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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
AQR Capital Management LLC13,643$475.0K0.00%−17,203−55.8%Reduced
IMC-Chicago, LLC15,111$526.2K0.00%+15,111New
Jupiter Topco LLC15,900$553.5K0.00%+15,900New
SBI Securities Co., Ltd.16,479$573.8K0.01%−14,287−46.4%Reduced
LPL Financial LLC16,799$584.9K0.00%+622+3.8%Added
Mirae Asset Global ETFs Holdings Ltd.17,208$599.2K0.00%+544+3.3%Added
Canada Pension Plan Investment Board17,400$605.9K0.00%00.0%Unchanged
BIP Wealth, LLC17,984$626.2K0.02%−926−4.9%Reduced
CWM Advisors, LLC19,529$680.0K0.03%+674+3.6%Added
GSG Advisors LLC20,000$696.4K0.15%00.0%Unchanged
Invesco Ltd.20,826$725.2K0.00%+1,069+5.4%Added
MetLife Investment Management22,010$766.4K0.00%+2,412+12.3%Added
Russell Investments Group, Ltd.23,414$815.3K0.00%+19,551+506.1%Added
Vanguard Asset Management, Ltd23,701$825.3K0.00%00.0%Unchanged
Engineers Gate Manager LP23,970$834.6K0.01%−20,180−45.7%Reduced
Citadel Advisors LLC26,124$909.6K0.00%+16,399+168.6%Added
Blackstone Group Inc.27,463$956.3K0.00%00.0%Unchanged
Prudential Financial Inc27,650$962.8K0.00%+27,650New
Legal & General Group Plc29,464$1.03M0.00%+498+1.7%Added
BTG Pactual Asset Management US LLC30,083$1.05M0.08%+15,083+100.6%Added
Vazirani Asset Management LLC30,638$1.07M5.25%−94,362−75.5%Reduced
Point72 Asset Management, L.P.31,754$1.11M0.00%−9,921−23.8%Reduced
Commonwealth Equity Services, LLC33,026$1.15M0.00%+11,044+50.2%Added
Creative Planning36,012$1.25M0.00%−2,020−5.3%Reduced
Barclays PLC37,260$1.30M0.00%−1,280−3.3%Reduced
Price T Rowe Associates Inc40,293$1.40M0.00%+5,455+15.7%Added
Franklin Resources Inc40,806$1.42M0.00%−1,145−2.7%Reduced
Deutsche Bank AG41,112$1.43M0.00%−65,340−61.4%Reduced
Two Sigma Investments, LP44,344$1.54M0.00%−9,206−17.2%Reduced
TCG Advisory Services, LLC44,370$1.54M0.03%−4,952−10.0%Reduced
Quantinno Capital Management LP44,563$1.55M0.00%−1,694−3.7%Reduced
California State Teachers Retirement System44,929$1.56M0.00%−1,117−2.4%Reduced
Centiva Capital, LP45,041$1.57M0.05%+45,041New
UBS Asset Management Americas Inc45,530$1.59M0.00%+4,893+12.0%Added
CSS LLC48,268$1.68M0.07%+19,734+69.2%Added
Harvest Investment Services, LLC51,310$1.79M0.28%+51,310New
Group One Trading, L.P.51,761$1.80M0.05%−48,474−48.4%Reduced
Dark Forest Capital Management LP54,831$1.91M0.12%+54,831New
Rhumbline Advisers55,315$1.93M0.00%+5,991+12.1%Added
ExodusPoint Capital Management, LP63,007$2.19M0.02%+23,558+59.7%Added
FMR LLC71,343$2.48M0.00%+64,780+987.0%Added
Wells Fargo & Company72,963$2.54M0.00%+51,867+245.9%Added
Swiss National Bank74,000$2.58M0.00%+2,000+2.8%Added
Tudor Investment Corp Et Al75,000$2.61M0.01%−2,351−3.0%Reduced
Algert Global LLC76,931$2.68M0.03%+17,589+29.6%Added
Susquehanna International Group, LLP80,883$2.82M0.00%−122,208−60.2%Reduced
Mangrove Partners87,187$3.04M0.20%00.0%Unchanged
Gabelli Funds LLC87,243$3.04M0.02%−59,985−40.7%Reduced
Gabelli & Co Investment Advisers, Inc.87,636$3.05M0.44%−47,964−35.4%Reduced
Principal Financial Group Inc101,906$3.55M0.00%+8,269+8.8%Added
