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Equibles

Orion Porfolio Solutions, LLC

Position in MU — Micron Technology Inc

CIK 1360533 OMAHA, NE
Back to MU Full portfolio

Position in MU

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$78,615,229
+$53,749,530 QoQ
Shares Held
68,107
-7.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#455
of 3,904 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 34% Shared 0% None 66%

Common Shares in MU Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $682,319,318 across 35 Semiconductors names. MU ranks #3 (11.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 1,293,079 $258,732,177
2 AVGO
Broadcom Inc.
 256,032 $96,716,088
3 MU
Micron Technology Inc
This page 		68,107 $78,615,229
4 TSM
Taiwan Semiconductor Manufacturing Co Ltd
 120,626 $57,607,358
5 AMD
Advanced Micro Devices Inc
 94,607 $54,958,152
6 INTC
Intel Corp
 199,919 $27,914,689
7 TXN
Texas Instruments Inc
 72,905 $21,730,793
8 ADI
Analog Devices Inc
 35,836 $14,232,984

All Filings in MU

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $78,615,229 68,107
2026-03-31 $24,865,699 73,602
2025-12-31 $23,953,319 83,926
2025-09-30 $10,196,982 60,943
2025-06-30 $7,185,475 58,300
2025-03-31 $4,667,470 53,717
2024-12-31 $4,068,462 48,342
2024-09-30 $4,905,171 47,297
2024-06-30 $7,348,449 55,869
2024-03-31 $6,587,103 55,875
2023-12-31 $5,269,659 61,749
2023-09-30 $3,821,449 56,173
2023-06-30 $3,448,519 54,643
2023-03-31 $2,731,109 45,262
2022-12-31 $1,758,596 35,186
2022-09-30 $1,551,346 30,965
2022-06-30 $1,545,186 27,952
2022-03-31 $2,419,419 31,062
2021-12-31 $2,289,813 24,582
2021-09-30 $279,164 3,933
2021-06-30 $334,226 3,933
2021-03-31 $257,220 2,916
2020-12-31 $428,074 5,694
2020-03-31 $493,195 11,726