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 |
|---|---|---|---|---|---|
| Rialto Wealth Management, LLC | 1 | $46 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $90 | 0.00% | +1+100.0% | Added |
| First Horizon Advisors, Inc. | 3 | $135 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3 | $135 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $181 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $181 | 0.00% | +4 | New |
| Toronto Dominion Bank | 7 | $297 | 0.00% | +7 | New |
| Sierra Ocean, LLC | 7 | $316 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $316 | 0.00% | +4+133.3% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $316 | 0.00% | +5+250.0% | Added |
| Raleigh Capital Management Inc. | 7 | $316 | 0.00% | +7 | New |
| Essential Partners LLC | 9 | $406 | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 15 | $677 | 0.00% | −37−71.2% | Reduced |
| Larson Financial Group LLC | 22 | $993 | 0.00% | +13+144.4% | Added |
| Fortitude Family Office, LLC | 22 | $993 | 0.00% | +22 | New |
| TD Waterhouse Canada Inc. | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $1.17K | 0.00% | −95−78.5% | Reduced |
| Assetmark, Inc | 33 | $1.49K | 0.00% | +33 | New |
| Wolverine Asset Management LLC | 34 | $1.53K | 0.00% | +20+142.9% | Added |
| True Wealth Design, LLC | 34 | $1.53K | 0.00% | +10+41.7% | Added |
| Global Retirement Partners, LLC | 38 | $1.72K | 0.00% | +38 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 39 | $1.76K | 0.00% | +39 | New |
| Atlantic Trust, LLC | 44 | $1.99K | 0.00% | +44 | New |
| Hemington Wealth Management | 45 | $2.00K | 0.00% | +22+95.7% | Added |
| Farmers & Merchants Investments Inc | 45 | $2.03K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 45 | $2.03K | 0.00% | +45 | New |
| WPG Advisers, LLC | 45 | $2.03K | 0.00% | +45 | New |
| Riggs Asset Managment Co. Inc. | 46 | $2.08K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 47 | $2.12K | 0.00% | +14+42.4% | Added |
| NVWM, LLC | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $2.26K | 0.00% | +50 | New |
| Elequin Capital LP | 56 | $2.53K | 0.00% | +56 | New |
| GWM Advisors LLC | 65 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 65 | $2.93K | 0.00% | +39+150.0% | Added |
| EverSource Wealth Advisors, LLC | 67 | $3.02K | 0.00% | −12−15.2% | Reduced |
| North Capital, Inc. | 72 | $3.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 97 | $4.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $4.42K | 0.00% | −209−100.0% | Reduced |
| Future Financial Wealth Managment LLC | 100 | $4.51K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $4.51K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 100 | $4.51K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 120 | $5.42K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 128 | $5.78K | 0.00% | +108+540.0% | Added |
| First Community Trust NA | 145 | $6.54K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 147 | $6.64K | 0.00% | +103+234.1% | Added |
| Hantz Financial Services, Inc. | 148 | $7.00K | 0.00% | +144+3,600.0% | Added |
| Massmutual Trust Co FSB | 179 | $8.08K | 0.00% | −61−25.4% | Reduced |
| Rothschild Investment LLC | 190 | $8.58K | 0.00% | +110+137.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 200 | $9.03K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 211 | $9.53K | 0.00% | +132+167.1% | Added |
| SBI Securities Co., Ltd. | 232 | $10.5K | 0.00% | +31+15.4% | Added |
| Parallel Advisors, LLC | 250 | $11.3K | 0.00% | +130+108.3% | Added |