Toronto Dominion Bank102,026$3.55M0.01%+52,026+104.1%Added
New York State Common Retirement Fund107,862$3.76M0.00%+2,900+2.8%Added
Harvest Management LLC115,288$4.01M1.78%+63,688+123.4%Added
Morgan Stanley118,758$4.14M0.00%−59,448−33.4%Reduced
K2 Principal Fund, L.P.130,705$4.55M0.42%+76,052+139.2%Added
Yakira Capital Management, Inc.142,740$4.97M1.46%+94,740+197.4%Added
Alberta Investment Management Corp150,000$5.22M0.03%+150,000New
Healthcare of Ontario Pension Plan Trust Fund166,537$5.80M0.01%−18,463−10.0%Reduced
Vanguard Fiduciary Trust Co218,793$7.62M0.00%+8,712+4.1%Added
Bank of New York Mellon Corp244,415$8.51M0.00%+140,807+135.9%Added
JPMorgan Chase & Co242,951$8.65M0.00%+72,848+42.8%Added
Palisades Investment Partners, LLC260,150$9.06M2.58%−746−0.3%Reduced
Renaissance Technologies LLC260,900$9.08M0.01%+260,900New
Charles Schwab Investment Management Inc261,966$9.12M0.00%+12,046+4.8%Added
Vanguard Portfolio Management LLC280,127$9.75M0.00%+48,164+20.8%Added
Dimensional Fund Advisors LP281,858$9.81M0.00%00.0%Unchanged
Northern Trust Corp310,906$10.8M0.00%+26,148+9.2%Added
Citigroup Inc311,855$10.9M0.01%+55,122+21.5%Added
Bank of America Corp344,124$12.0M0.00%+226,268+192.0%Added
D. E. Shaw & Co., Inc.470,464$16.4M0.01%+20,863+4.6%Added
Millennium Management LLC502,951$17.5M0.01%−402,481−44.5%Reduced
Adage Capital Partners GP, L.L.C.530,829$18.5M0.03%+530,829New
Nuveen, LLC577,217$20.1M0.00%−51,825−8.2%Reduced
Voleon Capital Management LP655,357$22.8M0.42%+310,165+89.9%Added
Man Group plc667,091$23.2M0.04%−193,002−22.4%Reduced
Woodline Partners LP671,911$23.4M0.07%+3,022+0.5%Added
Qube Research & Technologies Ltd708,336$24.7M0.03%+121,864+20.8%Added
UBS Group AG848,993$29.6M0.00%−338,429−28.5%Reduced
Geode Capital Management, LLC863,313$30.1M0.00%+60,619+7.6%Added
Goldman Sachs Group Inc890,379$31.0M0.00%−10,842−1.2%Reduced
Alliancebernstein L.P.1,289,343$35.3M0.01%−58,006−4.3%Reduced
CNH Partners LLC1,066,825$37.1M0.53%+115,863+12.2%Added
Norges Bank1,100,000$38.3M0.00%+1,100,000New
Magnetar Financial LLC1,184,635$41.2M0.38%+9,051+0.8%Added
Alpine Associates Management Inc.1,356,200$47.2M2.96%+128,100+10.4%Added
Vanguard Capital Management LLC1,531,953$53.3M0.00%+4,819+0.3%Added
American Century Companies Inc1,787,894$62.3M0.03%+423,256+31.0%Added
Pentwater Capital Management LP1,807,000$62.9M0.50%+1,807,000New
State Street Corp2,346,347$81.7M0.00%+873,119+59.3%Added
BlackRock, Inc.2,946,208$102.6M0.00%+389,467+15.2%Added
Balyasny Asset Management LLC3,122,552$108.7M0.20%+723,485+30.2%Added
Glazer Capital, LLC0$00.00%−846,974−100.0%Sold out
Jane Street Group, LLC0$00.00%−405,010−100.0%Sold out
Emerald Advisers, LLC0$00.00%−286,767−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−201,500−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−183,263−100.0%Sold out
Moore Capital Management, LP0$00.00%−100,759−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−100,000−100.0%Sold out
Carmignac Gestion0$00.00%−84,106−100.0%Sold out
Lazard Asset Management LLC0$00.00%−68,043−100.0%Sold out