Railway Pension Investments Ltd has opened a new $77.7M position in $MU, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MU.
$MU Hedge Fund Activity
We have seen 2,328 institutional investors add shares of $MU stock to their portfolio, and 1,610 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ANDAR CAPITAL MANAGEMENT HK LTD removed 34,256,413 shares (-99.9%) from their portfolio in Q3 2026, for an estimated $36,486,848,050
- CAPITAL WORLD INVESTORS removed 11,204,324 shares (-38.0%) from their portfolio in Q3 2026, for an estimated $11,933,837,535
- PRICE T ROWE ASSOCIATES INC /MD/ added 8,827,282 shares (+165.3%) to their portfolio in Q2 2026, for an estimated $10,189,243,339
- FMR LLC added 8,775,244 shares (+32.8%) to their portfolio in Q3 2026, for an estimated $9,346,600,136
- NORGES BANK removed 7,360,258 shares (-32.7%) from their portfolio in Q2 2026, for an estimated $8,495,872,206
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. removed 6,966,392 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $7,419,973,783
- GOLDMAN SACHS GROUP INC added 5,526,936 shares (+44.0%) to their portfolio in Q2 2026, for an estimated $6,379,686,955
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MU Insider Trading Activity
$MU insiders have traded $MU stock on the open market 207 times in the past 6 months. Of those trades, 0 have been purchases and 207 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 154 sales selling 160,000 shares for an estimated $160,835,660.
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 18 sales selling 40,000 shares for an estimated $43,357,473.
- SCOTT J DEBOER (Pres. & Chief Tech & Prod Offr) has made 0 purchases and 3 sales selling 28,544 shares for an estimated $25,690,215.
- SUMIT SADANA (EVP and Chief Business Officer) sold 15,000 shares for an estimated $14,014,350
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 28 sales selling 6,328 shares for an estimated $5,883,459.
- LYNN A DUGLE sold 1,300 shares for an estimated $1,495,559
- SCOTT R. ALLEN (CVP, Chief Accounting Officer) sold 879 shares for an estimated $879,000
- ALEXIS BJORLIN sold 25 shares for an estimated $28,308
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MU Congressional Stock Trading
Members of Congress have traded $MU stock 11 times in the past 6 months. Of those trades, 7 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOHN MCGUIRE has traded it 3 times. They made 3 purchases worth up to $45,000 on 10/01, 09/25, 09/24 and 0 sales.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/24, 09/09.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 07/10.
- REPRESENTATIVE MICHAEL A. RULLI purchased up to $15,000 on 06/25.
- SENATOR SHELDON WHITEHOUSE purchased up to $15,000 on 06/25.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/05, 05/15.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$MU Analyst Ratings
Wall Street analysts have issued reports on $MU in the last several months. We have seen 14 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 10/22/2026
- Rosenblatt issued a "Buy" rating on 10/22/2026
- DA Davidson issued a "Buy" rating on 10/07/2026
- Cantor Fitzgerald issued a "Overweight" rating on 10/01/2026
- RBC Capital issued a "Outperform" rating on 10/01/2026
- TD Cowen issued a "Buy" rating on 10/01/2026
- Morgan Stanley issued a "Overweight" rating on 10/01/2026
To track analyst ratings and price targets for $MU, check out Quiver Quantitative's $MU forecast page.
$MU Price Targets
Multiple analysts have issued price targets for $MU recently. We have seen 25 analysts offer price targets for $MU in the last 6 months, with a median target of $1500.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $1900.0 on 10/22/2026
- N. Quinn Bolton from Needham set a target price of $1650.0 on 10/22/2026
- Gil Luria from DA Davidson set a target price of $3000.0 on 10/07/2026
- Vijay Rakesh from Mizuho set a target price of $1400.0 on 10/01/2026
- Joseph Moore from Morgan Stanley set a target price of $1200.0 on 10/01/2026
- Krish Sankar from TD Cowen set a target price of $1600.0 on 10/01/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $2000.0 on 10/01/2026
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.
