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SkyWater Technology, LLC

SKYTDelisted Jul 31, 2026
Industry
Semiconductors & Related Devices
SEC CIK
0001819974

SkyWater Technology, LLC was delisted on Jul 31, 2026; its insiders filed their last Form 4 on Jul 31, 2026; 191 institutions reported holding it in 13F filings for Q2 2026, worth $1.16B in total; Maverick Capital was the only superinvestor holding it.

13F holders, Q2 2026

Institutional positions in SkyWater Technology, LLC 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
191
−1 vs. Q1 2026
Shares held
33.5M
+3.97M (+13.4%) vs. Q1 2026
Total value
$1.16B
+$360.4M (+45.2%) vs. Q1 2026
New holders
34
66 more added
Sold out
35
58 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 SKYT 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: 191 institutions
Q1 2021: 0 institutionsQ2 2021: 51 institutionsQ3 2021: 53 institutionsQ4 2021: 62 institutionsQ1 2022: 56 institutionsQ2 2022: 52 institutionsQ3 2022: 65 institutionsQ4 2022: 71 institutionsQ1 2023: 93 institutionsQ2 2023: 94 institutionsQ3 2023: 91 institutionsQ4 2023: 88 institutionsQ1 2024: 103 institutionsQ2 2024: 103 institutionsQ3 2024: 125 institutionsQ4 2024: 141 institutionsQ1 2025: 135 institutionsQ2 2025: 142 institutionsQ3 2025: 143 institutionsQ4 2025: 186 institutionsQ1 2026: 197 institutionsQ2 2026: 191 institutions
Value heldQ2 2026: $1.16B
Q1 2021: $0Q2 2021: $216.9MQ3 2021: $190.6MQ4 2021: $114.2MQ1 2022: $63.2MQ2 2022: $24.7MQ3 2022: $36.8MQ4 2022: $44.7MQ1 2023: $96.5MQ2 2023: $84.9MQ3 2023: $53.4MQ4 2023: $93.7MQ1 2024: $105.6MQ2 2024: $85.7MQ3 2024: $114.3MQ4 2024: $184.1MQ1 2025: $104.0MQ2 2025: $166.4MQ3 2025: $415.5MQ4 2025: $443.7MQ1 2026: $801.0MQ2 2026: $1.16B
Institutions holding SKYT and their total value by quarter
QuarterHoldersValue
Q2 2026191$1.16B
Q1 2026197$801.0M
Q4 2025186$443.7M
Q3 2025143$415.5M
Q2 2025142$166.4M
Q1 2025135$104.0M
Q4 2024141$184.1M
Q3 2024125$114.3M
Q2 2024103$85.7M
Q1 2024103$105.6M
Q4 202388$93.7M
Q3 202391$53.4M
Q2 202394$84.9M
Q1 202393$96.5M
Q4 202271$44.7M
Q3 202265$36.8M
Q2 202252$24.7M
Q1 202256$63.2M
Q4 202162$114.2M
Q3 202153$190.6M
Q2 202151$216.9M
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding SkyWater Technology, LLC; share changes are against Q1 2026.

