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 15 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 2025
Institutional positions in Semtech Corp as of Mar 31, 2025. 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
- 315
- −37 vs. Q4 2024
- Shares held
- 97.6M
- +2.29M (+2.4%) vs. Q4 2024
- Total value
- $3.36B
- −$2.54B (−43.0%) vs. Q4 2024
- New holders
- 58
- 133 more added
- Sold out
- 95
- 101 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 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 2025
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 7,411 | $254.9K | 0.01% | −190−2.5% | Reduced |
| Bayesian Capital Management, LP | 7,556 | $259.9K | 0.04% | −4,400−36.8% | Reduced |
| Nisa Investment Advisors, LLC | 7,579 | $260.7K | 0.00% | −209−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,670 | $264.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,964 | $274.0K | 0.00% | −504−6.0% | Reduced |
| Stifel Financial Corp | 8,342 | $287.0K | 0.00% | +3,376+68.0% | Added |
| Advisory Services Network, LLC | 8,479 | $291.7K | 0.01% | −6,380−42.9% | Reduced |
| Centiva Capital, LP | 8,491 | $292.1K | 0.02% | −17−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 8,506 | $292.6K | 0.00% | −21,107−71.3% | Reduced |
| Raymond James Financial Inc | 9,111 | $313.4K | 0.00% | +3,291+56.5% | Added |
| Empowered Funds, LLC | 9,389 | $323.0K | 0.00% | +968+11.5% | Added |
| Wolverine Trading, LLC | 9,758 | $342.0K | 0.01% | +9,758 | New |
| Marshall Wace, LLP | 10,472 | $360.2K | 0.00% | +1,195+12.9% | Added |
| Geneos Wealth Management Inc. | 10,934 | $376.1K | 0.01% | +10,934 | New |
| Verition Fund Management LLC | 11,029 | $379.4K | 0.00% | −134,646−92.4% | Reduced |
| US Bancorp | 11,137 | $383.1K | 0.00% | +787+7.6% | Added |
| HSBC Holdings PLC | 11,630 | $396.6K | 0.00% | +1,062+10.0% | Added |
| N.E.W. Advisory Services LLC | 12,146 | $417.8K | 0.03% | +12,146 | New |
| The PNC Financial Services Group, Inc. | 12,192 | $419.4K | 0.00% | +7,583+164.5% | Added |
| Principal Securities, Inc. | 6,819 | $421.8K | 0.01% | +289+4.4% | Added |
| Pictet Asset Management Holding SA | 12,287 | $422.7K | 0.00% | +1,086+9.7% | Added |
| Fox Run Management, L.L.C. | 12,319 | $423.8K | 0.07% | +12,319 | New |
| Teacher Retirement System of Texas | 12,497 | $429.9K | 0.00% | +12,497 | New |
| Mutual of America Capital Management LLC | 12,509 | $430.3K | 0.00% | −269−2.1% | Reduced |
| Pathstone Holdings, LLC | 12,606 | $433.6K | 0.00% | +4,586+57.2% | Added |
| Bayforest Capital Ltd | 12,613 | $433.9K | 0.19% | +7,562+149.7% | Added |
| Renaissance Technologies LLC | 13,016 | $447.8K | 0.00% | −392,500−96.8% | Reduced |
| Mackenzie Financial Corp | 13,085 | $450.1K | 0.00% | −26,739−67.1% | Reduced |
| Torno Capital, LLC | 13,500 | $464.4K | 0.48% | +13,500 | New |
| Leonteq Securities AG | 13,540 | $465.8K | 0.04% | +8,791+185.1% | Added |
| XTX Topco Ltd | 14,420 | $496.0K | 0.03% | +6,375+79.2% | Added |
| Legato Capital Management LLC | 14,686 | $505.2K | 0.07% | −3,574−19.6% | Reduced |
| Bank of Montreal | 15,107 | $519.7K | 0.00% | +5,335+54.6% | Added |
| Franklin Resources Inc | 15,784 | $543.0K | 0.00% | +885+5.9% | Added |
| Captrust Financial Advisors | 15,836 | $544.8K | 0.00% | −12,569−44.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,188 | $556.9K | 0.01% | +648+4.2% | Added |
| PAX Financial Group, LLC | 16,362 | $562.9K | 0.10% | −6,795−29.3% | Reduced |
| CIBC World Markets Corp | 16,417 | $564.7K | 0.00% | +9,618+141.5% | Added |
| LPL Financial LLC | 16,734 | $575.6K | 0.00% | −2,420−12.6% | Reduced |
| KLP Kapitalforvaltning AS | 17,100 | $588.2K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 17,402 | $598.6K | 0.04% | +7,532+76.3% | Added |
| Guggenheim Capital LLC | 17,765 | $611.1K | 0.01% | +2,480+16.2% | Added |
| NorthCrest Asset Manangement, LLC | 17,950 | $617.5K | 0.02% | +22+0.1% | Added |
| ProShare Advisors LLC | 17,990 | $618.9K | 0.00% | −4,477−19.9% | Reduced |
| State Board of Administration of Florida Retirement System | 18,258 | $628.1K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 18,591 | $639.5K | 0.00% | +3,245+21.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 19,100 | $657.0K | 0.28% | +19,100 | New |
