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, Q1 2023
Institutional positions in Semtech Corp as of Mar 31, 2023. 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
- 248
- −12 vs. Q4 2022
- Shares held
- 70.1M
- +812.6K (+1.2%) vs. Q4 2022
- Total value
- $1.69B
- −$292.8M (−14.7%) vs. Q4 2022
- New holders
- 33
- 96 more added
- Sold out
- 45
- 89 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,789 | $574.3K | 0.00% | −14,114−37.2% | Reduced |
| Fiera Capital Corp | 24,314 | $586.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 24,436 | $589.0K | 0.00% | +23,134+1,776.8% | Added |
| SG Americas Securities, LLC | 24,540 | $592.0K | 0.01% | +13,505+122.4% | Added |
| State Board of Administration of Florida Retirement System | 25,008 | $603.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 25,515 | $615.9K | 0.00% | −224−0.9% | Reduced |
| Wellington Management Group LLP | 25,625 | $618.6K | 0.00% | +25,625 | New |
| Maryland State Retirement & Pension System | 25,708 | $620.6K | 0.01% | −438−1.7% | Reduced |
| Ossiam | 27,807 | $671.3K | 0.01% | +27,807 | New |
| Amalgamated Bank | 28,972 | $699.0K | 0.01% | −2,223−7.1% | Reduced |
| Occudo Quantitative Strategies LP | 29,138 | $703.4K | 0.06% | −19,454−40.0% | Reduced |
| Louisiana State Employees Retirement System | 29,800 | $719.4K | 0.02% | −400−1.3% | Reduced |
| Royal Bank of Canada | 30,287 | $731.0K | 0.00% | +7,051+30.3% | Added |
| Cooper Creek Partners Management LLC | 30,431 | $735.0K | 0.05% | 00.0% | Unchanged |
| American Century Companies Inc | 31,097 | $750.7K | 0.00% | +8,375+36.9% | Added |
| Janus Henderson Group PLC | 31,393 | $758.0K | 0.00% | +22,142+239.3% | Added |
| Legato Capital Management LLC | 31,857 | $769.0K | 0.14% | +6,725+26.8% | Added |
| Miracle Mile Advisors, LLC | 31,874 | $769.4K | 0.02% | −3,021−8.7% | Reduced |
| Gotham Asset Management, LLC | 32,173 | $776.7K | 0.02% | −49,993−60.8% | Reduced |
| EFG Asset Management (North America) Corp. | 33,095 | $799.1K | 0.18% | +5,791+21.2% | Added |
| MetLife Investment Management | 33,241 | $802.4K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 34,592 | $835.1K | 0.01% | +174+0.5% | Added |
| Yousif Capital Management, LLC | 35,974 | $868.4K | 0.01% | −4,390−10.9% | Reduced |
| Qube Research & Technologies Ltd | 37,121 | $896.1K | 0.01% | −144,022−79.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 38,200 | $922.1K | 0.01% | −69,800−64.6% | Reduced |
| Virginia Retirement Systems Et Al | 38,400 | $927.0K | 0.01% | +23,200+152.6% | Added |
| Cubist Systematic Strategies, LLC | 43,386 | $1.05M | 0.01% | −375,137−89.6% | Reduced |
| State of Alaska, Department of Revenue | 43,715 | $1.05M | 0.01% | −513−1.2% | Reduced |
| HSBC Holdings PLC | 43,936 | $1.07M | 0.00% | −24,490−35.8% | Reduced |
| Force Hill Capital Management LP | 44,336 | $1.07M | 0.28% | −87,264−66.3% | Reduced |
| Seven Eight Capital, LP | 44,355 | $1.07M | 0.22% | −29,116−39.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 44,700 | $1.08M | 0.01% | −88,800−66.5% | Reduced |
| Bridgewater Associates, LP | 46,065 | $1.11M | 0.01% | +23,092+100.5% | Added |
| Citigroup Inc | 46,140 | $1.11M | 0.00% | −24,989−35.1% | Reduced |
| Aviva PLC | 47,313 | $1.14M | 0.01% | +12,049+34.2% | Added |
| State of Tennessee, Treasury Department | 47,733 | $1.15M | 0.01% | −35,652−42.8% | Reduced |
| Ontario Teachers Pension Plan Board | 51,636 | $1.25M | 0.01% | −20,622−28.5% | Reduced |
| Jefferies Financial Group Inc. | 55,100 | $1.33M | 0.03% | +55,100 | New |
| Texas Permanent School Fund | 57,085 | $1.38M | 0.01% | +14,384+33.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 58,381 | $1.41M | 0.00% | +16,997+41.1% | Added |
| Janney Montgomery Scott LLC | 59,656 | $1.44M | 0.01% | +516+0.9% | Added |
| Millrace Asset Group, Inc. | 61,898 | $1.49M | 1.74% | +37,979+158.8% | Added |
| Hussman Strategic Advisors, Inc. | 62,000 | $1.50M | 0.23% | +62,000 | New |
| Prudential Financial Inc | 62,255 | $1.50M | 0.00% | −262,465−80.8% | Reduced |
| Thrivent Financial for Lutherans | 63,264 | $1.53M | 0.00% | −18,491−22.6% | Reduced |
| Credit Suisse AG | 63,284 | $1.53M | 0.00% | +1,470+2.4% | Added |
| UBS Group AG | 64,235 | $1.55M | 0.00% | +11,687+22.2% | Added |
