LLC391,097$1.32 億
Susquehanna Portfolio Strategies, LLC273,177$9,229 萬
Maplelane Capital, LLC146,000$4,932 萬
Yong Rong (HK) Asset Management Ltd134,900$4,558 萬
Y-Intercept (Hong Kong) Ltd127,057$4,292 萬
UG Investment Advisers Ltd.91,478$3,090 萬
ExodusPoint Capital Management, LP73,824$2,494 萬
Flow Traders U.S. LLC54,742$1,849 萬
Intesa Sanpaolo S.p.A.56,480$1,816 萬
KKM Financial LLC60,372$1,723 萬
Generali Powszechne Towarzystwo Emerytalne50,000$1,689 萬
MY.Alpha Management HK Advisors Ltd48,945$1,654 萬
Kamunting Street Capital Management, L.P.40,000$1,351 萬
Shellback Capital, LP30,000$1,014 萬
Element Capital Management LLC29,000$979.7 萬
Quantitative Investment Management, LLC28,832$974.0 萬
Maven Securities LTD26,561$895.8 萬
Senvest Management, LLC24,000$810.8 萬
Duquesne Family Office LLC大師杜肯家族辦公室23,400$790.5 萬
Apeiron Capital Ltd21,900$739.9 萬
Troluce Capital Advisors LLC20,000$675.7 萬
Sig Brokerage, LP18,631$629.4 萬
Qsemble Capital Management, LP17,144$579.2 萬
TTP Investments, Inc.16,978$573.6 萬
Sciencast Management LP15,353$518.7 萬
Carmignac Gestion15,000$506.8 萬
Pinkerton Retirement Specialists, LLC16,946$483.7 萬
Ardsley Advisory Partners LP14,000$472.7 萬
Gladius Capital Management LP13,833$467.3 萬
Aquatic Capital Management LLC13,346$450.9 萬
Norris Financial Group, LLC12,030$406.4 萬
Signal Advisors Wealth, LLC11,444$386.6 萬
Brooklands Fund Management Ltd11,034$372.8 萬
JBF Capital, Inc.10,000$337.8 萬
Evoke Wealth, LLC9,635$325.7 萬
Applied Finance Capital Management, LLC9,348$315.8 萬
Momentum Wealth Planning, LLC9,151$309.3 萬
Absolute Gestao de Investimentos Ltda.8,500$287.2 萬
Bridgefront Capital, LLC8,485$286.7 萬
Clough Capital Partners L P8,290$280.1 萬
Laurion Capital Management LP7,811$263.9 萬
Alpine Investment Management Ltd7,700$260.1 萬
Campbell & CO Investment Adviser LLC7,692$259.9 萬
Redwood Wealth Management Group, LLC7,473$252.5 萬
BLKBRD Asset Management, LP6,520$220.3 萬
Siren, L.L.C.6,000$202.7 萬
Blue Jean Financial LLC5,492$185.5 萬
Union Square Park Capital Management, LLC5,000$168.9 萬
Fund 1 Investments, LLC5,000$168.9 萬
Lecap Asset Management Ltd4,845$163.7 萬
Quinn Opportunity Partners LLC4,600$155.4 萬
Axecap Investments, LLC4,472$151.1 萬
Inceptionr LLC4,332$146.4 萬
ClearAlpha Technologies LP4,291$145.0 萬
Polianta Ltd4,000$135.1 萬
Fi3 FINANCIAL ADVISORS, LLC3,977$134.4 萬
Biltmore Wealth Management, LLC3,949$133.4 萬
Rock Point Advisors, LLC3,292$111.2 萬
Friedenthal Financial3,223$108.9 萬
WP Advisors, LLC3,027$102.2 萬
Q3 Asset Management2,930$99.0 萬
Oasis Advisors, LLC2,700$91.1 萬
a16z Perennial Management, L.P.2,458$83.0 萬
Vivaldi Capital Management, LLC2,410$81.4 萬
SLT Holdings LLC2,290$77.4 萬
Flaharty Asset Management, LLC2,289$77.3 萬
