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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 2022

Institutional positions in Semtech Corp as of Jun 30, 2022. 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
308
−4 vs. Q1 2022
Shares held
62.1M
+312.6K (+0.5%) vs. Q1 2022
Total value
$3.42B
−$867.8M (−20.2%) vs. Q1 2022
New holders
38
113 more added
Sold out
42
121 more reduced

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 308 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 2022: $3.42B
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 2022

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q1 2022.

Institutions holding SMTC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
New York Life Investment Management LLC6,725$370.0K0.00%+6,725New
FourThought Financial, LLC6,929$381.0K0.06%+2,732+65.1%Added
Advisory Research Inc7,361$405.0K0.04%+7,361New
The PNC Financial Services Group, Inc.7,592$417.0K0.00%+1,540+25.4%Added
First Trust Advisors LP7,945$437.0K0.00%−31,279−79.7%Reduced
Commonwealth Equity Services, LLC7,986$438.0K0.00%−1,828−18.6%Reduced
Valeo Financial Advisors, LLC8,000$440.0K0.03%00.0%Unchanged
Magnetar Financial LLC9,032$496.0K0.01%+9,032New
Alpha Paradigm Partners, LLC9,049$497.0K0.21%+9,049New
State of Alaska, Department of Revenue9,194$505.0K0.01%00.0%Unchanged
Susquehanna International Group, LLP9,292$511.0K0.00%−1,244−11.8%Reduced
Public Employees Retirement Association of Colorado9,291$511.0K0.00%00.0%Unchanged
Cna Financial Corp9,480$521.0K0.18%−1,780−15.8%Reduced
New Mexico Educational Retirement Board10,000$550.0K0.03%−3,500−25.9%Reduced
South Dakota Investment Council10,000$550.0K0.01%00.0%Unchanged
Bank of Montreal9,285$568.0K0.00%+3,799+69.2%Added
Xponance, Inc.10,416$573.0K0.01%+377+3.8%Added
Teacher Retirement System of Texas10,479$576.0K0.00%−2,677−20.3%Reduced
Legacy Bridge, LLC10,515$578.0K0.43%−500−4.5%Reduced
Handelsbanken Fonder AB10,588$582.0K0.00%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC10,624$584.0K0.01%−78−0.7%Reduced
Schonfeld Strategic Advisors LLC10,700$588.0K0.01%−151,043−93.4%Reduced
Janus Henderson Group PLC11,130$612.0K0.00%−24−0.2%Reduced
Winton Group Ltd11,266$619.0K0.03%+11,266New
Martingale Asset Management L P11,313$622.0K0.01%+12+0.1%Added
CX Institutional11,330$623.0K0.05%+11,330New
Oppenheimer Asset Management Inc.12,041$662.0K0.01%+1,081+9.9%Added
Glenmede Trust Co NA12,332$677.0K0.00%+14+0.1%Added
Natixis12,726$702.0K0.00%−9,850−43.6%Reduced
DuPont Capital Management Corp13,070$718.0K0.03%−6,942−34.7%Reduced
Eagle Asset Management Inc14,212$781.0K0.00%+14,212New
Edgestream Partners, L.P.14,417$793.0K0.06%+14,417New
Victory Capital Management Inc14,458$795.0K0.00%+254+1.8%Added
Walleye Capital LLC14,609$803.0K0.02%+2,529+20.9%Added
LPL Financial LLC14,823$815.0K0.00%+418+2.9%Added
HRT Financial LP15,171$833.0K0.01%+8,249+119.2%Added
APG Asset Management N.V.16,000$841.0K0.00%+3,600+29.0%Added
B. Metzler seel. Sohn & Co. AG15,871$872.0K0.01%00.0%Unchanged
Miracle Mile Advisors, LLC16,000$880.0K0.04%00.0%Unchanged
Diversified Trust Co16,134$887.0K0.04%+7,624+89.6%Added
State of Michigan Retirement System16,157$888.0K0.01%−200−1.2%Reduced
NorthCrest Asset Manangement, LLC16,400$902.0K0.05%00.0%Unchanged
Ensign Peak Advisors, Inc16,493$907.0K0.00%00.0%Unchanged
Louisiana State Employees Retirement System16,700$952.0K0.03%−200−1.2%Reduced
TD Asset Management Inc17,386$956.0K0.00%00.0%Unchanged
