Micron Technology, Inc. (MU): Q2 2026 13F — more filers, a huge jump in aggregate reported value, and mega BlackRock / Vanguard-affiliated dollar moves
You are looking at Micron Technology, Inc. — technology name listed on NASDAQ as MU. Below is a read of the latest Form 13F tape (period of report 2026-06-30, Q2 2026) versus the prior quarter (2026-03-31, Q1 2026), plus a short company overview.
Micron Technology, Inc. / MICRON TECHNOLOGY INC
What changed in Q2 2026?
Last quarter = Q2 2026 (period of report 2026-06-30) versus prior Q1 2026 (2026-03-31). Figures are reported 13F values (USD) as filed — delayed snapshots, not live prices.
Here is the story in one breath: more 13F filers (3,886 vs 2,963), and the aggregate reported 13F value rose (about $964.69B from about $235.35B). Total disclosed shares also moved to about 873,676,341 from about 735,359,281. Hedge-style* holders numbered 94 in Q2 2026 versus 68 in Q1 2026. On the full 13F tape, 1,083 managers entered and 160 exited (hedge-style* enter/exit: 39 / 13).
Status mix across the QoQ tape (4,046 manager rows including exits): 1,083 ENTERED, 160 EXITED, 1,237 INCREASED, 1,415 DECREASED, 151 UNCHANGED.
Reporting-entity note: several Vanguard-affiliated names appear as ENTERED under new CIKs in Q2 2026 (for example VANGUARD CAPITAL MANAGEMENT LLC ($85.02B), VANGUARD PORTFOLIO MANAGEMENT LLC ($28.47B), VANGUARD FIDUCIARY TRUST CO ($7.48B), Vanguard Global Advisers, LLC ($2.81B)). That is a 13F filer / CIK event in this tape — not automatically the same thing as “Vanguard never owned MU before.” Read it as new reporting entities showing up for this CUSIP in the QoQ join.
Who holds MU now?
Largest Q2 2026 13F holders by reported position value (top 18 of 3,886). Block size ≈ reported value. Click a name for the fund page.
| # | Manager | Shares (Q2) | Reported value | % of mgr AUM | Hedge-style* | Status | Accession |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 104,827,219 | $121.00B | 179.8058% | No | INCREASED | 0002012383-26-003238 |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 73,659,544 | $85.02B | 181.6712% | No | ENTERED | 0002100119-26-001527 |
| 3 | STATE STREET CORP | 50,075,870 | $57.80B | 171.4564% | No | DECREASED | 0000093751-26-000507 |
| 4 | Invesco Ltd. | 36,315,240 | $41.92B | 331.5652% | No | INCREASED | 0000914208-26-000343 |
| 5 | Capital World Investors | 29,469,646 | $34.02B | 401.8803% | No | DECREASED | 0001422849-26-000113 |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 27,705,797 | $31.88B | 169.9800% | No | INCREASED | 0001214717-26-000008 |
| 7 | FMR LLC | 26,718,869 | $30.84B | 133.8670% | No | DECREASED | 0000315066-26-002260 |
| 8 | JPMORGAN CHASE & CO | 25,836,011 | $29.59B | 163.7454% | No | INCREASED | 0000019617-26-000325 |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 24,662,080 | $28.47B | 128.2798% | No | ENTERED | 0002100121-26-001018 |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | 19,217,236 | $22.18B | 1311.6872% | No | DECREASED | 0000763212-26-000028 |
| 11 | MORGAN STANLEY | 18,470,449 | $21.32B | 112.7575% | No | INCREASED | 0000895421-26-000243 |
| 12 | GOLDMAN SACHS GROUP INC | 18,088,606 | $20.88B | 181.3036% | No | INCREASED | 0000886982-26-000519 |
| 13 | NORGES BANK | 15,180,843 | $17.52B | 174.6659% | No | ENTERED | 0001374170-26-000069 |
| 14 | NORTHERN TRUST CORP | 10,808,359 | $12.48B | 145.1052% | No | INCREASED | 0000073124-26-000053 |
| 15 | Capital International Investors | 10,384,128 | $11.98B | 247.8193% | No | INCREASED | 0001562230-26-000107 |
| 16 | BANK OF AMERICA CORP /DE/ | 10,174,757 | $11.74B | 75.6705% | No | INCREASED | 0000070858-26-000442 |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8,898,442 | $10.27B | 186.7216% | No | DECREASED | 0000861177-26-000004 |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 8,099,974 | $9.35B | 323.6648% | No | INCREASED | 0001166588-26-000008 |
| 19 | Legal & General Group Plc | 7,279,274 | $8.40B | 175.2158% | No | DECREASED | 0001495115-26-000017 |
| 20 | Bank of New York Mellon Corp | 7,145,760 | $8.25B | 135.3432% | No | DECREASED | 0001390777-26-000087 |
| 21 | BARCLAYS PLC | 7,009,200 | $8.09B | 155.3439% | No | DECREASED | 0000312069-26-000223 |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,966,392 | $8.04B | 107.0274% | No | DECREASED | 0001752724-26-000057 |
| 23 | DIMENSIONAL FUND ADVISORS LP | 6,768,971 | $7.81B | 141.5798% | No | DECREASED | 0000354204-26-000866 |
| 24 | VANGUARD FIDUCIARY TRUST CO | 6,480,515 | $7.48B | 164.6359% | No | ENTERED | 0000933478-26-000015 |
| 25 | UBS Group AG | 6,091,903 | $7.03B | 89.4613% | No | INCREASED | 0001610520-26-000103 |
Fund activity — Q1 2026 → Q2 2026
Top increases and decreases by change in % of the manager’s reported AUM, shown as treemap-style cards. Dollar heatmaps follow.
