BeStock  
股票 › 半导体 › MU

美光科技 MU

$690.00 +$33.61 (+5.12%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $694.79 +0.69%
开盘$708.35
昨收$656.39
当日区间$676.00 – $724.80
成交量44.89M
市值$779.28B
市盈率(TTM)9.3
股息率0.08%

股权结构与仓位

谁在持有、谁在做空,以及大资金的流向

机构持股比例79.1%-0.06 个百分点,较上季度
持仓机构数4,613+104 ,较上季度
内部人近期交易32次买入 / 18次卖出净买入
空头持仓比例2.00% 占流通股回补天数 1.0 · 截至 15 Oct 2026
卖空成交量占比3.9%近5日成交量平均占比

卖空成交量占当日成交量比例

3%5%7%9%Sep '26Oct '26Nov '26

大单净流入,近20个交易日

大单买入减卖出的净额(美元)。该窗口期内:−$698.80M(7个净流入日,13个净流出日)。

按单量净流入,近20个交易日

−$325.2M超大单−$373.6M大单−$471.3M中单−$360.7M小单

超大单/大单近似机构级别交易;中单/小单近似散户级别交易。各档买入减卖出净额,按窗口期累计。

已披露的前五大股东合计持有27.7%的流通股。

最大股东

  • BlackRock9.27%
  • Vanguard Capital Management, LLC7.08%
  • State Street Global Advisors4.43%
  • Capital Research3.91%
  • Invesco Capital Management LLC3.02%
  • Geode Capital Management, LLC2.50%
  • Vanguard Portfolio Management, LLC2.18%
  • FMR2.00%

按投资者类型

  • Mutual Fund63.41%
  • Public Company5.49%
  • Private Company2.78%
  • Hedge Fund2.65%
  • Government Pension Fund2.25%
  • Sovereign Wealth Fund1.46%
  • Family Office/Trust0.26%
  • Insurance Company0.25%

过去6次双周报告中(31 Jul 2026至15 Oct 2026),空头持仓占流通股比例已从2.65%降至2.00%。

近期机构持仓变动

股东类型期间持股变动新持股比例
Assenagon Asset Management S.A. Mutual Fund 2026/Q3 +2,633,136 0.2%
T. Rowe Price Group, Inc. Mutual Fund 2026/Q3 +9,304,808 1.3%
J.P. Morgan Asset Management, Inc. Mutual Fund 2026/Q3 +8,030,432 1.6%
The Goldman Sachs Group, Inc. Public Company 2026/Q3 +5,081,368 0.9%
Situational Awareness LP Hedge Fund 2026/Q3 +4,811,424 0.4%
BNP Paribas Financial Markets SNC Private Company 2026/Q3 +3,431,724 0.7%
Nomura Holdings, Inc. Public Company 2026/Q3 +3,187,991 0.3%
Coatue Management Hedge Fund 2026/Q3 +2,976,338 0.3%
JPMorgan Chase & Co. Public Company 2026/Q3 +2,289,297 0.7%
BlackRock Mutual Fund 2026/Q3 +1,679,633 9.3%
Vanguard Portfolio Management, LLC Mutual Fund 2026/Q3 +1,637,466 2.2%
AllianceBernstein Mutual Fund 2026/Q3 +1,619,875 0.3%
Putnam LLC Mutual Fund 2026/Q3 +1,384,334 0.1%
MFS Investment Management Mutual Fund 2026/Q3 +1,295,401 0.1%
Managed Account Advisors LLC Mutual Fund 2026/Q3 +1,274,593 0.2%

按报告期列出的机构买卖动态,变动幅度从大到小排列。

内部人交易

日期内部人职位交易类型股数价格交易后持股
15 Oct 2026 Scott DeBoer President & Chief Technology and Products Officer Automatic Disposition -28,544 $902.01 147,430
15 Oct 2026 Scott DeBoer President & Chief Technology and Products Officer Intent to Sell (Form 144) -28,545 $912.60 –
14 Oct 2026 Scott Allen Corporate VP & Chief Accounting Officer Sale to Issuer -6,183 $989.04 29,787
13 Oct 2026 Michael Ray Chief Legal Officer Automatic Disposition -6,288 $945.91 56,288
13 Oct 2026 Michael Ray Chief Legal Officer Automatic Disposition -40 $947.29 56,248
12 Oct 2026 Sanjay Mehrotra Chairperson & CEO Sale to Issuer -44,100 $989.04 962,221
12 Oct 2026 Sanjay Mehrotra Chairperson & CEO Other Acquisition +21,233 – 962,221
12 Oct 2026 Sanjay Mehrotra Chairperson & CEO Derivative Exercise and Sale -122,156 $989.04 962,221
12 Oct 2026 Sanjay Mehrotra Chairperson & CEO Other Derivative Acquisition +279,401 – 99,791
12 Oct 2026 Sanjay Mehrotra Chairperson & CEO Derivative Exercise and Retained +113,510 – 962,221
12 Oct 2026 Robert Swan Independent Director Other Derivative Acquisition +304 – 304
12 Oct 2026 Steven Gomo Independent Director Other Acquisition +304 – 17,443
12 Oct 2026 T. Mark Liu Director Other Acquisition +304 – 26,367
12 Oct 2026 Michael Ray Chief Legal Officer Sale to Issuer -8,989 $989.04 56,288
12 Oct 2026 Michael Ray Chief Legal Officer Other Acquisition +4,298 – 56,288
12 Oct 2026 Michael Ray Chief Legal Officer Other Derivative Acquisition +50,852 – 18,162
12 Oct 2026 Michael Cordano Executive VP of Worldwide Sales Sale to Issuer -4,694 $989.04 43,683
12 Oct 2026 Michael Cordano Executive VP of Worldwide Sales Other Acquisition +4,298 – 43,683
12 Oct 2026 Michael Cordano Executive VP of Worldwide Sales Other Derivative Acquisition +70,554 – 25,566
12 Oct 2026 MaryAnn Wright Independent Director Other Derivative Acquisition +304 – 304

数据来自Form 4/Form 144申报文件。负数为减持(出售、赠予或代扣税款股份),正数为增持。

空头持仓(按报告期)

报告日期空头股数占流通股比例回补天数
15 Oct 2026 22,533,635 2.0% 1.0
30 Sep 2026 26,023,190 2.3% 1.1
15 Sep 2026 27,633,780 2.4% 1.1
31 Aug 2026 29,705,339 2.6% 1.2
14 Aug 2026 30,016,025 2.7% 1.0
31 Jul 2026 29,892,897 2.6% 1.0

讨论区

暂无评论——快来第一个聊聊 MU。

登录后参与讨论。

Scroll to Top