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 |
|---|---|---|---|---|---|
| Natixis | 21,043 | $3.60M | 0.01% | +20,920+17,008.1% | Added |
| Glazer Capital, LLC | 21,300 | $3.65M | 0.10% | +21,300 | New |
| Baird Financial Group, Inc. | 21,583 | $3.70M | 0.01% | −3,250−13.1% | Reduced |
| Ameritas Investment Partners, Inc. | 21,887 | $3.75M | 0.11% | −3,513−13.8% | Reduced |
| State of New Jersey Common Pension Fund D | 22,154 | $3.79M | 0.01% | +1,762+8.6% | Added |
| Susquehanna International Group, LLP | 22,312 | $3.82M | 0.01% | +4,060+22.2% | Added |
| Lazard Asset Management LLC | 22,440 | $3.84M | 0.01% | +807+3.7% | Added |
| Quantinno Capital Management LP | 22,666 | $3.88M | 0.01% | +7,922+53.7% | Added |
| New York State Teachers Retirement System | 22,726 | $3.89M | 0.01% | +13,300+141.1% | Added |
| Hilton Capital Management, LLC | 23,211 | $3.98M | 0.30% | +23,211 | New |
| KBC Group NV | 23,613 | $4.04M | 0.01% | −1,922−7.5% | Reduced |
| Creative Planning | 24,441 | $4.19M | 0.00% | +388+1.6% | Added |
| Nomura Holdings Inc | 24,719 | $4.23M | 0.01% | −2,270−8.4% | Reduced |
| Cinctive Capital Management LP | 25,439 | $4.36M | 0.25% | −23,959−48.5% | Reduced |
| EFG International AG | 25,568 | $4.38M | 0.08% | +25,568 | New |
| Yousif Capital Management, LLC | 19,783 | $4.39M | 0.05% | −260−1.3% | Reduced |
| EAM Investors, LLC | 26,506 | $4.54M | 0.51% | +26,506 | New |
| Treasurer of the State of North Carolina | 26,506 | $4.54M | 0.01% | −1,942−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 26,551 | $4.55M | 0.04% | −1,424−5.1% | Reduced |
| Algert Global LLC | 26,620 | $4.56M | 0.07% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 26,655 | $4.57M | 0.05% | −2,922−9.9% | Reduced |
| Stifel Financial Corp | 26,773 | $4.59M | 0.00% | −2,955−9.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,813 | $4.59M | 0.03% | +486+1.8% | Added |
| Brinker Capital Investments, LLC | 27,690 | $4.74M | 0.03% | +2,844+11.4% | Added |
| State of Tennessee, Treasury Department | 21,970 | $4.81M | 0.02% | −941−4.1% | Reduced |
| Harber Asset Management LLC | 28,190 | $4.83M | 2.02% | −6,091−17.8% | Reduced |
| Amalgamated Bank | 28,734 | $4.92M | 0.04% | −914−3.1% | Reduced |
| Cerity Partners LLC | 28,942 | $4.96M | 0.01% | +6,713+30.2% | Added |
| Covea Finance | 29,100 | $4.98M | 0.16% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 30,406 | $5.21M | 0.53% | −284−0.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 30,459 | $5.22M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 30,684 | $5.26M | 0.07% | +26,516+636.2% | Added |
| F/M Investments LLC | 31,875 | $5.46M | 0.21% | −8,370−20.8% | Reduced |
| Public Sector Pension Investment Board | 32,000 | $5.48M | 0.02% | +32,000 | New |
| MetLife Investment Management | 32,039 | $5.49M | 0.03% | −1,609−4.8% | Reduced |
| HighTower Advisors, LLC | 33,979 | $5.82M | 0.01% | +29,837+720.4% | Added |
| Jane Street Group, LLC | 35,781 | $6.13M | 0.01% | +33,315+1,351.0% | Added |
| G2 Investment Partners Management LLC | 36,000 | $6.17M | 1.47% | −37,000−50.7% | Reduced |
| Bridge City Capital, LLC | 36,155 | $6.19M | 1.82% | −14,841−29.1% | Reduced |
| Ossiam | 36,447 | $6.24M | 0.12% | +5,988+19.7% | Added |
| Great West Life Assurance Co | 37,009 | $6.34M | 0.01% | −13,748−27.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,736 | $6.39M | 0.01% | +21,124+3,451.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 38,301 | $6.56M | 0.30% | +38,301 | New |
| Avalon Global Asset Management LLC | 40,700 | $6.97M | 1.55% | −5,000−10.9% | Reduced |
| DLD Asset Management, LP | 42,600 | $7.30M | 0.76% | +42,600 | New |
| Russell Investments Group, Ltd. | 42,727 | $7.32M | 0.01% | +11,475+36.7% | Added |
| Marsico Capital Management LLC | 43,726 | $7.49M | 0.21% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 44,868 | $7.68M | 0.01% | −4,598−9.3% | Reduced |
| Wells Fargo & Company | 45,387 | $7.77M | 0.00% | +8,515+23.1% | Added |
| State Board of Administration of Florida Retirement System | 47,062 | $8.06M | 0.01% | +3,400+7.8% | Added |
