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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, Q3 2025

Institutional positions in SkyWater Technology, LLC as of Sep 30, 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
143
+3 vs. Q2 2025
Shares held
22.3M
+5.49M (+32.6%) vs. Q2 2025
Total value
$415.5M
+$250.0M (+151.0%) vs. Q2 2025
New holders
31
53 more added
Sold out
28
31 more reduced

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 holdersQ3 2025: 143 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 heldQ3 2025: $415.5M
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, Q3 2025

Shares, value and share of portfolio for each institution holding SkyWater Technology, LLC; share changes are against Q2 2025.

Institutions holding SKYT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,047,168$38.2M0.00%+94,948+4.9%Added
Ameriprise Financial Inc1,846,355$34.5M0.01%+153,299+9.1%Added
BlackRock, Inc.1,761,093$32.9M0.00%+120,842+7.4%Added
Baillie Gifford & Co1,627,329$30.4M0.02%00.0%Unchanged
Goldman Sachs Group Inc1,388,350$25.9M0.00%+1,271,507+1,088.2%Added
Erste Asset Management GmbH1,400,000$25.5M0.25%+250,000+21.7%Added
Emerald Advisers, LLC1,332,108$24.9M0.80%−30,875−2.3%Reduced
Millennium Management LLC775,364$14.5M0.01%+753,188+3,396.4%Added
Emerald Mutual Fund Advisers Trust725,120$13.5M0.70%+10,976+1.5%Added
Nuveen, LLC663,882$12.4M0.00%+406,097+157.5%Added
Geode Capital Management, LLC640,476$12.0M0.00%+41,873+7.0%Added
State Street Corp517,203$9.65M0.00%−19,217−3.6%Reduced
Susquehanna International Group, LLP486,749$9.08M0.01%+418,085+608.9%Added
Price T Rowe Associates Inc434,883$8.12M0.00%+422,327+3,363.5%Added
Citadel Advisors LLC397,623$7.42M0.01%+311,113+359.6%Added
Dimensional Fund Advisors LP389,516$7.27M0.00%−6,677−1.7%Reduced
Federated Hermes, Inc.347,119$6.48M0.01%+344,606+13,712.9%Added
Lountzis Asset Management, LLC292,177$5.45M1.78%00.0%Unchanged
Royal Bank of Canada280,415$5.23M0.00%+5,982+2.2%Added
Morgan Stanley275,915$5.15M0.00%+126,106+84.2%Added
Group One Trading, L.P.254,822$4.75M0.14%+254,822New
Charles Schwab Investment Management Inc228,052$4.26M0.00%+29,397+14.8%Added
Kornitzer Capital Management Inc214,560$4.00M0.08%+214,560New
Walleye Capital LLC212,030$3.96M0.03%+189,253+830.9%Added
Northern Trust Corp207,575$3.87M0.00%+3,856+1.9%Added
Mairs & Power Inc184,756$3.45M0.03%+20,836+12.7%Added
American Century Companies Inc178,166$3.32M0.00%+139,823+364.7%Added
Perkins Capital Management Inc170,050$3.17M2.80%+78,800+86.4%Added
Bank of America Corp167,919$3.13M0.00%−66,654−28.4%Reduced
D. E. Shaw & Co., Inc.158,739$2.96M0.00%+63,295+66.3%Added
Jane Street Group, LLC139,760$2.61M0.00%+3,201+2.3%Added
Point72 Asset Management, L.P.114,858$2.14M0.00%+114,858New
Cubist Systematic Strategies, LLC111,076$2.07M0.03%+111,076New
Marex Group plc110,735$2.07M0.03%+89,884+431.1%Added
Marshall Wace, LLP108,011$2.02M0.00%+68,934+176.4%Added
Quantbot Technologies LP94,690$1.77M0.05%+94,478+44,565.1%Added
Globeflex Capital L P90,631$1.69M0.26%00.0%Unchanged
Formula Growth Ltd90,000$1.68M0.60%+90,000New
Deutsche Bank AG82,505$1.54M0.00%+2,543+3.2%Added
Two Sigma Investments, LP81,853$1.53M0.00%+64,946+384.1%Added
Bank of New York Mellon Corp69,106$1.29M0.00%+2,870+4.3%Added
Tudor Investment Corp Et Al64,420$1.20M0.01%+64,420New
AQR Capital Management LLC62,424$1.16M0.00%−818−1.3%Reduced
Gabelli Funds LLC61,202$1.14M0.01%00.0%Unchanged
Teton Advisors, LLC60,484$1.13M0.70%+60,484New
Los Angeles Capital Management LLC59,277$1.11M0.00%+19,324+48.4%Added
Victory Capital Management Inc55,474$1.04M0.00%−14,526−20.8%Reduced
Gamco Investors, Inc. Et Al49,000$914.3K0.01%00.0%Unchanged
TCG Advisory Services, LLC48,397$903.1K0.03%−97,255−66.8%Reduced
Arrowstreet Capital, Limited Partnership47,810$892.1K0.00%+47,810New
JPMorgan Chase & Co46,911$875.4K0.00%+34,355+273.6%Added
Rhumbline Advisers44,629$832.8K0.00%−3,014−6.3%Reduced
Franklin Resources Inc44,124$823.4K0.00%+4,493+11.3%Added
Quantinno Capital Management LP43,602$813.6K0.00%+7,350+20.3%Added
Mariner, LLC42,701$796.8K0.00%−13,933−24.6%Reduced
Verition Fund Management LLC40,707$759.6K0.00%−30,656−43.0%Reduced
SBI Securities Co., Ltd.40,454$754.9K0.02%−12,967−24.3%Reduced
Principal Financial Group Inc40,310$752.2K0.00%+40,310New
Balyasny Asset Management LLC39,062$728.9K0.00%+39,062New
Barclays PLC37,600$701.6K0.00%−36,723−49.4%Reduced
Creative Planning36,797$686.6K0.00%+2,514+7.3%Added
UBS Group AG35,033$653.7K0.00%−22,026−38.6%Reduced
Alliancebernstein L.P.29,850$557.0K0.00%−14,010−31.9%Reduced
LPL Financial LLC29,551$551.4K0.00%+7,125+31.8%Added
Quest Partners LLC28,067$523.7K0.03%+15,290+119.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)25,899$483.3K0.00%+9,365+56.6%Added
CWM Advisors, LLC24,848$463.7K0.05%−14,130−36.3%Reduced
Walleye Trading LLC24,480$456.8K0.01%+17,121+232.7%Added
Commonwealth Equity Services, LLC23,254$434.0K0.00%+23,254New
State of Wisconsin Investment Board22,549$420.8K0.00%−51,600−69.6%Reduced
Cetera Investment Advisers22,043$411.3K0.00%+22,043New
STRS Ohio21,900$408.7K0.00%−3,700−14.5%Reduced
Sender Co & Partners, Inc.20,672$385.7K0.15%+20,672New
Strategic Blueprint, LLC19,748$368.5K0.02%−2,530−11.4%Reduced
Wolverine Trading, LLC19,440$354.2K0.01%+2,482+14.6%Added
MetLife Investment Management17,693$330.2K0.00%00.0%Unchanged
Wells Fargo & Company17,492$326.4K0.00%+2,510+16.8%Added
FourThought Financial Partners, LLC16,792$313.3K0.03%+16,792New
XTX Topco Ltd16,263$303.5K0.02%−11,011−40.4%Reduced
Invesco Ltd.16,045$299.4K0.00%+16,045New
Omers Administration Corp14,900$278.0K0.00%+14,900New
SG Americas Securities, LLC12,784$239.0K0.00%+12,784New
Qube Research & Technologies Ltd12,695$236.9K0.00%−18,624−59.5%Reduced
Advisor Group Holdings, Inc.16,062$232.2K0.00%+3,432+27.2%Added
Kestra Private Wealth Services, LLC12,360$230.6K0.00%−1,400−10.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.12,006$224.0K0.00%−2,379−16.5%Reduced
Diametric Capital, LP11,412$212.9K0.08%+11,412New
Jain Global LLC11,098$207.1K0.00%+11,098New
Bridgefront Capital, LLC10,821$201.9K0.06%+10,821New
GWM Advisors LLC10,350$193.1K0.00%+1,000+10.7%Added
Bayesian Capital Management, LP10,000$186.6K0.04%+10,000New
Police & Firemen's Retirement System of New Jersey8,217$153.3K0.00%+1,535+23.0%Added
New York State Common Retirement Fund6,962$129.9K0.00%00.0%Unchanged
Jones Financial Companies LLLP6,448$116.6K0.00%−665−9.3%Reduced
BNP Paribas Arbitrage, SA5,154$96.2K0.00%+2,405+87.5%Added
FMR LLC4,863$90.7K0.00%+1,109+29.5%Added
Nisa Investment Advisors, LLC4,571$85.3K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.4,036$75.3K0.00%−20.0%Reduced
FNY Investment Advisers, LLC3,268$60.0K0.02%+3,268New
CWM, LLC3,138$59.0K0.00%+2,336+291.3%Added