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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
Truist Financial Corp37,767$3.51M0.01%+703+1.9%Added
EAM Global Investors LLC38,960$3.62M0.87%−7,675−16.5%Reduced
TD Asset Management Inc39,000$3.63M0.00%00.0%Unchanged
Bridge City Capital, LLC39,107$3.63M1.41%+4,615+13.4%Added
Edgestream Partners, L.P.41,026$3.81M0.27%+37,025+925.4%Added
Summit Partners L P43,268$4.02M0.15%00.0%Unchanged
Lisanti Capital Growth, LLC43,655$4.06M0.96%−41,075−48.5%Reduced
Texas Permanent School Fund46,750$4.35M0.04%+930+2.0%Added
BNP Paribas Arbitrage, SA47,561$4.42M0.01%−8,999−15.9%Reduced
Avalon Global Asset Management LLC50,400$4.68M1.84%00.0%Unchanged
Royal Bank of Canada51,245$4.76M0.00%+4,150+8.8%Added
EAM Investors, LLC52,869$4.91M0.88%+27,210+106.0%Added
Crestline Management, LP54,000$5.02M0.46%−4,600−7.8%Reduced
Jane Street Group, LLC54,507$5.07M0.01%+36,965+210.7%Added
Segment Wealth Management, LLC56,639$5.26M0.46%−8,500−13.0%Reduced
Tudor Investment Corp Et Al57,250$5.32M0.07%+57,250New
MetLife Investment Management58,147$5.40M0.04%−386−0.7%Reduced
California State Teachers Retirement System59,541$5.53M0.01%−2,610−4.2%Reduced
Credit Suisse AG62,679$5.83M0.01%+5,135+8.9%Added
UBS Group AG63,113$5.87M0.00%+19,715+45.4%Added
Ziegler Capital Management, LLC65,012$6.04M0.27%−114,565−63.8%Reduced
UBS Asset Management Americas Inc65,796$6.12M0.00%+2,992+4.8%Added
Thornburg Investment Management Inc65,815$6.12M0.09%+65,815New
Bank of Montreal65,265$6.24M0.00%+59,933+1,124.0%Added
Nomura Holdings Inc75,846$7.05M0.06%+11,250+17.4%Added
Castleark Management LLC76,350$7.10M0.31%+35,820+88.4%Added
Legal & General Group Plc84,311$7.84M0.00%+2,194+2.7%Added
Silverberg Bernstein Capital Management LLC85,153$7.91M7.55%+85,153New
Guggenheim Capital LLC86,167$8.01M0.06%−9,353−9.8%Reduced
Penserra Capital Management LLC90,155$8.38M0.16%−4,959−5.2%Reduced
State of Wisconsin Investment Board90,910$8.45M0.02%+23,111+34.1%Added
Mesirow Institutional Investment Management, Inc.95,947$8.92M0.83%+95,947New
Retirement Systems of Alabama97,180$9.03M0.04%+416+0.4%Added
Harber Asset Management LLC97,411$9.05M2.10%+14,268+17.2%Added
Envestnet Asset Management Inc98,653$9.17M0.00%−3,893−3.8%Reduced
American International Group, Inc.99,700$9.27M0.04%−3,010−2.9%Reduced
Public Employees Retirement Association of Colorado102,029$9.48M0.04%+95,187+1,391.2%Added
Kennedy Capital Management, Inc.104,625$9.72M0.21%−28,131−21.2%Reduced
Segall Bryant & Hamill, LLC105,957$9.85M0.19%+346+0.3%Added
First Trust Advisors LP109,055$10.1M0.01%−3,816−3.4%Reduced
Deutsche Bank AG109,652$10.2M0.01%−110−0.1%Reduced
Swiss National Bank111,850$10.4M0.01%−12,800−10.3%Reduced
Comerica Bank119,682$11.1M0.05%+95,237+389.6%Added
Barclays PLC120,870$11.2M0.01%+87,475+261.9%Added
S Squared Technology, LLC133,946$12.5M6.04%00.0%Unchanged
Osterweis Capital Management Inc137,155$12.7M0.81%−5,915−4.1%Reduced
Nuveen Asset Management, LLC159,947$14.9M0.00%+1,565+1.0%Added
Rhumbline Advisers169,723$15.8M0.02%−2,120−1.2%Reduced
Next Century Growth Investors LLC172,590$16.0M1.56%+14,959+9.5%Added
Fuller & Thaler Asset Management, Inc.184,588$17.2M0.09%+184,588New
