Factory Mutual Insurance Co. Boosts Micron Technology Holdings

Institutional investor increases stake in semiconductor manufacturer by 15.6% in Q4 2025

Apr. 11, 2026 at 8:38am

An extreme close-up of highly detailed, metallic semiconductor components arranged in an abstract, industrial composition, conveying the complex, high-tech nature of Micron's products.An institutional investor's increased stake in Micron Technology reflects ongoing confidence in the semiconductor manufacturer's technological capabilities and market position.Boise Today

Factory Mutual Insurance Co. reported increasing its holdings in Micron Technology, Inc. (NASDAQ:MU) by 15.6% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 152,345 shares of the semiconductor manufacturer's stock, valued at $43,481,000 at the end of the quarter.

Why it matters

Micron Technology is a major player in the semiconductor industry, producing memory and storage solutions used in a wide range of computing and electronic devices. Changes in institutional ownership of Micron's stock can signal broader market trends and investor sentiment around the company's performance and future prospects.

The details

According to the 13F filing, Factory Mutual Insurance Co. purchased an additional 20,600 shares of Micron Technology during the fourth quarter of 2025, increasing its total position by 15.6%. The firm's holdings in Micron are now valued at $43,481,000. Other hedge funds have also recently adjusted their stakes in Micron, with some increasing and others decreasing their positions in the stock.

  • The 13F filing covers the fourth quarter of 2025, which ended on December 31, 2025.

The players

Factory Mutual Insurance Co.

A major institutional investor that manages assets for insurance companies and other clients.

Micron Technology, Inc.

A global semiconductor company that designs and manufactures memory and storage solutions for a wide range of computing and electronic devices.

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The takeaway

The increase in Factory Mutual Insurance Co.'s stake in Micron Technology suggests continued institutional investor confidence in the semiconductor manufacturer's long-term growth potential, despite broader market volatility.