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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, Q1 2024

Institutional positions in SkyWater Technology, LLC as of Mar 31, 2024. 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
103
+15 vs. Q4 2023
Shares held
10.4M
+632.1K (+6.5%) vs. Q4 2023
Total value
$105.6M
+$11.8M (+12.6%) vs. Q4 2023
New holders
28
25 more added
Sold out
13
32 more reduced

Compare with Q4 2023: 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 holdersQ1 2024: 103 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 heldQ1 2024: $105.6M
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, Q1 2024

Shares, value and share of portfolio for each institution holding SkyWater Technology, LLC; share changes are against Q4 2023.

Institutions holding SKYT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Driehaus Capital Management LLC1,261,865$12.8M0.13%+188,797+17.6%Added
Emerald Advisers, LLC1,173,153$11.9M0.48%+58,122+5.2%Added
Vanguard Group Inc1,131,284$11.5M0.00%−11,650−1.0%Reduced
BlackRock Inc.1,113,952$11.3M0.00%−58,709−5.0%Reduced
Baillie Gifford & Co964,800$9.81M0.01%00.0%Unchanged
Emerald Mutual Fund Advisers Trust883,009$8.98M0.47%+35,257+4.2%Added
Geode Capital Management, LLC440,247$4.48M0.00%+24,496+5.9%Added
State Street Corp353,225$3.59M0.00%+23,995+7.3%Added
TCG Advisory Services, LLC272,500$2.77M0.15%+57,500+26.7%Added
Millennium Management LLC264,837$2.69M0.00%+264,837New
Kennedy Capital Management, Inc.218,063$2.22M0.05%−3,231−1.5%Reduced
Mairs & Power Inc168,870$1.72M0.02%−55,670−24.8%Reduced
Northern Trust Corp160,235$1.63M0.00%+2,259+1.4%Added
Charles Schwab Investment Management Inc146,644$1.49M0.00%−4,322−2.9%Reduced
Fortem Financial Group, LLC140,000$1.42M0.62%00.0%Unchanged
Bank of New York Mellon Corp122,988$1.25M0.00%−45,154−26.9%Reduced
Perkins Capital Management Inc117,750$1.20M1.00%−500−0.4%Reduced
Victory Capital Management Inc91,300$928.5K0.00%−3,500−3.7%Reduced
Deerfield Management Company, L.P. (Series C)71,580$728.0K0.01%+71,580New
Dimensional Fund Advisors LP71,151$723.6K0.00%+1,262+1.8%Added
Teton Advisors, Inc.62,427$634.9K0.22%00.0%Unchanged
Gabelli Funds LLC61,202$622.4K0.00%00.0%Unchanged
Susquehanna International Group, LLP57,663$586.4K0.00%+57,663New
Bank of America Corp52,681$535.8K0.00%+30,890+141.8%Added
Gamco Investors, Inc. Et Al52,050$529.3K0.01%−2,800−5.1%Reduced
Jane Street Group, LLC50,745$516.1K0.00%+22,819+81.7%Added
Balyasny Asset Management LLC46,113$469.0K0.00%+46,113New
Cubist Systematic Strategies, LLC44,190$449.4K0.01%+44,190New
AQR Capital Management LLC42,257$429.8K0.00%−18,735−30.7%Reduced
Goldman Sachs Group Inc40,001$406.8K0.00%+16,979+73.8%Added
Morgan Stanley38,782$394.4K0.00%−24,379−38.6%Reduced
Jump Financial, LLC37,915$385.6K0.01%+37,915New
LPL Financial LLC35,131$357.3K0.00%−292−0.8%Reduced
American Century Companies Inc32,838$334.0K0.00%+15,142+85.6%Added
Verition Fund Management LLC30,968$314.9K0.00%+30,968New
Nuveen Asset Management, LLC30,931$314.6K0.00%−47,960−60.8%Reduced
State of Wisconsin Investment Board29,600$301.0K0.00%−20,700−41.2%Reduced
Avantax Advisory Services, Inc.27,800$282.7K0.00%+200+0.7%Added
Alliancebernstein L.P.27,300$277.6K0.00%00.0%Unchanged
XTX Topco Ltd25,798$262.4K0.04%+25,798New
Rhumbline Advisers24,033$244.4K0.00%−853−3.4%Reduced
