美光科技公司
MX ˙ BMV ˙ LU1650489385
SecurityMX:MU / Micron Technology, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership16,842,006 shares
Latest Disclosed Value $ 5,689,904,889
Morgan Stanley reports 2.72% increase in ownership of MU / Micron Technology, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 16,842,006 shares of Micron Technology, Inc. (MX:MU) valued at $5,689,904,889 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 16,396,655 shares of Micron Technology, Inc.. This represents a change in shares of 2.72% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MICRON TECHNOLOGY COM 595112103 16,842,006 445,351 2.72 5,689,905 21.59 0.3428
2026-05-27 2025-12-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 16,396,655 794,289 5.09 4,679,771 79.26 0.2794
2026-02-13 2025-12-31 13F MICRON TECHNOLOGY COM 595112103 16,396,655 794,289 4,679,771 0.2794
2026-05-27 2025-09-30 13F/A-1 MICRON TECHNOLOGY COM 595112103 15,602,366 1,037,499 7.12 2,610,588 45.43 0.1581
2025-11-14 2025-09-30 13F MICRON TECHNOLOGY COM 595112103 15,602,366 1,037,499 2,610,588 0.1581
2025-08-15 2025-06-30 13F MICRON TECHNOLOGY COM 595112103 14,564,867 -1,313,787 -8.27 1,795,120 30.11 0.1169
2025-05-15 2025-03-31 13F MICRON TECHNOLOGY COM 595112103 15,878,654 -722,604 -4.35 1,379,697 -1.25 0.0986
2025-05-15 2024-12-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 16,601,258 -1,729,606 -9.44 1,397,162 -26.51 0.0979
2025-02-14 2024-12-31 13F MICRON TECHNOLOGY COM 595112103 16,601,258 -1,729,606 1,397,162 0.0979
2025-05-14 2024-09-30 13F/A-2 MICRON TECHNOLOGY COM 595112103 18,330,864 247,298 1.37 1,901,094 -20.07 0.1379
2025-02-14 2024-09-30 13F/A-1 MICRON TECHNOLOGY COM 595112103 18,330,864 247,298 1,901,094 0.1378
2024-11-14 2024-09-30 13F MICRON TECHNOLOGY COM 595112103 18,330,864 247,298 1,901,094 0.1378
2025-05-14 2024-06-30 13F/A-2 MICRON TECHNOLOGY COM 595112103 18,083,566 2,416,670 15.43 2,378,532 28.78 0.1840
2024-10-17 2024-06-30 13F/A-1 MICRON TECHNOLOGY COM 595112103 18,083,566 2,416,670 2,378,532 0.1840
2024-08-14 2024-06-30 13F MICRON TECHNOLOGY COM 595112103 18,083,566 2,416,670 2,378,532 0.1841
2024-10-17 2024-03-31 13F/A-2 MICRON TECHNOLOGY COM 595112103 15,666,896 1,699,325 12.17 1,846,971 54.95 0.1482
2024-08-16 2024-03-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 15,666,896 1,699,325 1,846,971 0.1482
2024-05-15 2024-03-31 13F MICRON TECHNOLOGY COM 595112103 15,666,896 1,699,325 1,846,971 0.1482
2024-08-16 2023-12-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 13,967,571 -3,335,829 -19.28 1,191,993 1.26 0.1050
2024-02-13 2023-12-31 13F MICRON TECHNOLOGY COM 595112103 13,967,571 -3,335,829 1,191,993 0.1050
2023-11-15 2023-09-30 13F MICRON TECHNOLOGY COM 595112103 17,303,400 2,852,688 19.74 1,177,151 29.08 0.1197
2023-08-14 2023-06-30 13F MICRON TECHNOLOGY COM 595112103 14,450,712 1,045,251 7.80 911,985 12.75 0.0899