Teucrium Investment Advisors, LLC2,264$76.5 萬
Pathfinder Wealth Consulting, Inc.1,978$66.8 萬
Militia Capital Management LLC1,930$65.2 萬
Midland Wealth Advisors LLC1,871$63.2 萬
Alvarez & Marsal Private Wealth Partners, LLC1,861$62.9 萬
Element Pointe Advisors, LLC1,697$57.3 萬
Quadrant Private Wealth Management, LLC1,573$53.2 萬
ABS Direct Equity Fund LLC900$51.9 萬
Numerai GP LLC1,535$51.9 萬
Intrepid Family Office LLC1,500$50.7 萬
Banco BTG Pactual S.A.1,487$50.2 萬
Iams Wealth Management, LLC1,430$48.3 萬
Bulltick Wealth Management, LLC1,307$44.2 萬
BigSur Wealth Management LLC1,300$43.9 萬
Empire Financial Management Company, LLC1,200$40.5 萬
Freestone Grove Partners LP1,176$39.7 萬
Arrowroot Family Office, LLC1,142$38.6 萬
Watershed Asset Management, L.L.C.1,086$36.7 萬
QVR LLC1,076$36.4 萬
Sumitomo Mitsui Financial Group, Inc.943$31.9 萬
Cedar Wealth Management, LLC855$28.9 萬
ARGA Investment Management, LP850$28.7 萬
EntryPoint Capital, LLC832$28.1 萬
Breakthru Advisory Services, LLC809$27.3 萬
Englebert Financial Advisers, LLC771$26.0 萬
Mirabella Financial Services LLP769$26.0 萬
Kerrisdale Advisers, LLC740$25.0 萬
Parsonex Advisory Services, Inc.697$23.5 萬
Bank of Jackson Hole Trust667$22.5 萬
Sloy Dahl & Holst, LLC653$22.1 萬
DLK Investment Management, LLC647$21.9 萬
9823 Capital, L.P.602$20.3 萬

尚未申報 2026 年第 2 季的機構(32 家)

2026 年第 1 季季末持有 Micron Technology Inc、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 MU、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC3,881,507$13.1 億
CWM, LLC219,439$7,414 萬
Oakum Bay Capital LLC113,878$3,847 萬
VectorGlobal IAG, Inc.26,611$899.0 萬
Skopos Labs, Inc.25,797$871.5 萬
Sunbelt Securities, Inc.22,493$759.9 萬
Deeter Investments LLP20,000$675.7 萬
Situational Awareness Partners LP17,362$586.6 萬
U.S. Capital Wealth Advisors, LLC15,544$525.1 萬
Exencial Wealth Advisors, LLC14,521$490.6 萬
Journey Strategic Wealth LLC14,458$488.5 萬
GM Advisory Group, Inc.8,898$300.6 萬
Richard Bernstein Advisors LLC8,432$284.9 萬
Jaffetilchin Investment Partners, LLC5,682$191.9 萬
DGS Capital Management, LLC4,839$163.5 萬
Reflection Asset Management3,380$161.2 萬
Evelyn Partners Asset Management Ltd4,123$139.3 萬
USA Financial Portformulas Corp4,079$137.8 萬
Leo Wealth, LLC4,028$136.1 萬
TCFG Wealth Management, LLC3,538$119.5 萬
First Affirmative Financial Network3,194$107.9 萬
Evelyn Partners Investment Management Services Ltd3,058$103.3 萬
Integrity Wealth Advisors, Inc.2,628$88.8 萬
McIlrath & Eck, LLC1,886$63.7 萬
Gibbs Wealth Management1,516$51.2 萬
Smart Portfolios, LLC1,366$46.1 萬
TSG Advice Partners, LLC1,051$35.5 萬
Ritter Alpha, LP620$20.9 萬
Arcadia Investment Management Corp259$8.75 萬
Red Tortoise LLC88$2.97 萬
Anfield Capital Management, LLC24$8,108
Sofos Investments, Inc.18$6,081