| Financially Speaking Inc | 250 | $11.3K | 0.01% | +250 | New |
| Allworth Financial LP | 258 | $11.6K | 0.00% | +34+15.2% | Added |
| Northwestern Mutual Wealth Management Co | 276 | $12.5K | 0.00% | −1,018−78.7% | Reduced |
| Huntington National Bank | 298 | $13.5K | 0.00% | +12+4.2% | Added |
| Signaturefd, LLC | 303 | $13.7K | 0.00% | −632−67.6% | Reduced |
| Optiver Holding B.V. | 311 | $14.0K | 0.00% | +137+78.7% | Added |
| Umb Bank N A | 325 | $14.7K | 0.00% | +139+74.7% | Added |
| Jones Financial Companies LLLP | 359 | $16.1K | 0.00% | +89+33.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 316 | $16.7K | 0.01% | +316 | New |
| Covestor Ltd | 370 | $17.0K | 0.01% | +190+105.6% | Added |
| Parkside Financial Bank & Trust | 389 | $17.6K | 0.00% | +242+164.6% | Added |
| Quest Partners LLC | 407 | $18.4K | 0.00% | +15+3.8% | Added |
| MAI Capital Management | 497 | $22.4K | 0.00% | +47+10.4% | Added |
| Public Employees Retirement System of Ohio | 543 | $24.5K | 0.00% | −103−15.9% | Reduced |
| Quarry LP | 555 | $25.1K | 0.01% | +35+6.7% | Added |
| Skopos Labs, Inc. | 592 | $26.7K | 0.00% | +508+604.8% | Added |
| Bessemer Group Inc | 653 | $29.0K | 0.00% | +287+78.4% | Added |
| Ridgewood Investments LLC | 700 | $31.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 732 | $33.0K | 0.00% | +732 | New |
| Fifth Third Bancorp | 755 | $34.1K | 0.00% | +164+27.7% | Added |
| Versant Capital Management, Inc | 795 | $35.9K | 0.01% | −703−46.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 831 | $38.0K | 0.00% | +831 | New |
| Nomura Asset Management Co Ltd | 887 | $40.0K | 0.00% | −36−3.9% | Reduced |
| Clearstead Advisors, LLC | 909 | $41.0K | 0.00% | +909 | New |
| NBC Securities, Inc. | 1,194 | $53.0K | 0.00% | +146+13.9% | Added |
| Lazard Asset Management LLC | 1,229 | $55.0K | 0.00% | −18,662−93.8% | Reduced |
| FNY Investment Advisers, LLC | 1,237 | $55.0K | 0.02% | +1,237 | New |
| Smartleaf Asset Management LLC | 1,274 | $57.2K | 0.01% | +247+24.1% | Added |
| Advisor Group Holdings, Inc. | 1,487 | $66.8K | 0.00% | −1,567−51.3% | Reduced |
| Pacer Advisors, Inc. | 1,576 | $71.1K | 0.00% | −384−19.6% | Reduced |
| Clear Street Markets LLC | 1,648 | $74.4K | 0.03% | +1,648 | New |
| Archer Investment Corp | 2,050 | $92.5K | 0.02% | +200+10.8% | Added |
| KBC Group NV | 2,433 | $110.0K | 0.00% | −1,651−40.4% | Reduced |
| N.E.W. Advisory Services LLC | 2,815 | $127.1K | 0.01% | −9,331−76.8% | Reduced |
| CWM, LLC | 2,838 | $128.0K | 0.00% | −913−24.3% | Reduced |
| State of Wyoming | 2,955 | $133.4K | 0.02% | +339+13.0% | Added |
| Raymond James Financial Inc | 3,630 | $163.9K | 0.00% | −5,481−60.2% | Reduced |
| Asset Management One Co.,Ltd. | 3,785 | $170.9K | 0.00% | +2,094+123.8% | Added |
| GAMMA Investing LLC | 3,807 | $171.8K | 0.01% | +791+26.2% | Added |
| Marex Group plc | 4,508 | $203.5K | 0.00% | +4,508 | New |
| Quantinno Capital Management LP | 4,509 | $203.5K | 0.00% | +4,509 | New |
| Evergreen Capital Management LLC | 4,563 | $206.0K | 0.01% | +4,563 | New |
| Toroso Investments, LLC | 4,633 | $209.1K | 0.00% | +4,633 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4,636 | $209.3K | 0.00% | +495+12.0% | Added |
| Mackenzie Financial Corp | 4,687 | $211.6K | 0.00% | −8,398−64.2% | Reduced |
| Journey Strategic Wealth LLC | 4,915 | $221.9K | 0.01% | +4,915 | New |
| AE Wealth Management LLC | 4,979 | $224.8K | 0.00% | +4,979 | New |
| Catalyst Funds Management Pty Ltd | 5,000 | $225.7K | 0.06% | +5,000 | New |