Whalen Wealth Management Inc.23,873$242.8K0.18%+23,873New
Cetera Investment Advisers22,720$231.1K0.00%+22,720New
Centiva Capital, LP22,644$230.3K0.01%+22,644New
Barclays PLC21,479$218.4K0.00%−22,496−51.2%Reduced
Sherbrooke Park Advisers LLC20,345$206.9K0.04%+20,345New
UBS Group AG18,918$192.4K0.00%−1,084−5.4%Reduced
Engineers Gate Manager LP15,873$161.4K0.00%+15,873New
Kestra Private Wealth Services, LLC12,322$125.3K0.00%+300+2.5%Added
Mariner, LLC12,300$125.1K0.00%+50+0.4%Added
Janney Montgomery Scott LLC11,670$119.0K0.00%+11,670New
Investors Research Corp11,200$113.9K0.03%+11,200New
MetLife Investment Management10,882$110.7K0.00%00.0%Unchanged
Arlington Capital Management, Inc.10,515$106.9K0.09%+10,515New
Atria Wealth Solutions, Inc.10,007$101.8K0.00%+10,007New
American International Group, Inc.9,191$93.5K0.00%+67+0.7%Added
Deutsche Bank AG9,003$91.6K0.00%−292−3.1%Reduced
Adalta Capital Management LLC9,000$91.5K0.05%−6,000−40.0%Reduced
Ronald Blue Trust, Inc.7,773$79.1K0.00%+273+3.6%Added
JPMorgan Chase & Co7,731$78.6K0.00%−5,548−41.8%Reduced
Royal Bank of Canada7,025$71.0K0.00%−2,603−27.0%Reduced
New York State Common Retirement Fund6,944$70.6K0.00%00.0%Unchanged
Wells Fargo & Company6,742$68.6K0.00%+821+13.9%Added
GWM Advisors LLC6,465$65.7K0.00%−1,100−14.5%Reduced
Qube Research & Technologies Ltd5,984$60.9K0.00%+5,984New
Advisor Group Holdings, Inc.4,977$50.6K0.00%−18,961−79.2%Reduced
FMR LLC4,824$49.1K0.00%+2,540+111.2%Added
Nisa Investment Advisors, LLC4,354$44.3K0.00%+26+0.6%Added
Simplex Trading, LLC4,413$44.0K0.00%−8,335−65.4%Reduced
The PNC Financial Services Group, Inc.4,000$40.7K0.00%00.0%Unchanged
EntryPoint Capital, LLC3,574$36.3K0.03%−3,111−46.5%Reduced
Tower Research Capital LLC (TRC)3,530$35.9K0.00%−2,182−38.2%Reduced
Citigroup Inc3,360$34.2K0.00%+596+21.6%Added
Quarry LP3,336$33.9K0.01%+3,336New
Citadel Advisors LLC3,034$30.9K0.00%−1,724−36.2%Reduced
Point72 Asset Management, L.P.2,300$23.4K0.00%+2,300New
Legal & General Group Plc2,027$20.6K0.00%−93−4.4%Reduced
Creative Financial Designs Inc2,000$20.3K0.00%00.0%Unchanged
California State Teachers Retirement System1,875$19.1K0.00%−1,146−37.9%Reduced
Ameritas Investment Partners, Inc.1,736$17.7K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,180$12.0K0.00%00.0%Unchanged
Principal Securities, Inc.1,165$11.8K0.00%+55+5.0%Added
MCF Advisors LLC1,086$11.0K0.00%−468−30.1%Reduced
Aspire Private Capital, LLC1,000$10.2K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,000$10.2K0.00%+600+150.0%Added
Aquatic Capital Management LLC1,000$10.2K0.00%+1,000New
Benjamin F. Edwards & Company, Inc.1,004$10.0K0.00%00.0%Unchanged
Amalgamated Bank634$6.00K0.00%−1,543−70.9%Reduced
Russell Investments Group, Ltd.410$4.17K0.00%+101+32.7%Added
Steward Partners Investment Advisory, LLC400$4.07K0.00%00.0%Unchanged
National Bank of Canada470$3.59K0.00%00.0%Unchanged
Geneos Wealth Management Inc.300$3.05K0.00%−180−37.5%Reduced
Toth Financial Advisory Corp300$3.05K0.00%00.0%Unchanged
Stone House Investment Management, LLC267$2.71K0.00%+267New
Pension & Wealth Management Advisors, Inc.250$2.54K0.00%+250New
PSI Advisors, LLC220$2.24K0.00%00.0%Unchanged
Spire Wealth Management107$1.09K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC100$1.02K0.00%+100New
Parallel Advisors, LLC59$6000.00%+59New
First Command Advisory Services, Inc.50$5090.00%+50New