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, Q1 2026
Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Mar 31, 2026. 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
- 516
- +61 vs. Q4 2025
- Shares held
- 74.1M
- +10.4M (+16.2%) vs. Q4 2025
- Total value
- $16.4B
- +$5.45B (+49.9%) vs. Q4 2025
- New holders
- 106
- 174 more added
- Sold out
- 45
- 173 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $12.8B |
| Q3 2025 | 430 | $8.85B |
| Q2 2025 | 420 | $9.51B |
| Q1 2025 | 385 | $6.48B |
| Q4 2024 | 386 | $8.10B |
| Q3 2024 | 339 | $7.12B |
| Q2 2024 | 345 | $7.00B |
| Q1 2024 | 303 | $6.02B |
| Q4 2023 | 296 | $5.61B |
| Q3 2023 | 275 | $4.62B |
| Q2 2023 | 266 | $3.57B |
| Q1 2023 | 269 | $4.19B |
| Q4 2022 | 270 | $3.36B |
| Q3 2022 | 238 | $2.75B |
| Q2 2022 | 230 | $2.34B |
| Q1 2022 | 246 | $3.01B |
| Q4 2021 | 238 | $3.93B |
| Q3 2021 | 204 | $3.26B |
| Q2 2021 | 203 | $3.15B |
| Q1 2021 | 228 | $2.83B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10,610,440 | $2.36B | 0.12% | +4,129,789+63.7% | Added |
| BlackRock, Inc. | 8,566,283 | $1.90B | 0.03% | +1,041,347+13.8% | Added |
| T. Rowe Price Investment Management, Inc. | 4,486,082 | $996.2M | 0.69% | −913,946−16.9% | Reduced |
| Invesco Ltd. | 3,673,815 | $815.8M | 0.08% | +249,245+7.3% | Added |
| Vanguard Portfolio Management LLC | 3,587,081 | $796.6M | 0.04% | +3,587,081 | New |
| Vanguard Capital Management LLC | 2,992,851 | $664.6M | 0.02% | +2,992,851 | New |
| State Street Corp | 2,152,751 | $478.1M | 0.02% | +34,084+1.6% | Added |
| JPMorgan Chase & Co | 2,015,630 | $422.3M | 0.03% | +909,287+82.2% | Added |
| Wellington Management Group LLP | 1,548,035 | $343.8M | 0.06% | +532,466+52.4% | Added |
| Geode Capital Management, LLC | 1,359,534 | $302.0M | 0.02% | +92,431+7.3% | Added |
| Capital Research Global Investors | 1,222,672 | $271.5M | 0.04% | −114,042−8.5% | Reduced |
| Whale Rock Capital Management LLC | 1,174,991 | $260.9M | 3.37% | +391,686+50.0% | Added |
| Artisan Partners Limited Partnership | 1,047,159 | $232.5M | 0.38% | −199,564−16.0% | Reduced |
| Polar Capital Holdings Plc | 930,778 | $206.7M | 0.90% | +930,778 | New |
| Price T Rowe Associates Inc | 914,850 | $203.2M | 0.02% | −1,019,834−52.7% | Reduced |
| GW&K Investment Management, LLC | 839,062 | $186.3M | 1.64% | −378,873−31.1% | Reduced |
| Massachusetts Financial Services Co | 828,448 | $184.0M | 0.06% | +360,651+77.1% | Added |
| UBS Group AG | 809,410 | $179.7M | 0.03% | −100,389−11.0% | Reduced |
| Neuberger Berman Group LLC | 788,819 | $175.0M | 0.13% | +123,396+18.5% | Added |
| Janus Henderson Group PLC | 784,118 | $174.1M | 0.08% | +105,032+15.5% | Added |
| Barclays PLC | 734,568 | $163.1M | 0.06% | +160,122+27.9% | Added |
| Charles Schwab Investment Management Inc | 660,860 | $146.8M | 0.02% | +19,488+3.0% | Added |
| Nomura Asset Management International Inc. | 635,061 | $141.0M | 0.24% | −110,733−14.8% | Reduced |
| Alliancebernstein L.P. | 789,042 | $135.1M | 0.04% | −274,328−25.8% | Reduced |
| Citadel Advisors LLC | 590,570 | $131.1M | 0.09% | +457,447+343.6% | Added |
