Skip to main content

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
New Mexico Educational Retirement Board13,200$2.93M0.09%+1,000+8.2%Added
Toroso Investments, LLC13,183$2.93M0.01%+13,183New
Segment Wealth Management, LLC12,919$2.87M0.17%00.0%Unchanged
Oppenheimer Asset Management Inc.12,879$2.86M0.03%−4,461−25.7%Reduced
JustInvest LLC12,850$2.85M0.03%+574+4.7%Added
Pacer Advisors, Inc.12,035$2.67M0.01%+51+0.4%Added
CSS LLC11,248$2.50M0.14%+2,230+24.7%Added
Mercer Global Advisors Inc11,244$2.50M0.00%+8,186+267.7%Added
Cetera Investment Advisers11,057$2.46M0.00%−860−7.2%Reduced
Pictet Asset Management Holding SA11,015$2.45M0.00%+913+9.0%Added
CIBC World Markets Inc.10,772$2.39M0.00%−763−6.6%Reduced
Bridgewater Associates, LP10,723$2.38M0.01%−6,399−37.4%Reduced
Bank of Montreal10,710$2.38M0.00%−138,110−92.8%Reduced
Pinnacle Financial Partners, Inc.10,295$2.29M0.02%+626+6.5%Added
HighTower Advisors, LLC10,269$2.28M0.00%−23,710−69.8%Reduced
Captrust Financial Advisors10,240$2.27M0.00%−1,137−10.0%Reduced
Baird Financial Group, Inc.10,224$2.27M0.00%−11,359−52.6%Reduced
Candelo Capital Management LP10,120$2.25M2.26%+10,120New
Voya Investment Management LLC10,000$2.22M0.00%+2,057+25.9%Added
Xponance, Inc.9,839$2.18M0.02%+2,126+27.6%Added
Truist Financial Corp9,800$2.18M0.00%−10,446−51.6%Reduced
Lisanti Capital Growth, LLC9,620$2.14M0.54%+9,620New
New York Life Investment Management LLC9,125$2.03M0.02%+3,095+51.3%Added
Katamaran Capital LLP9,009$2.00M1.78%−7,286−44.7%Reduced
US Bancorp8,776$1.95M0.00%−2,226−20.2%Reduced
Quadrant Capital Group LLC8,733$1.94M0.06%+198+2.3%Added
Harber Asset Management LLC8,500$1.89M1.21%−19,690−69.8%Reduced
Harbour Capital Advisors, LLC6,744$1.87M0.36%+6,744New
ProShare Advisors LLC8,316$1.85M0.00%−2,402−22.4%Reduced
Boothbay Fund Management, LLC8,303$1.84M0.04%−765−8.4%Reduced
Advisors Asset Management, Inc.8,247$1.83M0.03%+2,432+41.8%Added
Two Sigma Securities, LLC8,187$1.82M0.21%+6,775+479.8%Added
Teacher Retirement System of Texas8,046$1.79M0.01%−1,936−19.4%Reduced
Catalyst Funds Management Pty Ltd8,044$1.79M0.30%+8,044New
Sterling Capital Management LLC7,870$1.75M0.03%−11,815−60.0%Reduced
Allstate Corp7,746$1.72M0.02%+7,746New
Virginia Retirement Systems Et Al7,700$1.71M0.01%+7,700New
Colony Group, LLC7,611$1.69M0.00%−1,254−14.1%Reduced
Envestnet Portfolio Solutions, Inc.7,464$1.66M0.01%−3,580−32.4%Reduced
HSBC Holdings PLC7,475$1.63M0.00%−95,434−92.7%Reduced
Ethic Inc.7,200$1.60M0.03%−3,827−34.7%Reduced
The PNC Financial Services Group, Inc.7,084$1.57M0.00%−133−1.8%Reduced
Nomura Holdings Inc7,024$1.56M0.01%−17,695−71.6%Reduced
NorthCrest Asset Manangement, LLC6,396$1.52M0.05%−18−0.3%Reduced
Sandler Capital Management6,857$1.52M1.03%+6,857New
State of Alaska, Department of Revenue6,484$1.44M0.02%+160+2.5%Added
Connor, Clark & Lunn Investment Management Ltd.6,428$1.43M0.00%−7,006−52.2%Reduced
Highland Capital Management, LLC6,424$1.43M0.08%+6,424New
