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Allegro Microsystems, Inc.

ALGM
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0000866291

In the last 90 days, Allegro Microsystems, Inc. insiders filed 0 open-market purchases and 2 sales; 375 institutions reported holding it in 13F filings for Q2 2026, worth $10.2B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q2 2026

Institutional positions in Allegro Microsystems, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
375
+58 vs. Q1 2026
Shares held
148.2M
+9.97M (+7.2%) vs. Q1 2026
Total value
$10.2B
+$5.91B (+136.7%) vs. Q1 2026
New holders
101
117 more added
Sold out
43
107 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ALGM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 375 institutions
Q1 2021: 123 institutionsQ2 2021: 129 institutionsQ3 2021: 153 institutionsQ4 2021: 165 institutionsQ1 2022: 173 institutionsQ2 2022: 172 institutionsQ3 2022: 170 institutionsQ4 2022: 219 institutionsQ1 2023: 314 institutionsQ2 2023: 353 institutionsQ3 2023: 312 institutionsQ4 2023: 288 institutionsQ1 2024: 277 institutionsQ2 2024: 268 institutionsQ3 2024: 248 institutionsQ4 2024: 256 institutionsQ1 2025: 292 institutionsQ2 2025: 274 institutionsQ3 2025: 296 institutionsQ4 2025: 294 institutionsQ1 2026: 322 institutionsQ2 2026: 375 institutions
Value heldQ2 2026: $10.2B
Q1 2021: $1.98BQ2 2021: $2.22BQ3 2021: $2.71BQ4 2021: $3.18BQ1 2022: $2.54BQ2 2022: $1.83BQ3 2022: $1.97BQ4 2022: $2.89BQ1 2023: $4.67BQ2 2023: $4.41BQ3 2023: $2.99BQ4 2023: $2.91BQ1 2024: $2.80BQ2 2024: $3.03BQ3 2024: $3.32BQ4 2024: $3.11BQ1 2025: $3.96BQ2 2025: $4.99BQ3 2025: $3.97BQ4 2025: $3.60BQ1 2026: $4.32BQ2 2026: $10.2B
Institutions holding ALGM and their total value by quarter
QuarterHoldersValue
Q2 2026375$10.2B
Q1 2026322$4.32B
Q4 2025294$3.60B
Q3 2025296$3.97B
Q2 2025274$4.99B
Q1 2025292$3.96B
Q4 2024256$3.11B
Q3 2024248$3.32B
Q2 2024268$3.03B
Q1 2024277$2.80B
Q4 2023288$2.91B
Q3 2023312$2.99B
Q2 2023353$4.41B
Q1 2023314$4.67B
Q4 2022219$2.89B
Q3 2022170$1.97B
Q2 2022172$1.83B
Q1 2022173$2.54B
Q4 2021165$3.18B
Q3 2021153$2.71B
Q2 2021129$2.22B
Q1 2021123$1.98B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Allegro Microsystems, Inc.; share changes are against Q1 2026.

