Meiji Yasuda Life Insurance Boosts Micron Technology Holdings

Japanese insurer increases stake in semiconductor manufacturer by 19.6% in Q3 2025

Mar. 8, 2026 at 2:42pm

Meiji Yasuda Life Insurance Co. grew its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 19.6% in the third quarter of 2025, according to a recent SEC filing. The Japanese insurance company now owns 12,406 shares of the semiconductor manufacturer's stock, worth approximately $2.076 million.

Why it matters

Micron Technology is a major global semiconductor company, and changes in institutional ownership of its stock can provide insights into market sentiment and expectations around the company's performance. Meiji Yasuda's increased stake suggests confidence in Micron's long-term prospects.

The details

In the third quarter of 2025, Meiji Yasuda Life Insurance Co. purchased an additional 2,032 shares of Micron Technology, bringing its total holdings to 12,406 shares. This represents a 19.6% increase in the insurer's position. Micron Technology is a leading manufacturer of DRAM, NAND flash memory, and other semiconductor products used in data centers, consumer electronics, and industrial applications.

  • Meiji Yasuda Life Insurance Co. filed its Q3 2025 13F report with the SEC on March 8, 2026.

The players

Meiji Yasuda Life Insurance Co.

A major Japanese life insurance company that invests in a variety of asset classes, including publicly traded stocks.

Micron Technology, Inc.

A global semiconductor company that designs and manufactures memory and storage solutions for data centers, enterprise, client computing, mobile, automotive, and industrial applications.

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The takeaway

Meiji Yasuda's increased stake in Micron Technology suggests the Japanese insurer sees long-term growth potential in the semiconductor manufacturer, which is a key supplier to many industries. This transaction highlights the continued institutional investor interest in Micron as a leading memory and storage solutions provider.