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MACOM Technology Solutions Holdings, Inc.

MTSI
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001493594

In the last 90 days, MACOM Technology Solutions Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 659 institutions reported holding it in 13F filings for Q2 2026, worth $27.7B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Dec 31, 2023. 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
296
+25 vs. Q3 2023
Shares held
57.9M
+1.43M (+2.5%) vs. Q3 2023
Total value
$5.38B
+$770.9M (+16.7%) vs. Q3 2023
New holders
49
96 more added
Sold out
24
111 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MTSI 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 holdersQ4 2023: 296 institutions
Q1 2021: 228 institutionsQ2 2021: 203 institutionsQ3 2021: 204 institutionsQ4 2021: 238 institutionsQ1 2022: 246 institutionsQ2 2022: 230 institutionsQ3 2022: 237 institutionsQ4 2022: 270 institutionsQ1 2023: 269 institutionsQ2 2023: 266 institutionsQ3 2023: 275 institutionsQ4 2023: 296 institutionsQ1 2024: 303 institutionsQ2 2024: 345 institutionsQ3 2024: 339 institutionsQ4 2024: 386 institutionsQ1 2025: 385 institutionsQ2 2025: 420 institutionsQ3 2025: 430 institutionsQ4 2025: 462 institutionsQ1 2026: 516 institutionsQ2 2026: 659 institutions
Value heldQ4 2023: $5.38B
Q1 2021: $2.83BQ2 2021: $3.15BQ3 2021: $3.26BQ4 2021: $3.92BQ1 2022: $3.01BQ2 2022: $2.34BQ3 2022: $2.75BQ4 2022: $3.36BQ1 2023: $3.87BQ2 2023: $3.57BQ3 2023: $4.61BQ4 2023: $5.38BQ1 2024: $5.80BQ2 2024: $6.84BQ3 2024: $6.96BQ4 2024: $8.10BQ1 2025: $6.40BQ2 2025: $9.48BQ3 2025: $8.65BQ4 2025: $12.3BQ1 2026: $16.4BQ2 2026: $27.7B
Institutions holding MTSI and their total value by quarter
QuarterHoldersValue
Q2 2026659$27.7B
Q1 2026516$16.4B
Q4 2025462$12.3B
Q3 2025430$8.65B
Q2 2025420$9.48B
Q1 2025385$6.40B
Q4 2024386$8.10B
Q3 2024339$6.96B
Q2 2024345$6.84B
Q1 2024303$5.80B
Q4 2023296$5.38B
Q3 2023275$4.61B
Q2 2023266$3.57B
Q1 2023269$3.87B
Q4 2022270$3.36B
Q3 2022237$2.75B
Q2 2022230$2.34B
Q1 2022246$3.01B
Q4 2021238$3.92B
Q3 2021204$3.26B
Q2 2021203$3.15B
Q1 2021228$2.83B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q3 2023.

