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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, Q4 2023

Institutional positions in Semtech Corp as of Dec 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
226
+10 vs. Q3 2023
Shares held
83.1M
+10.8M (+15.0%) vs. Q3 2023
Total value
$1.82B
−$40.5M (−2.2%) vs. Q3 2023
New holders
50
79 more added
Sold out
40
74 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 holdersQ4 2023: 226 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 heldQ4 2023: $1.82B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q3 2023.

Institutions holding SMTC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Smartleaf Asset Management LLC4$00.00%+4New
Farther Finance Advisors, LLC1$220.00%−4,499−100.0%Reduced
First Horizon Advisors, Inc.3$660.00%00.0%Unchanged
EverSource Wealth Advisors, LLC8$1750.00%−87−91.6%Reduced
Steward Partners Investment Advisory, LLC10$2190.00%+10New
Parkside Financial Bank & Trust11$2420.00%−227−95.4%Reduced
Abound Wealth Management13$2850.00%+1+8.3%Added
Global Retirement Partners, LLC19$3520.00%+19New
FinTrust Capital Advisors, LLC16$3580.00%00.0%Unchanged
Bell Investment Advisors, Inc17$3730.00%−67−79.8%Reduced
McIlrath & Eck, LLC24$5260.00%00.0%Unchanged
Lindbrook Capital, LLC25$5480.00%−88−77.9%Reduced
M&R Capital Management Inc29$6350.00%00.0%Unchanged
Advisory Services Network, LLC34$7450.00%+34New
Global Financial Private Client, LLC38$8330.00%00.0%Unchanged
Farmers & Merchants Investments Inc45$9860.00%00.0%Unchanged
Private Wealth Management Group, LLC45$9860.00%+45New
Quadrant Capital Group LLC57$1.25K0.00%−740−92.8%Reduced
Massmutual Trust Co FSB66$1.45K0.00%−292−81.6%Reduced
Parallel Advisors, LLC70$1.53K0.00%+65+1,300.0%Added
Allworth Financial LP91$1.99K0.00%−82−47.4%Reduced
Proequities, Inc.125$2.74K0.00%00.0%Unchanged
Bessemer Group Inc153$3.00K0.00%−1−0.6%Reduced
First Community Trust NA145$3.18K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.200$4.38K0.00%−12,400−98.4%Reduced
Pacer Advisors, Inc.247$5.41K0.00%+27+12.3%Added
Covestor Ltd292$6.00K0.00%−243−45.4%Reduced
Huntington National Bank287$6.29K0.00%+286+28,600.0%Added
Fifth Third Bancorp320$7.01K0.00%−186−36.8%Reduced
Pineridge Advisors LLC401$8.79K0.00%+401New
Qube Research & Technologies Ltd537$11.8K0.00%00.0%Unchanged
NBC Securities, Inc.572$12.0K0.00%+572New
Versant Capital Management, Inc614$13.5K0.00%+353+135.2%Added
Advisor Group Holdings, Inc.718$15.7K0.00%−723−50.2%Reduced
GAMMA Investing LLC921$18.3K0.00%+921New
CWM, LLC871$19.0K0.00%−596−40.6%Reduced
Leonteq Securities AG1,096$24.0K0.00%+1,017+1,287.3%Added
Northwestern Mutual Wealth Management Co1,216$26.6K0.00%+234+23.8%Added
Public Employees Retirement System of Ohio1,379$30.2K0.00%+244+21.5%Added
FMR LLC1,695$37.1K0.00%−2,066−54.9%Reduced
The PNC Financial Services Group, Inc.1,877$41.1K0.00%−2,828−60.1%Reduced
KBC Group NV2,049$45.0K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.2,885$63.2K0.03%+2,885New
US Bancorp3,741$82.0K0.00%−1,959−34.4%Reduced
Metropolitan Life Insurance Co3,841$84.2K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.4,086$91.0K0.00%+261+6.8%Added
Tower Research Capital LLC (TRC)4,652$101.9K0.00%+1,871+67.3%Added
