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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, Q2 2026

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Jun 30, 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
659
+148 vs. Q1 2026
Shares held
73.1M
−182.5K (−0.2%) vs. Q1 2026
Total value
$27.7B
+$11.5B (+70.9%) vs. Q1 2026
New holders
188
212 more added
Sold out
40
190 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 659 institutions
Q1 2021: 228 institutionsQ2 2021: 203 institutionsQ3 2021: 204 institutionsQ4 2021: 238 institutionsQ1 2022: 246 institutionsQ2 2022: 230 institutionsQ3 2022: 238 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 heldQ2 2026: $27.7B
Q1 2021: $2.83BQ2 2021: $3.15BQ3 2021: $3.26BQ4 2021: $3.93BQ1 2022: $3.01BQ2 2022: $2.34BQ3 2022: $2.75BQ4 2022: $3.36BQ1 2023: $4.19BQ2 2023: $3.57BQ3 2023: $4.62BQ4 2023: $5.61BQ1 2024: $6.02BQ2 2024: $7.00BQ3 2024: $7.12BQ4 2024: $8.10BQ1 2025: $6.48BQ2 2025: $9.51BQ3 2025: $8.85BQ4 2025: $12.8BQ1 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$12.8B
Q3 2025430$8.85B
Q2 2025420$9.51B
Q1 2025385$6.48B
Q4 2024386$8.10B
Q3 2024339$7.12B
Q2 2024345$7.00B
Q1 2024303$6.02B
Q4 2023296$5.61B
Q3 2023275$4.62B
Q2 2023266$3.57B
Q1 2023269$4.19B
Q4 2022270$3.36B
Q3 2022238$2.75B
Q2 2022230$2.34B
Q1 2022246$3.01B
Q4 2021238$3.93B
Q3 2021204$3.26B
Q2 2021203$3.15B
Q1 2021228$2.83B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q1 2026.

Institutions holding MTSI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
State of Alaska, Department of Revenue6,429$2.44M0.02%−55−0.8%Reduced
Boothbay Fund Management, LLC6,863$2.61M0.05%−1,440−17.3%Reduced
WCM Investment Management, LLC7,078$2.64M0.00%+7,078New
Caxton Associates LLP7,018$2.67M0.05%−8,327−54.3%Reduced
ProShare Advisors LLC7,090$2.70M0.00%−1,226−14.7%Reduced
Envestnet Portfolio Solutions, Inc.7,145$2.72M0.01%−319−4.3%Reduced
J. Goldman & Co LP7,233$2.75M0.10%+7,233New
Truist Financial Corp7,601$2.89M0.00%−2,199−22.4%Reduced
Los Angeles Capital Management LLC7,626$2.90M0.01%+7,339+2,557.1%Added
The PNC Financial Services Group, Inc.7,666$2.92M0.00%+582+8.2%Added
Brown Advisory Inc7,851$2.99M0.00%+6,919+742.4%Added
Acadian Asset Management LLC7,900$3.00M0.00%+7,900New
Global X Japan Co., Ltd.7,945$3.02M0.11%+3,738+88.9%Added
Candelo Capital Management LP7,970$3.03M2.23%−2,150−21.2%Reduced
Ethic Inc.8,199$3.12M0.04%+999+13.9%Added
Teacher Retirement System of Texas8,289$3.15M0.01%+243+3.0%Added
Harber Asset Management LLC8,500$3.23M1.94%00.0%Unchanged
Quadrant Capital Group LLC8,790$3.34M0.09%+57+0.7%Added
Captrust Financial Advisors8,835$3.36M0.01%−1,405−13.7%Reduced
Concurrent Investment Advisors, LLC9,060$3.45M0.03%+6,810+302.7%Added
LMR Partners LLP9,085$3.46M0.03%−65,915−87.9%Reduced
Mariner, LLC9,097$3.46M0.00%+9,097New
Campbell & CO Investment Adviser LLC9,125$3.47M0.18%+9,125New
Catalyst Funds Management Pty Ltd9,161$3.48M0.20%+1,117+13.9%Added
Concentric Capital Strategies, LP9,209$3.50M0.22%−14,617−61.3%Reduced
New York Life Investment Management LLC9,348$3.56M0.02%+223+2.4%Added
Baird Financial Group, Inc.9,552$3.63M0.00%−672−6.6%Reduced
Schonfeld Strategic Advisors LLC9,750$3.71M0.02%−30,802−76.0%Reduced
Cetera Investment Advisers9,925$3.78M0.00%−1,132−10.2%Reduced
Advisors Asset Management, Inc.10,261$3.90M0.06%+2,014+24.4%Added
Prudential Financial Inc10,368$3.94M0.00%+4,779+85.5%Added
Oppenheimer Asset Management Inc.10,398$3.96M0.04%−2,481−19.3%Reduced
Twinbeech Capital LP10,436$3.97M0.72%+10,436New
Pictet Asset Management Holding SA10,493$3.99M0.00%−522−4.7%Reduced
Rice Hall James & Associates, LLC10,719$4.08M0.20%−3,981−27.1%Reduced
CIBC World Markets Inc.10,820$4.12M0.01%+48+0.4%Added
CI Private Wealth, LLC11,289$4.29M0.01%+7,251+179.6%Added
Bank of Montreal11,303$4.30M0.00%+593+5.5%Added