Institutions holding MTSI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Virtu Financial LLC3,578$333.0K0.03%+3,578New
O'Shaughnessy Asset Management, LLC3,687$342.7K0.00%+66+1.8%Added
Two Sigma Securities, LLC3,735$347.2K0.02%+3,735New
Crossmark Global Holdings, Inc.3,765$350.0K0.01%−70−1.8%Reduced
Creative Planning3,809$354.0K0.00%−16−0.4%Reduced
Inceptionr LLC3,864$359.2K0.26%+3,864New
Envestnet Portfolio Solutions, Inc.3,915$363.9K0.00%−520−11.7%Reduced
Hoylecohen, LLC3,925$364.8K0.03%00.0%Unchanged
Empowered Funds, LLC3,981$370.0K0.01%+3,981New
Toroso Investments, LLC4,010$372.7K0.01%+4,010New
LPL Financial LLC4,120$383.0K0.00%+363+9.7%Added
Teza Capital Management LLC4,184$388.9K0.07%+4,184New
ORG Partners LLC4,367$405.9K0.07%−257−5.6%Reduced
Park Avenue Securities LLC4,429$412.0K0.01%−187−4.1%Reduced
Keybank National Association4,556$423.5K0.00%−665−12.7%Reduced
Securian Asset Management, Inc4,566$424.4K0.01%00.0%Unchanged
US Bancorp4,660$433.1K0.00%−1,563−25.1%Reduced
Commonwealth Equity Services, LLC4,691$436.0K0.00%+1,271+37.2%Added
Pathstone Holdings, LLC5,092$473.3K0.00%+5,092New
Fulton Bank, N.A.5,186$482.0K0.02%+323+6.6%Added
Level Four Advisory Services, LLC5,255$488.5K0.03%−435−7.6%Reduced
Essex Investment Management Co LLC5,400$501.9K0.10%00.0%Unchanged
Gsa Capital Partners LLP5,440$506.0K0.04%+5,440New
STRS Ohio5,600$520.0K0.00%+500+9.8%Added
Premier Fund Managers Ltd5,519$521.0K0.02%00.0%Unchanged
Advisor Group Holdings, Inc.5,832$542.0K0.00%−2,943−33.5%Reduced
State of Alaska, Department of Revenue5,844$543.0K0.01%−610−9.5%Reduced
Russell Investments Group, Ltd.5,843$543.1K0.00%+105+1.8%Added
Federated Hermes, Inc.6,028$560.3K0.00%−675−10.1%Reduced
John G Ullman & Associates Inc6,100$567.0K0.09%00.0%Unchanged
Henshaw Capital LLC6,101$567.1K0.03%00.0%Unchanged
Boothbay Fund Management, LLC6,227$578.8K0.02%+6,227New
Prelude Capital Management, LLC6,397$594.6K0.05%+3,046+90.9%Added
NorthCrest Asset Manangement, LLC6,400$594.9K0.02%00.0%Unchanged
Pictet Asset Management Holding SA6,959$646.8K0.00%+576+9.0%Added
Cresset Asset Management, LLC6,968$647.7K0.00%−406−5.5%Reduced
JustInvest LLC7,195$668.8K0.02%+611+9.3%Added
Teacher Retirement System of Texas7,574$704.0K0.00%−2,516−24.9%Reduced
Xponance, Inc.7,856$730.2K0.01%+72+0.9%Added
Prudential Financial Inc7,955$739.4K0.00%+263+3.4%Added
The PNC Financial Services Group, Inc.7,991$742.8K0.00%−740−8.5%Reduced
New York State Teachers Retirement System8,226$765.0K0.00%+200+2.5%Added
Commerce Bank8,255$767.3K0.01%−1,738−17.4%Reduced
Hilton Capital Management, LLC8,724$810.9K0.09%+5,481+169.0%Added
Advisor Resource Council8,869$824.4K0.10%+8,869New
Mariner, LLC9,113$847.3K0.00%−805−8.1%Reduced
Captrust Financial Advisors9,141$849.7K0.00%−4,513−33.1%Reduced
New Mexico Educational Retirement Board10,600$985.0K0.04%00.0%Unchanged
Tower Research Capital LLC (TRC)11,177$1.04M0.01%+9,742+678.9%Added
Oppenheimer Asset Management Inc.11,178$1.04M0.01%−297−2.6%Reduced
Ratan Capital Management LP11,513$1.07M0.70%−6,623−36.5%Reduced
