MAI Capital Management has added 66,019 shares of $MU to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 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 922 institutional investors add shares of MICRON stock to their portfolio, and 883 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 13,185,983 shares (+32.1%) to their portfolio in Q1 2025, for an estimated $1,145,730,062
- INFINITUM ASSET MANAGEMENT, LLC added 6,871,200 shares (+8589.0%) to their portfolio in Q1 2025, for an estimated $597,038,568
- PRIMECAP MANAGEMENT CO/CA/ removed 5,814,892 shares (-15.6%) from their portfolio in Q2 2025, for an estimated $716,685,439
- CAPITAL INTERNATIONAL INVESTORS added 4,892,312 shares (+29.8%) to their portfolio in Q1 2025, for an estimated $425,092,989
- NATIONAL BANK OF CANADA /FI/ removed 4,134,305 shares (-50.4%) from their portfolio in Q1 2025, for an estimated $359,229,761
- D. E. SHAW & CO., INC. removed 4,031,603 shares (-96.1%) from their portfolio in Q1 2025, for an estimated $350,305,984
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 3,021,888 shares (+290.4%) to their portfolio in Q1 2025, for an estimated $262,571,848
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 40 times in the past 6 months. Of those trades, 0 have been purchases and 40 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- SUMIT SADANA (EVP and Chief Business Officer) sold 92,638 shares for an estimated $11,625,142
- MANISH H BHATIA (EVP, Global Operations) sold 80,000 shares for an estimated $9,852,800
- SCOTT J DEBOER (EVP, CTO and Products Officer) has made 0 purchases and 3 sales selling 63,047 shares for an estimated $7,006,900.
- MARK J. MURPHY (EVP & Chief Financial Officer) has made 0 purchases and 5 sales selling 34,000 shares for an estimated $3,716,823.
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $3,319,500.
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 15 sales selling 22,500 shares for an estimated $2,522,804.
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 2 sales selling 13,050 shares for an estimated $1,305,000.
- STEVEN J GOMO sold 7,000 shares for an estimated $876,050
- MARY PAT MCCARTHY has made 0 purchases and 10 sales selling 7,212 shares for an estimated $707,275.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MICRON Government Contracts
We have seen $1,672,503 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:
- OPTION YEAR 2 MAINTENANCE: $1,077,448
- FACILITIES MAINTENANCE WORK ORDERS -BGAD: $249,000
- MWR RENOVATIONS: $236,980
- FACILITIES MAINTENANCE WORK ORDERS - BGC: $85,000
- EV CHARGERS, PHASE I MINOR CONSTRUCTION: $24,075
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 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 07/01, 06/11.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 04/07.
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 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 08/11/2025
- Deutsche Bank issued a "Buy" rating on 07/10/2025
- Baird issued a "Outperform" rating on 06/27/2025
- Piper Sandler issued a "Overweight" rating on 06/26/2025
- Cantor Fitzgerald issued a "Overweight" rating on 06/26/2025
- Susquehanna issued a "Positive" rating on 06/26/2025
- Rosenblatt issued a "Buy" rating on 06/26/2025
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 23 analysts offer price targets for $MU in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- N. Quinn Bolton from Needham set a target price of $150.0 on 08/11/2025
- James Sheehan from Goldman Sachs set a target price of $130.0 on 07/10/2025
- Melissa Weathers from Deutsche Bank set a target price of $150.0 on 07/10/2025
- Tristan Gerra from Baird set a target price of $200.0 on 06/27/2025
- Srini Pajjuri from Raymond James set a target price of $150.0 on 06/26/2025
- Tom O'Malley from Barclays set a target price of $140.0 on 06/26/2025
- Brian Chin from Stifel set a target price of $145.0 on 06/26/2025
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.
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