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 2022
Institutional positions in Semtech Corp as of Dec 31, 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
- 261
- −9 vs. Q3 2022
- Shares held
- 69.3M
- +7.33M (+11.8%) vs. Q3 2022
- Total value
- $1.99B
- +$164.6M (+9.0%) vs. Q3 2022
- New holders
- 45
- 100 more added
- Sold out
- 54
- 94 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,321,050 | $267.4M | 0.01% | +585,173+6.7% | Added |
| Vanguard Group Inc | 7,465,678 | $214.2M | 0.01% | +889,663+13.5% | Added |
| JPMorgan Chase & Co | 3,738,949 | $107.3M | 0.02% | +2,885,729+338.2% | Added |
| State Street Corp | 3,437,608 | $98.6M | 0.01% | +464,755+15.6% | Added |
| Federated Hermes, Inc. | 2,528,316 | $72.5M | 0.20% | +946,001+59.8% | Added |
| Bank of New York Mellon Corp | 2,350,076 | $67.4M | 0.02% | −165,990−6.6% | Reduced |
| Morgan Stanley | 1,924,955 | $55.2M | 0.01% | +716,294+59.3% | Added |
| D. E. Shaw & Co., Inc. | 1,706,806 | $49.0M | 0.08% | +739,168+76.4% | Added |
| AQR Capital Management LLC | 1,702,698 | $48.0M | 0.11% | +654,172+62.4% | Added |
| Macquarie Group Ltd | 1,457,614 | $41.8M | 0.05% | +25,886+1.8% | Added |
| Geode Capital Management, LLC | 1,319,529 | $37.9M | 0.01% | +11,333+0.9% | Added |
| Fisher Asset Management, LLC | 1,297,628 | $37.2M | 0.03% | −5,541−0.4% | Reduced |
| Assenagon Asset Management S.A. | 1,221,648 | $35.0M | 0.14% | +352,297+40.5% | Added |
| Two Sigma Advisers, LP | 1,200,300 | $34.4M | 0.10% | +6,300+0.5% | Added |
| Two Sigma Investments, LP | 1,100,165 | $31.6M | 0.10% | +107,114+10.8% | Added |
| Dimensional Fund Advisors LP | 1,068,450 | $30.7M | 0.01% | −10,004−0.9% | Reduced |
| Goldman Sachs Group Inc | 1,049,426 | $30.1M | 0.01% | +382,024+57.2% | Added |
| Jacobs Levy Equity Management, Inc | 803,168 | $23.0M | 0.16% | +431,571+116.1% | Added |
| Millennium Management LLC | 780,494 | $22.4M | 0.02% | +114,729+17.2% | Added |
| Nuveen Asset Management, LLC | 752,017 | $21.6M | 0.01% | +58,783+8.5% | Added |
| Renaissance Technologies LLC | 700,216 | $20.1M | 0.03% | +138,200+24.6% | Added |
| Northern Trust Corp | 700,198 | $20.1M | 0.00% | −121,600−14.8% | Reduced |
| Norges Bank | 696,905 | $20.0M | 0.00% | +149,575+27.3% | Added |
| Allspring Global Investments Holdings, LLC | 687,243 | $19.7M | 0.03% | +220,190+47.1% | Added |
| Natixis | 658,108 | $18.9M | 0.11% | +658,108 | New |
| Charles Schwab Investment Management Inc | 651,620 | $18.7M | 0.01% | +43,123+7.1% | Added |
| Geneva Capital Management LLC | 615,054 | $17.6M | 0.40% | +610.0% | Added |
| Palisade Capital Management LLC | 601,498 | $17.3M | 0.46% | −29,932−4.7% | Reduced |
| Rice Hall James & Associates, LLC | 595,028 | $17.1M | 0.98% | +22,147+3.9% | Added |
| Deutsche Bank AG | 556,651 | $16.0M | 0.01% | +156,977+39.3% | Added |
