Cardano Risk Management B.V. has opened a new $109.0M position in $MU, 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.
$MU Hedge Fund Activity
We have seen 1,494 institutional investors add shares of $MU stock to their portfolio, and 960 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
- SG AMERICAS SECURITIES, LLC added 6,299,989 shares (+147.1%) to their portfolio in Q1 2026, for an estimated $2,039,306,439
- 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
To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard.
$MU Insider Trading Activity
$MU insiders have traded $MU stock on the open market 77 times in the past 6 months. Of those trades, 3 have been purchases and 74 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.
- SUMIT SADANA (EVP and Chief Business Officer) has made 0 purchases and 4 sales selling 49,000 shares for an estimated $20,859,666.
- 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.
- 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 13 sales selling 12,268 shares for an estimated $5,025,987.
- MICHAEL D CORDANO (EVP, Worldwide Sales) has made 0 purchases and 2 sales selling 6,814 shares for an estimated $2,915,744.
- 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.
$MU 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:
To track government contracts to publicy traded companies, check out Quiver Quantitative’s government contracts dashboard.
$MU 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:
To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.
$MU 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
- Barclays issued a “Overweight” rating on 12/18/2025
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 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.