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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 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
71.8M
+2.33M (+3.4%) vs. Q3 2025
Total value
$12.3B
+$3.67B (+42.4%) vs. Q3 2025
New holders
92
161 more added
Sold out
51
141 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.

Institutional holdersQ4 2025: 462 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 2025: $12.3B
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 2025

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q3 2025.

Institutions holding MTSI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kestra Advisory Services, LLC369$63.2K0.00%+369New
Migdal Insurance & Financial Holdings Ltd.459$79.0K0.00%+459New
Larson Financial Group LLC492$84.3K0.00%+74+17.7%Added
Huntington National Bank530$90.8K0.00%+33+6.6%Added
Massmutual Trust Co FSB534$91.5K0.00%+3+0.6%Added
State of Wyoming593$101.6K0.01%−80−11.9%Reduced
Jones Financial Companies LLLP682$116.8K0.00%+41+6.4%Added
Canada Pension Plan Investment Board700$119.9K0.00%+400+133.3%Added
Umb Bank N A718$123.0K0.00%+91+14.5%Added
Nisa Investment Advisors, LLC728$124.7K0.00%+16+2.2%Added
Fifth Third Bancorp743$127.3K0.00%+25+3.5%Added
Flagship Harbor Advisors, LLC750$128.5K0.01%+750New
Danske Bank A/S800$137.0K0.00%00.0%Unchanged
Daiwa Securities Group Inc.820$140.0K0.00%+310+60.8%Added
Harvest Fund Management Co., Ltd815$140.0K0.01%+815New
MAI Capital Management917$157.1K0.00%+176+23.8%Added
Eurizon Capital SGR S.p.A.957$164.4K0.00%+957New
Bryn Mawr Trust Co1,000$171.3K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC1,030$176.4K0.00%+1,030New
Horizon Investments, LLC1,030$176.4K0.00%+1,030New
Parallel Advisors, LLC1,083$185.5K0.00%−16−1.5%Reduced
IFP Advisors, Inc1,114$190.8K0.00%−13−1.2%Reduced
Arcadia Investment Management Corp1,144$195.9K0.03%00.0%Unchanged
Eastern Bank1,225$209.8K0.00%00.0%Unchanged
Blair William & Co1,230$210.7K0.00%+1,230New
Farther Finance Advisors, LLC1,236$211.7K0.00%+324+35.5%Added
Patten & Patten Inc1,279$219.1K0.01%+1,279New
Hollencrest Capital Management1,284$219.9K0.01%+1,284New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,294$221.6K0.01%−1,579−55.0%Reduced
Headlands Technologies LLC1,314$225.1K0.02%+1,314New
Resonant Capital Advisors, LLC1,353$231.7K0.01%+1,353New
Bridges Investment Management Inc1,404$240.5K0.00%+1,404New
GWM Advisors LLC1,410$241.5K0.00%+1,333+1,731.2%Added
Two Sigma Securities, LLC1,412$241.8K0.03%−309−18.0%Reduced
Greenleaf Trust1,432$245.3K0.00%+1,432New
QRG Capital Management, Inc.1,447$247.8K0.00%+1,447New
Aaron Wealth Advisors1,450$248.4K0.01%+1,450New
Intech Investment Management LLC1,464$250.8K0.00%−740−33.6%Reduced
Meiji Yasuda Asset Management Co Ltd.1,470$251.8K0.01%+1,470New
Abc Arbitrage SA1,479$253.3K0.02%+1,479New
RiverPark Advisors, LLC1,539$263.6K0.08%−537−25.9%Reduced
Everence Capital Management Inc1,550$265.0K0.02%+1,550New
Verdence Capital Advisors LLC1,589$272.2K0.02%−1,658−51.1%Reduced
Norden Group LLC1,606$275.1K0.03%+1,606New
Claret Asset Management Corp1,611$276.0K0.03%−4−0.2%Reduced
Summitry LLC1,649$282.4K0.01%+1,649New
