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Semtech Corp

SMTC
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0000088941

In the last 90 days, Semtech Corp insiders filed 0 open-market purchases and 16 sales; 577 institutions reported holding it in 13F filings for Q2 2026, worth $15.0B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in Semtech Corp as of Jun 30, 2021. 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
273
+15 vs. Q1 2021
Shares held
62.0M
+770.4K (+1.3%) vs. Q1 2021
Total value
$4.27B
+$40.2M (+1.0%) vs. Q1 2021
New holders
42
99 more added
Sold out
27
104 more reduced

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMTC 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 2021: 273 institutions
Q1 2021: 261 institutionsQ2 2021: 273 institutionsQ3 2021: 281 institutionsQ4 2021: 309 institutionsQ1 2022: 319 institutionsQ2 2022: 308 institutionsQ3 2022: 277 institutionsQ4 2022: 261 institutionsQ1 2023: 248 institutionsQ2 2023: 227 institutionsQ3 2023: 217 institutionsQ4 2023: 226 institutionsQ1 2024: 236 institutionsQ2 2024: 256 institutionsQ3 2024: 274 institutionsQ4 2024: 355 institutionsQ1 2025: 315 institutionsQ2 2025: 316 institutionsQ3 2025: 350 institutionsQ4 2025: 402 institutionsQ1 2026: 438 institutionsQ2 2026: 577 institutions
Value heldQ2 2021: $4.27B
Q1 2021: $4.33BQ2 2021: $4.27BQ3 2021: $4.85BQ4 2021: $5.49BQ1 2022: $4.31BQ2 2022: $3.42BQ3 2022: $1.83BQ4 2022: $1.99BQ1 2023: $1.69BQ2 2023: $1.78BQ3 2023: $1.86BQ4 2023: $1.82BQ1 2024: $2.21BQ2 2024: $2.44BQ3 2024: $3.86BQ4 2024: $5.93BQ1 2025: $3.36BQ2 2025: $4.68BQ3 2025: $7.44BQ4 2025: $7.54BQ1 2026: $7.66BQ2 2026: $15.0B
Institutions holding SMTC and their total value by quarter
QuarterHoldersValue
Q2 2026577$15.0B
Q1 2026438$7.66B
Q4 2025402$7.54B
Q3 2025350$7.44B
Q2 2025316$4.68B
Q1 2025315$3.36B
Q4 2024355$5.93B
Q3 2024274$3.86B
Q2 2024256$2.44B
Q1 2024236$2.21B
Q4 2023226$1.82B
Q3 2023217$1.86B
Q2 2023227$1.78B
Q1 2023248$1.69B
Q4 2022261$1.99B
Q3 2022277$1.83B
Q2 2022308$3.42B
Q1 2022319$4.31B
Q4 2021309$5.49B
Q3 2021281$4.85B
Q2 2021273$4.27B
Q1 2021261$4.33B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q1 2021.

