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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 15 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 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.

Institutional holdersQ1 2025: 315 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: 578 institutions
Value heldQ1 2025: $3.36B
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 2026578$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 2025

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q4 2024.

Institutions holding SMTC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dunhill Financial, LLC0$00.00%−500−100.0%Sold out
MRP Capital Investments, LLC0$00.00%−75−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−58−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−43−100.0%Sold out
Pineridge Advisors LLC0$00.00%−43−100.0%Sold out
Neo Ivy Capital Management0$00.00%−45−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−6−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−5−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−4−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−2−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Hanseatic Management Services Inc––––Not filed
Global Retirement Partners, LLC––––Not filed