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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 179,252 | $30.7M | 0.01% | −13,302−6.9% | Reduced |
| Public Employees Retirement Association of Colorado | 197,529 | $33.8M | 0.12% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 199,504 | $34.2M | 0.02% | +103,015+106.8% | Added |
| Nuveen, LLC | 200,627 | $34.4M | 0.01% | −13,572−6.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 202,500 | $34.7M | 0.05% | +202,500 | New |
| Silvercrest Asset Management Group LLC | 209,510 | $35.9M | 0.25% | −47,673−18.5% | Reduced |
| SEI Investments Co | 216,968 | $37.2M | 0.04% | −38,999−15.2% | Reduced |
| Lord, Abbett & Co. LLC | 226,019 | $38.7M | 0.12% | −4,791−2.1% | Reduced |
| Westfield Capital Management Co LP | 231,093 | $39.6M | 0.16% | −205,403−47.1% | Reduced |
| Segall Bryant & Hamill, LLC | 232,348 | $39.8M | 0.54% | +59,896+34.7% | Added |
| TimesSquare Capital Management, LLC | 246,866 | $42.3M | 0.64% | +9,767+4.1% | Added |
| Aristotle Capital Boston, LLC | 256,388 | $43.9M | 2.41% | −69,665−21.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 274,000 | $46.9M | 0.28% | +220,000+407.4% | Added |
| TD Asset Management Inc | 280,018 | $48.0M | 0.04% | +10,354+3.8% | Added |
| New York State Common Retirement Fund | 291,263 | $49.9M | 0.07% | −63,231−17.8% | Reduced |
| Citigroup Inc | 291,691 | $50.0M | 0.03% | +105,658+56.8% | Added |
| AQR Capital Management LLC | 313,350 | $53.7M | 0.03% | +9,665+3.2% | Added |
| Schroder Investment Management Group | 327,574 | $57.3M | 0.04% | −141,466−30.2% | Reduced |
| Jennison Associates LLC | 352,650 | $60.4M | 0.04% | +8,906+2.6% | Added |
| Geneva Capital Management LLC | 372,559 | $63.8M | 1.20% | −41,738−10.1% | Reduced |
| Fiera Capital Corp | 378,203 | $64.8M | 0.21% | +94,317+33.2% | Added |
| Bank of New York Mellon Corp | 384,883 | $65.9M | 0.01% | −8,889−2.3% | Reduced |
| Massachusetts Financial Services Co | 467,797 | $80.1M | 0.03% | +77,347+19.8% | Added |
| Driehaus Capital Management LLC | 482,051 | $82.6M | 0.56% | +107,161+28.6% | Added |
| Manufacturers Life Insurance Company, The | 482,817 | $82.7M | 0.07% | −205,506−29.9% | Reduced |
| Loomis Sayles & Co L P | 484,374 | $83.0M | 0.10% | −22,631−4.5% | Reduced |
| Northern Trust Corp | 509,769 | $87.3M | 0.01% | −11,570−2.2% | Reduced |
| American Century Companies Inc | 513,238 | $87.9M | 0.04% | +31,154+6.5% | Added |
| FengHe Fund Management Pte. Ltd. | 529,326 | $90.7M | 5.10% | +529,326 | New |
| Goldman Sachs Group Inc | 530,355 | $90.8M | 0.01% | +22,818+4.5% | Added |
| Stephens Investment Management Group LLC | 541,059 | $92.7M | 1.21% | −540−0.1% | Reduced |
| Point72 Asset Management, L.P. | 551,641 | $94.5M | 0.15% | −23,771−4.1% | Reduced |
| Norges Bank | 568,643 | $97.4M | 0.01% | +568,643 | New |
| Bessemer Group Inc | 569,037 | $97.5M | 0.15% | +568,704+170,782.0% | Added |
| Barclays PLC | 574,446 | $98.4M | 0.04% | +155,238+37.0% | Added |
| Rafferty Asset Management, LLC | 580,178 | $99.4M | 0.34% | +38,076+7.0% | Added |
| Millennium Management LLC | 602,940 | $103.3M | 0.07% | +293,289+94.7% | Added |
| Analog Century Management LP | 606,169 | $103.8M | 5.11% | −78,605−11.5% | Reduced |
| Raymond James Financial Inc | 602,450 | $104.4M | 0.03% | +331,206+122.1% | Added |
| Charles Schwab Investment Management Inc | 641,372 | $109.9M | 0.02% | +5,462+0.9% | Added |
| Bank of America Corp | 656,453 | $112.4M | 0.01% | −218,568−25.0% | Reduced |
| Neuberger Berman Group LLC | 665,423 | $114.1M | 0.08% | −253,421−27.6% | Reduced |
| Janus Henderson Group PLC | 679,086 | $116.3M | 0.05% | +224,306+49.3% | Added |
| Nomura Asset Management International Inc. | 745,794 | $127.7M | 0.19% | +745,794 | New |
| Morgan Stanley | 758,162 | $129.9M | 0.01% | −18,905−2.4% | Reduced |
| Whale Rock Capital Management LLC | 783,305 | $134.2M | 1.72% | +783,305 | New |
| UBS Group AG | 909,799 | $155.8M | 0.03% | +219,849+31.9% | Added |
| Dimensional Fund Advisors LP | 947,132 | $162.2M | 0.03% | −20,886−2.2% | Reduced |
| Wellington Management Group LLP | 1,015,569 | $173.9M | 0.03% | +29,131+3.0% | Added |
| Alliancebernstein L.P. | 1,063,370 | $182.1M | 0.06% | −431,366−28.9% | Reduced |
| JPMorgan Chase & Co | 1,106,343 | $189.5M | 0.01% | −192,862−14.8% | Reduced |
| GW&K Investment Management, LLC | 1,217,935 | $208.6M | 1.80% | +70,167+6.1% | Added |
| Artisan Partners Limited Partnership | 1,246,723 | $213.5M | 0.33% | −746,235−37.4% | Reduced |
| Geode Capital Management, LLC | 1,267,103 | $217.1M | 0.01% | +37,222+3.0% | Added |
| Capital Research Global Investors | 1,336,714 | $229.0M | 0.04% | −196,146−12.8% | Reduced |
| Price T Rowe Associates Inc | 1,934,684 | $331.4M | 0.04% | +136,262+7.6% | Added |
| State Street Corp | 2,118,667 | $362.9M | 0.01% | −46,763−2.2% | Reduced |
| Invesco Ltd. | 3,424,570 | $586.6M | 0.06% | −43,324−1.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,400,028 | $924.9M | 0.58% | −73,903−1.4% | Reduced |
| FMR LLC | 6,480,651 | $1.11B | 0.06% | +954,963+17.3% | Added |
| Vanguard Group Inc | 7,225,100 | $1.24B | 0.02% | +157,343+2.2% | Added |
| BlackRock, Inc. | 7,524,936 | $1.29B | 0.02% | +473,450+6.7% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −859,784−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −143,085−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −131,215−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −85,460−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −79,376−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −43,412−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −40,458−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −29,921−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −24,539−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −23,581−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −18,129−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −17,182−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −11,480−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,945−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,136−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,820−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,489−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,591−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −2,095−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |