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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 15 sales; 578 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: 578 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 2026578$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
Sandler Capital Management54,018$4.80M0.61%−442−0.8%Reduced
MetLife Investment Management53,586$4.77M0.04%+160.0%Added
Force Hill Capital Management LP51,624$4.59M1.36%−25,290−32.9%Reduced
SEI Investments Co47,937$4.31M0.01%+8,750+22.3%Added
Assenagon Asset Management S.A.48,369$4.30M0.02%+256+0.5%Added
Texas Permanent School Fund46,631$4.15M0.05%−1,397−2.9%Reduced
Amalgamated Bank45,926$4.08M0.03%−108−0.2%Reduced
Citigroup Inc45,569$4.05M0.00%+16,615+57.4%Added
BNP Paribas Arbitrage, SA43,230$3.84M0.01%+29,259+209.4%Added
Employees Retirement System of Texas41,247$3.67M0.04%00.0%Unchanged
Royal Bank of Canada39,679$3.53M0.00%+12,288+44.9%Added
Envestnet Asset Management Inc38,210$3.40M0.00%+4,009+11.7%Added
State of New Jersey Common Pension Fund D37,156$3.30M0.01%−4,748−11.3%Reduced
Ameritas Investment Partners, Inc.36,670$3.26M0.11%00.0%Unchanged
ProShare Advisors LLC35,582$3.17M0.01%+12,208+52.2%Added
Yousif Capital Management, LLC33,476$2.98M0.03%+33,476New
Great West Life Assurance Co32,354$2.87M0.01%+1,811+5.9%Added
Qube Research & Technologies Ltd31,002$2.76M0.02%+31,002New
Cooper Creek Partners Management LLC30,431$2.71M0.32%00.0%Unchanged
Aviva PLC29,455$2.62M0.01%+7,597+34.8%Added
US Bancorp28,098$2.50M0.00%+29+0.1%Added
Metropolitan Life Insurance Co26,583$2.36M0.03%−830−3.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)25,781$2.29M0.01%+3,243+14.4%Added
State Board of Administration of Florida Retirement System25,701$2.29M0.00%−496−1.9%Reduced
First Republic Investment Management, Inc.24,593$2.19M0.00%−2,274−8.5%Reduced
TD Asset Management Inc23,820$2.12M0.00%+12,584+112.0%Added
Natixis23,539$2.09M0.01%+1,511+6.9%Added
Comerica Bank29,187$2.08M0.02%−220−0.7%Reduced
Friess Associates LLC23,112$2.06M0.80%+332+1.5%Added
Arrowstreet Capital, Limited Partnership22,815$2.03M0.00%−141,728−86.1%Reduced
Dana Investment Advisors, Inc.22,667$2.02M0.09%−2,290−9.2%Reduced
Twin Tree Management, LP22,640$2.01M0.05%+22,103+4,116.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys21,710$1.93M0.02%+260+1.2%Added
Russell Investments Group, Ltd.21,496$1.91M0.00%−274−1.3%Reduced
Oregon Public Employees Retirement Fund21,108$1.88M0.02%−779−3.6%Reduced
Natixis Advisors, L.P.21,098$1.88M0.01%+2,400+12.8%Added
Brinker Capital Investments, LLC20,652$1.84M0.03%−135−0.6%Reduced
DuPont Capital Management Corp20,007$1.78M0.06%+2,048+11.4%Added
Virginia Retirement Systems Et Al19,800$1.76M0.02%00.0%Unchanged
CSM Advisors, LLC18,260$1.63M0.11%00.0%Unchanged
Alpha DNA Investment Management LLC17,557$1.56M1.00%−825−4.5%Reduced
Arizona State Retirement System17,475$1.55M0.01%−217−1.2%Reduced
Algert Global LLC16,772$1.49M0.19%−24−0.1%Reduced
Louisiana State Employees Retirement System16,600$1.48M0.03%00.0%Unchanged
Ensign Peak Advisors, Inc16,493$1.47M0.00%−36,330−68.8%Reduced
State of Michigan Retirement System16,287$1.45M0.01%00.0%Unchanged
Cna Financial Corp16,270$1.45M0.38%−2,220−12.0%Reduced
