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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, Q4 2021

Institutional positions in Semtech Corp as of Dec 31, 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
309
+31 vs. Q3 2021
Shares held
61.8M
−196.6K (−0.3%) vs. Q3 2021
Total value
$5.49B
+$659.9M (+13.7%) vs. Q3 2021
New holders
55
111 more added
Sold out
24
103 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 309 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 heldQ4 2021: $5.49B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q3 2021.

Institutions holding SMTC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BNP Paribas Arbitrage, SA43,230$3.84M0.01%+29,259+209.4%Added
Citigroup Inc45,569$4.05M0.00%+16,615+57.4%Added
Amalgamated Bank45,926$4.08M0.03%−108−0.2%Reduced
Texas Permanent School Fund46,631$4.15M0.05%−1,397−2.9%Reduced
Assenagon Asset Management S.A.48,369$4.30M0.02%+256+0.5%Added
SEI Investments Co47,937$4.31M0.01%+8,750+22.3%Added
Force Hill Capital Management LP51,624$4.59M1.36%−25,290−32.9%Reduced
MetLife Investment Management53,586$4.77M0.04%+160.0%Added
Sandler Capital Management54,018$4.80M0.61%−442−0.8%Reduced
Credit Suisse AG54,144$4.81M0.00%−2,539−4.5%Reduced
Bridge City Capital, LLC55,747$4.96M2.04%−160.0%Reduced
First Trust Advisors LP56,528$5.03M0.00%+21,916+63.3%Added
Mutual of America Capital Management LLC57,601$5.12M0.05%+357+0.6%Added
Man Group plc58,082$5.17M0.02%−8,709−13.0%Reduced
AQR Capital Management LLC59,102$5.26M0.01%−5,883−9.1%Reduced
Cinctive Capital Management LP61,859$5.50M0.26%−52,793−46.0%Reduced
D. E. Shaw & Co., Inc.61,942$5.51M0.01%−131,183−67.9%Reduced
UBS Group AG62,726$5.58M0.00%+51,989+484.2%Added
State of Tennessee, Treasury Department63,660$5.66M0.02%00.0%Unchanged
Cubist Systematic Strategies, LLC65,559$5.83M0.06%+10,682+19.5%Added
Hillsdale Investment Management Inc.70,200$6.24M0.42%+3,500+5.2%Added
Schonfeld Strategic Advisors LLC70,500$6.27M0.06%−187,000−72.6%Reduced
SG Americas Securities, LLC75,717$6.73M0.04%+10,442+16.0%Added
1492 Capital Management LLC75,773$6.74M3.34%−13,963−15.6%Reduced
STRS Ohio77,300$6.87M0.02%+71,400+1,210.2%Added
Tudor Investment Corp Et Al77,644$6.91M0.13%+63,756+459.1%Added
ClariVest Asset Management LLC77,856$6.92M0.21%−13,650−14.9%Reduced
UBS Asset Management Americas Inc84,061$7.48M0.00%−2,120−2.5%Reduced
Barclays PLC89,921$8.00M0.00%+23,941+36.3%Added
California State Teachers Retirement System90,445$8.04M0.01%+2,336+2.7%Added
Castleark Management LLC93,266$8.29M0.30%+93,266New
Legal & General Group Plc94,208$8.38M0.00%+377+0.4%Added
Moody Aldrich Partners LLC94,419$8.40M1.17%−17,490−15.6%Reduced
Los Angeles Capital Management LLC96,738$8.60M0.03%+17,739+22.5%Added
New York State Teachers Retirement System98,065$8.72M0.02%+7,533+8.3%Added
Renaissance Technologies LLC99,116$8.81M0.01%+18,300+22.6%Added
Marshall Wace, LLP103,023$9.16M0.02%+78,467+319.5%Added
Manufacturers Life Insurance Company, The104,051$9.25M0.01%−2,482−2.3%Reduced
Nicholas Company, Inc.105,335$9.37M0.15%−200.0%Reduced
Deutsche Bank AG107,812$9.59M0.00%+1,612+1.5%Added
Putnam Investments LLC109,008$9.69M0.01%+109,008New
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income109,629$9.75M1.07%−18,451−14.4%Reduced
Penn Capital Management Co Inc123,510$9.77M0.98%−2,270−1.8%Reduced
Morgan Stanley111,064$9.88M0.00%+38,810+53.7%Added
Thrivent Financial for Lutherans112,546$10.0M0.02%−3,755−3.2%Reduced
Panagora Asset Management Inc119,153$10.6M0.06%+112,146+1,600.5%Added