Institutions holding ALGM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Police & Firemen's Retirement System of New Jersey56,462$3.93M0.03%+3,140+5.9%Added
Needham Investment Management LLC55,000$3.83M0.12%00.0%Unchanged
Jones Financial Companies LLLP64,921$3.76M0.00%+24,979+62.5%Added
Treasurer of the State of North Carolina52,807$3.68M0.01%+120+0.2%Added
Munro Partners49,800$3.47M0.08%+49,800New
Amundi49,273$3.43M0.00%+49,273New
Vanguard Global Advisers, LLC48,314$3.36M0.00%−2,432−4.8%Reduced
Sphera Management Technology Funds Ltd47,550$3.31M1.16%−9,600−16.8%Reduced
Mutual of America Capital Management LLC46,126$3.21M0.03%−1,449−3.0%Reduced
Canada Pension Plan Investment Board44,000$3.06M0.00%−78,000−63.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.43,188$3.01M0.00%−27,768−39.1%Reduced
Stifel Financial Corp42,037$2.93M0.00%+42,037New
Summit Trail Advisors, LLC41,752$2.91M0.04%−8,471−16.9%Reduced
Teachers Retirement System of the State of Kentucky40,633$2.83M0.02%00.0%Unchanged
State of New Jersey Common Pension Fund D40,441$2.82M0.01%−21,581−34.8%Reduced
Creative Planning39,966$2.78M0.00%+7,412+22.8%Added
Legato Capital Management LLC39,195$2.73M0.23%+39,195New
Cetera Investment Advisers39,149$2.73M0.00%+27,493+235.9%Added
Gateway Investment Advisers LLC37,110$2.58M0.03%+37,110New
Louisiana State Employees Retirement System36,300$2.53M0.04%+300+0.8%Added
Public Employees Retirement System of Ohio36,089$2.51M0.01%−529−1.4%Reduced
Arizona State Retirement System34,511$2.40M0.01%−1,082−3.0%Reduced
Yousif Capital Management, LLC34,160$2.38M0.03%−2,083−5.7%Reduced
BW Gestao de Investimentos Ltda.34,106$2.37M0.06%−20,894−38.0%Reduced
Vanguard Investments Australia, Ltd.32,878$2.29M0.01%+1,036+3.3%Added
State of Wyoming32,269$2.25M0.23%+18,435+133.3%Added
New York State Teachers Retirement System32,200$2.24M0.00%+4,022+14.3%Added
SG Americas Securities, LLC31,235$2.17M0.00%+25,990+495.5%Added
Fifth Third Bancorp30,449$2.12M0.00%+1,386+4.8%Added
Pathstone Holdings, LLC29,838$2.08M0.01%+5,484+22.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys29,721$2.07M0.01%−1,384−4.4%Reduced
State of Michigan Retirement System29,000$2.02M0.01%−900−3.0%Reduced
KLP Kapitalforvaltning AS28,500$1.98M0.01%00.0%Unchanged
Xponance, Inc.27,992$1.95M0.01%+11,655+71.3%Added
Northwestern Mutual Investment Management Company, LLC27,925$1.94M0.02%+113+0.4%Added
Thrivent Financial for Lutherans27,568$1.92M0.00%−403−1.4%Reduced
New Mexico Educational Retirement Board27,081$1.89M0.05%00.0%Unchanged
HSBC Holdings PLC26,862$1.87M0.00%+8,507+46.3%Added
Jacobs Levy Equity Management, Inc26,833$1.87M0.01%−281,269−91.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH26,785$1.86M0.00%−4,078−13.2%Reduced
Mitsubishi UFJ Trust & Banking Corp26,357$1.83M0.00%+26,357New
Prudential Financial Inc25,795$1.80M0.00%+18,400+248.8%Added
Oregon Public Employees Retirement Fund25,637$1.78M0.02%+200+0.8%Added
Advisors Asset Management, Inc.25,476$1.77M0.03%+872+3.5%Added
Prentiss Smith & Co Inc23,960$1.67M0.92%−325−1.3%Reduced
Lazard Asset Management LLC23,712$1.65M0.00%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.23,712$1.65M0.00%00.0%Unchanged
