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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 659 | $27.7B |
| Q1 2026 | 516 | $16.4B |
| Q4 2025 | 462 | $12.3B |
| Q3 2025 | 430 | $8.65B |
| Q2 2025 | 420 | $9.48B |
| Q1 2025 | 385 | $6.40B |
| Q4 2024 | 386 | $8.10B |
| Q3 2024 | 339 | $6.96B |
| Q2 2024 | 345 | $6.84B |
| Q1 2024 | 303 | $5.80B |
| Q4 2023 | 296 | $5.38B |
| Q3 2023 | 275 | $4.61B |
| Q2 2023 | 266 | $3.57B |
| Q1 2023 | 269 | $3.87B |
| Q4 2022 | 270 | $3.36B |
| Q3 2022 | 237 | $2.75B |
| Q2 2022 | 230 | $2.34B |
| Q1 2022 | 246 | $3.01B |
| Q4 2021 | 238 | $3.92B |
| 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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 3,500 | $599.5K | 0.02% | 00.0% | Unchanged |
| QVT Financial LP | 3,534 | $605.3K | 0.06% | −943−21.1% | Reduced |
| Nilsine Partners, LLC | 3,591 | $615.1K | 0.05% | +524+17.1% | Added |
| Vontobel Holding Ltd. | 3,609 | $618.1K | 0.00% | −462−11.3% | Reduced |
| Summit Trail Advisors, LLC | 3,648 | $624.8K | 0.01% | −2,888−44.2% | Reduced |
| Rockefeller Capital Management L.P. | 3,654 | $625.9K | 0.00% | +1,811+98.3% | Added |
| MML Investors Services, LLC | 3,674 | $629.3K | 0.00% | +159+4.5% | Added |
| Atria Investments LLC | 3,915 | $670.6K | 0.01% | −118−2.9% | Reduced |
| Global X Japan Co., Ltd. | 4,138 | $708.8K | 0.05% | +411+11.0% | Added |
| Coldstream Capital Management Inc | 4,182 | $716.3K | 0.01% | +611+17.1% | Added |
| Crossmark Global Holdings, Inc. | 4,192 | $718.0K | 0.01% | −170−3.9% | Reduced |
| ORG Wealth Partners, LLC | 4,288 | $734.4K | 0.17% | −31−0.7% | Reduced |
| Vident Advisory, LLC | 4,499 | $770.6K | 0.01% | −562−11.1% | Reduced |
| Qube Research & Technologies Ltd | 4,580 | $784.5K | 0.00% | −44,916−90.7% | Reduced |
| Securian Asset Management, Inc | 4,696 | $804.3K | 0.03% | −100−2.1% | Reduced |
| Prudential Financial Inc | 4,764 | $816.0K | 0.00% | −1,622−25.4% | Reduced |
| Profund Advisors LLC | 4,821 | $825.7K | 0.03% | +150+3.2% | Added |
| Commonwealth Equity Services, LLC | 4,883 | $836.4K | 0.00% | +241+5.2% | Added |
| Allworth Financial LP | 4,895 | $838.4K | 0.00% | +344+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 4,896 | $838.6K | 0.00% | +724+17.4% | Added |
| Essex Investment Management Co LLC | 4,919 | $842.5K | 0.13% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,923 | $843.2K | 0.03% | −442−8.2% | Reduced |
| Evergreen Capital Management LLC | 4,968 | $850.9K | 0.02% | +4,968 | New |
| Federated Hermes, Inc. | 5,150 | $882.1K | 0.00% | −700−12.0% | Reduced |
| John G Ullman & Associates Inc | 5,200 | $890.7K | 0.12% | −500−8.8% | Reduced |
| Hantz Financial Services, Inc. | 5,213 | $893.0K | 0.01% | +402+8.4% | Added |
| Vestmark Advisory Solutions, Inc. | 5,279 | $904.2K | 0.01% | +5,279 | New |
