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 14 sales; 578 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 | 578 | $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 |
|---|---|---|---|---|---|
| UBS Group AG | 64,235 | $1.55M | 0.00% | +11,687+22.2% | Added |
| Credit Suisse AG | 63,284 | $1.53M | 0.00% | +1,470+2.4% | Added |
| Thrivent Financial for Lutherans | 63,264 | $1.53M | 0.00% | −18,491−22.6% | Reduced |
| Prudential Financial Inc | 62,255 | $1.50M | 0.00% | −262,465−80.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 62,000 | $1.50M | 0.23% | +62,000 | New |
| Millrace Asset Group, Inc. | 61,898 | $1.49M | 1.74% | +37,979+158.8% | Added |
| Janney Montgomery Scott LLC | 59,656 | $1.44M | 0.01% | +516+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 58,381 | $1.41M | 0.00% | +16,997+41.1% | Added |
| Texas Permanent School Fund | 57,085 | $1.38M | 0.01% | +14,384+33.7% | Added |
| Jefferies Financial Group Inc. | 55,100 | $1.33M | 0.03% | +55,100 | New |
| Ontario Teachers Pension Plan Board | 51,636 | $1.25M | 0.01% | −20,622−28.5% | Reduced |
| State of Tennessee, Treasury Department | 47,733 | $1.15M | 0.01% | −35,652−42.8% | Reduced |
| Aviva PLC | 47,313 | $1.14M | 0.01% | +12,049+34.2% | Added |
| Citigroup Inc | 46,140 | $1.11M | 0.00% | −24,989−35.1% | Reduced |
| Bridgewater Associates, LP | 46,065 | $1.11M | 0.01% | +23,092+100.5% | Added |
| Schonfeld Strategic Advisors LLC | 44,700 | $1.08M | 0.01% | −88,800−66.5% | Reduced |
| Seven Eight Capital, LP | 44,355 | $1.07M | 0.22% | −29,116−39.6% | Reduced |
| Force Hill Capital Management LP | 44,336 | $1.07M | 0.28% | −87,264−66.3% | Reduced |
| HSBC Holdings PLC | 43,936 | $1.07M | 0.00% | −24,490−35.8% | Reduced |
| State of Alaska, Department of Revenue | 43,715 | $1.05M | 0.01% | −513−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 43,386 | $1.05M | 0.01% | −375,137−89.6% | Reduced |
| Virginia Retirement Systems Et Al | 38,400 | $927.0K | 0.01% | +23,200+152.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 38,200 | $922.1K | 0.01% | −69,800−64.6% | Reduced |
| Qube Research & Technologies Ltd | 37,121 | $896.1K | 0.01% | −144,022−79.5% | Reduced |
| Yousif Capital Management, LLC | 35,974 | $868.4K | 0.01% | −4,390−10.9% | Reduced |
| American International Group, Inc. | 34,592 | $835.1K | 0.01% | +174+0.5% | Added |
| MetLife Investment Management | 33,241 | $802.4K | 0.01% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 33,095 | $799.1K | 0.18% | +5,791+21.2% | Added |
| Gotham Asset Management, LLC | 32,173 | $776.7K | 0.02% | −49,993−60.8% | Reduced |
| Miracle Mile Advisors, LLC | 31,874 | $769.4K | 0.02% | −3,021−8.7% | Reduced |
| Legato Capital Management LLC | 31,857 | $769.0K | 0.14% | +6,725+26.8% | Added |
| Janus Henderson Group PLC | 31,393 | $758.0K | 0.00% | +22,142+239.3% | Added |
| American Century Companies Inc | 31,097 | $750.7K | 0.00% | +8,375+36.9% | Added |
| Cooper Creek Partners Management LLC | 30,431 | $735.0K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 30,287 | $731.0K | 0.00% | +7,051+30.3% | Added |
| Louisiana State Employees Retirement System | 29,800 | $719.4K | 0.02% | −400−1.3% | Reduced |
| Occudo Quantitative Strategies LP | 29,138 | $703.4K | 0.06% | −19,454−40.0% | Reduced |
| Amalgamated Bank | 28,972 | $699.0K | 0.01% | −2,223−7.1% | Reduced |
| Ossiam | 27,807 | $671.3K | 0.01% | +27,807 | New |
| Maryland State Retirement & Pension System | 25,708 | $620.6K | 0.01% | −438−1.7% | Reduced |
| Wellington Management Group LLP | 25,625 | $618.6K | 0.00% | +25,625 | New |
| Manufacturers Life Insurance Company, The | 25,515 | $615.9K | 0.00% | −224−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 25,008 | $603.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 24,540 | $592.0K | 0.01% | +13,505+122.4% | Added |
| Lazard Asset Management LLC | 24,436 | $589.0K | 0.00% | +23,134+1,776.8% | Added |
| Fiera Capital Corp | 24,314 | $586.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,789 | $574.3K | 0.00% | −14,114−37.2% | Reduced |