| P Schoenfeld Asset Management LP | 65,940 | $1.59M | 0.17% | +65,940 | New |
| Boothbay Fund Management, LLC | 67,267 | $1.62M | 0.05% | +67,267 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,593 | $1.63M | 0.01% | −383−0.6% | Reduced |
| Connors Investor Services Inc | 76,216 | $1.84M | 0.22% | +6,182+8.8% | Added |
| State of New Jersey Common Pension Fund D | 76,597 | $1.85M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 77,836 | $1.88M | 0.00% | +55,524+248.9% | Added |
| Great West Life Assurance Co | 78,368 | $1.89M | 0.00% | −2,407−3.0% | Reduced |
| UBS Asset Management Americas Inc | 79,290 | $1.91M | 0.00% | +5,271+7.1% | Added |
| California State Teachers Retirement System | 79,350 | $1.92M | 0.00% | −1,111−1.4% | Reduced |
| Alliancebernstein L.P. | 83,869 | $2.02M | 0.00% | −10,598−11.2% | Reduced |
| Point72 Asset Management, L.P. | 84,400 | $2.04M | 0.01% | +84,400 | New |
| Holocene Advisors, LP | 86,654 | $2.09M | 0.01% | −23,794−21.5% | Reduced |
| Bridge City Capital, LLC | 89,678 | $2.16M | 1.09% | +18,596+26.2% | Added |
| Granite Investment Partners, LLC | 95,519 | $2.31M | 0.10% | +95,519 | New |
| Clearline Capital LP | 97,318 | $2.35M | 0.35% | +97,318 | New |
| Panagora Asset Management Inc | 98,942 | $2.39M | 0.02% | −33,610−25.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 100,542 | $2.43M | 0.01% | −165,921−62.3% | Reduced |
| Victory Capital Management Inc | 100,760 | $2.43M | 0.00% | +40,227+66.5% | Added |
| Allianz Asset Management GmbH | 103,028 | $2.49M | 0.01% | −22,198−17.7% | Reduced |
| Voya Investment Management LLC | 103,474 | $2.50M | 0.00% | −9,944−8.8% | Reduced |
| New York State Teachers Retirement System | 104,321 | $2.52M | 0.01% | +200+0.2% | Added |
| Natixis | 106,293 | $2.57M | 0.02% | −551,815−83.8% | Reduced |
| Barclays PLC | 106,650 | $2.57M | 0.00% | −5,872−5.2% | Reduced |
| APG Asset Management N.V. | 125,400 | $2.79M | 0.01% | +8,000+6.8% | Added |
| Murchinson Ltd. | 120,945 | $2.88M | 0.55% | +120,945 | New |
| California Public Employees Retirement System | 119,432 | $2.88M | 0.00% | −25,360−17.5% | Reduced |
| Engineers Gate Manager LP | 120,313 | $2.90M | 0.12% | +10,469+9.5% | Added |
| Man Group plc | – | $2.95M | 0.01% | – | – |
| Portman Square Capital LLP | 128,713 | $3.11M | 0.78% | +128,713 | New |
| Price T Rowe Associates Inc | 132,331 | $3.20M | 0.00% | +899+0.7% | Added |
| Jump Financial, LLC | 132,563 | $3.20M | 0.13% | +84,561+176.2% | Added |
| Quadrature Capital Ltd | 136,215 | $3.29M | 0.09% | −23,619−14.8% | Reduced |
| Swiss National Bank | 137,100 | $3.31M | 0.00% | −16,200−10.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 138,049 | $3.33M | 0.00% | +54,706+65.6% | Added |
| Public Sector Pension Investment Board | 139,276 | $3.36M | 0.03% | −168,277−54.7% | Reduced |
| State of Wisconsin Investment Board | 139,903 | $3.38M | 0.01% | −9,011−6.1% | Reduced |
| Walleye Capital LLC | 143,767 | $3.47M | 0.07% | +55,294+62.5% | Added |
| Nordea Investment Management AB | 153,861 | $3.74M | 0.01% | +42,962+38.7% | Added |
| Canada Pension Plan Investment Board | 156,258 | $3.77M | 0.01% | +156,258 | New |
| M&G Investment Management Ltd | 157,784 | $3.79M | 0.03% | +74,824+90.2% | Added |
| Tudor Investment Corp Et Al | 161,380 | $3.90M | 0.07% | +9,657+6.4% | Added |
| Susquehanna International Group, LLP | 162,547 | $3.92M | 0.01% | +67,925+71.8% | Added |
| Algert Global LLC | 173,651 | $4.19M | 0.20% | +64,714+59.4% | Added |
| Legal & General Group Plc | 186,357 | $4.50M | 0.00% | −472−0.3% | Reduced |
| Rhumbline Advisers | 193,139 | $4.66M | 0.01% | +4,212+2.2% | Added |
| SEI Investments Co | 206,638 | $4.99M | 0.01% | +175,565+565.0% | Added |
| FMR LLC | 213,268 | $5.15M | 0.00% | −69,103−24.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 216,329 | $5.22M | 0.03% | −33,145−13.3% | Reduced |
| BNP Paribas Arbitrage, SA | 218,189 | $5.27M | 0.01% | −5,391−2.4% | Reduced |
| Russell Investments Group, Ltd. | 218,735 | $5.28M | 0.01% | +1,270+0.6% | Added |
| Numerai GP LLC | 219,717 | $5.30M | 1.77% | +42,991+24.3% | Added |
| Marshall Wace, LLP | 220,343 | $5.32M | 0.01% | +220,343 | New |
| New York State Common Retirement Fund | 222,156 | $5.36M | 0.01% | −26,412−10.6% | Reduced |