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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 5,007 | $226.0K | 0.00% | +5,007 | New |
| STRS Ohio | 5,400 | $243.8K | 0.00% | +3,500+184.2% | Added |
| Susquehanna Fundamental Investments, LLC | 5,822 | $262.8K | 0.01% | −75,966−92.9% | Reduced |
| D. E. Shaw & Co., Inc. | 6,102 | $275.4K | 0.00% | −58,998−90.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,336 | $286.0K | 0.00% | +6,336 | New |
| Vident Advisory, LLC | 6,378 | $287.9K | 0.00% | +503+8.6% | Added |
| Principal Securities, Inc. | 6,395 | $288.7K | 0.01% | −424−6.2% | Reduced |
| CIBC World Markets Inc. | 6,537 | $295.1K | 0.00% | +6,537 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,677 | $301.4K | 0.04% | +6,677 | New |
| Inspire Advisors, LLC | 6,880 | $310.6K | 0.03% | −42,422−86.0% | Reduced |
| Commonwealth Equity Services, LLC | 7,044 | $318.0K | 0.00% | −920−11.6% | Reduced |
| Xponance, Inc. | 7,049 | $318.2K | 0.00% | +947+15.5% | Added |
| Stratos Wealth Partners, LTD. | 7,164 | $323.4K | 0.00% | +7,164 | New |
| Parallax Volatility Advisers, L.P. | 7,362 | $332.3K | 0.01% | +7,362 | New |
| EP Wealth Advisors, LLC | 7,566 | $341.5K | 0.00% | +7,566 | New |
| Public Employees Retirement Association of Colorado | 7,670 | $346.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 7,888 | $356.1K | 0.00% | −4,718−37.4% | Reduced |
| Virginia Retirement Systems Et Al | 7,900 | $356.6K | 0.00% | +7,900 | New |
| Sender Co & Partners, Inc. | 8,012 | $361.7K | 0.10% | +8,012 | New |
| Truist Financial Corp | 8,080 | $364.7K | 0.00% | +1,535+23.5% | Added |
| Two Sigma Securities, LLC | 8,425 | $380.3K | 0.05% | +2,005+31.2% | Added |
| Empowered Funds, LLC | 8,440 | $381.0K | 0.00% | −949−10.1% | Reduced |
| Oppenheimer Asset Management Inc. | 8,533 | $385.2K | 0.00% | +27+0.3% | Added |
| Sherbrooke Park Advisers LLC | 8,554 | $386.1K | 0.17% | +8,554 | New |
| Mount Yale Investment Advisors, LLC | 8,729 | $394.0K | 0.03% | +8,729 | New |
| Ameritas Investment Partners, Inc. | 8,906 | $402.0K | 0.01% | +1,495+20.2% | Added |
| Tower Research Capital LLC (TRC) | 8,941 | $403.6K | 0.01% | +7,657+596.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,203 | $415.4K | 0.01% | +9,203 | New |
| Aigen Investment Management, LP | 9,256 | $417.8K | 0.06% | +9,256 | New |
| Atria Investments LLC | 9,657 | $435.9K | 0.01% | +9,657 | New |
| NorthCrest Asset Manangement, LLC | 9,884 | $443.2K | 0.01% | −8,066−44.9% | Reduced |
| Leonteq Securities AG | 10,162 | $458.7K | 0.03% | −3,378−24.9% | Reduced |
| CIBC World Markets Corp | 10,748 | $485.2K | 0.00% | −5,669−34.5% | Reduced |
| American Century Companies Inc | 11,009 | $496.9K | 0.00% | +11,009 | New |
| Mutual of America Capital Management LLC | 11,128 | $502.3K | 0.01% | −1,381−11.0% | Reduced |
| Geneos Wealth Management Inc. | 11,253 | $508.0K | 0.01% | +319+2.9% | Added |
| HSBC Holdings PLC | 11,563 | $524.0K | 0.00% | −67−0.6% | Reduced |
| Bayforest Capital Ltd | 11,783 | $531.9K | 0.23% | −830−6.6% | Reduced |
| Nisa Investment Advisors, LLC | 12,149 | $548.4K | 0.00% | +4,570+60.3% | Added |
| Pictet Asset Management Holding SA | 12,287 | $554.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 12,315 | $555.9K | 0.00% | +1,178+10.6% | Added |
| Bank of Montreal | 12,994 | $586.5K | 0.00% | −2,113−14.0% | Reduced |
| Teacher Retirement System of Texas | 13,063 | $589.7K | 0.00% | +566+4.5% | Added |
| BNP Paribas Arbitrage, SA | 13,447 | $607.0K | 0.00% | −415,348−96.9% | Reduced |
| The PNC Financial Services Group, Inc. | 13,475 | $608.3K | 0.00% | +1,283+10.5% | Added |
| Jane Street Group, LLC | 13,710 | $618.9K | 0.00% | +13,710 | New |
| Amundi | 14,188 | $623.7K | 0.00% | −59,831−80.8% | Reduced |
| Simplex Trading, LLC | 14,003 | $632.0K | 0.02% | −18,541−57.0% | Reduced |
| Legato Capital Management LLC | 14,686 | $662.9K | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 15,280 | $689.7K | 0.01% | −2,485−14.0% | Reduced |