Arizona State Retirement System17,462$960.0K0.01%+55+0.3%Added
ProShare Advisors LLC18,327$1.01M0.00%−9,719−34.7%Reduced
Oregon Public Employees Retirement Fund18,593$1.02M0.02%−2,015−9.8%Reduced
Mirae Asset Global Investments Co., Ltd.19,070$1.05M0.00%+19,070New
Creative Planning19,138$1.05M0.00%+13,580+244.3%Added
First Republic Investment Management, Inc.19,195$1.05M0.00%−833−4.2%Reduced
Stifel Financial Corp19,235$1.06M0.00%+3,434+21.7%Added
Zacks Investment Management19,536$1.07M0.02%+1,899+10.8%Added
Gsa Capital Partners LLP19,679$1.08M0.16%−12,931−39.7%Reduced
Arrowstreet Capital, Limited Partnership20,309$1.12M0.00%+20,309New
Natixis Advisors, L.P.20,469$1.13M0.00%+837+4.3%Added
Engineers Gate Manager LP20,630$1.13M0.04%+2,008+10.8%Added
Jane Street Group, LLC20,935$1.15M0.00%+6,072+40.9%Added
Brinker Capital Investments, LLC20,968$1.15M0.02%+1,519+7.8%Added
Russell Investments Group, Ltd.21,413$1.17M0.00%−5,025−19.0%Reduced
Citigroup Inc22,063$1.21M0.00%+2,541+13.0%Added
Acadian Asset Management LLC22,103$1.21M0.01%+21,700+5,384.6%Added
EFG Asset Management (North America) Corp.22,122$1.22M0.26%+2,475+12.6%Added
Trexquant Investment LP22,842$1.26M0.06%−24,670−51.9%Reduced
Dana Investment Advisors, Inc.23,294$1.28M0.06%−218−0.9%Reduced
Ontario Teachers Pension Plan Board23,830$1.31M0.02%+10,230+75.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)24,061$1.32M0.01%−834−3.4%Reduced
SG Americas Securities, LLC24,250$1.33M0.02%−31,046−56.1%Reduced
Dynamic Technology Lab Private Ltd24,940$1.37M0.15%+2,830+12.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,485$1.40M0.01%+1,510+6.3%Added
State Board of Administration of Florida Retirement System25,824$1.42M0.00%+123+0.5%Added
US Bancorp27,754$1.53M0.00%−590−2.1%Reduced
Holocene Advisors, LP28,446$1.56M0.01%+13,664+92.4%Added
PEAK6 Investments LLC61,768$1.57M0.04%+61,768New
ExodusPoint Capital Management, LP29,278$1.61M0.02%−27,976−48.9%Reduced
Comerica Bank29,052$1.66M0.01%−590−2.0%Reduced
Cooper Creek Partners Management LLC30,431$1.67M0.20%00.0%Unchanged
Ergoteles LLC30,924$1.70M0.05%+30,924New
Royal Bank of Canada31,645$1.74M0.00%+7,138+29.1%Added
AlphaCrest Capital Management LLC32,005$1.76M0.08%+10,282+47.3%Added
Guggenheim Capital LLC32,504$1.79M0.01%+14,498+80.5%Added
Aviva PLC34,074$1.87M0.01%+994+3.0%Added
Yousif Capital Management, LLC35,509$1.95M0.03%+1,515+4.5%Added
Ameritas Investment Partners, Inc.36,345$2.00M0.09%−325−0.9%Reduced
Sandler Capital Management36,394$2.00M0.31%−23,034−38.8%Reduced
State of New Jersey Common Pension Fund D37,156$2.04M0.01%00.0%Unchanged
Capital Fund Management S.A.37,167$2.04M0.05%+37,167New
Eaton Vance Management37,961$2.09M0.00%+37,961New
Raymond James & Associates38,647$2.12M0.00%+38,647New
Great West Life Assurance Co39,037$2.15M0.01%+4,042+11.6%Added
Gotham Asset Management, LLC39,907$2.19M0.07%+12,084+43.4%Added
Putnam Investments LLC40,522$2.23M0.00%+2,748+7.3%Added
Canada Pension Plan Investment Board40,900$2.25M0.00%+40,900New
Employees Retirement System of Texas41,247$2.27M0.03%00.0%Unchanged
Qube Research & Technologies Ltd41,957$2.31M0.02%+3,938+10.4%Added
Amalgamated Bank43,102$2.37M0.02%−735−1.7%Reduced
Envestnet Asset Management Inc45,409$2.50M0.00%+2,397+5.6%Added
Texas Permanent School Fund45,986$2.53M0.04%+303+0.7%Added
Tudor Investment Corp Et Al46,688$2.57M0.08%−44,768−49.0%Reduced
Castleark Management LLC49,748$2.73M0.15%−2,198−4.2%Reduced