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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, 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.

Institutional holdersQ1 2026: 516 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 heldQ1 2026: $16.4B
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, Q1 2026

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q4 2025.

Institutions holding MTSI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Captrust Financial Advisors10,240$2.27M0.00%−1,137−10.0%Reduced
HighTower Advisors, LLC10,269$2.28M0.00%−23,710−69.8%Reduced
Pinnacle Financial Partners, Inc.10,295$2.29M0.02%+626+6.5%Added
Bank of Montreal10,710$2.38M0.00%−138,110−92.8%Reduced
Bridgewater Associates, LP10,723$2.38M0.01%−6,399−37.4%Reduced
CIBC World Markets Inc.10,772$2.39M0.00%−763−6.6%Reduced
Pictet Asset Management Holding SA11,015$2.45M0.00%+913+9.0%Added
Cetera Investment Advisers11,057$2.46M0.00%−860−7.2%Reduced
Mercer Global Advisors Inc11,244$2.50M0.00%+8,186+267.7%Added
CSS LLC11,248$2.50M0.14%+2,230+24.7%Added
Pacer Advisors, Inc.12,035$2.67M0.01%+51+0.4%Added
JustInvest LLC12,850$2.85M0.03%+574+4.7%Added
Oppenheimer Asset Management Inc.12,879$2.86M0.03%−4,461−25.7%Reduced
Segment Wealth Management, LLC12,919$2.87M0.17%00.0%Unchanged
Toroso Investments, LLC13,183$2.93M0.01%+13,183New
New Mexico Educational Retirement Board13,200$2.93M0.09%+1,000+8.2%Added
Oregon Public Employees Retirement Fund13,245$2.94M0.04%+470+3.7%Added
Optimize Financial Inc13,504$3.00M1.48%+13,504New
Legato Capital Management LLC13,763$3.06M0.28%−1,417−9.3%Reduced
Capital World Investors14,242$3.16M0.00%+14,242New
Sunstone Asset Management, L.P.14,261$3.17M3.73%+1,500+11.8%Added
Northwestern Mutual Investment Management Company, LLC14,452$3.21M0.05%+123+0.9%Added
Rice Hall James & Associates, LLC14,700$3.26M0.18%−2,138−12.7%Reduced
KLP Kapitalforvaltning AS14,900$3.31M0.01%00.0%Unchanged
Caxton Associates LLP15,345$3.41M0.08%+1,351+9.7%Added
State of Michigan Retirement System15,500$3.44M0.02%+400+2.6%Added
Persistent Asset Partners Ltd15,694$3.49M1.35%+15,694New
PDT Partners, LLC15,777$3.50M0.21%00.0%Unchanged
New Age Alpha Advisors, LLC16,011$3.56M0.17%−495−3.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys16,163$3.59M0.02%+136+0.8%Added
Armistice Capital, LLC16,808$3.73M0.12%+16,808New
Vanguard Investments Australia, Ltd.16,925$3.76M0.01%+16,925New
Cerity Partners LLC17,157$3.81M0.01%−11,785−40.7%Reduced
Credit Agricole S A17,270$3.84M0.01%+6,000+53.2%Added
Thames Capital Management LLC17,960$3.99M0.71%+17,960New
Brinker Capital Investments, LLC18,094$4.02M0.03%−9,596−34.7%Reduced
Pathstone Holdings, LLC18,259$4.05M0.02%−564−3.0%Reduced
Jefferies Financial Group Inc.18,268$4.06M0.05%−68,310−78.9%Reduced
Nissay Asset Management Corp18,354$4.08M0.02%+183+1.0%Added
Fifth Third Bancorp18,468$4.10M0.01%+17,725+2,385.6%Added
Arizona State Retirement System18,543$4.12M0.02%−309−1.6%Reduced
Louisiana State Employees Retirement System18,700$4.15M0.07%+1,000+5.6%Added
Yousif Capital Management, LLC18,987$4.22M0.05%−796−4.0%Reduced
Hilton Capital Management, LLC19,483$4.33M0.33%−3,728−16.1%Reduced
Thrivent Financial for Lutherans20,109$4.47M0.01%+4,740+30.8%Added
Azzad Asset Management Inc20,113$4.47M0.45%+9,767+94.4%Added
Public Employees Retirement System of Ohio20,230$4.49M0.01%+1,056+5.5%Added
