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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 577 | $15.0B |
| Q1 2026 | 438 | $7.66B |
| Q4 2025 | 402 | $7.54B |
| Q3 2025 | 350 | $7.44B |
| Q2 2025 | 316 | $4.68B |
| Q1 2025 | 315 | $3.36B |
| Q4 2024 | 355 | $5.93B |
| Q3 2024 | 274 | $3.86B |
| Q2 2024 | 256 | $2.44B |
| Q1 2024 | 236 | $2.21B |
| Q4 2023 | 226 | $1.82B |
| Q3 2023 | 217 | $1.86B |
| Q2 2023 | 227 | $1.78B |
| Q1 2023 | 248 | $1.69B |
| Q4 2022 | 261 | $1.99B |
| Q3 2022 | 277 | $1.83B |
| Q2 2022 | 308 | $3.42B |
| Q1 2022 | 319 | $4.31B |
| Q4 2021 | 309 | $5.49B |
| Q3 2021 | 281 | $4.85B |
| Q2 2021 | 273 | $4.27B |
| Q1 2021 | 261 | $4.33B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Suisse AG | 51,741 | $2.84M | 0.00% | −2,374−4.4% | Reduced |
| Barclays PLC | 52,425 | $2.88M | 0.00% | +732+1.4% | Added |
| Mutual of America Capital Management LLC | 53,080 | $2.92M | 0.04% | −5,681−9.7% | Reduced |
| State of Tennessee, Treasury Department | 53,660 | $2.95M | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 54,710 | $3.01M | 0.01% | +39,339+255.9% | Added |
| Bridge City Capital, LLC | 55,389 | $3.04M | 1.61% | −98−0.2% | Reduced |
| HSBC Holdings PLC | 59,790 | $3.31M | 0.01% | +18,975+46.5% | Added |
| Algert Global LLC | 65,164 | $3.58M | 0.27% | +5,931+10.0% | Added |
| ClariVest Asset Management LLC | 66,156 | $3.64M | 0.16% | −11,400−14.7% | Reduced |
| Wells Fargo & Company | 68,453 | $3.76M | 0.00% | −135,425−66.4% | Reduced |
| BNP Paribas Arbitrage, SA | 70,057 | $3.85M | 0.01% | −13,730−16.4% | Reduced |
| Hillsdale Investment Management Inc. | 70,200 | $3.86M | 0.31% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 72,333 | $3.98M | 0.18% | +72,333 | New |
| MetLife Investment Management | 72,811 | $4.00M | 0.03% | −2,204−2.9% | Reduced |
| 1492 Capital Management LLC | 75,909 | $4.17M | 2.76% | −1,970−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 76,825 | $4.22M | 0.00% | −2,253−2.8% | Reduced |
| California State Teachers Retirement System | 82,212 | $4.52M | 0.01% | −733−0.9% | Reduced |
| Graham Capital Management, L.P. | 84,346 | $4.64M | 0.21% | +51,684+158.2% | Added |
| UBS Asset Management Americas Inc | 88,373 | $4.86M | 0.00% | −3,273−3.6% | Reduced |
| Citadel Advisors LLC | 90,343 | $4.97M | 0.01% | +31,691+54.0% | Added |
| Moody Aldrich Partners LLC | 91,883 | $5.05M | 0.99% | −13,704−13.0% | Reduced |
| Legal & General Group Plc | 96,378 | $5.30M | 0.00% | −527−0.5% | Reduced |
| Los Angeles Capital Management LLC | 96,699 | $5.32M | 0.03% | −320.0% | Reduced |
| Pier Capital, LLC | 97,822 | $5.38M | 0.92% | −874−0.9% | Reduced |
| New York State Teachers Retirement System | 98,065 | $5.39M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 98,114 | $5.39M | 0.00% | −6,062−5.8% | Reduced |
| Squarepoint Ops LLC | 98,409 | $5.41M | 0.05% | +6,287+6.8% | Added |
| Nicholas Company, Inc. | 105,455 | $5.80M | 0.13% | +120+0.1% | Added |
