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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
Loomis Sayles & Co L P206,610$78.6M0.10%−115,849−35.9%Reduced
Segall Bryant & Hamill, LLC216,179$82.2M0.98%−5,550−2.5%Reduced
AQR Capital Management LLC234,075$88.0M0.03%+21,856+10.3%Added
Federated Hermes, Inc.249,291$94.8M0.14%+244,727+5,362.1%Added
Driehaus Capital Management LLC251,107$95.5M0.55%−85,706−25.4%Reduced
Geneva Capital Management LLC252,722$96.1M2.20%−91,037−26.5%Reduced
Nuveen, LLC260,418$99.1M0.02%+48,122+22.7%Added
TimesSquare Capital Management, LLC261,585$99.5M1.46%−79,646−23.3%Reduced
Jennison Associates LLC269,632$102.6M0.06%−30,093−10.0%Reduced
Dimensional Fund Advisors LP286,462$108.9M0.02%−242,676−45.9%Reduced
Amundi288,605$109.8M0.03%+101,538+54.3%Added
Analog Century Management LP296,293$112.7M4.13%−140,053−32.1%Reduced
Nomura Asset Management International Inc.307,227$116.9M0.18%−327,834−51.6%Reduced
First Trust Advisors LP311,380$118.4M0.07%+82,980+36.3%Added
Stephens Investment Management Group LLC316,408$120.4M1.29%−199,412−38.7%Reduced
Arrowstreet Capital, Limited Partnership321,342$122.2M0.05%+236,307+277.9%Added
Alliancebernstein L.P.569,511$126.5M0.04%−219,531−27.8%Reduced
Allspring Global Investments Holdings, LLC362,062$126.9M0.19%+362,062New
American Century Companies Inc334,965$127.4M0.06%−8,322−2.4%Reduced
Deutsche Bank AG362,727$138.0M0.04%+245,166+208.5%Added
Morgan Stanley380,490$144.7M0.01%−174,666−31.5%Reduced
UBS Group AG389,948$148.3M0.02%−419,462−51.8%Reduced
Evergreen Quality Fund GP, Ltd.396,600$150.9M2.43%+396,600New
Citigroup Inc410,179$156.0M0.07%−13,686−3.2%Reduced
Vanguard Fiduciary Trust Co426,467$162.2M0.04%+20,935+5.2%Added
Millennium Management LLC430,400$163.7M0.11%+95,186+28.4%Added
Clearbridge Investments, LLC441,217$167.8M0.14%+441,217New
Barclays PLC467,343$177.8M0.06%−267,225−36.4%Reduced
Bessemer Group Inc529,062$201.2M0.28%−4,195−0.8%Reduced
Jane Street Group, LLC534,564$203.3M0.13%+532,207+22,579.8%Added
Bank of New York Mellon Corp537,879$204.6M0.03%+136,953+34.2%Added
Northern Trust Corp558,716$212.5M0.02%+26,034+4.9%Added
Raymond James Financial Inc627,804$238.8M0.06%+37,466+6.3%Added
Artisan Partners Limited Partnership627,850$238.8M0.39%−419,309−40.0%Reduced
Rafferty Asset Management, LLC632,776$240.7M0.55%+165,189+35.3%Added
GW&K Investment Management, LLC634,742$241.4M1.89%−204,320−24.4%Reduced
Bank of America Corp651,293$247.7M0.02%+170,606+35.5%Added
Charles Schwab Investment Management Inc666,659$253.6M0.03%+5,799+0.9%Added
Jupiter Topco LLC674,790$256.6M0.10%+674,790New
Polar Capital Holdings Plc750,517$285.5M0.81%−180,261−19.4%Reduced
Qube Research & Technologies Ltd790,678$300.8M0.33%+790,678New
Franklin Resources Inc798,891$303.9M0.07%+296,922+59.2%Added
Goldman Sachs Group Inc812,421$309.0M0.03%+381,621+88.6%Added
Neuberger Berman Group LLC826,969$314.4M0.21%+38,150+4.8%Added
Price T Rowe Associates Inc980,134$372.8M0.04%+65,284+7.1%Added
Whale Rock Capital Management LLC988,785$376.1M3.02%−186,206−15.8%Reduced
Norges Bank996,731$379.1M0.04%+996,731New
