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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 68,497 | $2.36M | 0.02% | +28,812+72.6% | Added |
| Qube Research & Technologies Ltd | 68,442 | $2.35M | 0.00% | −32,974−32.5% | Reduced |
| PDT Partners, LLC | 65,366 | $2.25M | 0.16% | +25,098+62.3% | Added |
| Edgestream Partners, L.P. | 65,110 | $2.24M | 0.08% | +54,185+496.0% | Added |
| D. E. Shaw & Co., Inc. | 65,100 | $2.24M | 0.00% | +46,090+242.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 64,442 | $2.22M | 0.00% | −9,714−13.1% | Reduced |
| Amundi | 74,019 | $2.20M | 0.00% | +30,645+70.7% | Added |
| Algert Global LLC | 63,113 | $2.17M | 0.05% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 62,082 | $2.14M | 0.00% | −416,063−87.0% | Reduced |
| Cubist Systematic Strategies, LLC | 61,929 | $2.13M | 0.03% | +61,929 | New |
| PEAK6 LLC | 55,717 | $1.92M | 0.07% | +25,154+82.3% | Added |
| Dynamic Technology Lab Private Ltd | 52,751 | $1.81M | 0.26% | +31,320+146.1% | Added |
| State of New Jersey Common Pension Fund D | 52,755 | $1.81M | 0.01% | +8,319+18.7% | Added |
| Optimize Financial Inc | 52,454 | $1.80M | 0.68% | +52,454 | New |
| Moody National Bank Trust Division | 50,955 | $1.75M | 0.18% | +30,387+147.7% | Added |
| AQR Capital Management LLC | 51,814 | $1.72M | 0.00% | −3,720−6.7% | Reduced |
| Essex Investment Management Co LLC | 49,497 | $1.70M | 0.36% | +49,497 | New |
| Inspire Advisors, LLC | 49,302 | $1.70M | 0.20% | −4,524−8.4% | Reduced |
| Los Angeles Capital Management LLC | 49,077 | $1.69M | 0.01% | +40,747+489.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 48,656 | $1.67M | 0.01% | +48,656 | New |
| Connors Investor Services Inc | 47,850 | $1.65M | 0.16% | −21,959−31.5% | Reduced |
| State of Alaska, Department of Revenue | 47,596 | $1.64M | 0.02% | −345−0.7% | Reduced |
| Baird Financial Group, Inc. | 46,492 | $1.60M | 0.00% | −25,661−35.6% | Reduced |
| Manufacturers Life Insurance Company, The | 43,601 | $1.50M | 0.00% | +1,968+4.7% | Added |
| MetLife Investment Management | 42,856 | $1.47M | 0.01% | −661−1.5% | Reduced |
| Dark Forest Capital Management LP | 42,683 | $1.47M | 0.07% | +34,237+405.4% | Added |
| Quantitative Investment Management, LLC | 42,415 | $1.46M | 0.13% | +38,023+865.7% | Added |
| Teachers Retirement System of the State of Kentucky | 41,533 | $1.43M | 0.01% | +6,194+17.5% | Added |
| Scotia Capital Inc. | 40,544 | $1.39M | 0.01% | −15,920−28.2% | Reduced |
| Louisiana State Employees Retirement System | 40,500 | $1.39M | 0.03% | −300−0.7% | Reduced |
| Capital Fund Management S.A. | 39,513 | $1.36M | 0.02% | +39,513 | New |
| Corebridge Financial, Inc. | 39,019 | $1.34M | 0.01% | −78−0.2% | Reduced |
| Janus Henderson Group PLC | 38,285 | $1.34M | 0.00% | −5,000−11.6% | Reduced |
| State of Tennessee, Treasury Department | 37,290 | $1.28M | 0.00% | +4,105+12.4% | Added |
| Virtu Financial LLC | 36,030 | $1.24M | 0.07% | +36,030 | New |
| Panagora Asset Management Inc | 35,722 | $1.23M | 0.01% | +35,722 | New |
| Oak Ridge Investments LLC | 34,247 | $1.18M | 0.10% | −450−1.3% | Reduced |
| Simplex Trading, LLC | 32,544 | $1.12M | 0.04% | +13,414+70.1% | Added |
| Daiwa Securities Group Inc. | 32,000 | $1.10M | 0.00% | −26,360−45.2% | Reduced |
| Yousif Capital Management, LLC | 31,581 | $1.09M | 0.01% | −165−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 30,881 | $1.06M | 0.02% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 30,853 | $1.06M | 0.16% | +30,853 | New |
| CSS LLC | 29,638 | $1.02M | 0.07% | +21,610+269.2% | Added |
| Envestnet Asset Management Inc | 29,044 | $999.1K | 0.00% | −57,238−66.3% | Reduced |
| ExodusPoint Capital Management, LP | 28,705 | $987.0K | 0.01% | −20,488−41.6% | Reduced |
| Fisher Asset Management, LLC | 28,123 | $967.5K | 0.00% | −911,364−97.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,976 | $962.4K | 0.01% | 00.0% | Unchanged |
| Ossiam | 27,807 | $956.6K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 25,988 | $894.0K | 0.00% | +4,300+19.8% | Added |
