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Navitas Semiconductor Corp

NVTS
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001821769

No open-market purchases or sales by Navitas Semiconductor Corp insiders were filed in the last 90 days; 351 institutions reported holding it in 13F filings for Q2 2026, worth $2.44B in total; Duquesne Family Office is the only superinvestor holding it.

13F holders, Q4 2025

Institutional positions in Navitas Semiconductor Corp as of Dec 31, 2025. 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
270
+39 vs. Q3 2025
Shares held
113.5M
+22.0M (+24.1%) vs. Q3 2025
Total value
$810.7M
+$149.5M (+22.6%) vs. Q3 2025
New holders
80
103 more added
Sold out
41
58 more reduced

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NVTS 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 holdersQ4 2025: 270 institutions
Q1 2021: 64 institutionsQ2 2021: 76 institutionsQ3 2021: 65 institutionsQ4 2021: 65 institutionsQ1 2022: 71 institutionsQ2 2022: 88 institutionsQ3 2022: 75 institutionsQ4 2022: 75 institutionsQ1 2023: 107 institutionsQ2 2023: 143 institutionsQ3 2023: 157 institutionsQ4 2023: 162 institutionsQ1 2024: 146 institutionsQ2 2024: 147 institutionsQ3 2024: 134 institutionsQ4 2024: 159 institutionsQ1 2025: 165 institutionsQ2 2025: 219 institutionsQ3 2025: 235 institutionsQ4 2025: 270 institutionsQ1 2026: 295 institutionsQ2 2026: 351 institutions
Value heldQ4 2025: $810.7M
Q1 2021: $164.5MQ2 2021: $227.5MQ3 2021: $173.1MQ4 2021: $427.4MQ1 2022: $288.7MQ2 2022: $108.3MQ3 2022: $139.9MQ4 2022: $116.3MQ1 2023: $284.3MQ2 2023: $672.1MQ3 2023: $522.3MQ4 2023: $670.6MQ1 2024: $409.0MQ2 2024: $334.6MQ3 2024: $190.8MQ4 2024: $275.8MQ1 2025: $149.4MQ2 2025: $541.5MQ3 2025: $662.8MQ4 2025: $810.7MQ1 2026: $977.7MQ2 2026: $2.44B
Institutions holding NVTS and their total value by quarter
QuarterHoldersValue
Q2 2026351$2.44B
Q1 2026295$977.7M
Q4 2025270$810.7M
Q3 2025235$662.8M
Q2 2025219$541.5M
Q1 2025165$149.4M
Q4 2024159$275.8M
Q3 2024134$190.8M
Q2 2024147$334.6M
Q1 2024146$409.0M
Q4 2023162$670.6M
Q3 2023157$522.3M
Q2 2023143$672.1M
Q1 2023107$284.3M
Q4 202275$116.3M
Q3 202275$139.9M
Q2 202288$108.3M
Q1 202271$288.7M
Q4 202165$427.4M
Q3 202165$173.1M
Q2 202176$227.5M
Q1 202164$164.5M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Navitas Semiconductor Corp; share changes are against Q3 2025.