2023-05-15 2023-03-31 13F MICRON TECHNOLOGY COM 595112103 13,405,461 -780,329 -5.50 808,886 14.09 0.0867
2023-02-14 2022-12-31 13F MICRON TECHNOLOGY COM 595112103 14,185,790 5,274,984 59.20 709,006 58.82 0.0805
2022-11-14 2022-09-30 13F MICRON TECHNOLOGY COM 595112103 8,910,806 -234,974 -2.57 446,430 -11.70 0.0608
2022-10-27 2022-06-30 13F/A-1 MICRON TECHNOLOGY COM 595112103 9,145,780 4,921,926 116.53 505,579 53.67 0.0656
2022-08-15 2022-06-30 13F MICRON TECHNOLOGY COM 595112103 9,145,780 4,921,926 505,579 0.0656
2022-10-27 2022-03-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 4,223,854 -611,913 -12.65 328,996 -26.96 0.0444
2022-05-13 2022-03-31 13F MICRON TECHNOLOGY COM 595112103 4,223,854 -611,913 328,996 0.0444
2022-02-14 2021-12-31 13F MICRON TECHNOLOGY COM 595112103 4,835,767 -360,649 -6.94 450,451 22.13 0.0556
2021-11-15 2021-09-30 13F MICRON TECHNOLOGY COM 595112103 5,196,416 -492,442 -8.66 368,842 -23.70 0.0497
2021-08-23 2021-06-30 13F/A-1 MICRON TECHNOLOGY COM 595112103 5,688,858 -197,067 -3.35 483,440 -6.89 0.0638
2021-08-16 2021-06-30 13F MICRON TECHNOLOGY COM 595112103 5,688,858 -197,067 483,440 0.0133
2021-05-17 2021-03-31 13F MICRON TECHNOLOGY COM 595112103 5,885,925 -1,527,402 -20.60 519,198 -6.84 0.0763
2021-02-16 2020-12-31 13F MICRON TECHNOLOGY COM 595112103 7,413,327 3,443,179 86.73 557,335 198.94 0.0861
2020-11-13 2020-09-30 13F MICRON TECHNOLOGY COM 595112103 3,970,148 -198,210 -4.76 186,439 -13.18 0.0361
2020-08-14 2020-06-30 13F MICRON TECHNOLOGY COM 595112103 4,168,358 -335,652 -7.45 214,754 13.36 0.0475
2020-05-26 2020-03-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 4,504,010 1,361,960 43.35 189,437 12.11 0.0515
2020-05-15 2020-03-31 13F MICRON TECHNOLOGY COM 595112103 4,504,010 1,361,960 189,437 14,552.7107
2020-02-14 2019-12-31 13F MICRON TECHNOLOGY COM 595112103 3,142,050 816,030 35.08 168,980 69.54 0.0393
2019-11-14 2019-09-30 13F MICRON TECHNOLOGY COM 595112103 2,326,020 -1,251,003 -34.97 99,670 -27.79 0.0264
2019-08-14 2019-06-30 13F MICRON TECHNOLOGY COM 595112103 3,577,023 -2,658,571 -42.64 138,037 -46.44 0.0367
2019-05-15 2019-03-31 13F MICRON TECHNOLOGY COM 595112103 6,235,594 -682,803 -9.87 257,718 17.40 0.0730
2019-02-14 2018-12-31 13F MICRON TECHNOLOGY COM 595112103 6,918,397 -5,042,510 -42.16 219,521 -59.42 0.0657
2019-04-23 2018-09-30 13F/A-2 MICRON TECHNOLOGY COM 595112103 11,960,907 6,574,409 122.05 540,991 91.52 0.1354
2018-11-20 2018-09-30 13F/A-1 MICRON TECHNOLOGY COM 595112103 11,960,907 0 540,991 0.1354
2018-11-14 2018-09-30 13F MICRON TECHNOLOGY COM 595112103 11,960,907 6,574,409 540,991
2019-04-23 2018-06-30 13F/A-1 MICRON TECHNOLOGY COM 595112103 5,386,498 216,669 4.19 282,468 4.79 0.0763
2018-08-14 2018-06-30 13F MICRON TECHNOLOGY COM 595112103 5,386,498 216,669 282,468
