SAPIENT CAPITAL LLC has added 42,813 shares of $MU to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MU.
MICRON Hedge Fund Activity
We have seen 1,416 institutional investors add shares of MICRON stock to their portfolio, and 948 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 29,946,378 shares (-77.2%) from their portfolio in Q4 2025, for an estimated $8,546,995,744
- BLACKROCK, INC. added 6,873,121 shares (+7.3%) to their portfolio in Q4 2025, for an estimated $1,961,657,464
- NORGES BANK added 6,470,511 shares (+40.3%) to their portfolio in Q4 2025, for an estimated $1,846,748,544
- CAPITAL WORLD INVESTORS removed 5,937,371 shares (-9.3%) from their portfolio in Q4 2025, for an estimated $1,694,585,057
- D. E. SHAW & CO., INC. removed 5,689,697 shares (-63.0%) from their portfolio in Q4 2025, for an estimated $1,623,896,420
- PRIMECAP MANAGEMENT CO/CA/ removed 4,860,499 shares (-16.4%) from their portfolio in Q4 2025, for an estimated $1,387,235,019
- JANE STREET GROUP, LLC removed 4,740,022 shares (-73.3%) from their portfolio in Q4 2025, for an estimated $1,352,849,679
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MICRON Insider Trading Activity
MICRON insiders have traded $MU stock on the open market 83 times in the past 6 months. Of those trades, 3 have been purchases and 80 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- MARK J. MURPHY (EVP & Chief Financial Officer) has made 0 purchases and 6 sales selling 126,000 shares for an estimated $28,389,111.
- SCOTT J DEBOER (EVP, CTO and Products Officer) sold 82,000 shares for an estimated $18,270,420
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 5 sales selling 55,000 shares for an estimated $18,052,111.
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 34 sales selling 80,000 shares for an estimated $17,676,196.
- SUMIT SADANA (EVP and Chief Business Officer) has made 0 purchases and 3 sales selling 25,000 shares for an estimated $10,747,266.
- MANISH H BHATIA (EVP, Global Operations) has made 0 purchases and 6 sales selling 26,623 shares for an estimated $10,410,771.
- TEYIN M LIU has made 3 purchases buying 23,200 shares for an estimated $7,821,723 and 0 sales.
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 22 sales selling 15,950 shares for an estimated $5,768,371.
- SCOTT R. ALLEN (CVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 10,800 shares for an estimated $2,523,176.
- STEVEN J GOMO sold 5,000 shares for an estimated $1,318,150
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MICRON Government Contracts
We have seen $349,000 of award payments to $MU over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- FACILITIES MAINTENANCE WORK ORDERS -BGAD: $249,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
MICRON Congressional Stock Trading
Members of Congress have traded $MU stock 7 times in the past 6 months. Of those trades, 4 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- SENATOR JOHN FETTERMAN purchased up to $15,000 on 03/30.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 03/25, 02/24 and 1 sale worth up to $15,000 on 02/10.
- REPRESENTATIVE CLEO FIELDS purchased up to $250,000 on 02/03.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 01/26, 01/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
MICRON Analyst Ratings
Wall Street analysts have issued reports on $MU in the last several months. We have seen 18 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 01/22/2026
- Stifel issued a "Buy" rating on 01/20/2026
- Rosenblatt issued a "Buy" rating on 01/20/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Lynx Global issued a "Buy" rating on 01/12/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- B of A Securities issued a "Buy" rating on 12/18/2025
To track analyst ratings and price targets for MICRON, check out Quiver Quantitative's $MU forecast page.
MICRON Price Targets
Multiple analysts have issued price targets for $MU recently. We have seen 26 analysts offer price targets for $MU in the last 6 months, with a median target of $525.0.
Here are some recent targets:
- Timothy Arcuri from UBS set a target price of $535.0 on 04/08/2026
- Atif Malik from Citigroup set a target price of $425.0 on 03/31/2026
- N. Quinn Bolton from Needham set a target price of $500.0 on 03/19/2026
- Kevin Cassidy from Rosenblatt set a target price of $600.0 on 03/19/2026
- Melissa Weathers from Deutsche Bank set a target price of $550.0 on 03/19/2026
- Srini Pajjuri from RBC Capital set a target price of $525.0 on 03/19/2026
- John Vinh from Keybanc set a target price of $600.0 on 03/19/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $MU ticker page for more data.
