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 3 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 2025
Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Dec 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
- 462
- +41 vs. Q3 2025
- Shares held
- 74.8M
- +3.98M (+5.6%) vs. Q3 2025
- Total value
- $12.8B
- +$3.97B (+44.9%) vs. Q3 2025
- New holders
- 92
- 162 more added
- Sold out
- 51
- 140 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 659 | $27.7B |
| Q1 2026 | 516 | $16.4B |
| Q4 2025 | 462 | $12.8B |
| Q3 2025 | 430 | $8.85B |
| Q2 2025 | 420 | $9.51B |
| Q1 2025 | 385 | $6.48B |
| Q4 2024 | 386 | $8.10B |
| Q3 2024 | 339 | $7.12B |
| Q2 2024 | 345 | $7.00B |
| Q1 2024 | 303 | $6.02B |
| Q4 2023 | 296 | $5.61B |
| Q3 2023 | 275 | $4.62B |
| Q2 2023 | 266 | $3.57B |
| Q1 2023 | 269 | $4.19B |
| Q4 2022 | 270 | $3.36B |
| Q3 2022 | 238 | $2.75B |
| Q2 2022 | 230 | $2.34B |
| Q1 2022 | 246 | $3.01B |
| Q4 2021 | 238 | $3.93B |
| Q3 2021 | 204 | $3.26B |
| Q2 2021 | 203 | $3.15B |
| Q1 2021 | 228 | $2.83B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 8,235,881 | $1.41B | 0.56% | +2,761,950+50.5% | Added |
| BlackRock, Inc. | 7,524,936 | $1.29B | 0.02% | +473,450+6.7% | Added |
| Vanguard Group Inc | 7,225,100 | $1.24B | 0.02% | +157,343+2.2% | Added |
| FMR LLC | 6,480,651 | $1.11B | 0.06% | +954,963+17.3% | Added |
| Invesco Ltd. | 3,424,570 | $586.6M | 0.06% | −43,324−1.2% | Reduced |
| State Street Corp | 2,118,667 | $362.9M | 0.01% | −46,763−2.2% | Reduced |
| Price T Rowe Associates Inc | 1,934,684 | $331.4M | 0.04% | +136,262+7.6% | Added |
| Capital Research Global Investors | 1,336,714 | $229.0M | 0.04% | −196,146−12.8% | Reduced |
| Geode Capital Management, LLC | 1,267,103 | $217.1M | 0.01% | +37,222+3.0% | Added |
| Artisan Partners Limited Partnership | 1,246,723 | $213.5M | 0.33% | −746,235−37.4% | Reduced |
| GW&K Investment Management, LLC | 1,217,935 | $208.6M | 1.80% | +70,167+6.1% | Added |
| JPMorgan Chase & Co | 1,106,343 | $189.5M | 0.01% | −1,492,067−57.4% | Reduced |
| Alliancebernstein L.P. | 1,063,370 | $182.1M | 0.06% | −431,366−28.9% | Reduced |
| Wellington Management Group LLP | 1,015,569 | $173.9M | 0.03% | +29,131+3.0% | Added |
| Dimensional Fund Advisors LP | 947,132 | $162.2M | 0.03% | −20,886−2.2% | Reduced |
| UBS Group AG | 909,799 | $155.8M | 0.03% | +219,849+31.9% | Added |
| Whale Rock Capital Management LLC | 783,305 | $134.2M | 1.72% | +783,305 | New |
| Morgan Stanley | 758,162 | $129.9M | 0.01% | −18,905−2.4% | Reduced |
| Nomura Asset Management International Inc. | 745,794 | $127.7M | 0.19% | +745,794 | New |
| Janus Henderson Group PLC | 679,086 | $116.3M | 0.05% | +224,306+49.3% | Added |
| Neuberger Berman Group LLC | 665,423 | $114.1M | 0.08% | −253,421−27.6% | Reduced |
| Bank of America Corp | 656,453 | $112.4M | 0.01% | −218,568−25.0% | Reduced |
| Charles Schwab Investment Management Inc | 641,372 | $109.9M | 0.02% | +5,462+0.9% | Added |
| Raymond James Financial Inc | 602,450 | $104.4M | 0.03% | +331,206+122.1% | Added |
| Analog Century Management LP | 606,169 | $103.8M | 5.11% | −78,605−11.5% | Reduced |
