Micron Technology Inc (MU) 13F Filing Data & Analysis (Q2 2026)

MU ranks #28 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MU is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 5.1% of that fund's own 13F portfolio.

MU is a top-conviction position for SIH Partners, LLLP — at 49.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MU belongs to BlackRock, Inc., but the position matters far more to SIH Partners, LLLP, who has 49.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its MU position for two straight quarters, increasing it by $92.3B to reach $121.0B today.

Jim Simons has trimmed its MU position for two straight quarters, cutting it by $615.2M while still holding $244.2M.

MU is down 2.6% today, but institutions show net buying of $911.5B this quarter — a divergence between today's price move and the underlying institutional flow.

MU posted net income of $50.5B over the trailing twelve months, and currently trades at a P/E of 20.8.

• Profitable — net income of $50.5B over the trailing twelve months
• Revenue grew 188.2% year over year
• Net income improved year over year, from $4.7B to $50.5B
• Generated $17.5B in positive operating cash flow
• Current ratio of 2.52x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.53x equity — within a conventional range