Virginia Retirement Systems Et Al23,469$1.63M0.01%+8,400+55.7%Added
Sirios Capital Management L P23,438$1.63M0.20%−274,983−92.1%Reduced
American Century Companies Inc23,247$1.62M0.00%+7,649+49.0%Added
Ameritas Investment Partners, Inc.22,847$1.59M0.04%+116+0.5%Added
Intech Investment Management LLC22,670$1.58M0.01%+22,670New
Ethic Inc.22,295$1.55M0.02%+3,673+19.7%Added
TriaGen Wealth Management LLC21,186$1.47M0.37%+21,186New
BNP Paribas Arbitrage, SA20,888$1.45M0.00%+114+0.5%Added
Vestmark Advisory Solutions, Inc.20,813$1.45M0.01%+2,018+10.7%Added
Victory Capital Management Inc20,176$1.40M0.00%+362+1.8%Added
Circle Wealth Management, LLC19,735$1.37M0.02%−79−0.4%Reduced
Pictet Asset Management Holding SA19,570$1.36M0.00%−2,807−12.5%Reduced
CI Private Wealth, LLC19,425$1.35M0.00%+5,526+39.8%Added
Vontobel Holding Ltd.18,267$1.27M0.00%−1,065−5.5%Reduced
Tower Research Capital LLC (TRC)18,094$1.26M0.03%+12,378+216.6%Added
Rockefeller Capital Management L.P.17,975$1.25M0.00%+851+5.0%Added
Barclays PLC17,736$1.23M0.00%−22,606−56.0%Reduced
JustInvest LLC17,438$1.21M0.01%+1,940+12.5%Added
IMC-Chicago, LLC17,227$1.20M0.01%+17,227New
Csenge Advisory Group17,210$1.20M0.05%+17,210New
Toroso Investments, LLC16,729$1.16M0.00%−11,733−41.2%Reduced
The PNC Financial Services Group, Inc.16,456$1.15M0.00%+2,507+18.0%Added
Commerce Bank15,646$1.09M0.00%00.0%Unchanged
Alps Advisors Inc15,476$1.08M0.01%−7,116−31.5%Reduced
Sig Brokerage, LP15,306$1.07M0.17%+15,306New
ExodusPoint Capital Management, LP15,279$1.06M0.01%−29,621−66.0%Reduced
Pacer Advisors, Inc.14,748$1.03M0.00%−4,996−25.3%Reduced
Mirae Asset Global Investments Co., Ltd.14,339$998.3K0.00%−893−5.9%Reduced
ProShare Advisors LLC13,407$933.4K0.00%−2,924−17.9%Reduced
Marshall Wace, LLP13,309$926.6K0.00%−726,471−98.2%Reduced
Mercer Global Advisors Inc13,153$915.7K0.00%+1,803+15.9%Added
Teacher Retirement System of Texas12,692$883.6K0.00%+12,692New
State of Alaska, Department of Revenue12,164$846.0K0.01%−232−1.9%Reduced
Cerity Partners LLC12,009$836.0K0.00%+12,009New
Yorktown Management & Research Co Inc11,300$786.7K0.48%00.0%Unchanged
Vident Advisory, LLC10,954$762.6K0.01%−453−4.0%Reduced
Keybank National Association10,836$754.4K0.00%−1,544−12.5%Reduced
EntryPoint Capital, LLC10,812$752.7K0.18%+10,812New
Bank of Montreal10,797$751.7K0.00%−2,346−17.8%Reduced
Captrust Financial Advisors10,136$705.7K0.00%−772−7.1%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital10,094$702.7K0.01%−32,130−76.1%Reduced
Profund Advisors LLC9,503$661.6K0.02%+1,267+15.4%Added
Evergreen Capital Management LLC9,338$650.1K0.01%00.0%Unchanged
Gilder Gagnon Howe & Co LLC9,242$643.4K0.01%−252−2.7%Reduced
Truist Financial Corp9,166$638.1K0.00%+9,166New
Pinebridge Investments LLC9,105$633.9K0.01%+9,105New
Entropy Technologies, LP8,728$607.6K0.02%−58,991−87.1%Reduced
Swiss Life Asset Management Ltd8,726$607.5K0.00%+719+9.0%Added
Wealth Enhancement Advisory Services, LLC10,944$600.5K0.00%+813+8.0%Added
USS Investment Management Ltd8,500$591.7K0.00%+8,500New
Evolve Private Wealth, LLC8,428$586.8K0.04%+8,428New
CAPROCK Group, Inc.8,220$572.3K0.01%+8,220New
Pinnacle Financial Partners, Inc.7,863$547.4K0.00%−20,253−72.0%Reduced