| Man Group plc | 5,720 | $979.7K | 0.00% | −2,684−31.9% | Reduced |
| Advisors Asset Management, Inc. | 5,815 | $996.0K | 0.02% | +5,048+658.1% | Added |
| Park Avenue Securities LLC | 5,953 | $1.02M | 0.01% | +212+3.7% | Added |
| Equitable Holdings, Inc. | 6,008 | $1.03M | 0.01% | +506+9.2% | Added |
| New York Life Investment Management LLC | 6,030 | $1.03M | 0.01% | +6,030 | New |
| GTS Securities LLC | 6,032 | $1.03M | 0.04% | +3,270+118.4% | Added |
| FIL Ltd | 6,062 | $1.04M | 0.00% | +6,062 | New |
| State of Alaska, Department of Revenue | 6,324 | $1.08M | 0.01% | −680−9.7% | Reduced |
| Fiduciary Trust Co | 6,388 | $1.09M | 0.01% | +63+1.0% | Added |
| NorthCrest Asset Manangement, LLC | 6,414 | $1.10M | 0.02% | +16+0.3% | Added |
| Meeder Asset Management Inc | 6,865 | $1.18M | 0.06% | +6,865 | New |
| Rakuten Investment Management, Inc. | 6,912 | $1.20M | 0.00% | −69,588−91.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,217 | $1.24M | 0.00% | −535−6.9% | Reduced |
| Commerce Bank | 7,282 | $1.25M | 0.01% | −527−6.7% | Reduced |
| Xponance, Inc. | 7,713 | $1.32M | 0.01% | −879−10.2% | Reduced |
| Voya Investment Management LLC | 7,943 | $1.36M | 0.00% | −589−6.9% | Reduced |
| Fox Run Management, L.L.C. | 7,998 | $1.37M | 0.21% | +7,998 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.37M | 0.35% | −5,500−40.7% | Reduced |
| Quadrant Capital Group LLC | 8,535 | $1.46M | 0.04% | +143+1.7% | Added |
| XTX Topco Ltd | 8,854 | $1.52M | 0.04% | +6,597+292.3% | Added |
| Colony Group, LLC | 8,865 | $1.52M | 0.00% | +2,664+43.0% | Added |
| CSS LLC | 9,018 | $1.54M | 0.09% | +9,018 | New |
| Boothbay Fund Management, LLC | 9,068 | $1.55M | 0.04% | −13,321−59.5% | Reduced |
| Empowered Funds, LLC | 9,123 | $1.56M | 0.03% | +9,123 | New |
| Pinnacle Financial Partners, Inc. | 9,669 | $1.66M | 0.01% | +9,669 | New |
| Teacher Retirement System of Texas | 9,982 | $1.71M | 0.01% | −6,090−37.9% | Reduced |
| Pictet Asset Management Holding SA | 10,102 | $1.73M | 0.00% | +960+10.5% | Added |
| Assetmark, Inc | 10,333 | $1.77M | 0.00% | −248−2.3% | Reduced |
| Azzad Asset Management Inc | 10,346 | $1.77M | 0.17% | +15+0.1% | Added |
| Polymer Capital Management (US) LLC | 10,512 | $1.80M | 0.23% | +3,589+51.8% | Added |
| ProShare Advisors LLC | 10,718 | $1.84M | 0.00% | +2,093+24.3% | Added |
| US Bancorp | 11,002 | $1.88M | 0.00% | +4,964+82.2% | Added |
| Ethic Inc. | 11,027 | $1.89M | 0.03% | +1,325+13.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,044 | $1.89M | 0.01% | +190+1.8% | Added |
| Credit Agricole S A | 11,270 | $1.93M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,377 | $1.95M | 0.00% | +633+5.9% | Added |
| CIBC World Markets Inc. | 11,535 | $1.98M | 0.00% | +2,465+27.2% | Added |
| Cetera Investment Advisers | 11,917 | $2.04M | 0.00% | +3,576+42.9% | Added |