| Millennium Management LLC | 602,940 | $103.3M | 0.07% | +293,289+94.7% | Added |
| Rafferty Asset Management, LLC | 580,178 | $99.4M | 0.34% | +38,076+7.0% | Added |
| Barclays PLC | 574,446 | $98.4M | 0.04% | +155,238+37.0% | Added |
| Bessemer Group Inc | 569,037 | $97.5M | 0.15% | +568,704+170,782.0% | Added |
| Norges Bank | 568,643 | $97.4M | 0.01% | +568,643 | New |
| Point72 Asset Management, L.P. | 551,641 | $94.5M | 0.15% | −23,771−4.1% | Reduced |
| Stephens Investment Management Group LLC | 541,059 | $92.7M | 1.21% | −540−0.1% | Reduced |
| Goldman Sachs Group Inc | 530,355 | $90.8M | 0.01% | +22,818+4.5% | Added |
| FengHe Fund Management Pte. Ltd. | 529,326 | $90.7M | 5.10% | +529,326 | New |
| American Century Companies Inc | 513,238 | $87.9M | 0.04% | +31,154+6.5% | Added |
| Northern Trust Corp | 509,769 | $87.3M | 0.01% | −11,570−2.2% | Reduced |
| Loomis Sayles & Co L P | 484,374 | $83.0M | 0.10% | −22,631−4.5% | Reduced |
| Manufacturers Life Insurance Company, The | 482,817 | $82.7M | 0.07% | −205,506−29.9% | Reduced |
| Driehaus Capital Management LLC | 482,051 | $82.6M | 0.56% | +107,161+28.6% | Added |
| Massachusetts Financial Services Co | 467,797 | $80.1M | 0.03% | +77,347+19.8% | Added |
| Bank of New York Mellon Corp | 384,883 | $65.9M | 0.01% | −8,889−2.3% | Reduced |
| Fiera Capital Corp | 378,203 | $64.8M | 0.21% | +94,317+33.2% | Added |
| Geneva Capital Management LLC | 372,559 | $63.8M | 1.20% | −41,738−10.1% | Reduced |
| Jennison Associates LLC | 352,650 | $60.4M | 0.04% | +8,906+2.6% | Added |
| Schroder Investment Management Group | 327,574 | $57.3M | 0.04% | −141,466−30.2% | Reduced |
| AQR Capital Management LLC | 313,350 | $53.7M | 0.03% | +9,665+3.2% | Added |
| Citigroup Inc | 291,691 | $50.0M | 0.03% | +105,658+56.8% | Added |
| New York State Common Retirement Fund | 291,263 | $49.9M | 0.07% | −63,231−17.8% | Reduced |
| TD Asset Management Inc | 280,018 | $48.0M | 0.04% | +10,354+3.8% | Added |
| Capitolis Liquid Global Markets LLC | 274,000 | $46.9M | 0.28% | +220,000+407.4% | Added |
| Aristotle Capital Boston, LLC | 256,388 | $43.9M | 2.41% | −69,665−21.4% | Reduced |
| TimesSquare Capital Management, LLC | 246,866 | $42.3M | 0.64% | +9,767+4.1% | Added |
| Segall Bryant & Hamill, LLC | 232,348 | $39.8M | 0.54% | +59,896+34.7% | Added |
| Westfield Capital Management Co LP | 231,093 | $39.6M | 0.16% | −205,403−47.1% | Reduced |
| Lord, Abbett & Co. LLC | 226,019 | $38.7M | 0.12% | −4,791−2.1% | Reduced |
| SEI Investments Co | 216,968 | $37.2M | 0.04% | −38,999−15.2% | Reduced |
| Silvercrest Asset Management Group LLC | 209,510 | $35.9M | 0.25% | −47,673−18.5% | Reduced |
| HSBC Holdings PLC | 205,818 | $35.6M | 0.01% | +203,802+10,109.2% | Added |
| Adage Capital Partners GP, L.L.C. | 202,500 | $34.7M | 0.05% | +202,500 | New |
| Nuveen, LLC | 200,627 | $34.4M | 0.01% | −13,572−6.3% | Reduced |
| BNP Paribas Arbitrage, SA | 199,504 | $34.2M | 0.02% | +103,015+106.8% | Added |
| Public Employees Retirement Association of Colorado | 197,529 | $33.8M | 0.12% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 179,252 | $30.7M | 0.01% | −13,302−6.9% | Reduced |