| State of Wisconsin Investment Board | 125,674 | $6.91M | 0.02% | −32,426−20.5% | Reduced |
| Panagora Asset Management Inc | 133,491 | $7.34M | 0.05% | +6,917+5.5% | Added |
| American International Group, Inc. | 133,824 | $7.36M | 0.05% | −6,775−4.8% | Reduced |
| Man Group plc | – | $7.40M | 0.03% | – | – |
| Prudential Financial Inc | 136,858 | $7.52M | 0.01% | −35,183−20.5% | Reduced |
| California Public Employees Retirement System | 139,686 | $7.68M | 0.01% | −4,741−3.3% | Reduced |
| Two Sigma Investments, LP | 139,898 | $7.69M | 0.03% | −43,548−23.7% | Reduced |
| Scout Investments, Inc. | 141,142 | $7.76M | 0.15% | −16,818−10.6% | Reduced |
| SEI Investments Co | 142,916 | $7.85M | 0.02% | +103,506+262.6% | Added |
| Allianz Asset Management GmbH | 144,434 | $7.94M | 0.01% | +9,295+6.9% | Added |
| D. E. Shaw & Co., Inc. | 150,935 | $8.30M | 0.01% | −10,139−6.3% | Reduced |
| Swiss National Bank | 151,800 | $8.34M | 0.01% | −500−0.3% | Reduced |
| Nordea Investment Management AB | 154,576 | $8.37M | 0.01% | −41,156−21.0% | Reduced |
| Force Hill Capital Management LP | 154,024 | $8.47M | 2.27% | −7,900−4.9% | Reduced |
| Voya Investment Management LLC | 157,194 | $8.64M | 0.02% | −59,479−27.5% | Reduced |
| Summit Creek Advisors LLC | 168,381 | $9.26M | 1.18% | +74,892+80.1% | Added |
| Voloridge Investment Management, LLC | 170,365 | $9.37M | 0.05% | +1,037+0.6% | Added |
| STRS Ohio | 171,500 | $9.43M | 0.04% | +38,600+29.0% | Added |
| WCM Investment Management, LLC | 175,554 | $9.68M | 0.03% | +110+0.1% | Added |
| Thrivent Financial for Lutherans | 192,468 | $10.6M | 0.03% | −16,858−8.1% | Reduced |
| Rhumbline Advisers | 193,355 | $10.6M | 0.02% | +12,717+7.0% | Added |
| American Century Companies Inc | 194,114 | $10.7M | 0.01% | −295,415−60.3% | Reduced |
| Retirement Systems of Alabama | 196,107 | $10.8M | 0.05% | −942−0.5% | Reduced |
| Personal Capital Advisors Corp | 197,498 | $10.9M | 0.06% | +5,638+2.9% | Added |
| Emerald Mutual Fund Advisers Trust | 198,301 | $10.9M | 0.63% | −116,907−37.1% | Reduced |
| Cubist Systematic Strategies, LLC | 203,527 | $11.2M | 0.08% | −1,364−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 214,059 | $11.8M | 0.04% | +10,901+5.4% | Added |
| Emerald Advisers, LLC | 220,705 | $12.1M | 0.62% | −162,034−42.3% | Reduced |
| Frontier Capital Management Co LLC | 225,806 | $12.4M | 0.14% | −6,523−2.8% | Reduced |
| Two Sigma Advisers, LP | 234,600 | $12.9M | 0.04% | +111,900+91.2% | Added |
| Analog Century Management LP | 237,900 | $13.1M | 7.10% | +40,700+20.6% | Added |
| Kornitzer Capital Management Inc | 241,141 | $13.3M | 0.27% | +241,141 | New |
| Principal Financial Group Inc | 283,471 | $15.6M | 0.01% | +13,072+4.8% | Added |
| Summit Partners Public Asset Management, LLC | 301,259 | $16.6M | 1.31% | −1,043−0.3% | Reduced |
| Ameriprise Financial Inc | 306,630 | $16.9M | 0.01% | −2,906−0.9% | Reduced |
| Marshall Wace, LLP | 309,202 | $17.0M | 0.04% | +16,199+5.5% | Added |