| Dimensional Fund Advisors LP | 25,984 | $893.9K | 0.00% | +8,413+47.9% | Added |
| Ensign Peak Advisors, Inc | 25,506 | $877.4K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 25,101 | $863.5K | 0.02% | −3,306−11.6% | Reduced |
| Versor Investments LP | 25,100 | $863.4K | 0.14% | +13,866+123.4% | Added |
| Fieldview Capital Management, LLC | 24,904 | $856.7K | 0.12% | +24,904 | New |
| Arizona State Retirement System | 24,678 | $848.9K | 0.01% | +211+0.9% | Added |
| Landscape Capital Management, L.L.C. | 24,487 | $842.4K | 0.08% | +24,487 | New |
| Creative Planning | 24,370 | $838.3K | 0.00% | −352−1.4% | Reduced |
| Amalgamated Bank | 24,015 | $826.0K | 0.01% | −47−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,976 | $790.4K | 0.00% | +4,037+21.3% | Added |
| Royal Bank of Canada | 21,623 | $743.0K | 0.00% | +3,216+17.5% | Added |
| CWM Advisors, LLC | 21,460 | $738.2K | 0.09% | −593−2.7% | Reduced |
| Henshaw Capital LLC | 21,243 | $730.8K | 0.03% | +8,024+60.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,556 | $707.1K | 0.00% | +2,548+14.1% | 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 |
| Lazard Asset Management LLC | 19,891 | $684.0K | 0.00% | +3,473+21.2% | Added |
| Oregon Public Employees Retirement Fund | 19,715 | $678.2K | 0.01% | −100−0.5% | Reduced |
| Voya Investment Management LLC | 19,587 | $673.8K | 0.00% | −12,201−38.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 19,100 | $657.0K | 0.28% | +19,100 | New |
| Glenmede Trust Co NA | 18,591 | $639.5K | 0.00% | +3,245+21.1% | Added |
| State Board of Administration of Florida Retirement System | 18,258 | $628.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,990 | $618.9K | 0.00% | −4,477−19.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 17,950 | $617.5K | 0.02% | +22+0.1% | Added |
| Guggenheim Capital LLC | 17,765 | $611.1K | 0.01% | +2,480+16.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,402 | $598.6K | 0.04% | +7,532+76.3% | Added |
| KLP Kapitalforvaltning AS | 17,100 | $588.2K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,734 | $575.6K | 0.00% | −2,420−12.6% | Reduced |
| CIBC World Markets Corp | 16,417 | $564.7K | 0.00% | +9,618+141.5% | Added |
| PAX Financial Group, LLC | 16,362 | $562.9K | 0.10% | −6,795−29.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,188 | $556.9K | 0.01% | +648+4.2% | Added |
| Captrust Financial Advisors | 15,836 | $544.8K | 0.00% | −12,569−44.2% | Reduced |
| Franklin Resources Inc | 15,784 | $543.0K | 0.00% | +885+5.9% | Added |
| Bank of Montreal | 15,107 | $519.7K | 0.00% | +5,335+54.6% | Added |
| Legato Capital Management LLC | 14,686 | $505.2K | 0.07% | −3,574−19.6% | Reduced |
| XTX Topco Ltd | 14,420 | $496.0K | 0.03% | +6,375+79.2% | Added |
| Leonteq Securities AG | 13,540 | $465.8K | 0.04% | +8,791+185.1% | Added |
| Torno Capital, LLC | 13,500 | $464.4K | 0.48% | +13,500 | New |
| Mackenzie Financial Corp | 13,085 | $450.1K | 0.00% | −26,739−67.1% | Reduced |
| Renaissance Technologies LLC | 13,016 | $447.8K | 0.00% | −392,500−96.8% | Reduced |
| Bayforest Capital Ltd | 12,613 | $433.9K | 0.19% | +7,562+149.7% | Added |
| Pathstone Holdings, LLC | 12,606 | $433.6K | 0.00% | +4,586+57.2% | Added |
| Mutual of America Capital Management LLC | 12,509 | $430.3K | 0.00% | −269−2.1% | Reduced |
| Teacher Retirement System of Texas | 12,497 | $429.9K | 0.00% | +12,497 | New |
| Fox Run Management, L.L.C. | 12,319 | $423.8K | 0.07% | +12,319 | New |
| Pictet Asset Management Holding SA | 12,287 | $422.7K | 0.00% | +1,086+9.7% | Added |
| Principal Securities, Inc. | 6,819 | $421.8K | 0.01% | +289+4.4% | Added |
| The PNC Financial Services Group, Inc. | 12,192 | $419.4K | 0.00% | +7,583+164.5% | Added |
| N.E.W. Advisory Services LLC | 12,146 | $417.8K | 0.03% | +12,146 | New |
| HSBC Holdings PLC | 11,630 | $396.6K | 0.00% | +1,062+10.0% | Added |
| US Bancorp | 11,137 | $383.1K | 0.00% | +787+7.6% | Added |