| Citadel Advisors LLC | 552,484 | $15.9M | 0.02% | +86,072+18.5% | Added |
| Disciplined Growth Investors Inc | 552,034 | $15.8M | 0.41% | −8,129−1.5% | Reduced |
| Voloridge Investment Management, LLC | 552,034 | $15.8M | 0.09% | +54,817+11.0% | Added |
| Bank of America Corp | 521,857 | $15.0M | 0.00% | +82,862+18.9% | Added |
| Ameriprise Financial Inc | 463,754 | $13.3M | 0.00% | +234,967+102.7% | Added |
| Principal Financial Group Inc | 423,886 | $12.2M | 0.01% | +163,155+62.6% | Added |
| Cubist Systematic Strategies, LLC | 418,523 | $12.0M | 0.10% | −55,697−11.7% | Reduced |
| Loomis Sayles & Co L P | 402,183 | $11.5M | 0.02% | +2,959+0.7% | Added |
| Jane Street Group, LLC | 393,542 | $11.3M | 0.02% | +393,542 | New |
| Frontier Capital Management Co LLC | 390,068 | $11.2M | 0.12% | +128,359+49.0% | Added |
| Pacer Advisors, Inc. | 376,431 | $10.8M | 0.06% | +370,803+6,588.5% | Added |
| Woodline Partners LP | 360,587 | $10.3M | 0.14% | −815,995−69.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 345,690 | $9.92M | 0.04% | +345,690 | New |
| Prudential Financial Inc | 324,720 | $9.32M | 0.02% | +226,047+229.1% | Added |
| Rubric Capital Management LP | 309,347 | $8.88M | 0.39% | +309,347 | New |
| Public Sector Pension Investment Board | 307,553 | $8.82M | 0.07% | +307,553 | New |
| FMR LLC | 282,371 | $8.10M | 0.00% | −275,553−49.4% | Reduced |
| Invesco Ltd. | 270,201 | $7.75M | 0.00% | −5,230−1.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 266,463 | $7.64M | 0.03% | +15,714+6.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 249,474 | $7.16M | 0.04% | +249,474 | New |
| New York State Common Retirement Fund | 248,568 | $7.13M | 0.01% | −7,938−3.1% | Reduced |
| Bank of Montreal | 245,417 | $7.04M | 0.01% | +245,417 | New |
| Capital Research Global Investors | 241,587 | $6.93M | 0.00% | −433,413−64.2% | Reduced |
| Man Group plc | 226,077 | $6.49M | 0.02% | +7,645+3.5% | Added |
| BNP Paribas Arbitrage, SA | 223,580 | $6.41M | 0.02% | −56,004−20.0% | Reduced |
| Russell Investments Group, Ltd. | 217,465 | $6.24M | 0.01% | +53,591+32.7% | Added |
| Clearbridge Investments, LLC | 210,082 | $6.03M | 0.01% | −1,213−0.6% | Reduced |
| Rhumbline Advisers | 188,927 | $5.42M | 0.01% | −14,218−7.0% | Reduced |
| Legal & General Group Plc | 186,829 | $5.36M | 0.00% | +92,712+98.5% | Added |
| Qube Research & Technologies Ltd | 181,143 | $5.20M | 0.03% | +136,858+309.0% | Added |
| Numerai GP LLC | 176,726 | $5.07M | 3.46% | +176,726 | New |
| Summit Creek Advisors LLC | 162,346 | $4.66M | 0.63% | −508−0.3% | Reduced |
| Quadrature Capital Ltd | 159,834 | $4.59M | 0.14% | −29,468−15.6% | Reduced |
| Swiss National Bank | 153,300 | $4.40M | 0.00% | +2,800+1.9% | Added |
| Tudor Investment Corp Et Al | 151,723 | $4.35M | 0.11% | −6,116−3.9% | Reduced |
| State of Wisconsin Investment Board | 148,914 | $4.27M | 0.01% | +4,984+3.5% | Added |