Top funds increasing % AUM
Largest positive Δ %AUM (entries + any adds).
Top funds decreasing % AUM
Largest negative Δ %AUM (cuts + exits).
Top $ increases (reported value)
Top $ decreases (reported value)
Funds entering & exiting
New fund appearances (ENTERED) and disappearances (EXITED) on the QoQ 13F tape — all filers vs hedge-style* only. Counts are status rows from the QoQ join across the full Form 13F filer set for this CUSIP/ticker — not live flow.
Key Q2 2026 movers (by |Δ reported value|)
The largest absolute dollar increase is BlackRock, Inc. (status INCREASED, Δ about $86.15B) — accession 0002012383-26-003238. On the downside, the largest absolute dollar decrease is Amundi (EXITED, Δ about -$2.02B).
Classic 13F reminder: STATE STREET CORP cut shares (52,239,483 → 50,075,870) but still shows a higher reported value ($17.66B → $57.80B) — share cuts and dollar increases can sit in the same row when the filing-period price jumps.
Largest Q2 2026 ENTERED names by reported value include: VANGUARD CAPITAL MANAGEMENT LLC ($85.02B), VANGUARD PORTFOLIO MANAGEMENT L… ($28.47B), NORGES BANK ($17.52B), VANGUARD FIDUCIARY TRUST CO ($7.48B), Jupiter Topco LLC ($3.53B).
Largest EXITED names by prior reported value include: Amundi (prior $2.02B), JANUS HENDERSON GROUP PLC (prior $1.31B), Quadrature Capital Ltd (prior $194.46M), Hudson Bay Capital Management LP (prior $168.94M), HighTower Advisors, LLC (prior $167.60M).
Top QoQ activity rows (by |Δ value|)
Showing 50 of 4,046 QoQ manager rows — sorted by absolute change in reported value.
| Manager | Status | Shares Q1 | Shares Q2 | Value Q1 | Value Q2 | Δ Value | SEC |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | INCREASED | 103,147,586 | 104,827,219 | $34.85B | $121.00B | $86.15B | SEC |
| VANGUARD CAPITAL MANAGEMENT LLC | ENTERED | — | 73,659,544 | — | $85.02B | $85.02B | SEC |
| STATE STREET CORP | DECREASED | 52,239,483 | 50,075,870 | $17.66B | $57.80B | $40.15B | SEC |
| Invesco Ltd. | INCREASED | 12,060,685 | 36,315,240 | $4.07B | $41.92B | $37.84B | SEC |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ENTERED | — | 24,662,080 | — | $28.47B | $28.47B | SEC |
| JPMORGAN CHASE & CO | INCREASED | 15,775,296 | 25,836,011 | $5.08B | $29.59B | $24.51B | SEC |
| GEODE CAPITAL MANAGEMENT, LLC | INCREASED | 27,432,757 | 27,705,797 | $9.24B | $31.88B | $22.64B | SEC |
| FMR LLC | DECREASED | 32,054,565 | 26,718,869 | $10.83B | $30.84B | $20.01B | SEC |
| Capital World Investors | DECREASED | 42,054,392 | 29,469,646 | $14.21B | $34.02B | $19.81B | SEC |
| NORGES BANK | ENTERED | — | 15,180,843 | — | $17.52B | $17.52B | SEC |
| GOLDMAN SACHS GROUP INC | INCREASED | 12,561,670 | 18,088,606 | $4.24B | $20.88B | $16.64B | SEC |
| MORGAN STANLEY | INCREASED | 16,842,006 | 18,470,449 | $5.69B | $21.32B | $15.63B | SEC |
| PRIMECAP MANAGEMENT CO/CA/ | DECREASED | 21,874,204 | 19,217,236 | $7.39B | $22.18B | $14.79B | SEC |
| BANK OF AMERICA CORP /DE/ | INCREASED | 8,038,287 | 10,174,757 | $2.72B | $11.74B | $9.03B | SEC |
| Capital International Investors | INCREASED | 8,931,615 | 10,384,128 | $3.01B | $11.98B | $8.97B | SEC |
| NORTHERN TRUST CORP | INCREASED | 10,399,487 | 10,808,359 | $3.51B | $12.48B | $8.96B | SEC |
| BNP PARIBAS FINANCIAL MARKETS | INCREASED | 4,668,207 | 8,099,974 | $1.58B | $9.35B | $7.77B | SEC |