Nilsine Partners, LLC4,919$1.37M0.11%+1,328+37.0%Added
Assetmark, Inc6,022$1.34M0.00%−4,311−41.7%Reduced
Mirabella Financial Services LLP6,016$1.34M0.13%+6,016New
Hantz Financial Services, Inc.5,795$1.29M0.02%+582+11.2%Added
Man Group plc5,758$1.28M0.00%+38+0.7%Added
Prudential Financial Inc5,589$1.24M0.00%+825+17.3%Added
Agf Management Ltd5,478$1.22M0.01%+5,478New
Atom Investors LP5,201$1.15M0.08%+5,201New
Park Avenue Securities LLC5,054$1.12M0.01%−899−15.1%Reduced
Evergreen Capital Management LLC4,951$1.10M0.02%−17−0.3%Reduced
Essex Investment Management Co LLC4,919$1.09M0.17%00.0%Unchanged
Securian Asset Management, Inc4,796$1.07M0.04%+100+2.1%Added
FIL Ltd4,779$1.06M0.00%−1,283−21.2%Reduced
Vestmark Advisory Solutions, Inc.4,761$1.06M0.01%−518−9.8%Reduced
OP Asset Management Ltd4,720$1.05M0.01%+4,720New
QVT Financial LP4,640$1.03M0.08%+1,106+31.3%Added
John G Ullman & Associates Inc4,600$1.02M0.14%−600−11.5%Reduced
Federated Hermes, Inc.4,564$1.01M0.00%−586−11.4%Reduced
Atria Investments LLC4,504$1.00M0.01%+589+15.0%Added
Canada Pension Plan Investment Board4,500$999.3K0.00%+3,800+542.9%Added
Summit Trail Advisors, LLC4,464$991.3K0.01%+816+22.4%Added
Profund Advisors LLC4,445$987.1K0.04%−376−7.8%Reduced
Commerce Bank4,370$970.4K0.00%−2,912−40.0%Reduced
Crossmark Global Holdings, Inc.4,368$970.0K0.01%+176+4.2%Added
Swiss Life Asset Management Ltd4,307$956.5K0.00%+1,243+40.6%Added
Vident Advisory, LLC4,293$953.3K0.01%−206−4.6%Reduced
ORG Wealth Partners, LLC4,288$952.2K0.19%00.0%Unchanged
Circle Wealth Management, LLC4,214$935.8K0.01%+4,214New
Global X Japan Co., Ltd.4,207$934.2K0.05%+69+1.7%Added
CI Private Wealth, LLC4,038$896.7K0.00%−7,953−66.3%Reduced
Intech Investment Management LLC4,013$891.2K0.01%+2,549+174.1%Added
Skopos Labs, Inc.3,986$885.2K0.03%+1,282+47.4%Added
Twin Tree Management, LP3,971$881.8K0.19%+3,971New
American Capital Management Inc3,929$872.5K0.05%+3,929New
Commonwealth Equity Services, LLC3,897$865.4K0.00%−986−20.2%Reduced
Fiduciary Trust Co3,884$862.5K0.01%−2,504−39.2%Reduced
Federation des caisses Desjardins du Quebec3,869$859.2K0.00%−1,027−21.0%Reduced
Fulton Bank, N.A.3,728$827.9K0.03%−1,195−24.3%Reduced
Gagnon Securities LLC3,670$815.0K0.19%+375+11.4%Added
DnB Asset Management AS3,616$803.0K0.00%+3,616New
Ensign Peak Advisors, Inc3,556$789.7K0.00%+150+4.4%Added
Nations Financial Group Inc,3,532$784.4K0.04%+3,532New
Utah Retirement Systems3,520$781.7K0.01%+179+5.4%Added
Sigma Planning Corp3,509$779.2K0.02%+3,509New
Americana Partners, LLC3,500$777.2K0.02%00.0%Unchanged
Rockefeller Capital Management L.P.3,427$761.0K0.00%−227−6.2%Reduced
Maryland State Retirement & Pension System3,384$751.5K0.02%+309+10.0%Added
J.W. Cole Advisors, Inc.3,290$730.6K0.02%+3,290New
Stephens Inc3,188$708.0K0.01%+991+45.1%Added
HMS Capital Management, LLC3,179$706.0K0.27%+140+4.6%Added
Allworth Financial LP3,156$700.9K0.00%−1,739−35.5%Reduced
Cresset Asset Management, LLC3,135$696.2K0.00%+14+0.4%Added