ProShare Advisors LLC11,853$1.10M0.00%+1,870+18.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)11,856$1.10M0.00%+3,043+34.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,942$1.11M0.01%+1,017+9.3%Added
Northwestern Mutual Investment Management Company, LLC12,040$1.12M0.03%+75+0.6%Added
Vontobel Holding Ltd.12,123$1.13M0.01%+79+0.7%Added
ClariVest Asset Management LLC12,699$1.18M0.07%−2,300−15.3%Reduced
State of Michigan Retirement System13,000$1.21M0.01%+100+0.8%Added
Thrivent Financial for Lutherans13,520$1.26M0.00%+11+0.1%Added
Pacer Advisors, Inc.13,872$1.29M0.00%+5,078+57.7%Added
Man Group plc14,541$1.35M0.00%––
Citigroup Inc14,727$1.37M0.00%+6,286+74.5%Added
AQR Capital Management LLC14,861$1.38M0.00%−2,637−15.1%Reduced
Louisiana State Employees Retirement System15,200$1.41M0.03%−100−0.7%Reduced
Stifel Financial Corp15,254$1.42M0.00%−272−1.8%Reduced
Oregon Public Employees Retirement Fund15,271$1.42M0.03%+100+0.7%Added
State Board of Administration of Florida Retirement System15,628$1.45M0.00%+103+0.7%Added
Teachers Retirement System of the State of Kentucky15,734$1.46M0.01%−900−5.4%Reduced
Arizona State Retirement System15,876$1.48M0.01%−270−1.7%Reduced
Supplemental Annuity Collective Trust of NJ16,400$1.52M0.53%00.0%Unchanged
Legato Capital Management LLC16,403$1.52M0.20%−460−2.7%Reduced
Brinker Capital Investments, LLC18,116$1.53M0.02%−1,801−9.0%Reduced
Orion Portfolio Solutions, LLC18,116$1.53M0.02%−1,801−9.0%Reduced
Atom Investors LP16,659$1.55M0.27%−298−1.8%Reduced
Wells Fargo & Company17,134$1.59M0.00%+1,806+11.8%Added
B. Metzler seel. Sohn & Co. AG18,342$1.70M0.02%+2,088+12.8%Added
Ensign Peak Advisors, Inc19,860$1.85M0.00%+7,800+64.7%Added
Balyasny Asset Management LLC20,088$1.87M0.01%+20,088New
NJ State Employees Deferred Compensation Plan21,000$1.95M0.27%00.0%Unchanged
State of Tennessee, Treasury Department21,491$2.00M0.01%−4,066−15.9%Reduced
Alberta Investment Management Corp21,569$2.00M0.02%+6,620+44.3%Added
Voya Investment Management LLC21,692$2.02M0.00%−31,625−59.3%Reduced
Susquehanna International Group, LLP23,184$2.15M0.00%+12,555+118.1%Added
G2 Investment Partners Management LLC23,643$2.20M0.68%+23,643New
KBC Group NV23,778$2.21M0.01%+352+1.5%Added
Mirae Asset Global Investments Co., Ltd.24,972$2.32M0.00%00.0%Unchanged
Yousif Capital Management, LLC25,085$2.33M0.03%+215+0.9%Added
Assenagon Asset Management S.A.27,774$2.58M0.01%+27,774New
Moody Aldrich Partners LLC28,127$2.61M0.47%−2,956−9.5%Reduced
Chartwell Investment Partners, LLC28,178$2.62M0.09%−3,815−11.9%Reduced
Natixis Advisors, L.P.29,017$2.70M0.01%−1,799−5.8%Reduced
Millennium Management LLC30,106$2.80M0.00%−3,135−9.4%Reduced
Great West Life Assurance Co30,573$2.84M0.01%+74+0.2%Added
SG Americas Securities, LLC30,950$2.88M0.03%+10,804+53.6%Added
State of New Jersey Common Pension Fund D31,137$2.89M0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.32,095$2.98M0.11%+89+0.3%Added
Mutual of America Capital Management LLC33,369$3.10M0.04%−1,631−4.7%Reduced
Amalgamated Bank34,316$3.19M0.03%+124+0.4%Added
Raymond James & Associates36,837$3.42M0.00%+1,054+2.9%Added
Knights of Columbus Asset Advisors LLC37,497$3.49M0.22%+19,027+103.0%Added