| Summit Partners L P | 47,650 | $8.16M | 0.78% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 50,000 | $8.74M | 0.11% | 00.0% | Unchanged |
| STRS Ohio | 54,016 | $9.25M | 0.03% | +2,403+4.7% | Added |
| SG Americas Securities, LLC | 54,033 | $9.26M | 0.01% | +13,668+33.9% | Added |
| Tudor Investment Corp Et Al | 55,000 | $9.42M | 0.05% | +55,000 | New |
| Walleye Capital LLC | 56,248 | $9.63M | 0.05% | +24,963+79.8% | Added |
| Ieq Capital, LLC | 56,940 | $9.75M | 0.03% | +1,549+2.8% | Added |
| Freemont Management S.A. | 57,000 | $9.76M | 1.92% | +57,000 | New |
| Schonfeld Strategic Advisors LLC | 58,309 | $9.99M | 0.05% | −39,178−40.2% | Reduced |
| Osterweis Capital Management Inc | 60,970 | $10.4M | 0.44% | +45,705+299.4% | Added |
| Gotham Asset Management, LLC | 63,588 | $10.9M | 0.04% | +56,183+758.7% | Added |
| California State Teachers Retirement System | 63,784 | $10.9M | 0.01% | +3,245+5.4% | Added |
| Nicholas Investment Partners, LP | 65,203 | $11.2M | 0.81% | +20,823+46.9% | Added |
| Arrowstreet Capital, Limited Partnership | 70,469 | $12.1M | 0.01% | +70,469 | New |
| First Trust Advisors LP | 71,150 | $12.2M | 0.01% | −109,594−60.6% | Reduced |
| Polar Asset Management Partners Inc. | 72,476 | $12.4M | 0.25% | −214,284−74.7% | Reduced |
| State of Wisconsin Investment Board | 74,331 | $12.7M | 0.03% | +1,420+1.9% | Added |
| Penserra Capital Management LLC | 76,490 | $13.1M | 0.16% | −1,602−2.1% | Reduced |
| Defiance ETFs, LLC | 76,490 | $13.4M | 0.44% | +76,490 | New |
| Frontier Capital Management Co LLC | 80,808 | $13.8M | 0.15% | −15,648−16.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 82,036 | $14.1M | 0.02% | +19,309+30.8% | Added |
| Peregrine Capital Management LLC | 83,501 | $14.3M | 0.44% | +83,501 | New |
| Royal Bank of Canada | 85,102 | $14.6M | 0.00% | −120,886−58.7% | Reduced |
| Jefferies Financial Group Inc. | 86,578 | $14.8M | 0.12% | +77,213+824.5% | Added |
| EULAV Asset Management | 87,046 | $14.9M | 0.40% | 00.0% | Unchanged |
| Deutsche Bank AG | 88,148 | $15.1M | 0.00% | +963+1.1% | Added |
| Thornburg Investment Management Inc | 92,639 | $15.9M | 0.20% | +4,547+5.2% | Added |
| D. E. Shaw & Co., Inc. | 93,298 | $16.0M | 0.01% | −241,865−72.2% | Reduced |
| Legal & General Group Plc | 97,498 | $16.7M | 0.00% | −15,850−14.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 98,880 | $16.9M | 0.05% | +18,096+22.4% | Added |
| HSBC Holdings PLC | 102,909 | $17.8M | 0.01% | +100,893+5,004.6% | Added |
| California Public Employees Retirement System | 106,112 | $18.2M | 0.01% | +551+0.5% | Added |
| Retirement Systems of Alabama | 106,264 | $18.2M | 0.06% | −570−0.5% | Reduced |
| Victory Capital Management Inc | 110,311 | $18.9M | 0.01% | −93,394−45.8% | Reduced |
| Silverberg Bernstein Capital Management LLC | 124,524 | $21.3M | 12.32% | −3,108−2.4% | Reduced |
| Next Century Growth Investors LLC | 125,466 | $21.5M | 1.49% | −39,947−24.1% | Reduced |
| Balyasny Asset Management LLC | 131,741 | $22.6M | 0.04% | −59,898−31.3% | Reduced |
| Swiss National Bank | 132,250 | $22.7M | 0.01% | +9,700+7.9% | Added |
| Citadel Advisors LLC | 133,123 | $22.8M | 0.02% | −261,512−66.3% | Reduced |
| Envestnet Asset Management Inc | 134,884 | $23.1M | 0.01% | +1,877+1.4% | Added |
| Kennedy Capital Management, Inc. | 136,819 | $23.4M | 0.50% | −163−0.1% | Reduced |
| Principal Financial Group Inc | 137,674 | $23.6M | 0.01% | −4,446−3.1% | Reduced |
| Bank of Montreal | 148,820 | $25.5M | 0.01% | +24,608+19.8% | Added |
| Ranger Investment Management, L.P. | 149,496 | $25.6M | 1.76% | +31,656+26.9% | Added |
| Squarepoint Ops LLC | 153,017 | $26.2M | 0.05% | −44,670−22.6% | Reduced |
| Rhumbline Advisers | 158,681 | $27.2M | 0.02% | −4,588−2.8% | Reduced |
| Amundi | 161,946 | $27.7M | 0.01% | −54,768−25.3% | Reduced |
| UBS Asset Management Americas Inc | 164,958 | $28.3M | 0.01% | +4,569+2.8% | Added |
| Assenagon Asset Management S.A. | 172,823 | $29.6M | 0.04% | +147,299+577.1% | Added |
| Oberweis Asset Management Inc | 178,960 | $30.7M | 1.12% | +1,170+0.7% | Added |