| Oberweis Asset Management Inc | 178,960 | $30.7M | 1.12% | +1,170+0.7% | Added |
| Assenagon Asset Management S.A. | 172,823 | $29.6M | 0.04% | +147,299+577.1% | Added |
| UBS Asset Management Americas Inc | 164,958 | $28.3M | 0.01% | +4,569+2.8% | Added |
| Amundi | 161,946 | $27.7M | 0.01% | −54,768−25.3% | Reduced |
| Rhumbline Advisers | 158,681 | $27.2M | 0.02% | −4,588−2.8% | Reduced |
| Squarepoint Ops LLC | 153,017 | $26.2M | 0.05% | −44,670−22.6% | Reduced |
| Ranger Investment Management, L.P. | 149,496 | $25.6M | 1.76% | +31,656+26.9% | Added |
| Bank of Montreal | 148,820 | $25.5M | 0.01% | +24,608+19.8% | Added |
| Principal Financial Group Inc | 137,674 | $23.6M | 0.01% | −4,446−3.1% | Reduced |
| Kennedy Capital Management, Inc. | 136,819 | $23.4M | 0.50% | −163−0.1% | Reduced |
| Envestnet Asset Management Inc | 134,884 | $23.1M | 0.01% | +1,877+1.4% | Added |
| Citadel Advisors LLC | 133,123 | $22.8M | 0.02% | −261,512−66.3% | Reduced |
| Swiss National Bank | 132,250 | $22.7M | 0.01% | +9,700+7.9% | Added |
| Balyasny Asset Management LLC | 131,741 | $22.6M | 0.04% | −59,898−31.3% | Reduced |
| Next Century Growth Investors LLC | 125,466 | $21.5M | 1.49% | −39,947−24.1% | Reduced |
| Silverberg Bernstein Capital Management LLC | 124,524 | $21.3M | 12.32% | −3,108−2.4% | Reduced |
| Victory Capital Management Inc | 110,311 | $18.9M | 0.01% | −93,394−45.8% | Reduced |
| Retirement Systems of Alabama | 106,264 | $18.2M | 0.06% | −570−0.5% | Reduced |
| California Public Employees Retirement System | 106,112 | $18.2M | 0.01% | +551+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 98,880 | $16.9M | 0.05% | +18,096+22.4% | Added |
| Legal & General Group Plc | 97,498 | $16.7M | 0.00% | −15,850−14.0% | Reduced |
| D. E. Shaw & Co., Inc. | 93,298 | $16.0M | 0.01% | −241,865−72.2% | Reduced |
| Thornburg Investment Management Inc | 92,639 | $15.9M | 0.20% | +4,547+5.2% | Added |
| Deutsche Bank AG | 88,148 | $15.1M | 0.00% | +963+1.1% | Added |
| EULAV Asset Management | 87,046 | $14.9M | 0.40% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 86,578 | $14.8M | 0.12% | +77,213+824.5% | Added |
| Royal Bank of Canada | 85,102 | $14.6M | 0.00% | −120,886−58.7% | Reduced |
| Peregrine Capital Management LLC | 83,501 | $14.3M | 0.44% | +83,501 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 82,036 | $14.1M | 0.02% | +19,309+30.8% | Added |
| Frontier Capital Management Co LLC | 80,808 | $13.8M | 0.15% | −15,648−16.2% | Reduced |
| Defiance ETFs, LLC | 76,490 | $13.4M | 0.44% | +76,490 | New |
| Penserra Capital Management LLC | 76,490 | $13.1M | 0.16% | −1,602−2.1% | Reduced |
| State of Wisconsin Investment Board | 74,331 | $12.7M | 0.03% | +1,420+1.9% | Added |
| Polar Asset Management Partners Inc. | 72,476 | $12.4M | 0.25% | −214,284−74.7% | Reduced |
| First Trust Advisors LP | 71,150 | $12.2M | 0.01% | −109,594−60.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 70,469 | $12.1M | 0.01% | +70,469 | New |
| Nicholas Investment Partners, LP | 65,203 | $11.2M | 0.81% | +20,823+46.9% | Added |