| Raymond James Financial Inc | 590,338 | $127.0M | 0.04% | −12,112−2.0% | Reduced |
| Morgan Stanley | 555,156 | $123.3M | 0.01% | −203,006−26.8% | Reduced |
| Bessemer Group Inc | 533,257 | $118.4M | 0.19% | −35,780−6.3% | Reduced |
| Northern Trust Corp | 532,682 | $118.3M | 0.02% | +22,913+4.5% | Added |
| Dimensional Fund Advisors LP | 529,138 | $117.5M | 0.02% | −417,994−44.1% | Reduced |
| Stephens Investment Management Group LLC | 515,820 | $114.5M | 1.57% | −25,239−4.7% | Reduced |
| Franklin Resources Inc | 501,969 | $111.5M | 0.03% | +486,576+3,161.0% | Added |
| Bank of America Corp | 480,687 | $106.7M | 0.01% | −175,766−26.8% | Reduced |
| Rafferty Asset Management, LLC | 467,587 | $103.8M | 0.42% | −112,591−19.4% | Reduced |
| Analog Century Management LP | 436,346 | $96.9M | 4.63% | −169,823−28.0% | Reduced |
| Goldman Sachs Group Inc | 430,800 | $95.7M | 0.01% | −99,555−18.8% | Reduced |
| Citigroup Inc | 423,865 | $94.1M | 0.06% | +132,174+45.3% | Added |
| Vanguard Fiduciary Trust Co | 405,532 | $90.1M | 0.02% | +405,532 | New |
| Bank of New York Mellon Corp | 400,926 | $89.0M | 0.02% | +16,043+4.2% | Added |
| Geneva Capital Management LLC | 343,759 | $76.3M | 1.62% | −28,800−7.7% | Reduced |
| American Century Companies Inc | 343,287 | $76.2M | 0.04% | −169,951−33.1% | Reduced |
| TimesSquare Capital Management, LLC | 341,231 | $75.8M | 1.29% | +94,365+38.2% | Added |
| Driehaus Capital Management LLC | 336,813 | $74.8M | 0.55% | −145,238−30.1% | Reduced |
| Millennium Management LLC | 335,214 | $74.4M | 0.06% | −267,726−44.4% | Reduced |
| Loomis Sayles & Co L P | 322,459 | $71.6M | 0.10% | −161,915−33.4% | Reduced |
| Manufacturers Life Insurance Company, The | 305,954 | $67.9M | 0.06% | −176,863−36.6% | Reduced |
| Jennison Associates LLC | 299,725 | $66.6M | 0.05% | −52,925−15.0% | Reduced |
| Lord, Abbett & Co. LLC | 253,398 | $56.3M | 0.18% | +27,379+12.1% | Added |
| New York State Common Retirement Fund | 242,938 | $53.9M | 0.08% | −48,325−16.6% | Reduced |
| Schroder Investment Management Group | 250,048 | $52.4M | 0.04% | −77,526−23.7% | Reduced |
| First Trust Advisors LP | 228,400 | $50.7M | 0.04% | +157,250+221.0% | Added |
| Fiera Capital Corp | 224,740 | $49.9M | 0.17% | −153,463−40.6% | Reduced |
| Segall Bryant & Hamill, LLC | 221,729 | $49.2M | 0.71% | −10,619−4.6% | Reduced |
| TD Asset Management Inc | 221,374 | $49.2M | 0.04% | −58,644−20.9% | Reduced |
| SEI Investments Co | 219,363 | $48.7M | 0.04% | +2,395+1.1% | Added |
| Oberweis Asset Management Inc | 215,886 | $47.9M | 1.42% | +36,926+20.6% | Added |
| Nuveen, LLC | 212,296 | $47.1M | 0.01% | +11,669+5.8% | Added |
| AQR Capital Management LLC | 212,219 | $46.1M | 0.02% | −101,131−32.3% | Reduced |
| Aristotle Capital Boston, LLC | 206,116 | $45.8M | 2.85% | −50,272−19.6% | Reduced |
| Principal Financial Group Inc | 195,148 | $43.3M | 0.02% | +57,474+41.7% | Added |
| UBS Asset Management Americas Inc | 190,789 | $42.4M | 0.01% | +25,831+15.7% | Added |
| Amundi | 187,067 | $41.5M | 0.01% | +25,121+15.5% | Added |
| Squarepoint Ops LLC | 172,153 | $38.2M | 0.08% | +19,136+12.5% | Added |
