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, Q4 2024
Institutional positions in Semtech Corp as of Dec 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
- 355
- +84 vs. Q3 2024
- Shares held
- 95.9M
- +11.3M (+13.4%) vs. Q3 2024
- Total value
- $5.93B
- +$2.07B (+53.6%) vs. Q3 2024
- New holders
- 117
- 140 more added
- Sold out
- 33
- 72 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LMR Partners LLP | 12,537 | $775.4K | 0.01% | +12,537 | New |
| Advisors Preferred, LLC | 12,351 | $767.0K | 0.12% | +12,351 | New |
| Friedenthal Financial | 12,204 | $754.8K | 0.44% | +12,204 | New |
| Van Eck Associates Corp | 12,103 | $749.0K | 0.00% | +9,302+332.1% | Added |
| Bayesian Capital Management, LP | 11,956 | $739.5K | 0.09% | −12,244−50.6% | Reduced |
| Channel Wealth LLC | 11,365 | $702.9K | 0.23% | 00.0% | Unchanged |
| Versor Investments LP | 11,234 | $694.8K | 0.12% | +3,634+47.8% | Added |
| Pictet Asset Management Holding SA | 11,201 | $692.8K | 0.00% | +2,566+29.7% | Added |
| Edgestream Partners, L.P. | 10,925 | $675.7K | 0.03% | −40,030−78.6% | Reduced |
| HSBC Holdings PLC | 10,568 | $657.0K | 0.00% | +2,828+36.5% | Added |
| US Bancorp | 10,350 | $640.1K | 0.00% | +5,830+129.0% | Added |
| Entropy Technologies, LP | 10,166 | $628.8K | 0.06% | +10,166 | New |
| Y-Intercept (Hong Kong) Ltd | 9,870 | $610.5K | 0.04% | −6,851−41.0% | Reduced |
| Bank of Montreal | 9,772 | $604.4K | 0.00% | −909−8.5% | Reduced |
| Inceptionr LLC | 9,740 | $602.4K | 0.13% | +9,740 | New |
| Pitcairn Co | 9,461 | $585.2K | 0.03% | −1,032−9.8% | Reduced |
| Marshall Wace, LLP | 9,277 | $573.8K | 0.00% | +3,919+73.1% | Added |
| Point72 (DIFC) Ltd | 8,735 | $540.3K | 0.05% | +8,735 | New |
| Centiva Capital, LP | 8,508 | $526.2K | 0.02% | +8,508 | New |
| Commonwealth Equity Services, LLC | 8,468 | $524.0K | 0.00% | +2,533+42.7% | Added |
| Dark Forest Capital Management LP | 8,446 | $522.4K | 0.08% | −1,055−11.1% | Reduced |
| Empowered Funds, LLC | 8,421 | $520.8K | 0.01% | +8,421 | New |
| Los Angeles Capital Management LLC | 8,330 | $515.2K | 0.00% | +8,330 | New |
| XTX Topco Ltd | 8,045 | $497.6K | 0.04% | +8,045 | New |
| CSS LLC | 8,028 | $496.5K | 0.03% | −264,921−97.1% | Reduced |
| Pathstone Holdings, LLC | 8,020 | $496.0K | 0.00% | +8,020 | New |
| Janney Montgomery Scott LLC | 7,855 | $486.0K | 0.00% | −2,863−26.7% | Reduced |
| Nisa Investment Advisors, LLC | 7,788 | $481.7K | 0.00% | +870+12.6% | Added |
| Public Employees Retirement Association of Colorado | 7,670 | $474.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,601 | $470.1K | 0.02% | +1,244+19.6% | Added |
| Clearline Capital LP | 7,488 | $463.1K | 0.06% | −435,428−98.3% | Reduced |
| Contravisory Investment Management, Inc. | 7,481 | $462.7K | 0.10% | 00.0% | Unchanged |
| Quantessence Capital LLC | 7,435 | $459.9K | 0.19% | +7,435 | New |
| Altfest L J & Co Inc | 7,405 | $458.0K | 0.06% | +7,405 | New |
| Xponance, Inc. | 7,180 | $444.1K | 0.00% | +2,556+55.3% | Added |
| Alpha DNA Investment Management LLC | 7,067 | $437.1K | 0.24% | +7,067 | New |
| Caption Management, LLC | 7,000 | $432.9K | 0.02% | +7,000 | New |
| Danske Bank A/S | 6,984 | $432.0K | 0.00% | +6,984 | New |
| CIBC World Markets Corp | 6,799 | $420.5K | 0.00% | +6,799 | New |
| MML Investors Services, LLC | 6,695 | $414.0K | 0.00% | +6,695 | New |
| Brevan Howard Capital Management LP | 6,670 | $412.5K | 0.01% | −10,401−60.9% | Reduced |
| Principal Securities, Inc. | 6,530 | $403.9K | 0.01% | −2,407−26.9% | Reduced |
| Baader Bank INC | 6,400 | $395.8K | 0.04% | +6,400 | New |
| Cerity Partners LLC | 7,595 | $390.2K | 0.00% | −3,071−28.8% | Reduced |
| New Age Alpha Advisors, LLC | 6,233 | $385.5K | 0.02% | +6,233 | New |
| Raymond James Financial Inc | 5,820 | $360.0K | 0.00% | +5,820 | New |
| Canada Pension Plan Investment Board | 5,700 | $352.5K | 0.00% | +4,300+307.1% | Added |
