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 | $12.3B |
| 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, 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 |
|---|---|---|---|---|---|
| First Manhattan Co | 2,500 | $555.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,506 | $556.5K | 0.03% | +146+6.2% | Added |
| Wedmont Private Capital | 2,384 | $588.8K | 0.02% | +155+7.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,653 | $589.2K | 0.00% | −146−5.2% | Reduced |
| SummitTX Capital, L.P. | 2,698 | $599.1K | 0.02% | +2,698 | New |
| Keybank National Association | 2,730 | $606.3K | 0.00% | −248−8.3% | Reduced |
| Signaturefd, LLC | 2,797 | $621.2K | 0.01% | −9−0.3% | Reduced |
| HRT Financial LP | 2,836 | $629.0K | 0.00% | +2,836 | New |
| Callan Family Office, LLC | 2,837 | $630.0K | 0.01% | −135−4.5% | Reduced |
| Vontobel Holding Ltd. | 2,856 | $634.2K | 0.00% | −753−20.9% | Reduced |
| Coldstream Capital Management Inc | 2,875 | $638.5K | 0.01% | −1,307−31.3% | Reduced |
| Regions Financial Corp | 2,902 | $644.4K | 0.00% | −360−11.0% | Reduced |
| Quantitative Investment Management, LLC | 2,970 | $659.0K | 0.07% | +2,970 | New |
| Mariner Investment Group LLC | 3,000 | $666.2K | 0.20% | +3,000 | New |
| O'Shaughnessy Asset Management, LLC | 3,009 | $668.2K | 0.00% | +284+10.4% | Added |
| MML Investors Services, LLC | 3,056 | $678.6K | 0.00% | −618−16.8% | Reduced |
| Cresset Asset Management, LLC | 3,135 | $696.2K | 0.00% | +14+0.4% | Added |
| Allworth Financial LP | 3,156 | $700.9K | 0.00% | −1,739−35.5% | Reduced |
| HMS Capital Management, LLC | 3,179 | $706.0K | 0.27% | +140+4.6% | Added |
| Stephens Inc | 3,188 | $708.0K | 0.01% | +991+45.1% | Added |
| J.W. Cole Advisors, Inc. | 3,290 | $730.6K | 0.02% | +3,290 | New |
| Maryland State Retirement & Pension System | 3,384 | $751.5K | 0.02% | +309+10.0% | Added |
| Rockefeller Capital Management L.P. | 3,427 | $761.0K | 0.00% | −227−6.2% | Reduced |
| Americana Partners, LLC | 3,500 | $777.2K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,509 | $779.2K | 0.02% | +3,509 | New |
| Utah Retirement Systems | 3,520 | $781.7K | 0.01% | +179+5.4% | Added |
| Nations Financial Group Inc, | 3,532 | $784.4K | 0.04% | +3,532 | New |
| Ensign Peak Advisors, Inc | 3,556 | $789.7K | 0.00% | +150+4.4% | Added |
| DnB Asset Management AS | 3,616 | $803.0K | 0.00% | +3,616 | New |
| Gagnon Securities LLC | 3,670 | $815.0K | 0.19% | +375+11.4% | Added |
| Fulton Bank, N.A. | 3,728 | $827.9K | 0.03% | −1,195−24.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,869 | $859.2K | 0.00% | −1,027−21.0% | Reduced |
| Fiduciary Trust Co | 3,884 | $862.5K | 0.01% | −2,504−39.2% | Reduced |
| Commonwealth Equity Services, LLC | 3,897 | $865.4K | 0.00% | −986−20.2% | Reduced |
| American Capital Management Inc | 3,929 | $872.5K | 0.05% | +3,929 | New |
| Twin Tree Management, LP | 3,971 | $881.8K | 0.19% | +3,971 | New |
| Skopos Labs, Inc. | 3,986 | $885.2K | 0.03% | +1,282+47.4% | Added |
| Intech Investment Management LLC | 4,013 | $891.2K | 0.01% | +2,549+174.1% | Added |
| CI Private Wealth, LLC | 4,038 | $896.7K | 0.00% | −7,953−66.3% | Reduced |
| Global X Japan Co., Ltd. | 4,207 | $934.2K | 0.05% | +69+1.7% | Added |
| Circle Wealth Management, LLC | 4,214 | $935.8K | 0.01% | +4,214 | New |
| ORG Wealth Partners, LLC | 4,288 | $952.2K | 0.19% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,293 | $953.3K | 0.01% | −206−4.6% | Reduced |
| Swiss Life Asset Management Ltd | 4,307 | $956.5K | 0.00% | +1,243+40.6% | Added |
| Crossmark Global Holdings, Inc. | 4,368 | $970.0K | 0.01% | +176+4.2% | Added |
| Commerce Bank | 4,370 | $970.4K | 0.00% | −2,912−40.0% | Reduced |
| Profund Advisors LLC | 4,445 | $987.1K | 0.04% | −376−7.8% | Reduced |
| Summit Trail Advisors, LLC | 4,464 | $991.3K | 0.01% | +816+22.4% | Added |
| Canada Pension Plan Investment Board | 4,500 | $999.3K | 0.00% | +3,800+542.9% | Added |
