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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, Q4 2025

Institutional positions in SkyWater Technology, LLC 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
186
+46 vs. Q3 2025
Shares held
24.4M
+2.24M (+10.1%) vs. Q3 2025
Total value
$443.7M
+$30.6M (+7.4%) vs. Q3 2025
New holders
60
60 more added
Sold out
14
41 more reduced

3 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 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 holdersQ4 2025: 186 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 heldQ4 2025: $443.7M
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, Q4 2025

Shares, value and share of portfolio for each institution holding SkyWater Technology, LLC; share changes are against Q3 2025.

Institutions holding SKYT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ameriprise Financial Inc2,374,374$43.1M0.01%+528,019+28.6%Added
BlackRock, Inc.2,316,297$42.1M0.00%+555,204+31.5%Added
Vanguard Group Inc2,203,429$40.0M0.00%+156,261+7.6%Added
Baillie Gifford & Co1,564,775$28.4M0.02%−62,554−3.8%Reduced
Emerald Advisers, LLC1,319,113$24.0M0.74%−12,995−1.0%Reduced
State Street Corp1,210,673$22.0M0.00%+693,470+134.1%Added
Erste Asset Management GmbH1,170,000$21.6M0.18%−230,000−16.4%Reduced
Morgan Stanley817,827$14.9M0.00%+541,912+196.4%Added
Emerald Mutual Fund Advisers Trust729,156$13.2M0.65%+4,036+0.6%Added
Geode Capital Management, LLC710,132$12.9M0.00%+69,656+10.9%Added
Nuveen, LLC645,693$11.7M0.00%−18,189−2.7%Reduced
Goldman Sachs Group Inc628,133$11.4M0.00%−760,217−54.8%Reduced
Federated Hermes, Inc.501,540$9.11M0.02%+154,421+44.5%Added
American Century Companies Inc456,027$8.28M0.00%+277,861+156.0%Added
Dimensional Fund Advisors LP387,555$7.04M0.00%−1,961−0.5%Reduced
Trexquant Investment LP371,404$6.74M0.06%+371,404New
D. E. Shaw & Co., Inc.348,783$6.33M0.00%+190,044+119.7%Added
Millennium Management LLC329,097$5.98M0.00%−446,267−57.6%Reduced
Susquehanna International Group, LLP323,644$5.88M0.01%−163,105−33.5%Reduced
Citadel Advisors LLC300,878$5.46M0.00%−96,745−24.3%Reduced
Lountzis Asset Management, LLC290,222$5.27M1.87%−1,955−0.7%Reduced
Charles Schwab Investment Management Inc238,341$4.33M0.00%+10,289+4.5%Added
Northern Trust Corp232,797$4.23M0.00%+25,222+12.2%Added
Kornitzer Capital Management Inc214,560$3.90M0.08%00.0%Unchanged
Jane Street Group, LLC208,839$3.79M0.00%+69,079+49.4%Added
Tudor Investment Corp Et Al203,489$3.70M0.02%+139,069+215.9%Added
Pier Capital, LLC185,270$3.36M0.54%+185,270New
Mairs & Power Inc182,131$3.31M0.03%−2,625−1.4%Reduced
Lazard Asset Management LLC171,888$3.12M0.01%+171,888New
Perkins Capital Management Inc133,650$2.43M1.93%−36,400−21.4%Reduced
UBS Group AG111,693$2.03M0.00%+76,660+218.8%Added
Qube Research & Technologies Ltd109,739$1.99M0.00%+97,044+764.4%Added
Bank of America Corp109,675$1.99M0.00%−58,244−34.7%Reduced
Marex Group plc106,736$1.94M0.02%−3,999−3.6%Reduced
Bank of New York Mellon Corp92,373$1.68M0.00%+23,267+33.7%Added
Globeflex Capital L P90,631$1.65M0.25%00.0%Unchanged
Deutsche Bank AG86,757$1.58M0.00%+4,252+5.2%Added
Massar Capital Management, LP82,681$1.50M0.30%+82,681New
Two Sigma Investments, LP81,103$1.47M0.00%−750−0.9%Reduced
Group One Trading, L.P.73,380$1.33M0.04%−181,442−71.2%Reduced
Algert Global LLC66,040$1.20M0.02%+66,040New
Sender Co & Partners, Inc.64,289$1.17M0.67%+43,617+211.0%Added
