Whale Analyzer
MU Institutional Holders and 13F Ownership
Compare 12 tracked holders of MU, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. PRIMECAP Management is the largest reported holder at $22.18B; the top five funds control 94.3% of reported ownership; institutions were net buying last quarter (6 increased, 5 reduced); the stock trades above the aggregate whale cost basis of $292.06. Top tracked holders include PRIMECAP Management, Leopold Aschenbrenner, Capital Group, and Philippe Laffont.
Continue to the live MU dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| PRIMECAP Management 13F portfolio PRIMECAP Management Company holdings | $22.18B | 19.2M | Reduced | 2026-06-30 |
| Leopold Aschenbrenner 13F portfolio Situational Awareness LP holdings | $5.57B | 4.8M | Increased | 2026-06-30 |
| Capital Group 13F portfolio Capital Research Global Investors holdings | $4.42B | 3.8M | Reduced | 2026-06-30 |
| Philippe Laffont 13F portfolio Coatue Management holdings | $3.63B | 3.1M | Increased | 2026-06-30 |
| NPS Korea 13F portfolio National Pension Service holdings | $3.33B | 2.9M | Increased | 2026-06-30 |
| David Tepper 13F portfolio Appaloosa LP holdings | $1.13B | 975.0K | Reduced | 2026-06-30 |
| Gavin Baker 13F portfolio Atreides Management holdings | $821.1M | 711.4K | Reduced | 2026-06-30 |
| Brad Gerstner 13F portfolio Altimeter Capital holdings | $241.8M | 209.5K | New | 2026-06-30 |
| Ray Dalio 13F portfolio Bridgewater Associates holdings | $134.7M | 116.7K | Reduced | 2026-06-30 |
| George Soros 13F portfolio Soros Fund Management holdings | $25.9M | 22.4K | Increased | 2026-06-30 |
| Ruane, Cunniff & Goldfarb 13F portfolio Ruane, Cunniff & Goldfarb holdings | $2.5M | 2.2K | Held | 2026-06-30 |
| Lee Ainslie 13F portfolio Maverick Capital holdings | $1.9M | 1.7K | New | 2026-06-30 |
Ownership concentration
Reported ownership of MU is highly concentrated across tracked institutions.
- Single largest holder: 53.5% of reported ownership
- Top 5 holders: 94.3%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 12 tracked institutions, 6 increased, 5 reduced, 1 held. Net positioning is net buying.
- PRIMECAP Management — PRIMECAP Management Company ($22.18B) (▼ 12.1% qoq shares)
- Leopold Aschenbrenner — Situational Awareness LP ($5.57B) (▲ 27712.4% qoq shares) · avg cost $366.05
- Capital Group — Capital Research Global Investors ($4.42B) (▼ 7.9% qoq shares)
- Philippe Laffont — Coatue Management ($3.63B) (▲ 1793.7% qoq shares) · avg cost $372.38
- NPS Korea — National Pension Service ($3.33B) (▲ 0.4% qoq shares) · avg cost $28.95
- David Tepper — Appaloosa LP ($1.13B) (▼ 41.4% qoq shares)
- Gavin Baker — Atreides Management ($821.1M) (▼ 6.5% qoq shares)
- Brad Gerstner — Altimeter Capital ($241.8M) · avg cost $363.81
Whale cost basis vs current price
The aggregate tracked cost basis is $292.06 versus a current price of $975.26, so MU trades above its cost basis (+233.9%). Average unrealized P&L across tracked holders: 655%.
Sector positioning — Information Technology
MU sits within the Information Technology sector alongside 135 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live MU dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
Related stock holder pages
- LLY whale holders — ELI LILLY & CO
- INTC whale holders — INTEL CORP
- KLAC whale holders — KLA CORP
- GOOGL whale holders — ALPHABET INC
- FLEX whale holders — FLEX LTD
- AZN whale holders — ASTRAZENECA PLC
- NVDA whale holders — NVIDIA CORPORATION
- BIIB whale holders — BIOGEN INC
Learn more in Whale Analyzer Academy
Deepen your read on MU with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns MU stock?
Whale Analyzer tracks 12 public institutional holders of MU with a combined reported value of $41.49B. See the holder table above for the largest tracked positions.
Which top funds are buying MU?
Tracked institutions were net buying last quarter — 6 increased, 5 reduced, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is MU ownership?
The top five tracked holders report 94.3% of aggregate ownership.
Is MU above or below the whale cost basis?
The aggregate tracked cost basis is $292.06 versus a current price of $975.26 (+233.9%).
What does 13F ownership mean for MU?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive MU dashboard to explore them, or read our 13F Alpha Signals Guide.