Institutions holding NVTS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc14,691,351$104.9M0.00%+1,330,703+10.0%Added
BlackRock, Inc.13,974,849$99.8M0.00%+2,316,487+19.9%Added
Davidson Kempner Capital Management LP9,629,629$68.8M1.01%+9,629,629New
State Street Corp8,597,950$61.4M0.00%+1,308,626+18.0%Added
Capricorn Investment Group LLC7,992,697$57.1M6.91%−1,188,884−12.9%Reduced
Invesco Ltd.4,737,624$33.8M0.00%+3,413,394+257.8%Added
Geode Capital Management, LLC4,417,408$31.5M0.00%+501,110+12.8%Added
Susquehanna International Group, LLP4,208,195$30.0M0.04%−2,087,406−33.2%Reduced
UBS Group AG3,307,036$23.6M0.00%+1,875,228+131.0%Added
Slate Path Capital LP2,880,200$20.6M0.28%+2,880,200New
Marex Group plc2,675,113$19.1M0.21%+2,663,119+22,203.8%Added
Ghisallo Capital Management LLC2,222,222$15.9M0.71%+2,222,222New
Point72 Asset Management, L.P.1,973,958$14.1M0.02%+1,973,958New
Two Sigma Investments, LP1,730,047$12.4M0.02%+1,384,313+400.4%Added
Citadel Advisors LLC1,689,253$12.1M0.01%+232,670+16.0%Added
Charles Schwab Investment Management Inc1,555,603$11.1M0.00%+130,527+9.2%Added
Northern Trust Corp1,400,958$10.0M0.00%+97,071+7.4%Added
T. Rowe Price Investment Management, Inc.1,322,410$9.44M0.01%−194,085−12.8%Reduced
Morgan Stanley1,312,488$9.37M0.00%+605,465+85.6%Added
Dimensional Fund Advisors LP1,207,646$8.62M0.00%−3,021−0.2%Reduced
JPMorgan Chase & Co1,176,586$8.40M0.00%+631,283+115.8%Added
BNP Paribas Arbitrage, SA1,174,045$8.38M0.01%−1,874,898−61.5%Reduced
Goldman Sachs Group Inc1,170,459$8.36M0.00%+639,743+120.5%Added
First Trust Advisors LP1,077,133$7.69M0.01%+572,048+113.3%Added
Jump Financial, LLC826,106$5.90M0.07%−731,094−46.9%Reduced
Verition Fund Management LLC812,685$5.80M0.03%−160,913−16.5%Reduced
Bank of America Corp705,512$5.04M0.00%−470,438−40.0%Reduced
D. E. Shaw & Co., Inc.563,853$4.03M0.00%−329,996−36.9%Reduced
RFG Advisory, LLC545,315$3.89M0.07%+545,315New
Bank of New York Mellon Corp465,076$3.32M0.00%+53,320+12.9%Added
Voleon Capital Management LP437,447$3.12M0.07%+437,447New
IMC-Chicago, LLC418,919$2.99M0.05%−126,990−23.3%Reduced
FMR LLC400,275$2.86M0.00%+218,698+120.4%Added
Headlands Technologies LLC389,374$2.78M0.23%−376,802−49.2%Reduced
Barclays PLC388,850$2.78M0.00%+200,202+106.1%Added
Baird Financial Group, Inc.377,434$2.69M0.00%−228,579−37.7%Reduced
LPL Financial LLC357,213$2.55M0.00%+52,959+17.4%Added
Nuveen, LLC349,087$2.49M0.00%−152,021−30.3%Reduced
Marshall Wace, LLP340,073$2.43M0.00%+340,073New
Swiss National Bank336,100$2.40M0.00%+57,300+20.6%Added
ExodusPoint Capital Management, LP335,943$2.40M0.03%+335,943New
Wells Fargo & Company295,593$2.11M0.00%+42,266+16.7%Added
Victory Capital Management Inc261,928$1.87M0.00%−66,600−20.3%Reduced
Toroso Investments, LLC260,125$1.86M0.01%+102,496+65.0%Added
Rhumbline Advisers259,263$1.85M0.00%−23,781−8.4%Reduced
Federated Hermes, Inc.243,968$1.74M0.00%+243,968New
UBS Asset Management Americas Inc242,202$1.73M0.00%+27,824+13.0%Added
Engineers Gate Manager LP233,169$1.66M0.02%+55,459+31.2%Added
Royal Bank of Canada201,494$1.44M0.00%+89,970+80.7%Added
Simplex Trading, LLC192,250$1.37M0.04%+6,317+3.4%Added
Algert Global LLC184,210$1.32M0.02%+184,210New
Arete Wealth Advisors, LLC180,950$1.29M0.09%−100,153−35.6%Reduced
Alliancebernstein L.P.179,650$1.28M0.00%+14,700+8.9%Added
Jefferies Financial Group Inc.170,068$1.21M0.01%00.0%Unchanged
California State Teachers Retirement System162,577$1.16M0.00%+27,530+20.4%Added
Legal & General Group Plc158,632$1.13M0.00%+10,876+7.4%Added
Torrey Growth & Income Advisors149,505$1.07M0.37%+25,600+20.7%Added
Millennium Management LLC142,920$1.02M0.00%−709,725−83.2%Reduced
Raymond James Financial Inc137,260$980.0K0.00%+69,375+102.2%Added
Advisory Services Network, LLC135,672$968.7K0.01%+96,697+248.1%Added
Newbridge Financial Services Group, Inc.132,874$948.7K0.15%+124,164+1,425.5%Added
Creative Planning132,407$945.4K0.00%+12,056+10.0%Added
Virtu Financial LLC128,615$918.0K0.04%+78,409+156.2%Added
Quantbot Technologies LP124,559$889.4K0.03%+109,265+714.4%Added
Deutsche Bank AG124,536$889.2K0.00%+29,094+30.5%Added
Susquehanna Portfolio Strategies, LLC122,464$874.4K0.01%00.0%Unchanged
HRT Financial LP119,070$850.0K0.00%−548,985−82.2%Reduced
180 Wealth Advisors, LLC118,900$848.9K0.10%+6,446+5.7%Added
Price T Rowe Associates Inc117,472$839.0K0.00%+44,294+60.5%Added
DnB Asset Management AS108,401$774.0K0.00%+108,401New
HSBC Holdings PLC97,203$694.0K0.00%+17,410+21.8%Added
MetLife Investment Management89,370$638.1K0.00%+15,713+21.3%Added
Havemeyer Place LP86,807$619.8K0.12%+86,807New
Stifel Financial Corp85,499$610.5K0.00%+5,547+6.9%Added
State of Wisconsin Investment Board84,826$605.7K0.00%−21,984−20.6%Reduced
Manufacturers Life Insurance Company, The82,792$591.1K0.00%+4,559+5.8%Added
VARCOV Co.82,558$589.5K0.23%+82,558New
Wealth Management Associates, Inc.82,120$586.3K0.20%+10,050+13.9%Added
Cetera Investment Advisers81,164$579.5K0.00%+25,631+46.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.67,762$567.8K0.00%+67,762New
Ieq Capital, LLC77,642$554.4K0.00%+77,642New
Mirae Asset Global ETFs Holdings Ltd.74,316$530.6K0.00%+12,558+20.3%Added
Duncan Williams Asset Management, LLC60,000$492.0K0.12%00.0%Unchanged
State Board of Administration of Florida Retirement System68,210$487.0K0.00%+36,980+118.4%Added
AQR Capital Management LLC67,495$481.9K0.00%+19,884+41.8%Added
Ameriprise Financial Inc65,997$471.2K0.00%+65,997New
Franklin Resources Inc64,349$459.5K0.00%−10,179−13.7%Reduced
Nisa Investment Advisors, LLC63,749$455.2K0.00%−265−0.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)63,668$454.6K0.00%+21,626+51.4%Added
Janus Henderson Group PLC62,367$444.4K0.00%00.0%Unchanged
Quest Partners LLC61,632$440.1K0.02%+61,632New
Private Advisor Group, LLC58,949$420.9K0.00%+58,949New
Rockefeller Capital Management L.P.53,834$384.4K0.00%+50,334+1,438.1%Added
Callan Family Office, LLC52,866$377.5K0.01%+2,196+4.3%Added
HighPoint Advisor Group LLC52,350$373.8K0.01%+26,650+103.7%Added
Banque Cantonale Vaudoise50,633$362.0K0.01%−18,095−26.3%Reduced
Intech Investment Management LLC50,399$359.8K0.00%−2,815−5.3%Reduced
Asset Planning Services Inc50,284$359.0K0.16%−50,300−50.0%Reduced
Axq Capital, LP48,450$345.9K0.08%−41,972−46.4%Reduced
Arizona State Retirement System46,817$334.3K0.00%+4,294+10.1%Added