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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, Q1 2024

Institutional positions in Semtech Corp as of Mar 31, 2024. 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
236
+13 vs. Q4 2023
Shares held
80.4M
−2.58M (−3.1%) vs. Q4 2023
Total value
$2.21B
+$392.8M (+21.6%) vs. Q4 2023
New holders
45
82 more added
Sold out
32
76 more reduced

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 236 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 heldQ1 2024: $2.21B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q4 2023.

Institutions holding SMTC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Advisors, Inc.3$820.00%00.0%Unchanged
Rothschild Investment LLC5$1370.00%+5New
Parkside Financial Bank & Trust10$2750.00%−1−9.1%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC13$3570.00%+13New
Abound Wealth Management13$3580.00%00.0%Unchanged
Lion Point Capital, LP14$3850.00%−2,577,841−100.0%Reduced
FinTrust Capital Advisors, LLC16$4490.00%00.0%Unchanged
Bell Investment Advisors, Inc17$4680.00%00.0%Unchanged
EverSource Wealth Advisors, LLC16$6020.00%+8+100.0%Added
Global Retirement Partners, LLC22$6050.00%+3+15.8%Added
Lindbrook Capital, LLC25$6870.00%00.0%Unchanged
Umb Bank N A30$8250.00%+30New
Global Financial Private Client, LLC38$1.12K0.00%00.0%Unchanged
Pineridge Advisors LLC43$1.18K0.00%−358−89.3%Reduced
Farmers & Merchants Investments Inc45$1.24K0.00%00.0%Unchanged
Massmutual Trust Co FSB66$1.81K0.00%00.0%Unchanged
Parallel Advisors, LLC97$2.67K0.00%+27+38.6%Added
Future Financial Wealth Managment LLC100$2.75K0.00%+100New
Bullock Wealth Management Group100$2.94K0.00%+100New
Proequities, Inc.125$3.44K0.00%00.0%Unchanged
Smartleaf Asset Management LLC128$3.57K0.00%+124+3,100.0%Added
Allworth Financial LP140$3.85K0.00%+49+53.8%Added
First Community Trust NA145$3.99K0.00%00.0%Unchanged
Bessemer Group Inc153$4.00K0.00%00.0%Unchanged
Huntington National Bank287$7.89K0.00%00.0%Unchanged
Covestor Ltd291$8.00K0.01%−1−0.3%Reduced
Tradewinds Capital Management, LLC400$11.0K0.00%+400New
Catalyst Funds Management Pty Ltd400$11.0K0.00%+400New
Fifth Third Bancorp469$12.9K0.00%+149+46.6%Added
Orion Capital Management LLC500$13.7K0.01%+500New
ORG Partners LLC472$13.9K0.03%−16,937−97.3%Reduced
Qube Research & Technologies Ltd537$14.8K0.00%00.0%Unchanged
NBC Securities, Inc.572$15.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC622$17.1K0.00%+565+991.2%Added
Elequin Capital LP690$19.0K0.00%+690New
Advisor Group Holdings, Inc.845$23.2K0.00%+127+17.7%Added
Signaturefd, LLC852$23.4K0.00%+852New
Quest Partners LLC921$25.3K0.00%+921New
Northwestern Mutual Wealth Management Co982$27.0K0.00%−234−19.2%Reduced
Leonteq Securities AG988$27.2K0.00%−108−9.9%Reduced
West Tower Group, LLC1,000$27.5K0.08%+1,000New
CWM, LLC1,028$28.0K0.00%+157+18.0%Added
Pacer Advisors, Inc.1,028$28.3K0.00%+781+316.2%Added
Walleye Capital LLC1,456$40.0K0.00%−154,820−99.1%Reduced
Public Employees Retirement System of Ohio1,471$40.4K0.00%+92+6.7%Added
GAMMA Investing LLC1,694$46.6K0.01%+773+83.9%Added
Versant Capital Management, Inc1,873$51.5K0.01%+1,259+205.0%Added