Simplex Trading, LLC5,536$121.0K0.00%+5,536New
Partnership Wealth Management, LLC6,425$127.5K0.10%+6,425New
Ameritas Investment Partners, Inc.6,357$139.3K0.01%−13,200−67.5%Reduced
Nisa Investment Advisors, LLC6,599$144.6K0.00%−9,676−59.5%Reduced
SG Americas Securities, LLC7,471$164.0K0.00%+7,471New
Walleye Trading LLC7,939$173.9K0.00%−44,937−85.0%Reduced
Whittier Trust Co8,045$176.2K0.00%00.0%Unchanged
Legato Capital Management LLC9,160$200.7K0.03%+9,160New
Public Employees Retirement Association of Colorado9,291$204.0K0.00%00.0%Unchanged
Numerai GP LLC9,540$209.0K0.07%+9,540New
Everence Capital Management Inc9,730$213.0K0.02%+9,730New
Man Group plc10,000$219.1K0.00%+10,000New
Susquehanna Portfolio Strategies, LLC10,400$227.9K0.00%+10,400New
Principal Securities, Inc.10,868$238.1K0.01%+10,868New
Mutual of America Capital Management LLC11,232$246.1K0.00%+22+0.2%Added
Channel Wealth LLC11,365$249.0K0.12%+11,365New
ProShare Advisors LLC12,009$263.1K0.00%+2,274+23.4%Added
Atom Investors LP12,753$279.4K0.05%−48,954−79.3%Reduced
Prelude Capital Management, LLC13,048$285.9K0.02%+13,048New
Dynamic Technology Lab Private Ltd13,077$287.0K0.03%+13,077New
Henshaw Capital LLC13,219$289.6K0.02%00.0%Unchanged
Mariner, LLC13,538$296.6K0.00%−10−0.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,848$303.4K0.00%−28,911−67.6%Reduced
Jacobs Levy Equity Management, Inc13,887$304.3K0.00%+13,887New
Seven Eight Capital, LP14,349$314.4K0.04%+3,726+35.1%Added
LPL Financial LLC14,375$315.0K0.00%+3,818+36.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,772$323.7K0.00%00.0%Unchanged
XTX Topco Ltd15,570$341.1K0.07%+5,178+49.8%Added
Creative Planning16,448$360.4K0.00%−2,646−13.9%Reduced
Envestnet Asset Management Inc16,888$370.0K0.00%−524−3.0%Reduced
ORG Partners LLC17,409$381.4K0.06%+2,440+16.3%Added
CWM Advisors, LLC17,561$384.8K0.04%+5,726+48.4%Added
Arizona State Retirement System17,940$393.1K0.00%−270−1.5%Reduced
Handelsbanken Fonder AB17,988$394.0K0.00%−2,100−10.5%Reduced
NorthCrest Asset Manangement, LLC18,120$397.0K0.02%00.0%Unchanged
State Board of Administration of Florida Retirement System18,258$400.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund18,763$411.1K0.01%−300−1.6%Reduced
Entropy Technologies, LP19,707$431.8K0.08%+19,707New
Guggenheim Capital LLC19,790$433.6K0.00%−5,315−21.2%Reduced
Capstone Investment Advisors, LLC20,900$457.9K0.01%+20,900New
HSBC Holdings PLC20,855$458.8K0.00%+20,855New
NinePointTwo Capital21,144$463.0K0.18%+21,144New
State of Tennessee, Treasury Department21,584$472.9K0.00%−4,322−16.7%Reduced
Teachers Retirement System of the State of Kentucky22,364$490.0K0.00%00.0%Unchanged
Amundi24,319$509.2K0.00%+15,907+189.1%Added
Maryland State Retirement & Pension System23,558$516.2K0.01%00.0%Unchanged
Amalgamated Bank24,263$532.0K0.00%−666−2.7%Reduced
Fiera Capital Corp24,314$532.7K0.00%00.0%Unchanged
Gsa Capital Partners LLP24,938$546.0K0.05%+24,938New
Voya Investment Management LLC25,658$562.2K0.00%+311+1.2%Added
Royal Bank of Canada26,688$585.0K0.00%+9,199+52.6%Added
Ensign Peak Advisors, Inc26,793$587.0K0.00%+7,450+38.5%Added
Bayesian Capital Management, LP27,599$604.7K0.06%+27,599New