Ameritas Investment Partners, Inc.20,599$4.57M0.14%−1,288−5.9%Reduced
Guggenheim Capital LLC20,933$4.65M0.04%+5,915+39.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.21,316$4.73M0.01%−420−1.9%Reduced
Insight Holdings Group, LLC21,590$4.79M0.34%+21,590New
State of Tennessee, Treasury Department21,970$4.88M0.02%00.0%Unchanged
Glazer Capital, LLC22,300$4.95M0.11%+1,000+4.7%Added
Linden Thomas Advisory Services, LLC22,695$5.04M0.49%−7,711−25.4%Reduced
State of New Jersey Common Pension Fund D22,835$5.07M0.02%+681+3.1%Added
DLD Asset Management, LP23,000$5.11M0.52%−19,600−46.0%Reduced
Jones Financial Companies LLLP22,828$5.15M0.00%+22,146+3,247.2%Added
Advisor Group Holdings, Inc.23,470$5.21M0.01%+20,229+624.2%Added
KBC Group NV23,823$5.29M0.01%+210+0.9%Added
Concentric Capital Strategies, LP23,826$5.29M0.46%+2,896+13.8%Added
Assenagon Asset Management S.A.24,019$5.33M0.01%−148,804−86.1%Reduced
EAM Investors, LLC24,036$5.34M0.62%−2,470−9.3%Reduced
SG Americas Securities, LLC24,087$5.35M0.01%−29,946−55.4%Reduced
Marshall Wace, LLP24,972$5.55M0.01%+22,396+869.4%Added
EFG International AG25,764$5.72M0.12%+196+0.8%Added
Mutual of America Capital Management LLC25,898$5.75M0.07%−757−2.8%Reduced
Creative Planning25,923$5.76M0.00%+1,482+6.1%Added
Teachers Retirement System of the State of Kentucky25,959$5.76M0.04%−854−3.2%Reduced
Stifel Financial Corp26,029$5.78M0.01%−744−2.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)26,110$5.80M0.01%+5,138+24.5%Added
Jain Global LLC26,701$5.93M0.08%+26,701New
Vanguard Global Advisers, LLC26,938$5.98M0.00%+26,938New
Polar Asset Management Partners Inc.27,786$6.17M0.15%−44,690−61.7%Reduced
Quantinno Capital Management LP27,836$6.18M0.01%+5,170+22.8%Added
Wells Fargo & Company27,842$6.18M0.00%−17,545−38.7%Reduced
Police & Firemen's Retirement System of New Jersey28,281$6.28M0.05%+1,730+6.5%Added
Treasurer of the State of North Carolina28,376$6.30M0.02%+1,870+7.1%Added
Bridge City Capital, LLC28,404$6.31M1.75%−7,751−21.4%Reduced
AnglePoint Asset Management Ltd28,681$6.37M4.50%+28,681New
Algert Global LLC28,800$6.40M0.10%+2,180+8.2%Added
Covea Finance29,100$6.46M0.23%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich30,501$6.48M0.02%+30,501New
Amalgamated Bank29,496$6.55M0.05%+762+2.7%Added
Tower Research Capital LLC (TRC)30,618$6.80M0.18%+16,943+123.9%Added
Emerald Investment Advisers, LLC30,715$6.82M0.61%+30,715New
ExodusPoint Capital Management, LP30,719$6.82M0.07%+30,719New
LPL Financial LLC30,759$6.83M0.00%+11,482+59.6%Added
MetLife Investment Management32,506$7.22M0.04%+467+1.5%Added
G2 Investment Partners Management LLC32,994$7.33M1.80%−3,006−8.4%Reduced
New York State Teachers Retirement System33,841$7.51M0.02%+11,115+48.9%Added
Empowered Funds, LLC34,898$7.75M0.05%+25,775+282.5%Added
Ossiam35,437$7.87M0.14%−1,010−2.8%Reduced
Osterweis Capital Management Inc36,543$8.12M0.42%−24,427−40.1%Reduced
Susquehanna International Group, LLP37,232$8.27M0.01%+14,920+66.9%Added
Great West Life Assurance Co37,413$8.31M0.01%+404+1.1%Added
NLB Skladi, upravljanje premozenja, d.o.o.38,301$8.51M0.41%00.0%Unchanged
STRS Ohio38,485$8.55M0.03%−15,531−28.8%Reduced
Two Sigma Investments, LP39,317$8.73M0.01%+39,317New
Natixis Advisors, L.P.40,539$9.00M0.01%−4,329−9.6%Reduced
Schonfeld Strategic Advisors LLC40,552$9.01M0.07%−17,757−30.5%Reduced