D. E. Shaw & Co., Inc.189,204$17.6M0.03%−171,038−47.5%Reduced
New York State Common Retirement Fund191,754$17.8M0.02%−28,539−13.0%Reduced
WCM Investment Management, LLC191,424$18.1M0.05%+17,429+10.0%Added
Silvercrest Asset Management Group LLC224,337$20.9M0.15%+11,620+5.5%Added
Emerald Mutual Fund Advisers Trust230,080$21.4M1.13%−1,068−0.5%Reduced
Bank of America Corp233,943$21.7M0.00%−253,582−52.0%Reduced
Ameriprise Financial Inc250,631$23.3M0.01%+6,009+2.5%Added
SEI Investments Co260,208$24.2M0.04%−46,783−15.2%Reduced
Emerald Advisers, LLC280,095$26.0M1.11%−4,349−1.5%Reduced
Analog Century Management LP283,835$26.4M6.10%−2,377−0.8%Reduced
TimesSquare Capital Management, LLC294,465$27.4M0.40%−58,910−16.7%Reduced
Polar Asset Management Partners Inc.307,066$28.5M0.77%−147,700−32.5%Reduced
Frontier Capital Management Co LLC323,497$30.1M0.30%−96,593−23.0%Reduced
Jennison Associates LLC331,005$30.8M0.02%−74,061−18.3%Reduced
Morgan Stanley440,354$40.9M0.00%+143,599+48.4%Added
Charles Schwab Investment Management Inc448,448$41.7M0.01%+7,967+1.8%Added
Westfield Capital Management Co LP460,052$42.8M0.25%+460,052New
Norges Bank476,067$44.3M0.01%+79,997+20.2%Added
Bank of New York Mellon Corp492,656$45.8M0.01%−2360.0%Reduced
Principal Financial Group Inc517,283$48.1M0.03%+22,662+4.6%Added
Manufacturers Life Insurance Company, The539,249$50.1M0.03%+23,788+4.6%Added
Schroder Investment Management Group574,734$53.4M0.07%−118,112−17.0%Reduced
Victory Capital Management Inc639,279$59.4M0.06%−47,346−6.9%Reduced
American Century Companies Inc654,122$60.8M0.04%+91,580+16.3%Added
Northern Trust Corp684,510$63.6M0.01%−7,072−1.0%Reduced
Aristotle Capital Boston, LLC690,122$64.1M1.96%−194,138−22.0%Reduced
Citadel Advisors LLC770,060$71.6M0.07%+311,388+67.9%Added
Loomis Sayles & Co L P835,427$77.7M0.12%−26,451−3.1%Reduced
Goldman Sachs Group Inc850,676$79.1M0.02%−95,254−10.1%Reduced
Dimensional Fund Advisors LP996,017$92.6M0.03%+1,405+0.1%Added
Janus Henderson Group PLC1,022,689$95.1M0.06%−157,801−13.4%Reduced
Artisan Partners Limited Partnership1,092,656$101.6M0.16%−35,726−3.2%Reduced
Macquarie Group Ltd1,105,739$102.8M0.12%−2,131−0.2%Reduced
GW&K Investment Management, LLC1,194,015$111.0M1.03%−150,887−11.2%Reduced
Geode Capital Management, LLC1,223,508$113.7M0.01%+56,962+4.9%Added
Price T Rowe Associates Inc1,234,684$114.8M0.02%+1,159,076+1,533.0%Added
Neuberger Berman Group LLC1,302,279$121.1M0.11%−158,940−10.9%Reduced
Capital Research Global Investors1,330,000$123.6M0.03%00.0%Unchanged
JPMorgan Chase & Co1,977,865$183.8M0.02%−43,757−2.2%Reduced
State Street Corp2,260,874$210.1M0.01%+13,251+0.6%Added
Alliancebernstein L.P.2,631,104$244.6M0.09%−210,785−7.4%Reduced
Invesco Ltd.2,686,342$249.7M0.06%+579,905+27.5%Added
T. Rowe Price Investment Management, Inc.2,899,808$269.5M0.18%+29,881+1.0%Added
FMR LLC4,560,350$423.9M0.03%−254,924−5.3%Reduced
Vanguard Group Inc5,728,249$532.4M0.01%+10,486+0.2%Added
BlackRock Inc.6,362,665$591.4M0.02%+263,923+4.3%Added
Point72 Asset Management, L.P.0$00.00%−177,600−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−64,999−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−57,000−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−32,200−100.0%Sold out