| Pacer Advisors, Inc. | 11,984 | $2.05M | 0.01% | +698+6.2% | Added |
| CI Private Wealth, LLC | 11,991 | $2.08M | 0.00% | −1,830−13.2% | Reduced |
| New Mexico Educational Retirement Board | 12,200 | $2.09M | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 12,276 | $2.10M | 0.02% | +1,002+8.9% | Added |
| Sunstone Asset Management, L.P. | 12,761 | $2.19M | 2.14% | +12,761 | New |
| Oregon Public Employees Retirement Fund | 12,775 | $2.19M | 0.03% | −168−1.3% | Reduced |
| Segment Wealth Management, LLC | 12,919 | $2.21M | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13,434 | $2.30M | 0.01% | +8,682+182.7% | Added |
| Tower Research Capital LLC (TRC) | 13,675 | $2.34M | 0.06% | +12,039+735.9% | Added |
| Caxton Associates LLP | 13,994 | $2.40M | 0.05% | +13,994 | New |
| Northwestern Mutual Investment Management Company, LLC | 14,329 | $2.45M | 0.03% | +53+0.4% | Added |
| KLP Kapitalforvaltning AS | 14,900 | $2.55M | 0.01% | +1,600+12.0% | Added |
| Guggenheim Capital LLC | 15,018 | $2.57M | 0.02% | +7,992+113.7% | Added |
| State of Michigan Retirement System | 15,100 | $2.59M | 0.01% | −200−1.3% | Reduced |
| Legato Capital Management LLC | 15,180 | $2.60M | 0.22% | −684−4.3% | Reduced |
| Thrivent Financial for Lutherans | 15,369 | $2.63M | 0.00% | −292−1.9% | Reduced |
| Franklin Resources Inc | 15,393 | $2.64M | 0.00% | −2,969−16.2% | Reduced |
| PDT Partners, LLC | 15,777 | $2.70M | 0.18% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,027 | $2.75M | 0.01% | −410−2.5% | Reduced |
| Katamaran Capital LLP | 16,295 | $2.79M | 2.11% | +16,295 | New |
| New Age Alpha Advisors, LLC | 16,506 | $2.83M | 0.12% | +16,506 | New |
| Rice Hall James & Associates, LLC | 16,838 | $2.88M | 0.16% | −40−0.2% | Reduced |
| Bridgewater Associates, LP | 17,122 | $2.93M | 0.01% | −10,070−37.0% | Reduced |
| Oppenheimer Asset Management Inc. | 17,340 | $2.97M | 0.04% | +1,568+9.9% | Added |
| Louisiana State Employees Retirement System | 17,700 | $3.03M | 0.05% | −100−0.6% | Reduced |
| Nissay Asset Management Corp | 18,171 | $3.11M | 0.02% | +2,766+18.0% | Added |
| Pathstone Holdings, LLC | 18,823 | $3.22M | 0.01% | +351+1.9% | Added |
| Arizona State Retirement System | 18,852 | $3.23M | 0.02% | +161+0.9% | Added |
| Comerica Bank | 19,059 | $3.26M | 0.01% | −140,372−88.0% | Reduced |
| Public Employees Retirement System of Ohio | 19,174 | $3.28M | 0.01% | −700−3.5% | Reduced |
| LPL Financial LLC | 19,277 | $3.30M | 0.00% | +8,177+73.7% | Added |
| Sterling Capital Management LLC | 19,685 | $3.37M | 0.05% | −4,203−17.6% | Reduced |
| Truist Financial Corp | 20,246 | $3.47M | 0.00% | −17,646−46.6% | Reduced |
| Concentric Capital Strategies, LP | 20,930 | $3.58M | 0.19% | +5,922+39.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,972 | $3.59M | 0.01% | +1,072+5.4% | Added |