| Atria Investments LLC | 4,504 | $1.00M | 0.01% | +589+15.0% | Added |
| Federated Hermes, Inc. | 4,564 | $1.01M | 0.00% | −586−11.4% | Reduced |
| John G Ullman & Associates Inc | 4,600 | $1.02M | 0.14% | −600−11.5% | Reduced |
| QVT Financial LP | 4,640 | $1.03M | 0.08% | +1,106+31.3% | Added |
| OP Asset Management Ltd | 4,720 | $1.05M | 0.01% | +4,720 | New |
| Vestmark Advisory Solutions, Inc. | 4,761 | $1.06M | 0.01% | −518−9.8% | Reduced |
| FIL Ltd | 4,779 | $1.06M | 0.00% | −1,283−21.2% | Reduced |
| Securian Asset Management, Inc | 4,796 | $1.07M | 0.04% | +100+2.1% | Added |
| Essex Investment Management Co LLC | 4,919 | $1.09M | 0.17% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,951 | $1.10M | 0.02% | −17−0.3% | Reduced |
| Park Avenue Securities LLC | 5,054 | $1.12M | 0.01% | −899−15.1% | Reduced |
| Atom Investors LP | 5,201 | $1.15M | 0.08% | +5,201 | New |
| Agf Management Ltd | 5,478 | $1.22M | 0.01% | +5,478 | New |
| Prudential Financial Inc | 5,589 | $1.24M | 0.00% | +825+17.3% | Added |
| Man Group plc | 5,758 | $1.28M | 0.00% | +38+0.7% | Added |
| Hantz Financial Services, Inc. | 5,795 | $1.29M | 0.02% | +582+11.2% | Added |
| Mirabella Financial Services LLP | 6,016 | $1.34M | 0.13% | +6,016 | New |
| Assetmark, Inc | 6,022 | $1.34M | 0.00% | −4,311−41.7% | Reduced |
| Nilsine Partners, LLC | 4,919 | $1.37M | 0.11% | +1,328+37.0% | Added |
| Highland Capital Management, LLC | 6,424 | $1.43M | 0.08% | +6,424 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,428 | $1.43M | 0.00% | −7,006−52.2% | Reduced |
| State of Alaska, Department of Revenue | 6,484 | $1.44M | 0.02% | +160+2.5% | Added |
| Sandler Capital Management | 6,857 | $1.52M | 1.03% | +6,857 | New |
| NorthCrest Asset Manangement, LLC | 6,396 | $1.52M | 0.05% | −18−0.3% | Reduced |
| Nomura Holdings Inc | 7,024 | $1.56M | 0.01% | −17,695−71.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,084 | $1.57M | 0.00% | −133−1.8% | Reduced |
| Ethic Inc. | 7,200 | $1.60M | 0.03% | −3,827−34.7% | Reduced |
| HSBC Holdings PLC | 7,475 | $1.63M | 0.00% | −95,434−92.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,464 | $1.66M | 0.01% | −3,580−32.4% | Reduced |
| Colony Group, LLC | 7,611 | $1.69M | 0.00% | −1,254−14.1% | Reduced |
| Virginia Retirement Systems Et Al | 7,700 | $1.71M | 0.01% | +7,700 | New |
| Allstate Corp | 7,746 | $1.72M | 0.02% | +7,746 | New |
| Sterling Capital Management LLC | 7,870 | $1.75M | 0.03% | −11,815−60.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 8,044 | $1.79M | 0.30% | +8,044 | New |
| Teacher Retirement System of Texas | 8,046 | $1.79M | 0.01% | −1,936−19.4% | Reduced |
| Two Sigma Securities, LLC | 8,187 | $1.82M | 0.21% | +6,775+479.8% | Added |
| Advisors Asset Management, Inc. | 8,247 | $1.83M | 0.03% | +2,432+41.8% | Added |
| Boothbay Fund Management, LLC | 8,303 | $1.84M | 0.04% | −765−8.4% | Reduced |
| ProShare Advisors LLC | 8,316 | $1.85M | 0.00% | −2,402−22.4% | Reduced |
| Harbour Capital Advisors, LLC | 6,744 | $1.87M | 0.36% | +6,744 | New |
| Harber Asset Management LLC | 8,500 | $1.89M | 1.21% | −19,690−69.8% | Reduced |
| Quadrant Capital Group LLC | 8,733 | $1.94M | 0.06% | +198+2.3% | Added |
| US Bancorp | 8,776 | $1.95M | 0.00% | −2,226−20.2% | Reduced |
| Katamaran Capital LLP | 9,009 | $2.00M | 1.78% | −7,286−44.7% | Reduced |
| New York Life Investment Management LLC | 9,125 | $2.03M | 0.02% | +3,095+51.3% | Added |
| Lisanti Capital Growth, LLC | 9,620 | $2.14M | 0.54% | +9,620 | New |
| Truist Financial Corp | 9,800 | $2.18M | 0.00% | −10,446−51.6% | Reduced |
| Xponance, Inc. | 9,839 | $2.18M | 0.02% | +2,126+27.6% | Added |
| Voya Investment Management LLC | 10,000 | $2.22M | 0.00% | +2,057+25.9% | Added |
| Candelo Capital Management LP | 10,120 | $2.25M | 2.26% | +10,120 | New |
| Baird Financial Group, Inc. | 10,224 | $2.27M | 0.00% | −11,359−52.6% | Reduced |