Inspire Advisors, LLC11,405$4.34M0.30%+11,405New
Sunstone Asset Management, L.P.11,661$4.44M4.80%−2,600−18.2%Reduced
O'Neil Global Advisors, Inc.11,689$4.45M0.99%+11,689New
DnB Asset Management AS11,904$4.53M0.01%+8,288+229.2%Added
Intech Investment Management LLC12,201$4.64M0.04%+8,188+204.0%Added
Mercer Global Advisors Inc12,654$4.81M0.01%+1,410+12.5%Added
Colony Group, LLC12,777$4.86M0.00%+5,166+67.9%Added
Segment Wealth Management, LLC12,919$4.91M0.25%00.0%Unchanged
JustInvest LLC13,061$4.97M0.04%+211+1.6%Added
CSS LLC13,148$5.00M0.22%+1,900+16.9%Added
New Mexico Educational Retirement Board13,200$5.02M0.13%00.0%Unchanged
Optimize Financial Inc13,458$5.12M1.84%−46−0.3%Reduced
Sound Capital Solutions LLC13,458$5.12M1.20%+13,458New
Oregon Public Employees Retirement Fund13,560$5.16M0.06%+315+2.4%Added
Capital World Investors14,242$5.42M0.00%00.0%Unchanged
Xponance, Inc.14,466$5.50M0.03%+4,627+47.0%Added
Tower Research Capital LLC (TRC)14,683$5.58M0.14%−15,935−52.0%Reduced
Virginia Retirement Systems Et Al14,700$5.59M0.03%+7,000+90.9%Added
Northwestern Mutual Investment Management Company, LLC14,760$5.61M0.07%+308+2.1%Added
Brinker Capital Investments, LLC14,940$5.68M0.04%−3,154−17.4%Reduced
HighTower Advisors, LLC15,236$5.80M0.01%+4,967+48.4%Added
State of Michigan Retirement System15,300$5.82M0.03%−200−1.3%Reduced
Jump Financial, LLC15,326$5.83M0.05%+15,326New
Linden Thomas Advisory Services, LLC15,380$5.85M0.47%−7,315−32.2%Reduced
KLP Kapitalforvaltning AS15,600$5.93M0.02%+700+4.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys15,708$5.97M0.03%−455−2.8%Reduced
Azzad Asset Management Inc15,832$6.02M0.53%−4,281−21.3%Reduced
New Age Alpha Advisors, LLC15,833$6.02M0.26%−178−1.1%Reduced
Toroso Investments, LLC15,986$6.08M0.01%+2,803+21.3%Added
ExodusPoint Capital Management, LP16,079$6.12M0.06%−14,640−47.7%Reduced
Guggenheim Capital LLC17,006$6.47M0.04%−3,927−18.8%Reduced
Vanguard Investments Australia, Ltd.17,153$6.52M0.02%+228+1.3%Added
Credit Agricole S A17,321$6.59M0.02%+51+0.3%Added
Pathstone Holdings, LLC17,402$6.62M0.02%−857−4.7%Reduced
Pacer Advisors, Inc.17,758$6.75M0.02%+5,723+47.6%Added
Thames Capital Management LLC17,960$6.83M0.56%00.0%Unchanged
Yousif Capital Management, LLC18,073$6.87M0.08%−914−4.8%Reduced
Weiss Asset Management LP18,120$6.89M0.08%+18,120New
Ameritas Investment Partners, Inc.18,176$6.91M0.18%−2,423−11.8%Reduced
Hilton Capital Management, LLC18,215$6.93M0.47%−1,268−6.5%Reduced
Fifth Third Bancorp18,227$6.93M0.01%−241−1.3%Reduced
XTX Topco Ltd18,328$6.97M0.09%+15,975+678.9%Added
Cerity Partners LLC18,349$6.98M0.01%+1,192+6.9%Added
Hel Ved Capital Management Ltd18,450$7.02M0.99%−33,950−64.8%Reduced
Arizona State Retirement System18,628$7.09M0.04%+85+0.5%Added
SummitTX Capital, L.P.18,775$7.14M0.19%+16,077+595.9%Added
Louisiana State Employees Retirement System19,200$7.30M0.11%+500+2.7%Added
AnglePoint Asset Management Ltd19,544$7.43M4.83%−9,137−31.9%Reduced
Public Employees Retirement System of Ohio20,042$7.62M0.02%−188−0.9%Reduced
Advisor Group Holdings, Inc.20,117$7.65M0.01%−3,353−14.3%Reduced
Voya Investment Management LLC20,531$7.81M0.01%+10,531+105.3%Added
Capitolis Liquid Global Markets LLC20,867$7.94M0.03%+20,867New
Temasek Holdings (Private) Ltd21,259$8.09M0.02%+21,259New
KBC Group NV21,789$8.29M0.02%−2,034−8.5%Reduced
State of New Jersey Common Pension Fund D21,829$8.30M0.03%−1,006−4.4%Reduced
Jones Financial Companies LLLP22,889$8.45M0.00%+61+0.3%Added
Balyasny Asset Management LLC22,830$8.68M0.02%−72,431−76.0%Reduced
Insight Holdings Group, LLC23,080$8.78M0.67%+1,490+6.9%Added
UniSuper Management Pty Ltd23,498$8.94M0.05%+23,498New
EAM Investors, LLC23,662$9.00M0.80%−374−1.6%Reduced
State of Tennessee, Treasury Department23,707$9.02M0.03%+1,737+7.9%Added
Horizon Investments, LLC24,288$9.24M0.10%+23,232+2,200.0%Added