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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
Credit Agricole S A11,270$1.93M0.01%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.11,044$1.89M0.01%+190+1.8%Added
Ethic Inc.11,027$1.89M0.03%+1,325+13.7%Added
US Bancorp11,002$1.88M0.00%+4,964+82.2%Added
ProShare Advisors LLC10,718$1.84M0.00%+2,093+24.3%Added
Polymer Capital Management (US) LLC10,512$1.80M0.23%+3,589+51.8%Added
Azzad Asset Management Inc10,346$1.77M0.17%+15+0.1%Added
Assetmark, Inc10,333$1.77M0.00%−248−2.3%Reduced
Pictet Asset Management Holding SA10,102$1.73M0.00%+960+10.5%Added
Teacher Retirement System of Texas9,982$1.71M0.01%−6,090−37.9%Reduced
Pinnacle Financial Partners, Inc.9,669$1.66M0.01%+9,669New
Empowered Funds, LLC9,123$1.56M0.03%+9,123New
Boothbay Fund Management, LLC9,068$1.55M0.04%−13,321−59.5%Reduced
CSS LLC9,018$1.54M0.09%+9,018New
Colony Group, LLC8,865$1.52M0.00%+2,664+43.0%Added
XTX Topco Ltd8,854$1.52M0.04%+6,597+292.3%Added
Quadrant Capital Group LLC8,535$1.46M0.04%+143+1.7%Added
Supplemental Annuity Collective Trust of NJ8,000$1.37M0.35%−5,500−40.7%Reduced
Fox Run Management, L.L.C.7,998$1.37M0.21%+7,998New
Voya Investment Management LLC7,943$1.36M0.00%−589−6.9%Reduced
Xponance, Inc.7,713$1.32M0.01%−879−10.2%Reduced
Commerce Bank7,282$1.25M0.01%−527−6.7%Reduced
The PNC Financial Services Group, Inc.7,217$1.24M0.00%−535−6.9%Reduced
Rakuten Investment Management, Inc.6,912$1.20M0.00%−69,588−91.0%Reduced
Meeder Asset Management Inc6,865$1.18M0.06%+6,865New
NorthCrest Asset Manangement, LLC6,414$1.10M0.02%+16+0.3%Added
Fiduciary Trust Co6,388$1.09M0.01%+63+1.0%Added
State of Alaska, Department of Revenue6,324$1.08M0.01%−680−9.7%Reduced
FIL Ltd6,062$1.04M0.00%+6,062New
GTS Securities LLC6,032$1.03M0.04%+3,270+118.4%Added
New York Life Investment Management LLC6,030$1.03M0.01%+6,030New
Equitable Holdings, Inc.6,008$1.03M0.01%+506+9.2%Added
Park Avenue Securities LLC5,953$1.02M0.01%+212+3.7%Added
Advisors Asset Management, Inc.5,815$996.0K0.02%+5,048+658.1%Added
Man Group plc5,720$979.7K0.00%−2,684−31.9%Reduced
Vestmark Advisory Solutions, Inc.5,279$904.2K0.01%+5,279New
Hantz Financial Services, Inc.5,213$893.0K0.01%+402+8.4%Added
John G Ullman & Associates Inc5,200$890.7K0.12%−500−8.8%Reduced
Federated Hermes, Inc.5,150$882.1K0.00%−700−12.0%Reduced
Evergreen Capital Management LLC4,968$850.9K0.02%+4,968New
Fulton Bank, N.A.4,923$843.2K0.03%−442−8.2%Reduced
Essex Investment Management Co LLC4,919$842.5K0.13%00.0%Unchanged
Federation des caisses Desjardins du Quebec4,896$838.6K0.00%+724+17.4%Added
Allworth Financial LP4,895$838.4K0.00%+344+7.6%Added
Commonwealth Equity Services, LLC4,883$836.4K0.00%+241+5.2%Added
Profund Advisors LLC4,821$825.7K0.03%+150+3.2%Added
Prudential Financial Inc4,764$816.0K0.00%−1,622−25.4%Reduced
Securian Asset Management, Inc4,696$804.3K0.03%−100−2.1%Reduced
Qube Research & Technologies Ltd4,580$784.5K0.00%−44,916−90.7%Reduced