Commonwealth Equity Services, LLC62,765$1.14M0.00%+39,511+169.9%Added
Healthcare of Ontario Pension Plan Trust Fund61,822$1.12M0.00%+61,822New
Gabelli Funds LLC61,202$1.11M0.01%00.0%Unchanged
Principal Financial Group Inc59,392$1.08M0.00%+19,082+47.3%Added
SBI Securities Co., Ltd.57,680$1.05M0.03%+17,226+42.6%Added
TCG Advisory Services, LLC57,197$1.04M0.03%+8,800+18.2%Added
Swiss National Bank57,100$1.04M0.00%+57,100New
FMR LLC56,476$1.03M0.00%+51,613+1,061.3%Added
Marshall Wace, LLP56,100$1.02M0.00%−51,911−48.1%Reduced
Franklin Resources Inc55,736$1.01M0.00%+11,612+26.3%Added
Acadian Asset Management LLC53,422$969.0K0.00%+53,422New
Prudential Financial Inc52,750$957.9K0.00%+52,750New
Barclays PLC50,002$908.0K0.00%+12,402+33.0%Added
Los Angeles Capital Management LLC54,259$900.2K0.00%−5,018−8.5%Reduced
Gamco Investors, Inc. Et Al49,000$889.8K0.01%00.0%Unchanged
LPL Financial LLC48,143$874.3K0.00%+18,592+62.9%Added
Verition Fund Management LLC45,995$835.3K0.00%+5,288+13.0%Added
AQR Capital Management LLC45,555$827.3K0.00%−16,869−27.0%Reduced
Quantinno Capital Management LP45,399$824.4K0.00%+1,797+4.1%Added
Engineers Gate Manager LP44,352$805.4K0.01%+44,352New
Victory Capital Management Inc43,662$792.9K0.00%−11,812−21.3%Reduced
Rhumbline Advisers43,411$788.3K0.00%−1,218−2.7%Reduced
Boothbay Fund Management, LLC43,007$781.0K0.02%+43,007New
Citigroup Inc42,323$768.6K0.00%+40,970+3,028.1%Added
Diametric Capital, LP42,059$763.8K0.20%+30,647+268.6%Added
Walleye Capital LLC41,783$758.8K0.00%−170,247−80.3%Reduced
BNP Paribas Arbitrage, SA39,818$723.1K0.00%+34,664+672.6%Added
Wells Fargo & Company39,371$715.0K0.00%+21,879+125.1%Added
Creative Planning39,008$708.4K0.00%+2,211+6.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)38,825$705.1K0.00%+12,926+49.9%Added
Brevan Howard Capital Management LP38,222$694.1K0.01%+38,222New
Teton Advisors, LLC36,484$662.5K0.46%−24,000−39.7%Reduced
Raymond James Financial Inc36,204$657.5K0.00%+36,204New
Mariner, LLC34,933$634.2K0.00%−7,768−18.2%Reduced
Harbour Capital Advisors, LLC28,240$633.4K0.13%+28,240New
Squarepoint Ops LLC31,764$576.8K0.00%+31,764New
Arete Wealth Advisors, LLC30,950$562.1K0.04%+30,950New
Voleon Capital Management LP29,814$541.4K0.01%+29,814New
UBS Asset Management Americas Inc29,616$537.8K0.00%+29,616New
Walleye Trading LLC28,270$513.4K0.01%+3,790+15.5%Added
California State Teachers Retirement System28,219$512.5K0.00%+26,245+1,329.5%Added
Legal & General Group Plc26,098$473.9K0.00%+23,263+820.6%Added
CWM Advisors, LLC25,460$462.4K0.04%+612+2.5%Added
Price T Rowe Associates Inc24,718$450.0K0.00%−410,165−94.3%Reduced
Versor Investments LP24,700$448.6K0.07%+24,700New
Alliancebernstein L.P.24,350$442.2K0.00%−5,500−18.4%Reduced
Fuller & Thaler Asset Management, Inc.23,734$431.0K0.00%+23,734New
Stifel Financial Corp23,563$427.9K0.00%+23,563New
STRS Ohio21,900$397.7K0.00%00.0%Unchanged
Invesco Ltd.21,362$387.9K0.00%+5,317+33.1%Added
Quest Partners LLC21,097$383.1K0.02%−6,970−24.8%Reduced
PharVision Advisers, LLC20,441$371.2K0.19%+20,441New
Balyasny Asset Management LLC20,049$364.1K0.00%−19,013−48.7%Reduced
GSG Advisors LLC20,000$363.2K0.09%+20,000New
BIP Wealth, LLC19,860$360.7K0.01%+19,860New
Graham Capital Management, L.P.19,014$345.3K0.01%+19,014New
Skopos Labs, Inc.17,868$329.5K0.02%+17,868New
MetLife Investment Management17,693$321.3K0.00%00.0%Unchanged