| Franklin Resources Inc | 15,644 | $706.2K | 0.00% | −140−0.9% | Reduced |
| SG Americas Securities, LLC | 15,816 | $714.0K | 0.00% | +15,816 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 17,202 | $776.0K | 0.01% | +17,202 | New |
| LPL Financial LLC | 17,399 | $785.4K | 0.00% | +665+4.0% | Added |
| PDT Partners, LLC | 17,673 | $797.8K | 0.05% | −47,693−73.0% | Reduced |
| Captrust Financial Advisors | 17,887 | $807.4K | 0.00% | +2,051+13.0% | Added |
| Picton Mahoney Asset Management | 17,892 | $808.0K | 0.01% | +17,892 | New |
| Baird Financial Group, Inc. | 18,183 | $820.8K | 0.00% | −28,309−60.9% | Reduced |
| State Board of Administration of Florida Retirement System | 18,258 | $824.2K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 18,300 | $826.1K | 0.00% | +1,200+7.0% | Added |
| Janney Montgomery Scott LLC | 18,920 | $854.0K | 0.00% | +18,920 | New |
| Oregon Public Employees Retirement Fund | 19,615 | $885.4K | 0.02% | −100−0.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,682 | $888.4K | 0.01% | +3,494+21.6% | Added |
| ProShare Advisors LLC | 19,879 | $897.3K | 0.00% | +1,889+10.5% | Added |
| Engineers Gate Manager LP | 20,079 | $906.4K | 0.01% | −70,358−77.8% | Reduced |
| Glenmede Investment Management, LP | 20,469 | $924.0K | 0.00% | +20,469 | New |
| Teachers Retirement System of the State of Kentucky | 21,208 | $958.0K | 0.01% | −20,325−48.9% | Reduced |
| Henshaw Capital LLC | 21,243 | $958.9K | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,240 | $1.00M | 0.01% | +1,684+8.2% | Added |
| Graham Capital Management, L.P. | 22,886 | $1.03M | 0.03% | −89,441−79.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,972 | $1.04M | 0.00% | −40.0% | Reduced |
| Wolverine Trading, LLC | 23,419 | $1.05M | 0.03% | +13,661+140.0% | Added |
| Voya Investment Management LLC | 23,889 | $1.08M | 0.00% | +4,302+22.0% | Added |
| Amalgamated Bank | 24,229 | $1.09M | 0.01% | +214+0.9% | Added |
| AQR Capital Management LLC | 24,509 | $1.11M | 0.00% | −27,305−52.7% | Reduced |
| Handelsbanken Fonder AB | 24,688 | $1.11M | 0.00% | −1,300−5.0% | Reduced |
| Arizona State Retirement System | 25,232 | $1.14M | 0.01% | +554+2.2% | Added |
| Maryland State Retirement & Pension System | 25,457 | $1.15M | 0.03% | +356+1.4% | Added |
| Ensign Peak Advisors, Inc | 25,506 | $1.15M | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 25,780 | $1.16M | 0.00% | −2,343−8.3% | Reduced |
| Van Eck Associates Corp | 25,836 | $1.17M | 0.00% | +5,720+28.4% | Added |
| Federated Hermes, Inc. | 26,117 | $1.18M | 0.00% | −163,628−86.2% | Reduced |
| Creative Planning | 27,098 | $1.22M | 0.00% | +2,728+11.2% | Added |
| CSS LLC | 27,425 | $1.24M | 0.08% | −2,213−7.5% | Reduced |
| Ossiam | 27,807 | $1.26M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 29,246 | $1.32M | 0.00% | −62,246−68.0% | Reduced |
| Natixis Advisors, L.P. | 30,624 | $1.38M | 0.00% | +10,508+52.2% | Added |
| Archford Capital Strategies, LLC | 30,850 | $1.39M | 0.18% | −30.0% | Reduced |
| Miracle Mile Advisors, LLC | 30,888 | $1.39M | 0.02% | +70.0% | Added |
| CWM Advisors, LLC | 31,634 | $1.43M | 0.16% | +10,174+47.4% | Added |
| Yousif Capital Management, LLC | 32,475 | $1.47M | 0.02% | +894+2.8% | Added |
| Verition Fund Management LLC | 32,490 | $1.47M | 0.01% | +21,461+194.6% | Added |
| Danske Bank A/S | 32,545 | $1.47M | 0.00% | +31,966+5,520.9% | Added |
| Oak Ridge Investments LLC | 33,177 | $1.50M | 0.11% | −1,070−3.1% | Reduced |
| First Trust Advisors LP | 34,446 | $1.55M | 0.00% | −73,815−68.2% | Reduced |
| Shellback Capital, LP | 34,509 | $1.56M | 0.10% | +34,509 | New |
| State of Tennessee, Treasury Department | 35,325 | $1.59M | 0.01% | −1,965−5.3% | Reduced |
| Landscape Capital Management, L.L.C. | 35,420 | $1.60M | 0.13% | +10,933+44.6% | Added |
| Panagora Asset Management Inc | 35,739 | $1.61M | 0.01% | +170.0% | Added |
| Envestnet Asset Management Inc | 36,205 | $1.63M | 0.00% | +7,161+24.7% | Added |