MICRON TECHNOLOGY INC

Micron Technology's Q1 2026 institutional ownership is a $315.3B book across 2,887 holders, among the largest institutional holder bases for any semiconductor name. BlackRock is the largest holder at $34.9B (103.4M shares, +2.7% shares, +$6.2B -- the largest active increase in absolute terms). Jane Street surged +103.8% shares to $15.1B (+$7.9B) as the most dramatic active-manager increase. Susquehanna added +43.6% (+$6.6B). Goldman Sachs added +81.2% (+$2.5B). Invesco added +31.6% (+$1.3B). CTC LLC added +659.8% (+$2.9B). Nomura Holdings added +579.3% (+$1.4B). JPMorgan added +19.9% (+$1.3B). UBS AM added +76.8% (+$716M). Geode added +$1.8B. Sellers: Capital International cut -59.6% (-$3.3B from $5.5B to $2.2B); Capital World cut -22.9% (-$2.4B from $16.5B to $14.2B); FMR/Fidelity cut -19.9% (-$472M); State Street cut -$2.6B; Primecap cut -$313M; Northern Trust cut -$473M; Barclays cut -$536M; UBS Group cut -$254M; BNP Paribas cut -$87M. Vanguard fragmented into three entities totaling $34.7B (Capital Management $24.7B NEW, Portfolio Management $7.8B NEW, Fiduciary Trust $2.1B NEW). The Q1 2026 flow is one of the most bullish active-manager consensus patterns in the current cohort: Jane Street, Susquehanna, BlackRock, Goldman, Invesco, Nomura, JPMorgan, UBS AM, and Geode all added meaningfully, while Capital Research's two active franchises (Capital International and Capital World) were the only notable sellers. The 75.50 whaleScore reflects AUM. Smart-money-signal read: Micron's Q1 2026 holder picture is one of the strongest net-bullish signals in the current cohort, driven by the HBM/AI-memory supercycle. Jane Street's +103.8% (+$7.9B) and Susquehanna's +43.6% (+$6.6B) are extraordinary conviction adds from flow-oriented traders, while BlackRock's +$6.2B is the largest active index-plus-ETF increase. The Capital World and Capital International reductions are the only meaningful bearish flows, and both appear to be profit-taking on an already-large base rather than thesis changes.