Adage Capital Partners GP, L.L.C.121,040$10.8M0.02%−70,000−36.6%Reduced
Analog Century Management LP127,000$11.3M3.08%+36,100+39.7%Added
American International Group, Inc.142,589$12.7M0.06%−3,911−2.7%Reduced
Swiss National Bank142,900$12.7M0.01%−700−0.5%Reduced
California Public Employees Retirement System144,249$12.8M0.01%+1,409+1.0%Added
State of Wisconsin Investment Board158,100$14.1M0.03%00.0%Unchanged
Pier Capital, LLC160,217$14.2M1.50%+843+0.5%Added
WCM Investment Management, LLC162,037$14.4M0.03%−3,784−2.3%Reduced
Scout Investments, Inc.167,236$14.9M0.22%−3,758−2.2%Reduced
Clearbridge Investments, LLC173,843$15.5M0.01%−56,185−24.4%Reduced
Rhumbline Advisers176,764$15.7M0.02%+1,617+0.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.178,548$15.9M0.05%+68,227+61.8%Added
Parametric Portfolio Associates LLC181,043$16.1M0.01%+6,530+3.7%Added
Personal Capital Advisors Corp187,410$16.7M0.08%+976+0.5%Added
Nordea Investment Management AB192,634$17.2M0.02%+15,897+9.0%Added
Retirement Systems of Alabama196,826$17.5M0.06%+259+0.1%Added
Prudential Financial Inc209,967$18.7M0.02%−7,238−3.3%Reduced
Wells Fargo & Company215,510$19.2M0.00%−398,683−64.9%Reduced
Woodline Partners LP218,447$19.4M0.28%+105,965+94.2%Added
Allianz Asset Management GmbH224,221$19.9M0.01%−82,827−27.0%Reduced
Frontier Capital Management Co LLC233,181$20.7M0.16%−3,277−1.4%Reduced
Nishkama Capital, LLC265,024$23.6M6.84%+154,207+139.2%Added
Principal Financial Group Inc294,164$26.2M0.02%+42,663+17.0%Added
Bank of America Corp297,299$26.4M0.00%+12,310+4.3%Added
Ameriprise Financial Inc309,651$27.5M0.01%+13,128+4.4%Added
Westfield Capital Management Co LP321,348$28.6M0.17%−9,705−2.9%Reduced
Voya Investment Management LLC361,827$32.2M0.06%+264,589+272.1%Added
Emerald Advisers, LLC403,271$35.9M1.32%−8,020−1.9%Reduced
Allspring Global Investments Holdings, LLC416,165$37.0M0.04%+416,165New
Emerald Mutual Fund Advisers Trust425,795$37.9M1.33%−1,510−0.4%Reduced
New York State Common Retirement Fund461,062$41.0M0.04%−14,958−3.1%Reduced
Goldman Sachs Group Inc469,884$41.8M0.01%+166,477+54.9%Added
Fiera Capital Corp484,239$43.1M0.10%−18,121−3.6%Reduced
Loomis Sayles & Co L P491,939$43.7M0.05%−5,006−1.0%Reduced
Geneva Capital Management LLC506,468$45.0M0.73%+40,529+8.7%Added
Charles Schwab Investment Management Inc535,158$47.6M0.01%+19,857+3.9%Added
Silvercrest Asset Management Group LLC557,237$49.2M0.31%−143,043−20.4%Reduced
Nuveen Asset Management, LLC554,502$49.3M0.01%−21,323−3.7%Reduced
American Century Companies Inc573,603$51.0M0.03%−36,490−6.0%Reduced
Norges Bank574,224$51.1M0.01%+10,000+1.8%Added
Summit Partners Public Asset Management, LLC588,438$52.3M2.51%−257,048−30.4%Reduced
Palisade Capital Management LLC659,952$58.7M1.19%+6,311+1.0%Added
Millennium Management LLC765,942$68.1M0.07%+98,734+14.8%Added
Rice Hall James & Associates, LLC795,946$70.8M2.51%−32,802−4.0%Reduced
Capital Research Global Investors887,100$78.9M0.02%+39,000+4.6%Added
Northern Trust Corp903,452$80.3M0.01%−15,492−1.7%Reduced
Macquarie Group Ltd905,303$80.5M0.07%−172,645−16.0%Reduced
Schroder Investment Management Group1,084,128$96.4M0.13%−175,641−13.9%Reduced
Dimensional Fund Advisors LP1,130,453$100.5M0.03%−17,376−1.5%Reduced
Stephens Investment Management Group LLC1,146,724$102.0M1.32%+2,682+0.2%Added
Fisher Asset Management, LLC1,287,758$114.5M0.06%−3,459−0.3%Reduced
Franklin Resources Inc1,293,879$115.1M0.04%−119,394−8.4%Reduced
Lord, Abbett & Co. LLC1,304,506$116.0M0.26%+31,886+2.5%Added
Geode Capital Management, LLC1,395,379$124.1M0.01%+58,024+4.3%Added