| Vident Investment Advisory, LLC | 23,135 | $558.5K | 0.02% | −27,830−54.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,199 | $512.0K | 0.01% | +3,292+18.4% | Added |
| Nomura Holdings Inc | 21,152 | $510.6K | 0.00% | +21,152 | New |
| K2 Principal Fund, L.P. | 21,000 | $506.9K | 0.14% | −5,718−21.4% | Reduced |
| Ardsley Advisory Partners LP | 21,000 | $506.9K | 0.11% | +21,000 | New |
| Creative Planning | 20,737 | $500.6K | 0.00% | −63−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 20,572 | $497.0K | 0.01% | −73,347−78.1% | Reduced |
| Oregon Public Employees Retirement Fund | 20,463 | $494.0K | 0.01% | −650−3.1% | Reduced |
| Royce & Associates LP | 20,175 | $487.0K | 0.00% | +20,175 | New |
| Mariner, LLC | 19,406 | $471.0K | 0.00% | −1,965−9.2% | Reduced |
| Ensign Peak Advisors, Inc | 19,343 | $466.9K | 0.00% | −7,942−29.1% | Reduced |
| Arizona State Retirement System | 18,404 | $444.3K | 0.00% | +492+2.7% | Added |
| Forum Financial Management, LP | 18,297 | $441.7K | 0.01% | −2,904−13.7% | Reduced |
| Ameritas Investment Partners, Inc. | 18,265 | $440.9K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 18,120 | $437.4K | 0.02% | +1,100+6.5% | Added |
| Envestnet Asset Management Inc | 63,075 | $415.6K | 0.00% | +48,954+346.7% | Added |
| Amundi | 19,302 | $414.8K | 0.00% | +669+3.6% | Added |
| Guggenheim Capital LLC | 16,728 | $403.8K | 0.00% | +6,432+62.5% | Added |
| First Republic Investment Management, Inc. | 16,589 | $400.5K | 0.00% | −932−5.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,553 | $399.6K | 0.01% | +4,758+40.3% | Added |
| XTX Topco Ltd | 15,451 | $373.0K | 0.08% | +5,788+59.9% | Added |
| Ethic Inc. | 14,537 | $350.9K | 0.01% | +2,310+18.9% | Added |
| Walleye Trading LLC | 13,894 | $335.4K | 0.01% | +10,401+297.8% | Added |
| Point72 Middle East FZE | 13,714 | $331.0K | 0.02% | +1,035+8.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,600 | $328.3K | 0.00% | +13,600 | New |
| ProShare Advisors LLC | 13,265 | $320.2K | 0.00% | −2,766−17.3% | Reduced |
| Mutual of America Capital Management LLC | 13,147 | $317.4K | 0.00% | −163−1.2% | Reduced |
| Axq Capital, LP | 12,800 | $309.0K | 0.12% | +12,800 | New |
| Ellevest, Inc. | 11,901 | $287.3K | 0.02% | +2,152+22.1% | Added |
| Tower Research Capital LLC (TRC) | 11,796 | $285.0K | 0.01% | −4,319−26.8% | Reduced |
| Winton Group Ltd | 11,806 | $285.0K | 0.02% | −12,000−50.4% | Reduced |
| CWM Advisors, LLC | 11,211 | $270.6K | 0.03% | +2,972+36.1% | Added |
| Handelsbanken Fonder AB | 10,588 | $256.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,081 | $255.0K | 0.01% | +10,081 | New |
| Legacy Bridge, LLC | 10,515 | $253.8K | 0.18% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,391 | $250.8K | 0.03% | −11,454−52.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,901 | $239.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,291 | $224.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 8,644 | $208.7K | 0.03% | +8,644 | New |
| Nisa Investment Advisors, LLC | 7,781 | $188.0K | 0.00% | +1,302+20.1% | Added |
| US Bancorp | 7,430 | $179.4K | 0.00% | −374−4.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 6,754 | $171.0K | 0.00% | +6,754 | New |
| Quantbot Technologies LP | 5,379 | $129.8K | 0.01% | −75,551−93.4% | Reduced |
| KBC Group NV | 5,248 | $127.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 5,092 | $122.9K | 0.00% | +5,092 | New |
| The PNC Financial Services Group, Inc. | 3,493 | $84.3K | 0.00% | +799+29.7% | Added |
| Metropolitan Life Insurance Co | 3,388 | $81.8K | 0.00% | −428−11.2% | Reduced |
| Farther Finance Advisors, LLC | 3,000 | $72.4K | 0.02% | +2,988+24,900.0% | Added |
| Simplex Trading, LLC | 2,591 | $62.0K | 0.00% | +2,591 | New |
| CWM, LLC | 2,105 | $51.0K | 0.00% | +271+14.8% | Added |
| Quarry LP | 2,025 | $48.9K | 0.03% | +2,025 | New |
| Covestor Ltd | 1,873 | $45.0K | 0.04% | −91−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,723 | $41.4K | 0.00% | −44−2.5% | Reduced |