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Institutions piled into Micron and Intel in Q1 as AI chip demand triggered a market surge
Economy
Published on 16 May 2026
Nearly 2,500 institutions added fresh Micron positions
Institutional investors snapped up semiconductor stocks in the first quarter, adding new positions across chipmakers tracked via SEC filings from roughly 6,600 hedge funds, pension funds, and other investors. Reuters data shows nearly 5,000 buyers among those who filed 13-F reports. Micron led with a 154% YTD surge and 2,440 institutions taking new positions, while Intel gained 195% YTD on turnaround momentum. AI infrastructure and data-center-linked names also attracted heavy buying, alongside unusual demand for utilities.
- SEC 13-F filings show nearly 5,000 investors were buyers of semiconductor stocks
- Micron stock has gained about 154% so far this year on AI-driven memory demand
- 2,440 institutions reported new positions in Micron during the first quarter
- Intel has surged about 195% year to date as investors backed its turnaround
- Over 4,000 institutions also bought AI infrastructure names like Oracle and Arista Networks
- Utilities drew strong interest, with filings showing no institutional liquidations in Q1
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times