| VANGUARD FIDUCIARY TRUST CO | ENTERED | — | 6,480,515 | — | $7.48B | $7.48B | SEC |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DECREASED | 9,594,813 | 8,898,442 | $3.24B | $10.27B | $7.03B | SEC |
| Legal & General Group Plc | DECREASED | 7,365,733 | 7,279,274 | $2.49B | $8.40B | $5.91B | SEC |
| Bank of New York Mellon Corp | DECREASED | 7,441,161 | 7,145,760 | $2.51B | $8.25B | $5.73B | SEC |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DECREASED | 6,984,665 | 6,966,392 | $2.36B | $8.04B | $5.68B | SEC |
| Situational Awareness LP | INCREASED | 17,362 | 4,828,786 | $5.87M | $5.57B | $5.57B | SEC |
| VAN ECK ASSOCIATES CORP | DECREASED | 6,424,047 | 4,815,648 | $2.17M | $5.56B | $5.56B | SEC |
| BARCLAYS PLC | DECREASED | 7,774,892 | 7,009,200 | $2.63B | $8.09B | $5.46B | SEC |
| DIMENSIONAL FUND ADVISORS LP | DECREASED | 6,967,065 | 6,768,971 | $2.35B | $7.81B | $5.46B | SEC |
| UBS Group AG | INCREASED | 6,048,920 | 6,091,903 | $2.04B | $7.03B | $4.99B | SEC |
| PeakShares LLC | DECREASED | 5,491 | 4,116 | $1.86M | $4.75B | $4.75B | SEC |
| CITIGROUP INC | INCREASED | 4,760,739 | 5,298,369 | $1.61B | $6.12B | $4.51B | SEC |
| WELLINGTON MANAGEMENT GROUP LLP | INCREASED | 3,919,727 | 5,045,141 | $1.32B | $5.82B | $4.50B | SEC |
| DEUTSCHE BANK AG\ | INCREASED | 4,670,917 | 4,794,836 | $1.58B | $5.53B | $3.96B | SEC |
| AMERIPRISE FINANCIAL INC | INCREASED | 3,291,109 | 4,342,591 | $1.11B | $5.01B | $3.90B | SEC |
| NOMURA HOLDINGS INC | INCREASED | 219,131 | 3,407,122 | $74.03M | $3.93B | $3.86B | SEC |
| HSBC HOLDINGS PLC | DECREASED | 5,273,783 | 4,807,719 | $1.76B | $5.55B | $3.79B | SEC |
| COATUE MANAGEMENT LLC | INCREASED | 165,931 | 3,142,269 | $56.06M | $3.63B | $3.57B | SEC |
| FRANKLIN RESOURCES INC | INCREASED | 1,975,259 | 3,634,769 | $667.32M | $4.20B | $3.53B | SEC |
| Jupiter Topco LLC | ENTERED | — | 3,055,874 | — | $3.53B | $3.53B | SEC |
| Nuveen, LLC | INCREASED | 3,265,420 | 3,953,354 | $1.10B | $4.56B | $3.46B | SEC |
| Capital Research Global Investors | DECREASED | 4,156,259 | 3,827,473 | $1.40B | $4.42B | $3.01B | SEC |
| AQR CAPITAL MANAGEMENT LLC | DECREASED | 4,523,415 | 3,833,728 | $1.47B | $4.43B | $2.95B | SEC |
| ROYAL BANK OF CANADA | INCREASED | 2,708,400 | 3,347,057 | $915.01M | $3.86B | $2.95B | SEC |
| CANADA PENSION PLAN INVESTMENT BOARD | INCREASED | 2,611,344 | 3,258,485 | $882.22M | $3.76B | $2.88B | SEC |
| Vanguard Global Advisers, LLC | ENTERED | — | 2,436,338 | — | $2.81B | $2.81B | SEC |
| Rafferty Asset Management, LLC | INCREASED | 2,295,973 | 3,081,122 | $775.67M | $3.56B | $2.78B | SEC |
| Swiss National Bank | DECREASED | 3,303,100 | 3,180,740 | $1.12B | $3.67B | $2.56B | SEC |
| VANGUARD ASSET MANAGEMENT, Ltd | ENTERED | — | 2,193,476 | — | $2.53B | $2.53B | SEC |
| WELLS FARGO & COMPANY/MN | INCREASED | 2,450,253 | 2,851,067 | $827.79M | $3.29B | $2.46B | SEC |
| Mitsubishi UFJ Asset Management Co., Ltd. | INCREASED | 2,655,682 | 2,876,227 | $897.20M | $3.32B | $2.42B | SEC |
| National Pension Service | INCREASED | 2,876,052 | 2,886,160 | $971.65M | $3.33B | $2.36B | SEC |
| Sumitomo Mitsui Trust Group, Inc. | DECREASED | 3,084,266 | 2,924,413 | $1.04B | $3.38B | $2.33B | SEC |
Company AI overview — Micron Technology, Inc.