NorthCrest Asset Manangement, LLC16,200$1.44M0.08%+16,200New
FinTrust Capital Advisors, LLC15,243$1.36M0.33%+15,243New
EFG Asset Management (North America) Corp.15,182$1.35M0.18%+15,182New
AlphaCrest Capital Management LLC15,010$1.33M0.05%+7,146+90.9%Added
Dynamic Technology Lab Private Ltd15,010$1.33M0.15%+15,010New
LPL Financial LLC14,415$1.28M0.00%−474−3.2%Reduced
Jump Financial, LLC14,409$1.28M0.08%+14,409New
Handelsbanken Fonder AB13,988$1.24M0.01%−1,200−7.9%Reduced
New Mexico Educational Retirement Board13,500$1.20M0.04%00.0%Unchanged
Janus Henderson Group PLC13,194$1.17M0.00%+6,633+101.1%Added
Toronto Dominion Bank13,104$1.17M0.00%+13,104New
HRT Financial LP12,971$1.15M0.01%−12,697−49.5%Reduced
Stifel Financial Corp12,686$1.13M0.00%−48−0.4%Reduced
Reilly Financial Advisors, LLC12,663$1.13M0.08%−1,000−7.3%Reduced
Teacher Retirement System of Texas12,475$1.11M0.00%+1,995+19.0%Added
Glenmede Trust Co NA12,404$1.10M0.01%+430+3.6%Added
Guggenheim Capital LLC12,361$1.10M0.01%+668+5.7%Added
Diversified Trust Co11,392$1.01M0.03%+11,392New
Gotham Asset Management, LLC11,339$1.01M0.03%+11,339New
Oppenheimer Asset Management Inc.11,279$1.00M0.01%−292−2.5%Reduced
Federated Hermes, Inc.11,185$995.0K0.00%−11,105−49.8%Reduced
Legacy Bridge, LLC11,015$980.0K0.51%+330+3.1%Added
Northwestern Mutual Investment Management Company, LLC10,675$949.0K0.02%−50−0.5%Reduced
Acadian Asset Management LLC10,612$943.0K0.00%+10,284+3,135.4%Added
Susquehanna International Group, LLP10,592$942.0K0.00%+4,230+66.5%Added
Walleye Capital LLC10,281$914.0K0.03%+624+6.5%Added
Susquehanna Fundamental Investments, LLC10,250$912.0K0.02%+10,250New
APG Asset Management N.V.11,600$907.0K0.00%+11,600New
Xponance, Inc.10,073$896.0K0.01%−263−2.5%Reduced
South Dakota Investment Council10,000$889.0K0.01%00.0%Unchanged
PDT Partners, LLC9,869$878.0K0.07%+9,869New
Trexquant Investment LP9,637$857.0K0.05%+9,637New
Toth Financial Advisory Corp9,500$845.0K0.12%00.0%Unchanged
Teachers Retirement System of the State of Kentucky9,408$837.0K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado9,341$831.0K0.00%00.0%Unchanged
State of Alaska, Department of Revenue9,324$829.0K0.01%−640−6.4%Reduced
Wellington Management Group LLP9,232$821.0K0.00%+9,232New
Pacer Advisors, Inc.9,165$815.0K0.01%+415+4.7%Added
Martingale Asset Management L P8,801$783.0K0.01%+2,200+33.3%Added
Profund Advisors LLC8,524$758.0K0.02%+495+6.2%Added
AE Wealth Management LLC8,393$746.0K0.01%−46−0.5%Reduced
Miracle Mile Advisors, LLC8,000$711.0K0.03%00.0%Unchanged
Valeo Financial Advisors, LLC8,000$711.0K0.04%00.0%Unchanged
Victory Capital Management Inc7,970$709.0K0.00%−26,360−76.8%Reduced
Alberta Investment Management Corp7,714$686.0K0.00%+7,714New
Citadel Advisors LLC7,679$683.0K0.00%−37,754−83.1%Reduced
Commonwealth Equity Services, LLC7,187$639.0K0.00%+30+0.4%Added
Engineers Gate Manager LP6,364$566.0K0.03%+3,233+103.3%Added
Nisa Investment Advisors, LLC7,800$555.0K0.00%−430−5.2%Reduced
Hancock Whitney Corp6,167$548.0K0.02%−716−10.4%Reduced
Pitcairn Co6,045$538.0K0.03%+488+8.8%Added
The PNC Financial Services Group, Inc.6,024$534.0K0.00%+20.0%Added
Baird Financial Group, Inc.5,950$529.0K0.00%+15+0.3%Added