Institutions holding SKYT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Balyasny Asset Management LLC3,122,552$108.7M0.20%+723,485+30.2%Added
BlackRock, Inc.2,946,208$102.6M0.00%+389,467+15.2%Added
State Street Corp2,346,347$81.7M0.00%+873,119+59.3%Added
Pentwater Capital Management LP1,807,000$62.9M0.50%+1,807,000New
American Century Companies Inc1,787,894$62.3M0.03%+423,256+31.0%Added
Vanguard Capital Management LLC1,531,953$53.3M0.00%+4,819+0.3%Added
Alpine Associates Management Inc.1,356,200$47.2M2.96%+128,100+10.4%Added
Magnetar Financial LLC1,184,635$41.2M0.38%+9,051+0.8%Added
Norges Bank1,100,000$38.3M0.00%+1,100,000New
CNH Partners LLC1,066,825$37.1M0.53%+115,863+12.2%Added
Alliancebernstein L.P.1,289,343$35.3M0.01%−58,006−4.3%Reduced
Goldman Sachs Group Inc890,379$31.0M0.00%−10,842−1.2%Reduced
Geode Capital Management, LLC863,313$30.1M0.00%+60,619+7.6%Added
UBS Group AG848,993$29.6M0.00%−338,429−28.5%Reduced
Qube Research & Technologies Ltd708,336$24.7M0.03%+121,864+20.8%Added
Woodline Partners LP671,911$23.4M0.07%+3,022+0.5%Added
Man Group plc667,091$23.2M0.04%−193,002−22.4%Reduced
Voleon Capital Management LP655,357$22.8M0.42%+310,165+89.9%Added
Nuveen, LLC577,217$20.1M0.00%−51,825−8.2%Reduced
Adage Capital Partners GP, L.L.C.530,829$18.5M0.03%+530,829New
Millennium Management LLC502,951$17.5M0.01%−402,481−44.5%Reduced
D. E. Shaw & Co., Inc.470,464$16.4M0.01%+20,863+4.6%Added
Bank of America Corp344,124$12.0M0.00%+226,268+192.0%Added
Citigroup Inc311,855$10.9M0.01%+55,122+21.5%Added
Northern Trust Corp310,906$10.8M0.00%+26,148+9.2%Added
Dimensional Fund Advisors LP281,858$9.81M0.00%00.0%Unchanged
Vanguard Portfolio Management LLC280,127$9.75M0.00%+48,164+20.8%Added
Charles Schwab Investment Management Inc261,966$9.12M0.00%+12,046+4.8%Added
Renaissance Technologies LLC260,900$9.08M0.01%+260,900New
Palisades Investment Partners, LLC260,150$9.06M2.58%−746−0.3%Reduced
JPMorgan Chase & Co242,951$8.65M0.00%+72,848+42.8%Added
Bank of New York Mellon Corp244,415$8.51M0.00%+140,807+135.9%Added
Vanguard Fiduciary Trust Co218,793$7.62M0.00%+8,712+4.1%Added
Healthcare of Ontario Pension Plan Trust Fund166,537$5.80M0.01%−18,463−10.0%Reduced
Alberta Investment Management Corp150,000$5.22M0.03%+150,000New
Yakira Capital Management, Inc.142,740$4.97M1.46%+94,740+197.4%Added
K2 Principal Fund, L.P.130,705$4.55M0.42%+76,052+139.2%Added
Morgan Stanley118,758$4.14M0.00%−59,448−33.4%Reduced
Harvest Management LLC115,288$4.01M1.78%+63,688+123.4%Added
New York State Common Retirement Fund107,862$3.76M0.00%+2,900+2.8%Added
Toronto Dominion Bank102,026$3.55M0.01%+52,026+104.1%Added
Principal Financial Group Inc101,906$3.55M0.00%+8,269+8.8%Added
Gabelli & Co Investment Advisers, Inc.87,636$3.05M0.44%−47,964−35.4%Reduced
Gabelli Funds LLC87,243$3.04M0.02%−59,985−40.7%Reduced
Mangrove Partners87,187$3.04M0.20%00.0%Unchanged
Susquehanna International Group, LLP80,883$2.82M0.00%−122,208−60.2%Reduced
Algert Global LLC76,931$2.68M0.03%+17,589+29.6%Added
Tudor Investment Corp Et Al75,000$2.61M0.01%−2,351−3.0%Reduced
Swiss National Bank74,000$2.58M0.00%+2,000+2.8%Added