Sanctuary Advisors, LLC1,672$286.4K0.00%−613−26.8%Reduced
Fifth Third Wealth Advisors LLC1,672$286.4K0.01%−21−1.2%Reduced
Quest Partners LLC1,679$287.6K0.02%−1−0.1%Reduced
Kayne Anderson Rudnick Investment Management LLC1,700$291.2K0.00%00.0%Unchanged
Meeder Advisory Services, Inc.1,889$323.5K0.01%+63+3.5%Added
EP Wealth Advisors, LLC1,893$324.2K0.00%+1,893New
Pensionmark Financial Group, LLC1,929$330.4K0.01%+1,929New
one8zero8, LLC1,950$334.0K0.07%00.0%Unchanged
Merit Financial Group, LLC1,962$336.1K0.00%+128+7.0%Added
Sowell Financial Services LLC1,968$337.1K0.01%−109−5.2%Reduced
Trueblood Wealth Management, LLC2,000$342.6K0.13%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC1,958$342.8K0.00%+53+2.8%Added
CWM, LLC2,004$343.0K0.00%+112+5.9%Added
Sequoia Financial Advisors, LLC2,089$357.8K0.00%+280+15.5%Added
Shelton Capital Management2,107$360.9K0.01%00.0%Unchanged
Stephens Inc2,197$376.3K0.00%+492+28.9%Added
Wedmont Private Capital2,229$380.3K0.01%+304+15.8%Added
North Dakota State Investment Board2,237$383.2K0.01%+2,237New
CIBC Asset Management Inc2,300$393.9K0.00%00.0%Unchanged
Forum Financial Management, LP2,314$396.3K0.01%00.0%Unchanged
GAMMA Investing LLC2,360$404.2K0.02%+380+19.2%Added
Vise Technologies, Inc.2,415$413.6K0.01%+401+19.9%Added
Snowden Capital Advisors LLC2,481$424.9K0.01%−151−5.7%Reduced
First Manhattan Co2,500$428.2K0.00%00.0%Unchanged
Marshall Wace, LLP2,576$441.2K0.00%−8,699−77.2%Reduced
Verition Fund Management LLC2,589$443.4K0.00%+289+12.6%Added
Asset Management One Co.,Ltd.2,574$447.1K0.00%+295+12.9%Added
M&T Bank Corp2,703$462.6K0.00%+797+41.8%Added
O'Shaughnessy Asset Management, LLC2,725$466.7K0.00%+63+2.4%Added
Skopos Labs, Inc.2,704$469.7K0.02%+2,704New
Premier Fund Managers Ltd2,700$472.0K0.03%−2,286−45.8%Reduced
Sumitomo Mitsui Trust Holdings, Inc.2,799$479.4K0.00%+62+2.3%Added
Signaturefd, LLC2,806$480.6K0.01%+39+1.4%Added
Havemeyer Place LP2,872$491.9K0.10%+2,872New
Counterpoint Mutual Funds LLC2,920$500.1K0.04%−1,069−26.8%Reduced
Callan Family Office, LLC2,972$509.0K0.01%+2,972New
Keybank National Association2,978$510.1K0.00%−439−12.8%Reduced
Global Retirement Partners, LLC2,978$510.1K0.01%+2,764+1,291.6%Added
Goldstream Capital Management Ltd3,000$513.8K0.21%+3,000New
HighPoint Advisor Group LLC3,026$518.3K0.01%+368+13.8%Added
HMS Capital Management, LLC3,039$520.5K0.22%−19−0.6%Reduced
Mercer Global Advisors Inc3,058$523.8K0.00%+1,388+83.1%Added
Swiss Life Asset Management Ltd3,064$524.8K0.00%+194+6.8%Added
Maryland State Retirement & Pension System3,075$526.7K0.01%00.0%Unchanged
Cresset Asset Management, LLC3,121$534.6K0.00%+75+2.5%Added
Qsemble Capital Management, LP3,144$538.5K0.04%+3,144New
J2 Capital Management Inc3,154$540.2K0.39%+3,154New
Advisor Group Holdings, Inc.3,241$555.1K0.00%−688−17.5%Reduced
Regions Financial Corp3,262$558.7K0.00%+450+16.0%Added
Resources Investment Advisors, LLC.3,276$561.1K0.01%+260+8.6%Added
Gagnon Securities LLC3,295$564.4K0.11%+153+4.9%Added
Utah Retirement Systems3,341$572.2K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc3,406$583.4K0.00%−6,800−66.6%Reduced
FORA Capital, LLC4,057$593.1K0.07%+4,057New