| Voya Investment Management LLC | 19,587 | $673.8K | 0.00% | −12,201−38.4% | Reduced |
| Oregon Public Employees Retirement Fund | 19,715 | $678.2K | 0.01% | −100−0.5% | Reduced |
| Lazard Asset Management LLC | 19,891 | $684.0K | 0.00% | +3,473+21.2% | Added |
| Natixis Advisors, L.P. | 20,116 | $692.0K | 0.00% | −35,023−63.5% | Reduced |
| Van Eck Associates Corp | 20,116 | $692.0K | 0.00% | +8,013+66.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,556 | $707.1K | 0.00% | +2,548+14.1% | Added |
| Henshaw Capital LLC | 21,243 | $730.8K | 0.03% | +8,024+60.7% | Added |
| CWM Advisors, LLC | 21,460 | $738.2K | 0.09% | −593−2.7% | Reduced |
| Royal Bank of Canada | 21,623 | $743.0K | 0.00% | +3,216+17.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,976 | $790.4K | 0.00% | +4,037+21.3% | Added |
| Amalgamated Bank | 24,015 | $826.0K | 0.01% | −47−0.2% | Reduced |
| Creative Planning | 24,370 | $838.3K | 0.00% | −352−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 24,487 | $842.4K | 0.08% | +24,487 | New |
| Arizona State Retirement System | 24,678 | $848.9K | 0.01% | +211+0.9% | Added |
| Fieldview Capital Management, LLC | 24,904 | $856.7K | 0.12% | +24,904 | New |
| Versor Investments LP | 25,100 | $863.4K | 0.14% | +13,866+123.4% | Added |
| Maryland State Retirement & Pension System | 25,101 | $863.5K | 0.02% | −3,306−11.6% | Reduced |
| Ensign Peak Advisors, Inc | 25,506 | $877.4K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 25,984 | $893.9K | 0.00% | +8,413+47.9% | Added |
| Handelsbanken Fonder AB | 25,988 | $894.0K | 0.00% | +4,300+19.8% | Added |
| Ossiam | 27,807 | $956.6K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 27,976 | $962.4K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 28,123 | $967.5K | 0.00% | −911,364−97.0% | Reduced |
| ExodusPoint Capital Management, LP | 28,705 | $987.0K | 0.01% | −20,488−41.6% | Reduced |
| Envestnet Asset Management Inc | 29,044 | $999.1K | 0.00% | −57,238−66.3% | Reduced |
| CSS LLC | 29,638 | $1.02M | 0.07% | +21,610+269.2% | Added |
| Archford Capital Strategies, LLC | 30,853 | $1.06M | 0.16% | +30,853 | New |
| Miracle Mile Advisors, LLC | 30,881 | $1.06M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 31,581 | $1.09M | 0.01% | −165−0.5% | Reduced |
| Daiwa Securities Group Inc. | 32,000 | $1.10M | 0.00% | −26,360−45.2% | Reduced |
| Simplex Trading, LLC | 32,544 | $1.12M | 0.04% | +13,414+70.1% | Added |
| Oak Ridge Investments LLC | 34,247 | $1.18M | 0.10% | −450−1.3% | Reduced |
| Panagora Asset Management Inc | 35,722 | $1.23M | 0.01% | +35,722 | New |
| Virtu Financial LLC | 36,030 | $1.24M | 0.07% | +36,030 | New |
| State of Tennessee, Treasury Department | 37,290 | $1.28M | 0.00% | +4,105+12.4% | Added |
| Janus Henderson Group PLC | 38,285 | $1.34M | 0.00% | −5,000−11.6% | Reduced |
| Corebridge Financial, Inc. | 39,019 | $1.34M | 0.01% | −78−0.2% | Reduced |
| Capital Fund Management S.A. | 39,513 | $1.36M | 0.02% | +39,513 | New |
| Louisiana State Employees Retirement System | 40,500 | $1.39M | 0.03% | −300−0.7% | Reduced |
| Scotia Capital Inc. | 40,544 | $1.39M | 0.01% | −15,920−28.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 41,533 | $1.43M | 0.01% | +6,194+17.5% | Added |
| Quantitative Investment Management, LLC | 42,415 | $1.46M | 0.13% | +38,023+865.7% | Added |
| Dark Forest Capital Management LP | 42,683 | $1.47M | 0.07% | +34,237+405.4% | Added |
| MetLife Investment Management | 42,856 | $1.47M | 0.01% | −661−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 43,601 | $1.50M | 0.00% | +1,968+4.7% | Added |
| Baird Financial Group, Inc. | 46,492 | $1.60M | 0.00% | −25,661−35.6% | Reduced |
| State of Alaska, Department of Revenue | 47,596 | $1.64M | 0.02% | −345−0.7% | Reduced |
| Connors Investor Services Inc | 47,850 | $1.65M | 0.16% | −21,959−31.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 48,656 | $1.67M | 0.01% | +48,656 | New |
| Los Angeles Capital Management LLC | 49,077 | $1.69M | 0.01% | +40,747+489.2% | Added |
| Inspire Advisors, LLC | 49,302 | $1.70M | 0.20% | −4,524−8.4% | Reduced |
| Essex Investment Management Co LLC | 49,497 | $1.70M | 0.36% | +49,497 | New |
| AQR Capital Management LLC | 51,814 | $1.72M | 0.00% | −3,720−6.7% | Reduced |