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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, Q1 2025

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Mar 31, 2025. 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
385
+2 vs. Q4 2024
Shares held
63.8M
+1.75M (+2.8%) vs. Q4 2024
Total value
$6.40B
−$1.66B (−20.6%) vs. Q4 2024
New holders
58
170 more added
Sold out
56
109 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 holdersQ1 2025: 385 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 heldQ1 2025: $6.40B
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, Q1 2025

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q4 2024.

Institutions holding MTSI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
US Bancorp1,677$168.3K0.00%−3,129−65.1%Reduced
Kayne Anderson Rudnick Investment Management LLC1,700$170.6K0.00%00.0%Unchanged
CWM, LLC1,745$175.0K0.00%−310−15.1%Reduced
Trueblood Wealth Management, LLC2,000$200.8K0.09%00.0%Unchanged
Wedmont Private Capital2,067$202.2K0.01%+2,067New
CI Private Wealth, LLC2,015$202.3K0.00%−1,018−33.6%Reduced
Asset Management One Co.,Ltd.2,020$202.8K0.00%−333−14.2%Reduced
Los Angeles Capital Management LLC2,049$205.7K0.00%−1,670−44.9%Reduced
Sowell Financial Services LLC2,055$206.3K0.01%+2,055New
Signaturefd, LLC2,066$207.4K0.00%−145−6.6%Reduced
Tower Research Capital LLC (TRC)2,089$209.7K0.01%−818−28.1%Reduced
Centiva Capital, LP2,089$209.7K0.01%−398−16.0%Reduced
Canada Pension Plan Investment Board2,100$210.8K0.00%+200+10.5%Added
Laurion Capital Management LP2,102$211.0K0.02%+2,102New
Shelton Capital Management2,107$211.5K0.01%−67−3.1%Reduced
M&T Bank Corp2,153$215.7K0.00%+10+0.5%Added
Avantax Advisory Services, Inc.2,154$216.2K0.00%+395+22.5%Added
CIBC Asset Management Inc2,300$230.9K0.00%+50+2.2%Added
Peapack Gladstone Financial Corp2,297$231.0K0.00%−6−0.3%Reduced
Bayforest Capital Ltd2,302$231.1K0.10%+1,016+79.0%Added
Resources Investment Advisors, LLC.2,407$241.6K0.00%+511+27.0%Added
Circle Wealth Management, LLC2,420$242.9K0.01%+2,420New
First Manhattan Co2,500$250.9K0.00%00.0%Unchanged
ProShare Advisors LLC2,533$254.3K0.00%−177−6.5%Reduced
Maryland State Retirement & Pension System2,607$261.7K0.01%−579−18.2%Reduced
MQS Management LLC2,635$264.5K0.15%+2,635New
MML Investors Services, LLC2,690$270.0K0.00%+698+35.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,736$274.6K0.01%−1,015−27.1%Reduced
HighPoint Advisor Group LLC2,683$276.8K0.02%+641+31.4%Added
HighTower Advisors, LLC2,764$277.4K0.00%−6,836−71.2%Reduced
Advisor Group Holdings, Inc.2,804$281.5K0.00%−804−22.3%Reduced
HMS Capital Management, LLC3,229$290.0K0.16%−45−1.4%Reduced
Susquehanna International Group, LLP2,907$291.8K0.00%+2,907New
Verdence Capital Advisors LLC2,975$298.6K0.02%+666+28.8%Added
Coldstream Capital Management Inc2,991$300.2K0.01%+671+28.9%Added
Panagora Asset Management Inc2,993$300.4K0.00%+2,993New
RiverPark Advisors, LLC3,093$310.5K0.24%+164+5.6%Added
Cresset Asset Management, LLC3,102$311.4K0.00%−94−2.9%Reduced
Perpetual Ltd3,128$314.0K0.00%+350+12.6%Added
Dynamic Technology Lab Private Ltd3,162$317.0K0.05%−12,518−79.8%Reduced
Envestnet Portfolio Solutions, Inc.3,188$320.0K0.00%−194−5.7%Reduced
Regions Financial Corp3,231$324.3K0.00%+481+17.5%Added
Sumitomo Mitsui Trust Holdings, Inc.3,280$329.2K0.00%+502+18.1%Added
Sheaff Brock Investment Advisors, LLC3,282$329.4K0.03%+189+6.1%Added
Aigen Investment Management, LP3,330$334.3K0.05%−1,912−36.5%Reduced
Utah Retirement Systems3,341$335.4K0.00%+341+11.4%Added
Teza Capital Management LLC3,348$336.1K0.15%−7,763−69.9%Reduced
Catalyst Funds Management Pty Ltd3,400$341.3K0.09%+3,400New
Vident Advisory, LLC3,463$347.6K0.01%+1,494+75.9%Added
Commonwealth Equity Services, LLC3,485$350.0K0.00%+22+0.6%Added
Americana Partners, LLC3,500$351.3K0.01%00.0%Unchanged
United Services Automobile Association3,656$360.0K0.01%+3,656New
National Bank of Canada3,633$364.6K0.00%+3,633New
Counterpoint Mutual Funds LLC3,745$375.9K0.05%−1,897−33.6%Reduced
Nomura Holdings Inc3,819$383.4K0.00%−30,879−89.0%Reduced
Cinctive Capital Management LP3,827$384.2K0.03%−31,224−89.1%Reduced
Park Avenue Securities LLC4,025$404.0K0.00%+350+9.5%Added
Pacer Advisors, Inc.4,038$405.3K0.00%−8,906−68.8%Reduced
Crossmark Global Holdings, Inc.4,099$411.5K0.01%+59+1.5%Added
SG Americas Securities, LLC4,185$420.0K0.00%−18,993−81.9%Reduced
Atria Investments LLC4,187$420.3K0.01%−2,487−37.3%Reduced
CenterBook Partners LP4,217$423.3K0.03%+4,217New
Campbell & CO Investment Adviser LLC4,230$424.6K0.03%−11,416−73.0%Reduced
Gotham Asset Management, LLC4,361$437.8K0.00%+4,361New
ORG Wealth Partners, LLC4,359$441.7K0.14%+4,080+1,462.4%Added
Scientech Research LLC4,480$449.7K0.12%−6,244−58.2%Reduced
Securian Asset Management, Inc4,517$453.4K0.01%+139+3.2%Added
Keybank National Association4,670$468.8K0.00%+889+23.5%Added
TownSquare Capital, LLC4,696$471.4K0.01%+1,325+39.3%Added
Petrus Trust Company, LTA4,735$475.3K0.04%+1,160+32.4%Added
Vontobel Holding Ltd.4,902$492.1K0.00%−352−6.7%Reduced
Fulton Bank, N.A.5,061$508.0K0.02%−220−4.2%Reduced
Quadrant Capital Group LLC5,076$509.5K0.02%+3,737+279.1%Added
Graham Capital Management, L.P.5,144$516.4K0.02%+5,144New
Prudential Financial Inc5,205$522.5K0.00%+1,285+32.8%Added
Essex Investment Management Co LLC5,400$542.1K0.11%00.0%Unchanged
Pinebridge Investments, L.P.5,535$555.6K0.00%+5,535New
John G Ullman & Associates Inc5,700$572.2K0.09%−300−5.0%Reduced
Azzad Asset Management Inc5,802$582.4K0.07%+5,802New
Fiduciary Trust Co5,860$588.2K0.01%+5,860New
Sherbrooke Park Advisers LLC5,963$598.6K0.28%+5,963New
Healthcare of Ontario Pension Plan Trust Fund6,000$602.3K0.00%+6,000New
Man Group plc6,106$612.9K0.00%−9,881−61.8%Reduced
EntryPoint Capital, LLC6,130$615.3K0.28%+6,130New
Rakuten Investment Management, Inc.6,278$618.2K0.00%+6,278New
Global X Japan Co., Ltd.6,171$619.4K0.07%+300+5.1%Added
Advisor Resource Council6,591$633.1K0.05%+6,591New
Wells Fargo & Company6,418$644.3K0.00%−6,015−48.4%Reduced
NorthCrest Asset Manangement, LLC6,419$644.3K0.02%+49+0.8%Added
Numerai GP LLC6,528$655.3K0.12%+6,528New
Colony Group, LLC6,739$676.5K0.00%+19+0.3%Added
Federated Hermes, Inc.6,839$686.5K0.00%+1,403+25.8%Added
State of Alaska, Department of Revenue6,969$699.0K0.01%+365+5.5%Added
Xponance, Inc.7,021$704.8K0.01%+488+7.5%Added
Two Sigma Investments, LP7,465$749.3K0.00%−51,535−87.3%Reduced
The PNC Financial Services Group, Inc.7,501$753.0K0.00%+378+5.3%Added
Verition Fund Management LLC7,636$766.5K0.00%−16,889−68.9%Reduced
Quantinno Capital Management LP7,688$771.7K0.01%+4,009+109.0%Added
Voya Investment Management LLC7,783$781.3K0.00%+1,008+14.9%Added
HSBC Holdings PLC7,912$781.3K0.00%−3,268−29.2%Reduced