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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, Q3 2022

Institutional positions in Semtech Corp as of Sep 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
277
−27 vs. Q2 2022
Shares held
62.0M
−76.1K (−0.1%) vs. Q2 2022
Total value
$1.83B
−$1.60B (−46.6%) vs. Q2 2022
New holders
44
117 more added
Sold out
71
91 more reduced

4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 277 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 heldQ3 2022: $1.83B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q2 2022.

Institutions holding SMTC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,735,877$256.9M0.01%+1,331,220+18.0%Added
Vanguard Group Inc6,576,015$193.4M0.01%+151,730+2.4%Added
State Street Corp2,972,853$87.4M0.01%+453,726+18.0%Added
Bank of New York Mellon Corp2,516,066$74.0M0.02%−34,410−1.3%Reduced
Federated Hermes, Inc.1,582,315$46.5M0.14%+1,527,605+2,792.2%Added
Macquarie Group Ltd1,431,728$42.1M0.05%+180,191+14.4%Added
Geode Capital Management, LLC1,308,196$38.5M0.01%+27,420+2.1%Added
Fisher Asset Management, LLC1,303,169$38.3M0.03%−2,645−0.2%Reduced
Morgan Stanley1,208,661$35.5M0.00%+772,914+177.4%Added
Two Sigma Advisers, LP1,194,000$35.1M0.10%+959,400+409.0%Added
Woodline Partners LP1,176,582$34.6M0.51%+614,573+109.4%Added
Dimensional Fund Advisors LP1,078,454$31.7M0.01%−32,832−3.0%Reduced
AQR Capital Management LLC1,048,526$30.8M0.08%+695,912+197.4%Added
Two Sigma Investments, LP993,051$29.2M0.10%+853,153+609.8%Added
D. E. Shaw & Co., Inc.967,638$28.5M0.05%+816,703+541.1%Added
Assenagon Asset Management S.A.869,351$25.6M0.11%+128,973+17.4%Added
Stephens Investment Management Group LLC866,469$25.5M0.48%−73,126−7.8%Reduced
JPMorgan Chase & Co853,220$25.1M0.00%−378,791−30.7%Reduced
Northern Trust Corp821,798$24.2M0.01%−19,337−2.3%Reduced
Silvercrest Asset Management Group LLC746,495$22.0M0.18%−44,628−5.6%Reduced
Fuller & Thaler Asset Management, Inc.711,615$20.9M0.15%+12,380+1.8%Added
Nuveen Asset Management, LLC693,234$20.4M0.01%+80,104+13.1%Added
Capital Research Global Investors675,000$19.9M0.01%−25,000−3.6%Reduced
Goldman Sachs Group Inc667,402$19.6M0.01%−57,192−7.9%Reduced
Millennium Management LLC665,765$19.6M0.02%−904,458−57.6%Reduced
Palisade Capital Management LLC631,430$18.6M0.53%+1,243+0.2%Added
Geneva Capital Management LLC614,993$18.1M0.42%+18,665+3.1%Added
Charles Schwab Investment Management Inc608,497$17.9M0.01%+20,819+3.5%Added
Schroder Investment Management Group592,548$17.4M0.03%−459,722−43.7%Reduced
Rice Hall James & Associates, LLC572,881$16.8M0.98%−170,322−22.9%Reduced
Renaissance Technologies LLC562,016$16.5M0.02%+206,700+58.2%Added
Disciplined Growth Investors Inc560,163$16.5M0.46%+4,040+0.7%Added
FMR LLC557,924$16.4M0.00%−1,146,164−67.3%Reduced
Norges Bank547,330$16.1M0.00%−6,990−1.3%Reduced
Voloridge Investment Management, LLC497,217$14.6M0.08%+326,852+191.9%Added
Cubist Systematic Strategies, LLC474,220$13.9M0.10%+270,693+133.0%Added
Allspring Global Investments Holdings, LLC467,053$13.7M0.02%+62,059+15.3%Added
Citadel Advisors LLC466,412$13.7M0.02%+376,069+416.3%Added
Bank of America Corp438,995$12.9M0.00%+25,992+6.3%Added
Deutsche Bank AG399,674$11.8M0.01%+301,560+307.4%Added
Loomis Sayles & Co L P399,224$11.7M0.02%−53,379−11.8%Reduced
Allianz Asset Management GmbH380,826$11.2M0.03%+236,392+163.7%Added
Jacobs Levy Equity Management, Inc371,597$10.9M0.09%+371,597New
Squarepoint Ops LLC369,671$10.9M0.10%+271,262+275.6%Added
Schonfeld Strategic Advisors LLC365,417$10.7M0.09%+354,717+3,315.1%Added
