Quilter 13F: Adds $54M to Micron Technology (MU) Stake
Key Points
- Quilter raised its Micron Technology stake by 61.9% to 131,610 shares worth about $140.2 million in an October 21, 2026 filing.
- Micron shares recently traded around $913.62, sitting well above their 200-day moving average of $726.85.
- Primecap Management adjusted its position in the chipmaker, while insiders completed several share sales.
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Quilter grew its stake in Micron Technology, Inc. (MU) by 50,313 shares during the third quarter, according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 21, 2026. The purchase lifted the firm's total holding by 61.9% to reach 131,610 shares. That block of stock carried an estimated value of $140,217,912 at the end of the period.
MU
Micron Technology, Inc.
What Changed in Quilter's Micron Technology Position
Before this filing, Quilter owned 81,297 shares of the semiconductor maker. The addition of 50,313 shares marked a 61.9% expansion of the position. Micron shares closed at $913.67 on the October 21 filing date.
Other Institutional Activity in Micron Technology
Other large funds made adjustments to their Micron holdings around the same time. Primecap Management Company reduced its stake by 2,657,819 shares, leaving it with 19,217,236 shares valued at about $17.4 billion in its report for the period ending June 30, 2026.
Micron Technology, Inc. Stock Up 0.9%
Micron shares recently traded around $913.62 as of October 22, 2026, sitting about equal to their event close. The stock trades below its 50-day moving average of $985.27 and above its 200-day moving average of $726.85. The share price sits below its 52-week high of $1,255.00 and above its 52-week low of $192.59.
Recent Earnings
Micron reported trailing twelve-month revenue of $133.2 billion and earnings of $74.33 per share. The company posted a net profit margin of 63.8% and a return on equity of 88.3%. Its next earnings report is scheduled for December 23, 2026.
Dividend
Micron pays an annual dividend rate of $0.60 per share, which translates to a dividend yield of 0.07% with a payout ratio of 0.7%.
Insider Buying and Selling at Micron Technology, Inc.
Insiders completed several transactions prior to the filing. Chief Executive Officer Sanjay Mehrotra and other executives sold shares during July, August, and October 2026.
Analysts Set New Price Targets
Analysts maintain various ratings on the stock, with firms such as Mizuho, Morgan Stanley, TD Cowen, DA Davidson, and Rosenblatt issuing updates in October 2026.
About Micron Technology
Micron Technology designs and manufactures memory and storage products. The company operates through business units that serve cloud, data center, mobile, client, and automotive markets worldwide.
Bottom Line
Investors will watch for Micron's next earnings release on December 23, 2026, along with subsequent institutional filings to track how major shareholders manage their positions.
Related Filing Alerts
Source: Quilter's 13F filing on $MU (Oct 21, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts