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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, Q3 2025

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Sep 30, 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
430
+15 vs. Q2 2025
Shares held
69.5M
+4.18M (+6.4%) vs. Q2 2025
Total value
$8.65B
−$717.1M (−7.7%) vs. Q2 2025
New holders
69
163 more added
Sold out
54
132 more reduced

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 holdersQ3 2025: 430 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 heldQ3 2025: $8.65B
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, Q3 2025

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q2 2025.

Institutions holding MTSI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Raiffeisen Bank International AG50,000$6.16M0.08%00.0%Unchanged
Qube Research & Technologies Ltd49,496$6.16M0.01%+49,496New
Natixis Advisors, L.P.49,466$6.16M0.01%+8,999+22.2%Added
Cinctive Capital Management LP49,398$6.15M0.31%+47,145+2,092.5%Added
Summit Partners L P47,650$5.93M0.64%00.0%Unchanged
Avalon Global Asset Management LLC45,700$5.69M1.31%+5,000+12.3%Added
Nicholas Investment Partners, LP44,380$5.52M0.42%+1,306+3.0%Added
Marsico Capital Management LLC43,726$5.44M0.14%+43,726New
State Board of Administration of Florida Retirement System43,662$5.44M0.01%+2,977+7.3%Added
Twinbeech Capital LP43,412$5.40M0.21%+43,412New
SummitTX Capital, L.P.40,458$5.04M0.21%−43,506−51.8%Reduced
SG Americas Securities, LLC40,365$5.03M0.02%+37,817+1,484.2%Added
F/M Investments LLC40,245$5.01M0.19%+40.0%Added
Truist Financial Corp37,892$4.72M0.01%−170−0.4%Reduced
Wells Fargo & Company36,872$4.59M0.00%−417−1.1%Reduced
Harber Asset Management LLC34,281$4.27M1.53%+34,281New
MetLife Investment Management33,648$4.19M0.02%+825+2.5%Added
Walleye Capital LLC31,285$3.89M0.03%+29,328+1,498.6%Added
Russell Investments Group, Ltd.31,252$3.89M0.00%+19,563+167.4%Added
Linden Thomas Advisory Services, LLC30,690$3.82M0.39%−109−0.4%Reduced
Caisse de Depot Et Placement du Quebec30,459$3.79M0.01%+30,459New
Ossiam30,459$3.79M0.05%+30,459New
Shaolin Capital Management LLC30,000$3.73M0.18%+3,500+13.2%Added
Trexquant Investment LP29,921$3.72M0.04%+29,921New
Stifel Financial Corp29,728$3.70M0.00%+11,003+58.8%Added
Amalgamated Bank29,648$3.69M0.03%+1,937+7.0%Added
Mutual of America Capital Management LLC29,577$3.68M0.04%−18−0.1%Reduced
Covea Finance29,100$3.62M0.13%00.0%Unchanged
Treasurer of the State of North Carolina28,448$3.54M0.01%−1,107−3.7%Reduced
Police & Firemen's Retirement System of New Jersey27,975$3.48M0.03%+3,916+16.3%Added
Bridgewater Associates, LP27,192$3.39M0.01%+27,192New
Nomura Holdings Inc26,989$3.36M0.02%+26,989New
Algert Global LLC26,620$3.31M0.06%−36,008−57.5%Reduced
Teachers Retirement System of the State of Kentucky26,327$3.28M0.02%+3,750+16.6%Added
KBC Group NV25,535$3.18M0.01%+160+0.6%Added
Assenagon Asset Management S.A.25,524$3.18M0.00%+25,524New
Ameritas Investment Partners, Inc.25,400$3.16M0.10%−655−2.5%Reduced
Brinker Capital Investments, LLC24,846$3.09M0.02%−291−1.2%Reduced
Baird Financial Group, Inc.24,833$3.09M0.00%−3,337−11.8%Reduced
Engineers Gate Manager LP24,539$3.05M0.03%−42,735−63.5%Reduced
Creative Planning24,053$2.99M0.00%+1,148+5.0%Added
Sterling Capital Management LLC23,888$2.97M0.04%−15,351−39.1%Reduced
Edgestream Partners, L.P.23,581$2.94M0.09%−9,841−29.4%Reduced
State of Tennessee, Treasury Department22,911$2.85M0.01%00.0%Unchanged
Boothbay Fund Management, LLC22,389$2.79M0.07%+6,704+42.7%Added
Cerity Partners LLC22,229$2.77M0.00%−624−2.7%Reduced
Lazard Asset Management LLC21,633$2.69M0.00%+11,523+114.0%Added
NJ State Employees Deferred Compensation Plan21,000$2.61M0.29%00.0%Unchanged
State of New Jersey Common Pension Fund D20,392$2.54M0.01%+1,301+6.8%Added
Yousif Capital Management, LLC20,043$2.50M0.03%−26−0.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)19,900$2.48M0.01%+1,629+8.9%Added
Public Employees Retirement System of Ohio19,874$2.47M0.01%+158+0.8%Added
Arizona State Retirement System18,691$2.33M0.01%+284+1.5%Added
Pathstone Holdings, LLC18,472$2.30M0.01%−2,313−11.1%Reduced
Franklin Resources Inc18,362$2.29M0.00%−90.0%Reduced
Susquehanna International Group, LLP18,252$2.27M0.00%+18,252New
Caption Management, LLC18,129$2.26M0.13%+18,129New
Louisiana State Employees Retirement System17,800$2.22M0.04%+1,100+6.6%Added
Toroso Investments, LLC17,182$2.14M0.01%+3,291+23.7%Added
Rice Hall James & Associates, LLC16,878$2.10M0.11%−3,756−18.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys16,437$2.05M0.01%+1,146+7.5%Added
Teacher Retirement System of Texas16,072$2.00M0.01%−1,870−10.4%Reduced
Legato Capital Management LLC15,864$1.97M0.22%00.0%Unchanged
PDT Partners, LLC15,777$1.96M0.12%−1,869−10.6%Reduced
Oppenheimer Asset Management Inc.15,772$1.96M0.02%−976−5.8%Reduced
Thrivent Financial for Lutherans15,661$1.95M0.00%+264+1.7%Added
Nissay Asset Management Corp15,405$1.92M0.01%−4,499−22.6%Reduced
EFG Asset Management (North America) Corp.15,399$1.92M0.25%+15,399New
State of Michigan Retirement System15,300$1.90M0.01%+1,000+7.0%Added
Osterweis Capital Management Inc15,265$1.90M0.09%+15,265New
Concentric Capital Strategies, LP15,008$1.87M0.09%−62,125−80.5%Reduced
Quantinno Capital Management LP14,744$1.84M0.01%+3,197+27.7%Added
Northwestern Mutual Investment Management Company, LLC14,276$1.78M0.03%+989+7.4%Added
CI Private Wealth, LLC13,821$1.72M0.00%+9,663+232.4%Added
Supplemental Annuity Collective Trust of NJ13,500$1.68M0.44%−2,900−17.7%Reduced
KLP Kapitalforvaltning AS13,300$1.66M0.01%+300+2.3%Added
Oregon Public Employees Retirement Fund12,943$1.61M0.02%+800+6.6%Added
Segment Wealth Management, LLC12,919$1.61M0.10%00.0%Unchanged
AXA Investment Managers S.A.12,874$1.60M0.00%+12,874New
Catalyst Funds Management Pty Ltd12,800$1.59M0.24%+12,800New
New Mexico Educational Retirement Board12,200$1.52M0.05%00.0%Unchanged
Deltec Asset Management LLC11,480$1.43M0.24%+11,480New
Pacer Advisors, Inc.11,286$1.40M0.00%+8,780+350.4%Added
Marshall Wace, LLP11,275$1.40M0.00%+7,481+197.2%Added
JustInvest LLC11,274$1.40M0.01%−322−2.8%Reduced
Credit Agricole S A11,270$1.40M0.00%+11,270New
LPL Financial LLC11,100$1.38M0.00%−1,926−14.8%Reduced
Envestnet Portfolio Solutions, Inc.10,854$1.35M0.00%+8,065+289.2%Added
Captrust Financial Advisors10,744$1.34M0.00%−23−0.2%Reduced
Assetmark, Inc10,581$1.32M0.00%−281−2.6%Reduced
Azzad Asset Management Inc10,331$1.29M0.13%+18+0.2%Added
Ensign Peak Advisors, Inc10,206$1.27M0.00%−8,400−45.1%Reduced
Magnetar Financial LLC9,945$1.24M0.01%+9,945New
Ethic Inc.9,702$1.21M0.02%+9,702New
New York State Teachers Retirement System9,426$1.17M0.00%+200+2.2%Added
Jefferies Financial Group Inc.9,365$1.17M0.01%−30,132−76.3%Reduced
Pictet Asset Management Holding SA9,142$1.14M0.00%−158−1.7%Reduced
CIBC World Markets Inc.9,070$1.13M0.00%+815+9.9%Added
ProShare Advisors LLC8,625$1.07M0.00%+5,987+227.0%Added
Xponance, Inc.8,592$1.07M0.01%−1,154−11.8%Reduced