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, Q2 2025
Institutional positions in Semtech Corp as of Jun 30, 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
- 316
- +4 vs. Q1 2025
- Shares held
- 103.7M
- +6.58M (+6.8%) vs. Q1 2025
- Total value
- $4.68B
- +$1.34B (+40.1%) vs. Q1 2025
- New holders
- 61
- 138 more added
- Sold out
- 57
- 92 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,920,913 | $583.3M | 0.01% | −125,426−1.0% | Reduced |
| Vanguard Group Inc | 11,931,278 | $538.6M | 0.01% | +228,963+2.0% | Added |
| Ameriprise Financial Inc | 7,112,097 | $321.0M | 0.08% | +666,456+10.3% | Added |
| Capital Research Global Investors | 4,120,304 | $186.0M | 0.04% | +1,521,288+58.5% | Added |
| State Street Corp | 4,037,107 | $182.2M | 0.01% | +60,788+1.5% | Added |
| Whale Rock Capital Management LLC | 3,991,848 | $180.2M | 2.50% | +37,736+1.0% | Added |
| Alliancebernstein L.P. | 3,318,384 | $149.8M | 0.05% | +294,990+9.8% | Added |
| Morgan Stanley | 3,240,223 | $146.3M | 0.01% | +1,398,002+75.9% | Added |
| Macquarie Group Ltd | 3,046,217 | $137.5M | 0.17% | +57,615+1.9% | Added |
| Disciplined Growth Investors Inc | 2,894,536 | $130.7M | 2.50% | +115,921+4.2% | Added |
| Westfield Capital Management Co LP | 2,747,260 | $124.0M | 0.52% | +1,424,909+107.8% | Added |
| Wellington Management Group LLP | 2,388,449 | $107.8M | 0.02% | +75,236+3.3% | Added |
| Hood River Capital Management LLC | 2,244,631 | $101.3M | 1.41% | +594,529+36.0% | Added |
| Geode Capital Management, LLC | 2,123,903 | $95.9M | 0.01% | +178,319+9.2% | Added |
| Point72 Asset Management, L.P. | 1,557,862 | $70.3M | 0.17% | +1,104,318+243.5% | Added |
| Nuveen, LLC | 1,477,646 | $66.7M | 0.02% | +665,435+81.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,419,708 | $64.1M | 0.23% | +140,762+11.0% | Added |
| Invesco Ltd. | 1,416,780 | $64.0M | 0.01% | −383,394−21.3% | Reduced |
| Woodline Partners LP | 1,335,296 | $60.3M | 0.32% | +852,877+176.8% | Added |
| Neuberger Berman Group LLC | 1,237,947 | $55.9M | 0.04% | −55,317−4.3% | Reduced |
| Deutsche Bank AG | 1,205,356 | $54.4M | 0.02% | −4,722−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,021,134 | $46.1M | 0.01% | +24,711+2.5% | Added |
| Granahan Investment Management Inc | 991,576 | $44.8M | 1.82% | +36,655+3.8% | Added |
| Goldman Sachs Group Inc | 971,644 | $43.9M | 0.01% | +358,188+58.4% | Added |
| Northern Trust Corp | 952,201 | $43.0M | 0.01% | +88,894+10.3% | Added |
| Clearline Capital LP | 784,532 | $35.4M | 3.12% | +95,461+13.9% | Added |
| JPMorgan Chase & Co | 761,655 | $34.4M | 0.00% | +47,993+6.7% | Added |
| Bank of America Corp | 704,609 | $31.8M | 0.00% | +7,574+1.1% | Added |
| Two Sigma Investments, LP | 702,347 | $31.7M | 0.06% | −770,416−52.3% | Reduced |
| Royal Bank of Canada | 670,984 | $30.3M | 0.01% | +649,361+3,003.1% | Added |
| Atreides Management, LP | 661,941 | $29.9M | 0.83% | +661,941 | New |
| UBS Group AG | 601,654 | $27.2M | 0.01% | −199,450−24.9% | Reduced |
| Man Group plc | 579,264 | $26.1M | 0.06% | +317,315+121.1% | Added |
| Two Sigma Advisers, LP | 545,590 | $24.6M | 0.05% | −408,300−42.8% | Reduced |
| Comerica Bank | 531,790 | $24.0M | 0.09% | +392,952+283.0% | Added |
| Citadel Advisors LLC | 530,315 | $23.9M | 0.02% | +131,093+32.8% | Added |
| Freestone Grove Partners LP | 526,032 | $23.7M | 0.18% | +526,032 | New |
| Fred Alger Management, LLC | 525,691 | $23.7M | 0.11% | +141,857+37.0% | Added |
| Bank of New York Mellon Corp | 519,091 | $23.4M | 0.00% | −88,192−14.5% | Reduced |
| WCM Investment Management, LLC | 514,307 | $23.1M | 0.05% | +268,886+109.6% | Added |
| Assenagon Asset Management S.A. | 494,194 | $22.3M | 0.04% | +22,228+4.7% | Added |
| Palisade Capital Management LLC | 490,235 | $22.1M | 0.63% | +54,599+12.5% | Added |
| Victory Capital Management Inc | 486,987 | $22.0M | 0.01% | −190,688−28.1% | Reduced |
| Cooper Creek Partners Management LLC | 448,657 | $20.3M | 0.67% | +379,363+547.5% | Added |
| Principal Financial Group Inc | 429,779 | $19.4M | 0.01% | +1,821+0.4% | Added |
| LMR Partners LLP | 425,000 | $19.2M | 0.30% | +175,000+70.0% | Added |
| Great Lakes Advisors, LLC | 422,813 | $19.1M | 0.16% | +422,813 | New |
| Schonfeld Strategic Advisors LLC | 421,814 | $19.0M | 0.14% | +65,361+18.3% | Added |