| Oxford Asset Management LLP | 5,576 | $344.9K | 0.15% | +5,576 | New |
| STRS Ohio | 5,500 | $340.2K | 0.00% | +4,200+323.1% | Added |
| M&T Bank Corp | 5,353 | $331.1K | 0.00% | +5,353 | New |
| Cetera Investment Advisers | 5,226 | $323.2K | 0.00% | +599+12.9% | Added |
| Bayforest Capital Ltd | 5,051 | $312.4K | 0.39% | +5,051 | New |
| Sandia Investment Management LP | 5,000 | $309.3K | 0.58% | +5,000 | New |
| Stifel Financial Corp | 4,966 | $307.2K | 0.00% | −217−4.2% | Reduced |
| Counterpoint Mutual Funds LLC | 4,895 | $302.8K | 0.04% | −170−3.4% | Reduced |
| Atria Investments LLC | 4,846 | $299.7K | 0.00% | +4,846 | New |
| Wedbush Securities Inc | 4,763 | $295.0K | 0.01% | −84−1.7% | Reduced |
| Leonteq Securities AG | 4,749 | $293.7K | 0.03% | +4,163+710.4% | Added |
| The PNC Financial Services Group, Inc. | 4,609 | $285.1K | 0.00% | +768+20.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4,476 | $276.8K | 0.17% | +4,476 | New |
| Crossmark Global Holdings, Inc. | 4,396 | $272.0K | 0.00% | +10+0.2% | Added |
| Quantitative Investment Management, LLC | 4,392 | $271.0K | 0.02% | +4,392 | New |
| O'Shaughnessy Asset Management, LLC | 4,318 | $267.1K | 0.00% | +4,318 | New |
| Profund Advisors LLC | 4,198 | $259.6K | 0.01% | +4,198 | New |
| Oppenheimer & Co Inc | 4,119 | $254.8K | 0.00% | +4,119 | New |
| TRUE Private Wealth Advisors | 4,000 | $247.4K | 0.03% | +4,000 | New |
| Everence Capital Management Inc | 3,970 | $246.0K | 0.02% | −5,760−59.2% | Reduced |
| Bridgefront Capital, LLC | 3,940 | $243.7K | 0.08% | +3,940 | New |
| D.A. Davidson & Co. | 3,838 | $237.4K | 0.00% | +3,838 | New |
| Evergreen Capital Management LLC | 3,688 | $228.1K | 0.01% | +3,688 | New |
| KBC Group NV | 3,498 | $216.0K | 0.00% | +1,856+113.0% | Added |
| Advisor Group Holdings, Inc. | 3,365 | $208.1K | 0.00% | +150+4.7% | Added |
| Shelton Capital Management | 3,297 | $203.9K | 0.01% | +3,297 | New |
| Accel Wealth Management | 3,293 | $203.7K | 0.08% | +3,293 | New |
| GAMMA Investing LLC | 3,166 | $195.8K | 0.02% | +421+15.3% | Added |
| CWM, LLC | 3,042 | $188.0K | 0.00% | −188−5.8% | Reduced |
| Asset Management One Co.,Ltd. | 2,364 | $149.7K | 0.00% | −621−20.8% | Reduced |
| Transce3nd, LLC | 1,811 | $112.0K | 0.04% | +1,811 | New |
| Pacer Advisors, Inc. | 1,768 | $109.4K | 0.00% | +598+51.1% | Added |
| Quadrant Capital Group LLC | 1,567 | $96.9K | 0.01% | +337+27.4% | Added |
| Tower Research Capital LLC (TRC) | 1,507 | $93.2K | 0.00% | +1,155+328.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,503 | $93.0K | 0.09% | +1,503 | New |
| Harvest Fund Management Co., Ltd | 1,474 | $91.0K | 0.00% | +1,474 | New |
| Oarsman Capital, Inc. | 1,448 | $89.6K | 0.02% | +153+11.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,333 | $82.4K | 0.00% | +236+21.5% | Added |
| Quest Partners LLC | 1,217 | $75.3K | 0.01% | +772+173.5% | Added |
| Versant Capital Management, Inc | 945 | $58.4K | 0.01% | −6−0.6% | Reduced |
| Signaturefd, LLC | 897 | $55.5K | 0.00% | +45+5.3% | Added |
| Public Employees Retirement System of Ohio | 869 | $53.7K | 0.00% | −360−29.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 841 | $52.0K | 0.00% | +841 | New |
| Smartleaf Asset Management LLC | 770 | $47.5K | 0.00% | +505+190.6% | Added |
| Ridgewood Investments LLC | 700 | $43.3K | 0.02% | −787−52.9% | Reduced |
| Huntington National Bank | 615 | $38.0K | 0.00% | +26+4.4% | Added |
| Fifth Third Bancorp | 572 | $35.4K | 0.00% | +15+2.7% | Added |
| MAI Capital Management | 509 | $31.5K | 0.00% | +509 | New |
| Hollencrest Capital Management | 500 | $30.9K | 0.00% | +500 | New |
| Umb Bank N A | 475 | $29.4K | 0.00% | −1−0.2% | Reduced |
| Coppell Advisory Solutions LLC | 358 | $22.1K | 0.00% | +358 | New |
| New Wave Wealth Advisors LLC | 350 | $21.6K | 0.01% | +350 | New |
| Bessemer Group Inc | 343 | $21.0K | 0.00% | +93+37.2% | Added |