| Rhumbline Advisers | 166,173 | $36.9M | 0.03% | +7,492+4.7% | Added |
| Ameriprise Financial Inc | 155,118 | $34.4M | 0.01% | −24,134−13.5% | Reduced |
| Ranger Investment Management, L.P. | 148,356 | $32.9M | 2.38% | −1,140−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 146,406 | $32.5M | 0.02% | −53,098−26.6% | Reduced |
| E20 Capital Ltd | 136,829 | $30.4M | 2.85% | +136,829 | New |
| Swiss National Bank | 133,550 | $29.7M | 0.02% | +1,300+1.0% | Added |
| Westfield Capital Management Co LP | 132,457 | $29.4M | 0.12% | −98,636−42.7% | Reduced |
| Next Century Growth Investors LLC | 130,256 | $28.9M | 2.10% | +4,790+3.8% | Added |
| Public Employees Retirement Association of Colorado | 127,629 | $28.3M | 0.11% | −69,900−35.4% | Reduced |
| Point72 Asset Management, L.P. | 125,722 | $27.9M | 0.05% | −425,919−77.2% | Reduced |
| Silverberg Bernstein Capital Management LLC | 123,250 | $27.4M | 15.08% | −1,274−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 118,169 | $26.2M | 0.19% | −91,341−43.6% | Reduced |
| Deutsche Bank AG | 117,561 | $26.1M | 0.01% | +29,413+33.4% | Added |
| Envestnet Asset Management Inc | 115,592 | $25.7M | 0.01% | −19,292−14.3% | Reduced |
| FengHe Fund Management Pte. Ltd. | 110,526 | $24.5M | 3.39% | −418,800−79.1% | Reduced |
| California Public Employees Retirement System | 110,216 | $24.5M | 0.02% | +4,104+3.9% | Added |
| Retirement Systems of Alabama | 108,486 | $24.1M | 0.08% | +2,222+2.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 106,529 | $23.7M | 0.07% | +7,649+7.7% | Added |
| Kennedy Capital Management, Inc. | 105,241 | $23.4M | 0.49% | −31,578−23.1% | Reduced |
| Victory Capital Management Inc | 97,524 | $21.7M | 0.01% | −12,787−11.6% | Reduced |
| Balyasny Asset Management LLC | 95,261 | $21.2M | 0.04% | −36,480−27.7% | Reduced |
| Legal & General Group Plc | 89,647 | $19.9M | 0.00% | −7,851−8.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 85,035 | $18.9M | 0.01% | +14,566+20.7% | Added |
| California State Teachers Retirement System | 79,391 | $17.6M | 0.02% | +15,607+24.5% | Added |
| Royal Bank of Canada | 78,001 | $17.3M | 0.00% | −7,101−8.3% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 77,214 | $17.1M | 1.89% | +77,214 | New |
| LMR Partners LLP | 75,000 | $16.7M | 0.15% | +75,000 | New |
| Thornburg Investment Management Inc | 74,613 | $16.6M | 0.17% | −18,026−19.5% | Reduced |
| Gotham Asset Management, LLC | 71,605 | $15.9M | 0.05% | +8,017+12.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 71,293 | $15.8M | 0.03% | −10,743−13.1% | Reduced |
| Walleye Capital LLC | 70,621 | $15.7M | 0.10% | +14,373+25.6% | Added |
| State of Wisconsin Investment Board | 70,483 | $15.7M | 0.04% | −3,848−5.2% | Reduced |
| Frontier Capital Management Co LLC | 70,328 | $15.6M | 0.16% | −10,480−13.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 70,057 | $15.6M | 0.02% | −132,443−65.4% | Reduced |
| Peregrine Capital Management LLC | 66,610 | $14.8M | 0.55% | −16,891−20.2% | Reduced |
| Natixis | 66,285 | $14.7M | 0.06% | +45,242+215.0% | Added |
| Trivest Advisors Ltd | 64,400 | $14.3M | 1.03% | +64,400 | New |