Institutions holding SMTC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Marshall Wace, LLP100,664$6.93M0.04%+68,151+209.6%Added
Nicholas Company, Inc.101,370$6.97M0.12%−70−0.1%Reduced
Morgan Stanley104,062$7.16M0.00%+56,242+117.6%Added
Manufacturers Life Insurance Company, The105,863$7.28M0.01%−1,804−1.7%Reduced
Thrivent Financial for Lutherans117,193$8.06M0.02%−460.0%Reduced
Deutsche Bank AG117,666$8.09M0.00%+14,002+13.5%Added
Penn Capital Management Co Inc125,702$8.65M0.84%−610−0.5%Reduced
SG Capital Management LLC140,870$9.69M2.71%+140,870New
Swiss National Bank143,300$9.86M0.01%−5,500−3.7%Reduced
California Public Employees Retirement System143,883$9.90M0.01%−11,501−7.4%Reduced
American International Group, Inc.150,773$10.4M0.04%−3,890−2.5%Reduced
Nordea Investment Management AB153,351$10.6M0.01%+62,361+68.5%Added
Cinctive Capital Management LP153,603$10.6M0.58%+153,603New
State of Wisconsin Investment Board158,100$10.9M0.02%+1,800+1.2%Added
Pier Capital, LLC162,463$11.2M1.12%−20,629−11.3%Reduced
WCM Investment Management, LLC164,717$11.3M0.03%+6,424+4.1%Added
Parametric Portfolio Associates LLC166,012$11.4M0.01%+7,017+4.4%Added
Scout Investments, Inc.172,891$11.9M0.18%−14,490−7.7%Reduced
Rhumbline Advisers174,288$12.0M0.02%−2,833−1.6%Reduced
Adage Capital Partners GP, L.L.C.178,040$12.2M0.02%+42,000+30.9%Added
Personal Capital Advisors Corp178,910$12.3M0.06%+15,293+9.3%Added
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income189,710$13.1M1.46%+87,075+84.8%Added
Retirement Systems of Alabama197,083$13.6M0.05%+14,740+8.1%Added
Citadel Advisors LLC209,376$14.4M0.01%+167,328+397.9%Added
Renaissance Technologies LLC226,216$15.6M0.02%+102,900+83.4%Added
Principal Financial Group Inc230,937$15.9M0.01%−1,894−0.8%Reduced
Frontier Capital Management Co LLC242,846$16.7M0.12%−13,364−5.2%Reduced
Allianz Asset Management GmbH248,123$17.1M0.02%+27,726+12.6%Added
Clearbridge Investments, LLC251,091$17.3M0.01%+73,424+41.3%Added
Marshall Wace North America L.P.252,637$17.4M0.07%+224,139+786.5%Added
Goldman Sachs Group Inc257,325$17.7M0.00%+56,829+28.3%Added
Woodline Partners LP268,237$18.5M0.34%+62,914+30.6%Added
Prudential Financial Inc274,406$18.9M0.03%−350,856−56.1%Reduced
J. Goldman & Co LP278,325$19.1M1.22%+278,325New
Bank of America Corp282,852$19.5M0.00%−15,708−5.3%Reduced
D. E. Shaw & Co., Inc.285,967$19.7M0.02%+213,581+295.1%Added
Assenagon Asset Management S.A.290,125$20.0M0.09%+290,125New
Ameriprise Financial Inc297,289$20.5M0.01%−11,603−3.8%Reduced
Emerald Advisers, LLC316,138$21.8M0.79%+7,110+2.3%Added
Capital Research Global Investors330,900$22.8M0.01%00.0%Unchanged
Emerald Mutual Fund Advisers Trust358,592$24.7M0.81%+41,720+13.2%Added
Arrowstreet Capital, Limited Partnership376,897$25.9M0.03%−47,088−11.1%Reduced
Schonfeld Strategic Advisors LLC386,200$26.6M0.30%+386,200New
New York State Common Retirement Fund428,286$29.5M0.03%+14,186+3.4%Added
Loomis Sayles & Co L P483,112$33.2M0.04%+19,006+4.1%Added
Fiera Capital Corp510,177$35.1M0.09%−14,323−2.7%Reduced
American Century Companies Inc518,455$35.7M0.02%−23,030−4.3%Reduced
Charles Schwab Investment Management Inc528,077$36.3M0.01%+10,481+2.0%Added
Wells Fargo & Company549,513$37.8M0.01%−11,314−2.0%Reduced
Nuveen Asset Management, LLC552,209$38.0M0.01%+113,869+26.0%Added
Norges Bank564,224$38.8M0.01%−18,951−3.2%Reduced
Palisade Capital Management LLC600,080$41.3M0.93%−5,691−0.9%Reduced
Silvercrest Asset Management Group LLC707,912$48.7M0.32%−19,875−2.7%Reduced
Rice Hall James & Associates, LLC849,138$58.4M2.08%−48,271−5.4%Reduced
Lord, Abbett & Co. LLC861,539$59.3M0.14%−179,954−17.3%Reduced
Northern Trust Corp951,815$65.5M0.01%−32,152−3.3%Reduced
Macquarie Group Ltd1,054,663$72.6M0.06%+136,220+14.8%Added
Stephens Investment Management Group LLC1,147,072$78.9M1.08%−24,088−2.1%Reduced
Dimensional Fund Advisors LP1,154,729$79.4M0.03%−5,967−0.5%Reduced
Geode Capital Management, LLC1,190,482$81.9M0.01%+61,213+5.4%Added
Millennium Management LLC1,220,949$84.0M0.11%+853,082+231.9%Added
Fisher Asset Management, LLC1,301,731$89.6M0.06%+129,478+11.0%Added
Schroder Investment Management Group1,351,121$93.0M0.12%+42,901+3.3%Added
Franklin Resources Inc1,415,190$97.4M0.04%−599,726−29.8%Reduced
JPMorgan Chase & Co1,512,977$104.1M0.01%+1,319+0.1%Added
Price T Rowe Associates Inc1,515,953$104.3M0.01%−30,411−2.0%Reduced
Alliancebernstein L.P.2,009,452$138.3M0.06%+194,796+10.7%Added
State Street Corp2,350,374$161.7M0.01%+34,775+1.5%Added
Invesco Ltd.2,733,140$188.0M0.05%−421,887−13.4%Reduced
Bank of New York Mellon Corp3,039,937$209.1M0.04%+502,872+19.8%Added
FMR LLC4,412,299$303.6M0.02%−1,777,702−28.7%Reduced
Vanguard Group Inc6,378,444$438.8M0.01%+12,675+0.2%Added
BlackRock Inc.7,024,437$483.3M0.01%−352,601−4.8%Reduced
Washington Harbour Partners LP0$00.00%−92,741−100.0%Sold out
Impax Asset Management Group plc0$00.00%−66,591−100.0%Sold out
Mackay Shields LLC0$00.00%−21,100−100.0%Sold out
Aviva PLC0$00.00%−18,098−100.0%Sold out
Winton Group Ltd0$00.00%−9,104−100.0%Sold out
Nomura Holdings Inc0$00.00%−8,301−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−8,000−100.0%Sold out
Fulcrum Equity Management0$00.00%−7,023−100.0%Sold out
CIBC World Markets Corp0$00.00%−6,980−100.0%Sold out
Seven Eight Capital, LP0$00.00%−6,564−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−6,814−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−6,400−100.0%Sold out
Donoghue Forlines LLC0$00.00%−5,602−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−3,362−100.0%Sold out
Tatro Capital, LLC0$00.00%−3,227−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−1,840−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,044−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−732−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−300−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−253−100.0%Sold out
Central Trust Co0$00.00%−70−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−41−100.0%Sold out
Spire Wealth Management0$00.00%−41−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−29−100.0%Sold out
Lenox Wealth Advisors, LLC0$00.00%−28−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−8−100.0%Sold out
JJJ Advisors Inc.0$00.00%−14−100.0%Sold out