MU
Micron Technology, Inc. · Technology · Semiconductors
动量输入(同类管理人):
持有人广度 -4.8% ·
股份流向 +5.3% ·
净新建仓位 -5.0%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 195 | +8 | 723.87M | $831.04B | +10 | −1 |
| Q1 2026 | 189 | +4 | 717.19M | $241.83B | +7 | −4 |
| Q4 2025 | 184 | +1 | 800.76M | $228.51B | +2 | — |
| Q3 2025 | 25 | +3 | 506.87M | $84.79B | +3 | −1 |
| Q2 2025 | 20 | -1 | 456.94M | $56.30B | — | −1 |
| Q1 2025 | 18 | -4 | 196.28M | $17.05B | — | −4 |
| Q4 2024 | 22 | 0 | 191.00M | $16.08B | +3 | −3 |
| Q3 2024 | 21 | 0 | 131.29M | $13.61B | +2 | −2 |
| Q2 2024 | 21 | — | 136.16M | $17.90B | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 103.88M | — | $12.80B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (被动) | 103.88M | — | $12.80B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 103.88M | — | $12.80B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (被动) | 103.88M | — | $12.80B | 0.2% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (被动) | 103.88M | — | $12.80B | 0.2% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (被动) | 103.88M | — | $12.80B | 0.2% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 92.13M | — | $11.35B | 0.2% | n/c | 1 | SEC ↗ |
| 30 | Capital World Investors ✦ | 70.81M | +30.4% | $8.73B | 1.3% | ▲ Add | 5 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (被动) | 51.37M | +2.7% | $6.33B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 41.75M | — | $5.15B | 0.3% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 41.75M | — | $5.15B | 0.3% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 41.75M | — | $5.15B | 0.3% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 41.75M | — | $5.15B | 0.3% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 41.75M | — | $5.15B | 0.3% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 41.75M | — | $5.15B | 0.3% | n/c | 1 | SEC ↗ |
| 38 | PRIMECAP Management ✦ | 31.47M | -15.6% | $3.88B | 3.1% | ▼ Trim | 5 | SEC ↗ |
| 39 | Geode Capital Management ✦ (被动) | 25.69M | +1.2% | $3.15B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 40 | Geode Capital Management ✦ (被动) | 25.69M | +1.2% | $3.15B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 41 | Norges Bank ✦ (被动) | 16.07M | +11.6% | $1.98B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 42 | D. E. Shaw & Co. ✦ | 7.36M | +4426.5% | $906.60M | 1.0% | ▲ Add | 5 | SEC ↗ |
| 43 | D. E. Shaw & Co. ✦ | 7.36M | +4426.5% | $906.60M | 1.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Wellington Management ✦ | 5.96M | +121.7% | $734.85M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 45 | Wellington Management ✦ | 5.96M | +121.7% | $734.85M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 46 | Wellington Management ✦ | 5.96M | +121.7% | $734.85M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 47 | Wellington Management ✦ | 5.96M | +121.7% | $734.85M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 48 | Wellington Management ✦ | 5.96M | +121.7% | $734.85M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 49 | Wellington Management ✦ | 5.96M | +121.7% | $734.85M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 50 | Wellington Management ✦ | 5.96M | +121.7% | $734.85M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 5.34M | -15.8% | $658.63M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 5.34M | -15.8% | $658.63M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 53 | Adage Capital Partners ✦ | 1.18M | +1.1% | $145.87M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 1.00M | -9.6% | $123.75M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 1.00M | -9.6% | $123.75M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 56 | Appaloosa ✦ | 825.00K | +106.2% | $101.68M | 1.6% | ▲ Add | 5 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 708.49K | +323.5% | $87.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 708.49K | +323.5% | $87.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 708.49K | +323.5% | $87.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 708.49K | +323.5% | $87.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 708.49K | +323.5% | $87.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 708.49K | +323.5% | $87.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 708.49K | +323.5% | $87.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 708.49K | +323.5% | $87.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 65 | Two Sigma Investments ✦ | 524.82K | +1934.2% | $64.68M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 66 | Millennium Management ✦ | 323.35K | -83.8% | $39.85M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 67 | Gotham Asset Management ✦ | 270.70K | +102.7% | $33.36M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 68 | Marshall Wace ✦ | 217.70K | -63.2% | $26.83M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 69 | Fisher Asset Management ✦ | 48.94K | -1.7% | $6.03M | 0.0% | ▼ Trim | 5 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Fairfax Financial | $6.95M | 曾为 0.4% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1 持有人, 202 股份, $0 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director · 258 股 · $255,314
Officer, Director · 144 股 · $138,116
Officer, Director · 823 股 · $790,417
Officer, Director · 1.59K 股 · $1.53M
Officer, Director · 4.30K 股 · $4.15M
Officer, Director · 4.23K 股 · $4.07M
Officer, Director · 3.43K 股 · $3.31M
Officer, Director · 2.93K 股 · $2.83M
Officer, Director · 2.94K 股 · $2.84M
Officer, Director · 5.25K 股 · $5.08M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
This article was written by Doug Nathman, with research by his team at Trefis.
ForbesMicron stock was rising on Tuesday as new data showed how far memory-chip prices are set to rise this quarter.
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