| Polar Asset Management Partners Inc. | 396,225 | $17.9M | 0.45% | +140,018+54.7% | Added |
| Portolan Capital Management, LLC | 379,018 | $17.1M | 1.07% | +309,711+446.9% | Added |
| Balyasny Asset Management LLC | 355,425 | $16.0M | 0.04% | −575,493−61.8% | Reduced |
| Millennium Management LLC | 344,928 | $15.6M | 0.01% | +2,290+0.7% | Added |
| Dimensional Fund Advisors LP | 334,541 | $15.1M | 0.00% | +308,557+1,187.5% | Added |
| Norges Bank | 316,107 | $14.3M | 0.00% | −360,300−53.3% | Reduced |
| Susquehanna International Group, LLP | 305,994 | $13.8M | 0.02% | +169,101+123.5% | Added |
| Harbor Capital Advisors, Inc. | 301,459 | $13.6M | 0.57% | +34,623+13.0% | Added |
| Public Sector Pension Investment Board | 295,324 | $13.3M | 0.06% | +22,906+8.4% | Added |
| Schroder Investment Management Group | 294,028 | $13.2M | 0.01% | −496,568−62.8% | Reduced |
| SummitTX Capital, L.P. | 273,566 | $12.3M | 0.55% | +273,566 | New |
| UBS Asset Management Americas Inc | 269,647 | $12.2M | 0.00% | −142,167−34.5% | Reduced |
| Rhumbline Advisers | 240,418 | $10.9M | 0.01% | +27,834+13.1% | Added |
| Legal & General Group Plc | 236,137 | $10.7M | 0.00% | +3,516+1.5% | Added |
| Alyeska Investment Group, L.P. | 231,352 | $10.4M | 0.04% | −161,524−41.1% | Reduced |
| Capital Fund Management S.A. | 230,726 | $10.4M | 0.11% | +191,213+483.9% | Added |
| Tudor Investment Corp Et Al | 220,933 | $9.97M | 0.08% | −235,861−51.6% | Reduced |
| Jain Global LLC | 210,992 | $9.52M | 0.15% | +71,783+51.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 182,538 | $8.24M | 0.03% | +133,882+275.2% | Added |
| New York State Common Retirement Fund | 178,326 | $8.05M | 0.01% | +27,745+18.4% | Added |
| Barclays PLC | 172,772 | $7.80M | 0.00% | −105,593−37.9% | Reduced |
| Swiss National Bank | 165,200 | $7.46M | 0.00% | −1,700−1.0% | Reduced |
| Andar Capital Management HK Ltd | 160,000 | $7.22M | 8.44% | +160,000 | New |
| SEI Investments Co | 158,297 | $7.15M | 0.01% | +48,835+44.6% | Added |
| State of Wisconsin Investment Board | 158,189 | $7.14M | 0.02% | −25,503−13.9% | Reduced |
| Heartland Advisors Inc | 133,422 | $6.02M | 0.34% | −330−0.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 128,925 | $5.82M | 0.01% | +21,157+19.6% | Added |
| Intech Investment Management LLC | 127,015 | $5.73M | 0.05% | +58,518+85.4% | Added |
| Squarepoint Ops LLC | 113,493 | $5.12M | 0.01% | −1,017,782−90.0% | Reduced |
| Prudential Financial Inc | 101,514 | $4.58M | 0.01% | −72,474−41.7% | Reduced |
| Wells Fargo & Company | 97,764 | $4.41M | 0.00% | −6,966−6.7% | Reduced |
| Moody Aldrich Partners LLC | 97,429 | $4.40M | 0.85% | −1,475−1.5% | Reduced |
| EFG Asset Management (North America) Corp. | 94,872 | $4.28M | 0.60% | +12,796+15.6% | Added |
| Nordea Investment Management AB | 94,583 | $4.23M | 0.00% | +94,583 | New |
| Citigroup Inc | 93,120 | $4.20M | 0.00% | −31,449−25.2% | Reduced |
| Great West Life Assurance Co | 89,598 | $4.04M | 0.01% | −8,020−8.2% | Reduced |
| Aquatic Capital Management LLC | 85,097 | $3.84M | 0.08% | −87,621−50.7% | Reduced |
| California State Teachers Retirement System | 84,630 | $3.82M | 0.00% | +1,290+1.5% | Added |
| New York State Teachers Retirement System | 82,302 | $3.71M | 0.01% | +100+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 80,807 | $3.65M | 0.01% | −263,310−76.5% | Reduced |
| ExodusPoint Capital Management, LP | 75,340 | $3.40M | 0.04% | +46,635+162.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 73,740 | $3.33M | 0.03% | +45,764+163.6% | Added |
| Price T Rowe Associates Inc | 73,214 | $3.31M | 0.00% | +11,132+17.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 67,374 | $3.04M | 0.01% | +2,932+4.5% | Added |
| Connors Investor Services Inc | 64,529 | $2.91M | 0.26% | +16,679+34.9% | Added |
| Thrivent Financial for Lutherans | 63,695 | $2.88M | 0.01% | −6,899−9.8% | Reduced |
| Sora Investors LLC | 60,000 | $2.71M | 0.24% | −215,472−78.2% | Reduced |
| FMR LLC | 59,915 | $2.70M | 0.00% | −691,988−92.0% | Reduced |
| Gotham Asset Management, LLC | 58,936 | $2.66M | 0.02% | −37,835−39.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 56,857 | $2.57M | 0.06% | +37,757+197.7% | Added |
| MetLife Investment Management | 55,444 | $2.50M | 0.01% | +12,588+29.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 55,071 | $2.49M | 0.06% | +37,669+216.5% | Added |