BNP Paribas Arbitrage, SA279,584$8.22M0.02%+209,527+299.1%Added
Invesco Ltd.275,431$8.10M0.00%−1,241,343−81.8%Reduced
Frontier Capital Management Co LLC261,709$7.70M0.09%+35,903+15.9%Added
Principal Financial Group Inc260,731$7.67M0.01%−22,740−8.0%Reduced
New York State Common Retirement Fund256,506$7.54M0.01%−110,353−30.1%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.250,749$7.37M0.03%+36,690+17.1%Added
Ameriprise Financial Inc228,787$6.73M0.00%−77,843−25.4%Reduced
Man Group plc218,432$6.42M0.03%––
Clearbridge Investments, LLC211,295$6.21M0.01%−107,747−33.8%Reduced
Rhumbline Advisers203,145$5.97M0.01%+9,790+5.1%Added
Retirement Systems of Alabama195,605$5.75M0.03%−502−0.3%Reduced
Quadrature Capital Ltd189,302$5.57M0.18%+189,302New
Jupiter Asset Management Ltd187,378$5.51M0.09%+187,378New
WCM Investment Management, LLC177,267$5.42M0.02%+1,713+1.0%Added
Voya Investment Management LLC179,509$5.28M0.01%+22,315+14.2%Added
Occudo Quantitative Strategies LP167,306$4.92M0.38%+167,306New
Russell Investments Group, Ltd.163,874$4.82M0.01%+142,461+665.3%Added
Summit Creek Advisors LLC162,854$4.79M0.66%−5,527−3.3%Reduced
Tudor Investment Corp Et Al157,839$4.64M0.11%+111,151+238.1%Added
California Public Employees Retirement System154,049$4.53M0.00%+14,363+10.3%Added
Swiss National Bank150,500$4.43M0.00%−1,300−0.9%Reduced
SEI Investments Co149,400$4.39M0.01%+6,484+4.5%Added
Analog Century Management LP147,949$4.35M2.44%−89,951−37.8%Reduced
Alliancebernstein L.P.147,116$4.33M0.00%−1,047,041−87.7%Reduced
State of Wisconsin Investment Board143,930$4.23M0.01%+18,256+14.5%Added
Healthcare of Ontario Pension Plan Trust Fund140,000$4.12M0.02%+140,000New
Force Hill Capital Management LP137,624$4.05M1.48%−16,400−10.6%Reduced
Nordea Investment Management AB132,379$4.03M0.01%−22,197−14.4%Reduced
Panagora Asset Management Inc134,920$3.97M0.03%+1,429+1.1%Added
American International Group, Inc.129,559$3.81M0.03%−4,265−3.2%Reduced
Price T Rowe Associates Inc119,967$3.53M0.00%−1,177,214−90.8%Reduced
Engineers Gate Manager LP118,192$3.48M0.22%+97,562+472.9%Added
ExodusPoint Capital Management, LP117,180$3.45M0.05%+87,902+300.2%Added
Susquehanna Fundamental Investments, LLC114,312$3.36M0.06%+114,312New
Susquehanna International Group, LLP111,984$3.29M0.01%+102,692+1,105.2%Added
Balyasny Asset Management LLC110,498$3.25M0.01%+110,498New
HSBC Holdings PLC105,182$3.15M0.01%+45,392+75.9%Added
Dynamic Technology Lab Private Ltd103,360$3.04M0.30%+78,420+314.4%Added
Seven Eight Capital, LP101,611$2.99M0.60%+101,611New
New York State Teachers Retirement System99,765$2.93M0.01%+1,700+1.7%Added
Prudential Financial Inc98,673$2.90M0.00%−38,185−27.9%Reduced
Legal & General Group Plc94,117$2.77M0.00%−2,261−2.3%Reduced
California State Teachers Retirement System79,609$2.34M0.00%−2,603−3.2%Reduced
Duality Advisers, LP77,368$2.27M0.25%+73,246+1,777.0%Added
Quantbot Technologies LP77,019$2.27M0.17%+77,019New
1492 Capital Management LLC75,885$2.23M1.61%−240.0%Reduced
Barclays PLC74,700$2.20M0.00%+22,275+42.5%Added
Manufacturers Life Insurance Company, The74,728$2.20M0.00%−2,097−2.7%Reduced
MetLife Investment Management74,069$2.18M0.02%+1,258+1.7%Added
Algert Global LLC72,628$2.14M0.13%+7,464+11.5%Added
UBS Asset Management Americas Inc72,038$2.12M0.00%−16,335−18.5%Reduced
Capital Fund Management S.A.71,674$2.11M0.05%+34,507+92.8%Added
Bridge City Capital, LLC71,600$2.11M1.16%+16,211+29.3%Added
Thrivent Financial for Lutherans68,248$2.01M0.01%−124,220−64.5%Reduced
Ontario Teachers Pension Plan Board65,199$1.92M0.03%+41,369+173.6%Added