KBC Group NV2,049$56.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,080$84.7K0.00%+1,203+64.1%Added
Metropolitan Life Insurance Co3,391$93.2K0.00%−450−11.7%Reduced
Point72 Asia (Singapore) Pte. Ltd.4,185$115.0K0.03%+4,185New
US Bancorp5,017$137.9K0.00%+1,276+34.1%Added
Ameritas Investment Partners, Inc.6,357$174.8K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC6,698$184.1K0.00%+99+1.5%Added
Pictet Asset Management Holding SA7,337$201.7K0.00%+7,337New
Whittier Trust Co8,045$221.1K0.00%00.0%Unchanged
Wrapmanager Inc8,120$223.2K0.06%+8,120New
Dark Forest Capital Management LP8,585$236.0K0.04%+8,585New
Moody National Bank Trust Division8,824$242.6K0.02%+8,824New
Public Employees Retirement Association of Colorado8,968$247.0K0.00%−323−3.5%Reduced
Everence Capital Management Inc9,730$267.0K0.02%00.0%Unchanged
Mutual of America Capital Management LLC11,075$304.5K0.00%−157−1.4%Reduced
Brevan Howard Capital Management LP11,163$306.9K0.03%+11,163New
Mount Yale Investment Advisors, LLC11,298$310.6K0.02%+11,298New
Channel Wealth LLC11,365$312.4K0.13%00.0%Unchanged
Caption Management, LLC11,655$320.4K0.04%+11,655New
J. Goldman & Co LP12,047$331.2K0.01%+12,047New
Principal Securities, Inc.12,189$335.1K0.01%+1,321+12.2%Added
ProShare Advisors LLC12,902$354.7K0.00%+893+7.4%Added
CWM Advisors, LLC12,924$355.3K0.04%−4,637−26.4%Reduced
Mariner, LLC13,172$362.1K0.00%−366−2.7%Reduced
Henshaw Capital LLC13,219$363.4K0.02%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,883$381.6K0.00%+35+0.3%Added
Capstone Investment Advisors, LLC14,249$391.7K0.01%−6,651−31.8%Reduced
Harbor Capital Advisors, Inc.14,673$403.0K0.05%+14,673New
Zurcher Kantonalbank (Zurich Cantonalbank)14,772$406.1K0.00%00.0%Unchanged
Calamos Advisors LLC15,949$438.4K0.00%+15,949New
Fox Run Management, L.L.C.16,321$448.7K0.10%+16,321New
LPL Financial LLC16,624$457.0K0.00%+2,249+15.6%Added
Oregon Public Employees Retirement Fund17,263$474.6K0.01%−1,500−8.0%Reduced
State of Tennessee, Treasury Department17,360$477.2K0.00%−4,224−19.6%Reduced
Creative Planning17,430$479.2K0.00%+982+6.0%Added
Arizona State Retirement System17,667$485.7K0.00%−273−1.5%Reduced
NorthCrest Asset Manangement, LLC17,920$492.6K0.02%−200−1.1%Reduced
Handelsbanken Fonder AB17,988$494.0K0.00%00.0%Unchanged
Diametric Capital, LP19,285$530.1K0.29%−23,178−54.6%Reduced
Amalgamated Bank19,822$545.0K0.00%−4,441−18.3%Reduced
Bayesian Capital Management, LP20,899$574.5K0.05%−6,700−24.3%Reduced
Voya Investment Management LLC21,192$582.6K0.00%−4,466−17.4%Reduced
State Board of Administration of Florida Retirement System25,008$603.7K0.00%+6,750+37.0%Added
Susquehanna Fundamental Investments, LLC22,189$610.0K0.03%+22,189New
Envestnet Asset Management Inc22,217$610.7K0.00%+5,329+31.6%Added
Teachers Retirement System of the State of Kentucky22,364$615.0K0.01%00.0%Unchanged
Formula Growth Ltd25,000$687.3K0.22%−75,000−75.0%Reduced
Gsa Capital Partners LLP25,086$690.0K0.05%+148+0.6%Added
Guggenheim Capital LLC25,131$690.9K0.00%+5,341+27.0%Added
Ensign Peak Advisors, Inc25,506$701.2K0.00%−1,287−4.8%Reduced
Tower Research Capital LLC (TRC)25,606$703.9K0.02%+20,954+450.4%Added
Group One Trading, L.P.25,690$706.2K0.03%+25,690New
Wolverine Trading, LLC26,650$732.6K0.01%+26,650New