Vident Advisory, LLC4,499$770.6K0.01%−562−11.1%Reduced
ORG Wealth Partners, LLC4,288$734.4K0.17%−31−0.7%Reduced
Crossmark Global Holdings, Inc.4,192$718.0K0.01%−170−3.9%Reduced
Coldstream Capital Management Inc4,182$716.3K0.01%+611+17.1%Added
Global X Japan Co., Ltd.4,138$708.8K0.05%+411+11.0%Added
Atria Investments LLC3,915$670.6K0.01%−118−2.9%Reduced
MML Investors Services, LLC3,674$629.3K0.00%+159+4.5%Added
Rockefeller Capital Management L.P.3,654$625.9K0.00%+1,811+98.3%Added
Summit Trail Advisors, LLC3,648$624.8K0.01%−2,888−44.2%Reduced
Vontobel Holding Ltd.3,609$618.1K0.00%−462−11.3%Reduced
Nilsine Partners, LLC3,591$615.1K0.05%+524+17.1%Added
QVT Financial LP3,534$605.3K0.06%−943−21.1%Reduced
Americana Partners, LLC3,500$599.5K0.02%00.0%Unchanged
FORA Capital, LLC4,057$593.1K0.07%+4,057New
Ensign Peak Advisors, Inc3,406$583.4K0.00%−6,800−66.6%Reduced
Utah Retirement Systems3,341$572.2K0.01%00.0%Unchanged
Gagnon Securities LLC3,295$564.4K0.11%+153+4.9%Added
Resources Investment Advisors, LLC.3,276$561.1K0.01%+260+8.6%Added
Regions Financial Corp3,262$558.7K0.00%+450+16.0%Added
Advisor Group Holdings, Inc.3,241$555.1K0.00%−688−17.5%Reduced
J2 Capital Management Inc3,154$540.2K0.39%+3,154New
Qsemble Capital Management, LP3,144$538.5K0.04%+3,144New
Cresset Asset Management, LLC3,121$534.6K0.00%+75+2.5%Added
Maryland State Retirement & Pension System3,075$526.7K0.01%00.0%Unchanged
Swiss Life Asset Management Ltd3,064$524.8K0.00%+194+6.8%Added
Mercer Global Advisors Inc3,058$523.8K0.00%+1,388+83.1%Added
HMS Capital Management, LLC3,039$520.5K0.22%−19−0.6%Reduced
HighPoint Advisor Group LLC3,026$518.3K0.01%+368+13.8%Added
Goldstream Capital Management Ltd3,000$513.8K0.21%+3,000New
Global Retirement Partners, LLC2,978$510.1K0.01%+2,764+1,291.6%Added
Keybank National Association2,978$510.1K0.00%−439−12.8%Reduced
Callan Family Office, LLC2,972$509.0K0.01%+2,972New
Counterpoint Mutual Funds LLC2,920$500.1K0.04%−1,069−26.8%Reduced
Havemeyer Place LP2,872$491.9K0.10%+2,872New
Signaturefd, LLC2,806$480.6K0.01%+39+1.4%Added
Sumitomo Mitsui Trust Holdings, Inc.2,799$479.4K0.00%+62+2.3%Added
Premier Fund Managers Ltd2,700$472.0K0.03%−2,286−45.8%Reduced
Skopos Labs, Inc.2,704$469.7K0.02%+2,704New
O'Shaughnessy Asset Management, LLC2,725$466.7K0.00%+63+2.4%Added
M&T Bank Corp2,703$462.6K0.00%+797+41.8%Added
Asset Management One Co.,Ltd.2,574$447.1K0.00%+295+12.9%Added
Verition Fund Management LLC2,589$443.4K0.00%+289+12.6%Added
Marshall Wace, LLP2,576$441.2K0.00%−8,699−77.2%Reduced
First Manhattan Co2,500$428.2K0.00%00.0%Unchanged
Snowden Capital Advisors LLC2,481$424.9K0.01%−151−5.7%Reduced
Vise Technologies, Inc.2,415$413.6K0.01%+401+19.9%Added
GAMMA Investing LLC2,360$404.2K0.02%+380+19.2%Added
Forum Financial Management, LP2,314$396.3K0.01%00.0%Unchanged
CIBC Asset Management Inc2,300$393.9K0.00%00.0%Unchanged
North Dakota State Investment Board2,237$383.2K0.01%+2,237New
Wedmont Private Capital2,229$380.3K0.01%+304+15.8%Added