Wells Fargo & Company72,963$2.54M0.00%+51,867+245.9%Added
FMR LLC71,343$2.48M0.00%+64,780+987.0%Added
ExodusPoint Capital Management, LP63,007$2.19M0.02%+23,558+59.7%Added
Rhumbline Advisers55,315$1.93M0.00%+5,991+12.1%Added
Dark Forest Capital Management LP54,831$1.91M0.12%+54,831New
Group One Trading, L.P.51,761$1.80M0.05%−48,474−48.4%Reduced
Harvest Investment Services, LLC51,310$1.79M0.28%+51,310New
CSS LLC48,268$1.68M0.07%+19,734+69.2%Added
UBS Asset Management Americas Inc45,530$1.59M0.00%+4,893+12.0%Added
Centiva Capital, LP45,041$1.57M0.05%+45,041New
California State Teachers Retirement System44,929$1.56M0.00%−1,117−2.4%Reduced
Quantinno Capital Management LP44,563$1.55M0.00%−1,694−3.7%Reduced
TCG Advisory Services, LLC44,370$1.54M0.03%−4,952−10.0%Reduced
Two Sigma Investments, LP44,344$1.54M0.00%−9,206−17.2%Reduced
Deutsche Bank AG41,112$1.43M0.00%−65,340−61.4%Reduced
Franklin Resources Inc40,806$1.42M0.00%−1,145−2.7%Reduced
Price T Rowe Associates Inc40,293$1.40M0.00%+5,455+15.7%Added
Barclays PLC37,260$1.30M0.00%−1,280−3.3%Reduced
Creative Planning36,012$1.25M0.00%−2,020−5.3%Reduced
Commonwealth Equity Services, LLC33,026$1.15M0.00%+11,044+50.2%Added
Point72 Asset Management, L.P.31,754$1.11M0.00%−9,921−23.8%Reduced
Vazirani Asset Management LLC30,638$1.07M5.25%−94,362−75.5%Reduced
BTG Pactual Asset Management US LLC30,083$1.05M0.08%+15,083+100.6%Added
Legal & General Group Plc29,464$1.03M0.00%+498+1.7%Added
Prudential Financial Inc27,650$962.8K0.00%+27,650New
Blackstone Group Inc.27,463$956.3K0.00%00.0%Unchanged
Citadel Advisors LLC26,124$909.6K0.00%+16,399+168.6%Added
Engineers Gate Manager LP23,970$834.6K0.01%−20,180−45.7%Reduced
Vanguard Asset Management, Ltd23,701$825.3K0.00%00.0%Unchanged
Russell Investments Group, Ltd.23,414$815.3K0.00%+19,551+506.1%Added
MetLife Investment Management22,010$766.4K0.00%+2,412+12.3%Added
Invesco Ltd.20,826$725.2K0.00%+1,069+5.4%Added
GSG Advisors LLC20,000$696.4K0.15%00.0%Unchanged
CWM Advisors, LLC19,529$680.0K0.03%+674+3.6%Added
BIP Wealth, LLC17,984$626.2K0.02%−926−4.9%Reduced
Canada Pension Plan Investment Board17,400$605.9K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.17,208$599.2K0.00%+544+3.3%Added
LPL Financial LLC16,799$584.9K0.00%+622+3.8%Added
SBI Securities Co., Ltd.16,479$573.8K0.01%−14,287−46.4%Reduced
Jupiter Topco LLC15,900$553.5K0.00%+15,900New
IMC-Chicago, LLC15,111$526.2K0.00%+15,111New
AQR Capital Management LLC13,643$475.0K0.00%−17,203−55.8%Reduced
Mairs & Power Inc13,000$452.7K0.00%00.0%Unchanged
STRS Ohio12,900$449.2K0.00%−1,900−12.8%Reduced
XTX Topco Ltd12,215$425.3K0.01%+2,016+19.8%Added
State of New Jersey Common Pension Fund D11,921$415.1K0.00%+11,921New
Perkins Capital Management Inc11,900$414.4K0.33%−14,500−54.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)11,874$413.5K0.00%−15,646−56.9%Reduced
Advisors Asset Management, Inc.11,831$412.0K0.01%+11,831New
Integrated Quantitative Investments LLC11,071$385.5K0.06%−577−5.0%Reduced
Police & Firemen's Retirement System of New Jersey11,051$384.8K0.00%+1,279+13.1%Added