| Clearbridge Investments, LLC | 319,042 | $17.5M | 0.02% | +53,820+20.3% | Added |
| AQR Capital Management LLC | 352,614 | $19.1M | 0.04% | +169,863+92.9% | Added |
| Renaissance Technologies LLC | 355,316 | $19.5M | 0.02% | +21,400+6.4% | Added |
| New York State Common Retirement Fund | 366,859 | $20.2M | 0.03% | −927−0.3% | Reduced |
| Nishkama Capital, LLC | 384,963 | $21.2M | 10.40% | −74,507−16.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 404,994 | $22.3M | 0.04% | −6,676−1.6% | Reduced |
| Bank of America Corp | 413,003 | $22.7M | 0.00% | +89,885+27.8% | Added |
| Morgan Stanley | 435,747 | $24.0M | 0.00% | +156,718+56.2% | Added |
| Loomis Sayles & Co L P | 452,603 | $24.9M | 0.05% | −55,460−10.9% | Reduced |
| Fiera Capital Corp | 495,513 | $27.2M | 0.08% | +18,124+3.8% | Added |
| Adage Capital Partners GP, L.L.C. | 508,040 | $27.9M | 0.06% | +175,000+52.5% | Added |
| Westfield Capital Management Co LP | 514,018 | $28.3M | 0.22% | +194,205+60.7% | Added |
| Norges Bank | 554,320 | $30.5M | 0.01% | −19,904−3.5% | Reduced |
| Disciplined Growth Investors Inc | 556,123 | $30.6M | 0.82% | +556,123 | New |
| Woodline Partners LP | 562,009 | $30.9M | 0.50% | +120,532+27.3% | Added |
| Charles Schwab Investment Management Inc | 587,678 | $32.3M | 0.01% | +10,673+1.8% | Added |
| Geneva Capital Management LLC | 596,328 | $32.8M | 0.75% | −775−0.1% | Reduced |
| Nuveen Asset Management, LLC | 613,130 | $33.7M | 0.01% | +17,308+2.9% | Added |
| Palisade Capital Management LLC | 630,187 | $34.6M | 0.94% | +6,875+1.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 699,235 | $38.4M | 0.26% | +699,235 | New |
| Capital Research Global Investors | 700,000 | $38.5M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 724,594 | $39.8M | 0.01% | −109,787−13.2% | Reduced |
| Assenagon Asset Management S.A. | 740,378 | $40.7M | 0.17% | +181,696+32.5% | Added |
| Rice Hall James & Associates, LLC | 743,203 | $40.9M | 1.98% | −38,642−4.9% | Reduced |
| Silvercrest Asset Management Group LLC | 791,123 | $43.5M | 0.33% | +174,251+28.2% | Added |
| Northern Trust Corp | 841,135 | $46.2M | 0.01% | −36,589−4.2% | Reduced |
| Stephens Investment Management Group LLC | 939,595 | $51.6M | 0.95% | −153,281−14.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,020,484 | $56.1M | 0.20% | −131,517−11.4% | Reduced |
| Schroder Investment Management Group | 1,052,270 | $58.0M | 0.09% | +15,808+1.5% | Added |
| Dimensional Fund Advisors LP | 1,111,286 | $61.1M | 0.02% | +2,953+0.3% | Added |
| Alliancebernstein L.P. | 1,194,157 | $65.6M | 0.03% | −187,918−13.6% | Reduced |
| JPMorgan Chase & Co | 1,232,011 | $67.7M | 0.01% | +4,996+0.4% | Added |
| Franklin Resources Inc | 1,245,081 | $68.4M | 0.03% | +100.0% | Added |
| Macquarie Group Ltd | 1,251,537 | $68.8M | 0.08% | +262,930+26.6% | Added |
| Geode Capital Management, LLC | 1,280,776 | $70.4M | 0.01% | +85,136+7.1% | Added |
| Price T Rowe Associates Inc | 1,297,181 | $71.3M | 0.01% | −9,283−0.7% | Reduced |