Micron Technology, Inc. designs and manufactures memory and storage products — including DRAM, NAND, and High Bandwidth Memory (HBM) — used in data centers, PCs, mobile, automotive, and industrial systems. HQ: 8000 S. Federal Way, Boise, Idaho 83716. Common stock trades on NASDAQ as MU (investors.micron.com; micron.com).
Short history / footprint. Founded in 1978 in Boise, Micron is one of the “big three” global memory makers alongside Samsung and SK Hynix. The company has a large manufacturing and R&D footprint and has been expanding U.S. fab capacity, including a multi-year Boise campus build-out described in company and local coverage as a tens-of-billions investment across new fabs.
Business model & revenue streams. Micron sells memory chips and modules into hyperscale / AI servers, PCs, phones, autos, and industrial gear. Pricing and mix swing with industry cycles; HBM and other AI-oriented products have been a growing strategic focus. In late 2025 the company said it would exit the consumer Crucial brand and lean harder into enterprise and AI markets — treat that as company-disclosed strategy, not a price target.
Competition. Direct peers are other leading DRAM/NAND suppliers (notably Samsung and SK Hynix), plus adjacent storage players. Competition is brutal on process technology, cost, capacity timing, and AI-memory roadmaps.
Moat (humble take). Scale fabs, process IP, and customer qualifications can be durable — but memory remains cyclical. Capex intensity and competitor capacity can erase pricing power quickly.
Challenges & opportunities. Challenges include cycle timing, huge capex needs, geopolitics/export rules, and execution on multi-year fab ramps. Opportunities track AI-server memory demand, HBM adoption, and onshoring incentives for U.S. manufacturing.
Recent update (company / public filings). Micron continues to report through SEC Forms 10-K / 10-Q (CIK 0000723125) and IR channels at investors.micron.com. Use the TradingView financials widget above for the latest structured income / balance-sheet view, and verify any headline numbers against the issuer’s IR release or EDGAR exhibit before you act on them.
Q2 2026 accession sample (largest holders)
SEC index links for accessions tied to the largest Q2 2026 reported positions. Filing dates live on each EDGAR index page.
| Accession | Manager | CIK | Type |
|---|---|---|---|
| 0002012383-26-003238 | BlackRock, Inc. | 2012383 | 13F-HR |
| 0002100119-26-001527 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 13F-HR |
| 0000093751-26-000507 | STATE STREET CORP | 93751 | 13F-HR |
| 0000914208-26-000343 | Invesco Ltd. | 914208 | 13F-HR |
| 0001422849-26-000113 | Capital World Investors | 1422849 | 13F-HR |
| 0001214717-26-000008 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 13F-HR |
| 0000315066-26-002260 | FMR LLC | 315066 | 13F-HR |
| 0000019617-26-000325 | JPMORGAN CHASE & CO | 19617 | 13F-HR |
| 0002100121-26-001018 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 13F-HR |
| 0000763212-26-000028 | PRIMECAP MANAGEMENT CO/CA/ | 763212 | 13F-HR |
| 0000895421-26-000243 | MORGAN STANLEY | 895421 | 13F-HR |
| 0000886982-26-000519 | GOLDMAN SACHS GROUP INC | 886982 | 13F-HR |
| 0001374170-26-000069 | NORGES BANK | 1374170 | 13F-HR |
| 0000073124-26-000053 | NORTHERN TRUST CORP | 73124 | 13F-HR |
| 0001562230-26-000107 | Capital International Investors | 1562230 | 13F-HR |
Sources & provenance
- Company site: https://www.micron.com/
- Investor relations: https://investors.micron.com/
- About / overview: https://www.micron.com/about
- Form 13F holdings for period of report 2026-06-30 and 2026-03-31 — individual SEC accession index links in the tables above (EDGAR pattern
https://www.sec.gov/Archives/edgar/data/{cik_from_accession}/{accession_nodash}/{accession}-index.htm). - QuantyFight stock page: https://quantyfight.com/stocks/MU
- Market-cap context on this page ≈ $402.8B from holdings metadata (rounded).