MU · NASDAQ · CIK 0000723125
Micron Technology
Micron Technology holds 2 disclosed positions, 0 of them carrying a sourced value and 2 that nobody has sized.
Share price
MU
Equity stakes Micron Technology holds in other companies.
No position on this side carries a sourced value, so there is nothing to chart. The table still lists 2 of them.
Select a row or a slice for its provenance: the filing it came from, when it was measured, and the arithmetic behind it if it was modelled.
The full register, from 13F filings
The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 2,959 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.
2,959 managers reported a position, together holding 843.1m shares, or 74.7% of the company. The 40 largest are listed.
Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.
What the filings say against what the research found
Every holding above was also resolved directly from EDGAR through a precedence rule: the company's own filing outranks a 13D or 13G, which outranks a 13F, which outranks hand research. A 13F reports only US listed, long, US custodied positions, so it is a floor rather than a level. Where sources disagree the higher one leads and the lower is kept beside it.
No position here shows a material gap between sources.
- files no 13F
- SC 13G/A 0001104659-24-021465 is pre-XML prose, not parsed
- SC 13G/A 0001086364-24-006986 is pre-XML prose, not parsed
- SC 13G/A 0001422848-24-000076 is pre-XML prose, not parsed
- 9 further pre-XML schedules not parsed
What a reader needs to know to read these numbers
- Trillion dollar milestone confirmed. Micron crossed a $1 trillion market value for the first time on Tuesday 26 May 2026, after shares jumped 18% and topped $890 (Forbes, 26 May 2026). A CNBC headline for the same day reads '19%'; the CNBC page returned HTTP 403 so the Forbes figure is the one recorded here.
- Market cap as recorded is the rounded $1.10 trillion published by stockanalysis.com as of the close on Friday 14 August 2026, at a share price of $971.66. 16 August 2026 is a Sunday, so 14 August is the last close. Multiplying the last filed share count (1,129,393,151 as of 17 June 2026) by $971.66 gives $1.097trn, consistent with the rounded figure.
- Single share class. Common stock, $0.10 par, 3,000 million authorised, 1,275 million issued, 1,129 million outstanding, 146 million in treasury as of 28 May 2026. There is no founder or dual-class voting structure: insiders as a group hold under a quarter of one percent, so the register is effectively an all-institutional one.
- Micron does not file a 13F. Its EDGAR filing history contains no 13F-HR, so its own holdings are visible only through the 10-K, 10-Q and press releases, which is why the holdings list is short.
- Aggregate size of the private book. Micron carried $185 million of non-marketable equity investments without a readily determinable fair value in other noncurrent assets as of 28 May 2026, down from $194 million at 28 August 2025 and $190 million at 29 August 2024. That balance predates the Anthropic purchase, which closed after the quarter end. It is a cost-basis figure, not a fair value.
- Micron Ventures is the vehicle for the private book. On 13 August 2026 it launched the $250 million Paradigm Fund, its third and largest, taking total committed venture capital across Fund I (2019), Fund II (2022) and Paradigm to $550 million. No portfolio companies are named in the announcement.
- Micron does have equity method investees: it reported equity in net income of those investees of $9 million in FY2025 and $13 million for the first nine months of FY2026. Neither the 10-K nor the 10-Q names them or gives ownership percentages.
- No government equity in Micron. Micron's CHIPS Act support is structured as grants of up to $6.4 billion (up to $6.1 billion for Idaho and New York fabs under the December 2024 direct funding agreements as amended June 2025, plus up to $275 million for Manassas, Virginia) together with a 35% investment tax credit and a non-binding term sheet with New York State for up to $5.5 billion. The 10-Q describes no issuance of equity to the U.S. government, and reporting states the White House would not seek an ownership stake in Micron or TSMC in exchange for CHIPS funds, unlike the Intel arrangement. The only trace of the agreements in the capital structure is a restriction on share repurchases.
- Vanguard's figure is stale and disputed. Vanguard Group filed 13F notices (13F-NT), not holdings reports, for the quarters ended 31 March 2026 and 30 June 2026, so its most recent reported Micron position is 31 December 2025. Micron's own 2025 proxy shows Vanguard at 94,984,500 shares and 8.4%, but that was sourced from a Schedule 13G/A dated 29 December 2023. Both figures are recorded here: the 13F number is the one used because it is the more recent measurement.
- Percentages in the register are all computed against the same denominator, 1,129,393,151 shares outstanding as of 17 June 2026 from the Q3 FY2026 10-Q cover page, so they are comparable to each other. Where a holding was measured on an earlier date (Vanguard, insiders) the percentage mixes a stale numerator with that denominator and should be read as approximate.
- 13F dollar values are struck at the 30 June 2026 price, not today's. BlackRock's $121,001,011,030 over 104,827,219 shares implies $1,154.28 per share at 30 June 2026, and Primecap's filing implies the same price. The stock closed at $971.66 on 14 August 2026, so every 13F value here is roughly 19% above what the same share count is worth now.
- The eight institutional positions listed sum to about 33.6% of the company. MarketBeat reports total institutional ownership of 80.84%, so the long tail beyond the top eight is large.
- Micron's proxy shows the top-three 5% holders as of 31 October 2025 were Vanguard 8.4%, BlackRock 7.6% and Capital World Investors 6.3%. Capital World's 13F position has since fallen to 29.5 million shares, 2.61%, a material reduction between 30 June 2025 and 30 June 2026.
Looked for, not found
Recorded rather than filled in. Each of these is a place where a number could have been invented and was not.
- Size of the Anthropic stake. Neither the dollar amount, the share count nor the percentage of Anthropic was disclosed. Checked: Micron's Q3 FY2026 10-Q subsequent-events note (which refers only to 'a leading AI company'), and trade coverage of the 22 June 2026 announcement. The Micron investor-relations press release URL returned HTTP 404 and the GlobeNewswire mirror timed out twice.
- Whether the GlobalWafers position is common equity, convertible instruments or vendor financing, and what percentage of GlobalWafers it represents. Checked: Tom's Hardware and Yahoo Finance coverage of the 9 July 2026 announcement; the Micron IR release 404'd and the GlobeNewswire copy timed out. Also unconfirmed: GlobalWafers' Taipei ticker, so target_ticker is left null.
- Names and ownership percentages of Micron's equity method investees. Checked: FY2025 10-K and Q3 FY2026 10-Q, which report the earnings line but no investee names.
- Names of the companies held inside the $185 million non-marketable equity book and the Micron Ventures funds. Checked: 10-K, 10-Q and the 13 August 2026 Paradigm Fund announcement, none of which names a portfolio company.
- Vanguard's Micron position at 30 June 2026. Vanguard filed a 13F-NT for that quarter, so the holding is reported inside another manager's filing that was not identified.
- Shares outstanding as at 14 August 2026. The most recent filed count is 1,129,393,151 as of 17 June 2026 from the 10-Q cover page; stockanalysis.com shows a rounded 1.13 billion.
- Any equity taken by Micron alongside its other AI memory supply agreements beyond Anthropic. Checked: the 10-K, the 10-Q and news coverage through mid-August 2026; no other named equity stake was found.