2019-04-23 2018-03-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 5,169,829 -1,201,986 -18.86 269,556 2.88 0.0748
2018-05-14 2018-03-31 13F MICRON TECHNOLOGY COM 595112103 5,169,829 -1,201,986 269,556
2019-04-23 2017-12-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 6,371,815 -1,090,803 -14.62 262,010 -10.73 0.0717
2018-02-14 2017-12-31 13F MICRON TECHNOLOGY COM 595112103 6,371,815 -1,090,803 262,010
2017-11-14 2017-09-30 13F MICRON TECHNOLOGY COM 595112103 7,462,618 697,798 10.32 293,505 45.30 0.0879
2017-08-11 2017-06-30 13F MICRON TECHNOLOGY COM 595112103 6,764,820 187,143 2.85 201,997 6.26 0.0610
2017-05-22 2017-03-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 6,577,677 -135,820 -2.02 190,093 29.17 0.0584
2017-05-12 2017-03-31 13F MICRON TECHNOLOGY COM 595112103 6,577,677 190,093
2017-02-22 2016-12-31 13F/A-1 MICRON TECHNOLOGY COM 595112103 6,713,497 -88,258 -1.30 147,160 21.69 0.0482
2017-02-13 2016-12-31 13F MICRON TECHNOLOGY COM 595112103 6,713,497 147,160
2016-11-10 2016-09-30 13F MICRON TECHNOLOGY COM 595112103 6,801,755 4,091,671 150.98 120,935 224.29 0.0413
2016-08-12 2016-06-30 13F MICRON TECHNOLOGY COM 595112103 2,710,084 -113,264 -4.01 37,292 26.16 0.0135
2016-05-12 2016-03-31 13F MICRON TECHNOLOGY COM 595112103 2,823,348 34,162 1.22 29,560 -25.16 0.0114
2016-02-09 2015-12-31 13F MICRON TECHNOLOGY COM 595112103 2,789,186 -360,719 -11.45 39,495 -16.30 0.0143
2016-02-08 2015-09-30 13F/A-1 MICRON TECHNOLOGY COM 595112103 3,149,905 -366,156 -10.41 47,187 -28.77 0.0174
2015-11-09 2015-09-30 13F MICRON TECHNOLOGY COM 595112103 3,149,905 47,187
2015-08-12 2015-06-30 13F MICRON TECHNOLOGY COM 595112103 3,516,061 -227,016 -6.06 66,244 -34.77 0.0230
2015-05-14 2015-03-31 13F MICRON TECHNOLOGY COM 595112103 3,743,077 -982,285 -20.79 101,551 -38.62 0.0374
2015-02-13 2014-12-31 13F MICRON TECHNOLOGY COM 595112103 4,725,362 1,266,891 36.63 165,434 39.62 0.0605
2014-12-16 2014-09-30 13F/A-1 MICRON TECHNOLOGY COM 595112103 3,458,471 -5,239,183 -60.24 118,485 -42.42 0.0456
2014-11-14 2014-09-30 13F MICRON TECHNOLOGY COM 595112103 3,458,471 118,485
2014-05-13 2014-03-31 13F MICRON TECHNOLOGY COM 595112103 8,697,654 -1,826,656 -17.36 205,785 18,814.06 0.0862
2014-02-13 2013-12-31 13F MICRON TECHNOLOGY NOTE 1.875% 6/0 595112AH6 1,088 -99.36 0.0005
2014-02-13 2013-12-31 13F MICRON TECHNOLOGY COM 595112103 10,524,310 8,911,310 228,905 0.0974
2013-11-13 2013-09-30 13F MICRON TECHNOLOGY INC COM S COM 595112103 9,743,136 6,971,817 251.57 170,202 328.57 0.0805
2013-11-13 2013-09-30 13F MICRON TECH SR UNS CONV 1. CORP CV 595112AH6 1,613,000 25,000 2,053 0.0010
2013-08-08 2013-06-30 13F MICRON TECHNOLOGY INC COM S COM 595112103 2,771,319 2,771,319 39,714 0.0200
2013-08-08 2013-06-30 13F MICRON TECH SR UNS CONV 1. CORP CV 595112AH6 1,588,000 -25,000 1,809 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.