| California Public Employees Retirement System | 144,792 | $4.15M | 0.00% | −9,257−6.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 133,500 | $3.83M | 0.03% | −231,917−63.5% | Reduced |
| Panagora Asset Management Inc | 132,552 | $3.80M | 0.02% | −2,368−1.8% | Reduced |
| Force Hill Capital Management LP | 131,600 | $3.78M | 1.46% | −6,024−4.4% | Reduced |
| Price T Rowe Associates Inc | 131,432 | $3.77M | 0.00% | +11,465+9.6% | Added |
| Allianz Asset Management GmbH | 125,226 | $3.59M | 0.01% | −255,600−67.1% | Reduced |
| APG Asset Management N.V. | 117,400 | $3.37M | 0.01% | +117,400 | New |
| Voya Investment Management LLC | 113,418 | $3.25M | 0.00% | −66,091−36.8% | Reduced |
| Barclays PLC | 112,522 | $3.23M | 0.00% | +37,822+50.6% | Added |
| Holocene Advisors, LP | 110,448 | $3.17M | 0.02% | +51,654+87.9% | Added |
| Engineers Gate Manager LP | 109,844 | $3.15M | 0.19% | −8,348−7.1% | Reduced |
| Nordea Investment Management AB | 110,899 | $3.13M | 0.00% | −21,480−16.2% | Reduced |
| Algert Global LLC | 108,937 | $3.13M | 0.17% | +36,309+50.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 108,000 | $3.10M | 0.02% | −32,000−22.9% | Reduced |
| New York State Teachers Retirement System | 104,121 | $2.99M | 0.01% | +4,356+4.4% | Added |
| Susquehanna International Group, LLP | 94,622 | $2.71M | 0.01% | −17,362−15.5% | Reduced |
| Alliancebernstein L.P. | 94,467 | $2.71M | 0.00% | −52,649−35.8% | Reduced |
| ExodusPoint Capital Management, LP | 93,919 | $2.69M | 0.04% | −23,261−19.9% | Reduced |
| Walleye Capital LLC | 88,473 | $2.54M | 0.06% | +45,349+105.2% | Added |
| M&G Investment Management Ltd | 82,960 | $2.41M | 0.02% | +38,027+84.6% | Added |
| State of Tennessee, Treasury Department | 83,385 | $2.39M | 0.01% | +25,550+44.2% | Added |
| Arrowstreet Capital, Limited Partnership | 83,343 | $2.39M | 0.00% | +83,343 | New |
| Gotham Asset Management, LLC | 82,166 | $2.36M | 0.07% | +17,662+27.4% | Added |
| Thrivent Financial for Lutherans | 81,755 | $2.35M | 0.01% | +13,507+19.8% | Added |
| Quantbot Technologies LP | 80,930 | $2.32M | 0.17% | +3,911+5.1% | Added |
| Great West Life Assurance Co | 80,775 | $2.32M | 0.01% | +34,055+72.9% | Added |
| California State Teachers Retirement System | 80,461 | $2.31M | 0.00% | +852+1.1% | Added |
| State of New Jersey Common Pension Fund D | 76,597 | $2.20M | 0.01% | +29,858+63.9% | Added |
| UBS Asset Management Americas Inc | 74,019 | $2.12M | 0.00% | +1,981+2.7% | Added |
| Duality Advisers, LP | 73,930 | $2.12M | 0.24% | −3,438−4.4% | Reduced |
| Seven Eight Capital, LP | 73,471 | $2.11M | 0.55% | −28,140−27.7% | Reduced |
| Ontario Teachers Pension Plan Board | 72,258 | $2.07M | 0.02% | +7,059+10.8% | Added |
| Citigroup Inc | 71,129 | $2.04M | 0.00% | +36,696+106.6% | Added |
| Bridge City Capital, LLC | 71,082 | $2.04M | 1.05% | −518−0.7% | Reduced |