MICRON TECHNOLOGY INC

$MU
Smart money positioned

60 of the Top-200 alpha managers hold $MU as of the latest 13F snapshot.

13F holders
2,889
Insider buys · 90d
0
Congress · 90d
5trades

Smart Money · top-200 alpha cohort

60 holders · Q1 2026
Top-200 Cohort Floods Into $MU: 47 Initiate, 3 Exit in Q1 2026

60 of the Top-200 alpha managers hold $MU as of Q1 2026 — 18 new, 2 added, 5 trimmed, 35 held flat.

18 initiations · 2 adds · 5 trims · 35 held flat  ·  Q1 2026

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 2,889 · Source: 13F-HR
01
Brightline Capital Management, LLC
1.71% of portfolio
111,905,400 sh
02
Solus Alternative Asset Management LP
1.73% of portfolio
100,160,400 sh
03
State Street
0.51% of portfolio
52,749,817 sh
04
Axa S.a.
0.61% of portfolio
52,239,483 sh
05
L. Roy Papp & Associates, LLP
1.29% of portfolio
44,698,200 sh
06
Thornburg Investment Management Inc.
5.52% of portfolio
39,188,800 sh
07
Primecap Management CO
5.36% of portfolio
24,794,936 sh
08
ProShare Advisors LLC
0.69% of portfolio
22,541,101 sh
09
First Financial Bankshares Inc.
5.82% of portfolio
21,874,204 sh
10
Banyan Capital Management, Inc.
0.34% of portfolio
20,563,728 sh
See all 2,889 13F holders · Pro →

Insider activity · last 90 days

33 transactions · 6 filers
02 Feb 2026
Sadana Sumit
▼ SOLD
50
$431.76
S
02 Feb 2026
Sadana Sumit
▼ SOLD
7,500
$430.95
S
02 Feb 2026
Sadana Sumit
▼ SOLD
17,450
$429.43
S
27 Jan 2026
Ray Michael Charles
▼ SOLD
500
$415.65
S
27 Jan 2026
Ray Michael Charles
▼ SOLD
1,600
$414.61
S
27 Jan 2026
Ray Michael Charles
▼ SOLD
800
$413.82
S
27 Jan 2026
Ray Michael Charles
▼ SOLD
400
$412.44
S
27 Jan 2026
Ray Michael Charles
▼ SOLD
900
$411.22
S
27 Jan 2026
Ray Michael Charles
▼ SOLD
1,168
$410.08
S
27 Jan 2026
Ray Michael Charles
▼ SOLD
2,000
$409.18
S
27 Jan 2026
Ray Michael Charles
▼ SOLD
1,600
$407.95
S
27 Jan 2026
Ray Michael Charles
▼ SOLD
1,600
$406.92
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

17 disclosures · STOCK Act
House · Tennessee · Traded May 21
BOUGHT
$1K–$15K
Jun 2STOCK
House · California · Traded Apr 27
SOLD
$1K–$15K
May 13STOCK
House · Pennsylvania · Traded Mar 24
SOLD
$15K–$50K
Apr 21STOCK
House · Indiana · Traded Mar 24
SOLD
Apr 6STOCK
House · Michigan · Traded Mar 25
BOUGHT
$1K–$15K
Apr 6STOCK
House · California · Traded Feb 24
BOUGHT
$1K–$15K
Mar 9STOCK
House · California · Traded Feb 10
SOLD
$1K–$15K
Mar 9STOCK
House · Wisconsin · Traded Feb 19
BOUGHT
$15K–$50K
Mar 9STOCK
House · Michigan · Traded Feb 24
BOUGHT
$1K–$15K
Mar 6STOCK
House · Louisiana · Traded Feb 3
BOUGHT
$100K–$250K
Feb 24STOCK
See full $MU Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:24 UTC.