Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$401,885,685
+$302,349,239 QoQ
Shares Held
348,167
+18.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#207
of 3,877 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $8,374,295,106 across 48 Semiconductors names. MU ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
16,520,061 | $3,305,499,001 | |
| 2 | AVGO |
Broadcom Inc.
|
4,510,303 | $1,703,766,954 | |
| 3 | TXN |
Texas Instruments Inc
|
2,659,759 | $792,794,362 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,171,567 | $559,505,250 | |
| 5 | MU |
Micron Technology Inc
This page
|
348,167 | $401,885,685 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,183,565 | $352,572,174 | |
| 7 | ADI |
Analog Devices Inc
|
765,432 | $304,006,624 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
444,158 | $258,015,821 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,885,685 | 348,167 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $99,536,446 | 294,626 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $90,718,994 | 317,855 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $51,352,847 | 306,914 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $36,831,534 | 298,836 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,924,324 | 298,358 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,813,246 | 366,127 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,471,579 | 284,173 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $43,970,213 | 334,298 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $27,695,894 | 234,930 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $16,300,194 | 191,003 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $13,442,927 | 197,603 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,970,675 | 300,597 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,498,101 | 273,419 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,565,020 | 211,385 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,509,271 | 229,726 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,651,068 | 319,303 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $23,865,960 | 306,406 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $20,432,450 | 219,350 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,118,528 | 241,174 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,090,205 | 236,411 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $21,095,595 | 239,152 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,968,982 | 212,410 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,619,720 | 226,144 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $12,816,215 | 248,762 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,228,905 | 243,198 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||