Capital Research Global Investors1,086,149$413.1M0.06%−136,523−11.2%Reduced
Massachusetts Financial Services Co1,166,242$443.6M0.14%+337,794+40.8%Added
Wellington Management Group LLP1,205,711$458.6M0.08%−342,324−22.1%Reduced
Geode Capital Management, LLC1,409,741$536.3M0.03%+50,207+3.7%Added
JPMorgan Chase & Co2,125,091$793.0M0.05%+109,461+5.4%Added
Invesco Ltd.2,149,581$817.6M0.06%−1,524,234−41.5%Reduced
State Street Corp2,262,242$860.5M0.03%+109,491+5.1%Added
T. Rowe Price Investment Management, Inc.2,850,185$1.08B0.71%−1,635,897−36.5%Reduced
Vanguard Capital Management LLC3,064,683$1.17B0.02%+71,832+2.4%Added
Vanguard Portfolio Management LLC3,605,324$1.37B0.06%+18,243+0.5%Added
BlackRock, Inc.9,512,899$3.62B0.05%+946,616+11.1%Added
FMR LLC10,527,144$4.00B0.17%−83,296−0.8%Reduced
E20 Capital Ltd0$00.00%−136,829−100.0%Sold out
FengHe Fund Management Pte. Ltd.0$00.00%−110,526−100.0%Sold out
CloudAlpha Capital Management Limited/Hong Kong0$00.00%−77,214−100.0%Sold out
Thornburg Investment Management Inc0$00.00%−74,613−100.0%Sold out
Trivest Advisors Ltd0$00.00%−64,400−100.0%Sold out
Freemont Management S.A.0$00.00%−51,700−100.0%Sold out
Cinctive Capital Management LP0$00.00%−44,137−100.0%Sold out
Bridge City Capital, LLC0$00.00%−28,404−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−27,786−100.0%Sold out
Jain Global LLC0$00.00%−26,701−100.0%Sold out
DLD Asset Management, LP0$00.00%−23,000−100.0%Sold out
Glazer Capital, LLC0$00.00%−22,300−100.0%Sold out
Armistice Capital, LLC0$00.00%−16,808−100.0%Sold out
Persistent Asset Partners Ltd0$00.00%−15,694−100.0%Sold out
Bridgewater Associates, LP0$00.00%−10,723−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−6,428−100.0%Sold out
Agf Management Ltd0$00.00%−5,478−100.0%Sold out
Atom Investors LP0$00.00%−5,201−100.0%Sold out
Americana Partners, LLC0$00.00%−3,500−100.0%Sold out
Mariner Investment Group LLC0$00.00%−3,000−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−2,970−100.0%Sold out
HRT Financial LP0$00.00%−2,836−100.0%Sold out
Ares Systematic Credit Ltd0$00.00%−2,589−100.0%Sold out
J2 Capital Management Inc0$00.00%−2,192−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−1,568−100.0%Sold out
Fideuram - Intesa Sanpaolo Private Banking S.P.A.0$00.00%−1,481−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−1,315−100.0%Sold out
Diversify Wealth Management, LLC0$00.00%−782−100.0%Sold out
Inceptionr LLC0$00.00%−911−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−375−100.0%Sold out
Towarzystwo Funduszy Inwestycyjnych Pzu SA0$00.00%−270−100.0%Sold out
Advisory Services Network, LLC0$00.00%−226−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−163−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−161−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−144−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−75−100.0%Sold out
Root Financial Partners, LLC0$00.00%−29−100.0%Sold out
Atwood & Palmer Inc0$00.00%−7−100.0%Sold out
Rachor Investment Advisory Services, LLC0$00.00%−6−100.0%Sold out
Central Trust Co0$00.00%−2−100.0%Sold out
Janus Henderson Group PLC––––Not filed