Fund Update: New $79.8M $MU stock position opened by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC has opened a new $79.8M 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 1,554 institutional investors add shares of $MU stock to their portfolio, and 1,028 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$MU Insider Trading Activity

$MU insiders have traded $MU stock on the open market 50 times in the past 6 months. Of those trades, 3 have been purchases and 47 have been sales.

Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:

• SUMIT SADANA (EVP and Chief Business Officer) has made 0 purchases and 4 sales selling 49,000 shares for an estimated $20,859,666.
• 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.
• 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.
• SANJAY MEHROTRA (President and CEO) has made 0 purchases and 15 sales selling 12,500 shares for an estimated $2,987,008.
• MICHAEL D CORDANO (EVP, Worldwide Sales) has made 0 purchases and 2 sales selling 6,814 shares for an estimated $2,915,744.
• STEVEN J GOMO sold 5,000 shares for an estimated $1,318,150
• SCOTT R. ALLEN (CVP, Chief Accounting Officer) sold 2,000 shares for an estimated $675,000

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$MU Congressional Stock Trading

Members of Congress have traded $MU stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 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. You can access data on congressional stock trades through the Quiver Quantitative API.

$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 28 analysts offer price targets for $MU in the last 6 months, with a median target of $527.5.

Here are some recent targets:

• Krish Sankar from TD Cowen set a target price of $660.0 on 04/28/2026
• Gil Luria from DA Davidson set a target price of $1000.0 on 04/28/2026
• Ben Reitzes from Melius Research set a target price of $700.0 on 04/27/2026
• 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
• Melissa Weathers from Deutsche Bank set a target price of $550.0 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.