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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 54,374 | $2.45M | 0.07% | −10,736−16.5% | Reduced |
| Optimize Financial Inc | 52,080 | $2.35M | 1.44% | −374−0.7% | Reduced |
| State of Alaska, Department of Revenue | 51,590 | $2.33M | 0.02% | +3,994+8.4% | Added |
| Moody National Bank Trust Division | 50,832 | $2.29M | 0.21% | −123−0.2% | Reduced |
| IMC-Chicago, LLC | 50,122 | $2.26M | 0.06% | +50,122 | New |
| State of New Jersey Common Pension Fund D | 49,840 | $2.25M | 0.01% | −2,915−5.5% | Reduced |
| Essex Investment Management Co LLC | 49,140 | $2.22M | 0.40% | −357−0.7% | Reduced |
| Los Angeles Capital Management LLC | 48,929 | $2.21M | 0.01% | −148−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 47,365 | $2.14M | 0.00% | +3,764+8.6% | Added |
| Algert Global LLC | 44,883 | $2.03M | 0.04% | −18,230−28.9% | Reduced |
| Cinctive Capital Management LP | 44,626 | $2.01M | 0.11% | +44,626 | New |
| Renaissance Technologies LLC | 43,216 | $1.95M | 0.00% | +30,200+232.0% | Added |
| Scotia Capital Inc. | 42,258 | $1.91M | 0.01% | +1,714+4.2% | Added |
| Louisiana State Employees Retirement System | 40,500 | $1.83M | 0.03% | 00.0% | Unchanged |
| Sapience Investments, LLC | 40,170 | $1.81M | 1.21% | +40,170 | New |
| Janus Henderson Group PLC | 38,285 | $1.73M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 36,205 | $1.63M | 0.00% | +7,161+24.7% | Added |
| Panagora Asset Management Inc | 35,739 | $1.61M | 0.01% | +170.0% | Added |
| Landscape Capital Management, L.L.C. | 35,420 | $1.60M | 0.13% | +10,933+44.6% | Added |
| State of Tennessee, Treasury Department | 35,325 | $1.59M | 0.01% | −1,965−5.3% | Reduced |
| Shellback Capital, LP | 34,509 | $1.56M | 0.10% | +34,509 | New |
| First Trust Advisors LP | 34,446 | $1.55M | 0.00% | −73,815−68.2% | Reduced |
| Oak Ridge Investments LLC | 33,177 | $1.50M | 0.11% | −1,070−3.1% | Reduced |
| Danske Bank A/S | 32,545 | $1.47M | 0.00% | +31,966+5,520.9% | Added |
| Verition Fund Management LLC | 32,490 | $1.47M | 0.01% | +21,461+194.6% | Added |
| Yousif Capital Management, LLC | 32,475 | $1.47M | 0.02% | +894+2.8% | Added |
| CWM Advisors, LLC | 31,634 | $1.43M | 0.16% | +10,174+47.4% | Added |
| Miracle Mile Advisors, LLC | 30,888 | $1.39M | 0.02% | +70.0% | Added |
| Archford Capital Strategies, LLC | 30,850 | $1.39M | 0.18% | −30.0% | Reduced |
| Natixis Advisors, L.P. | 30,624 | $1.38M | 0.00% | +10,508+52.2% | Added |
| Russell Investments Group, Ltd. | 29,246 | $1.32M | 0.00% | −62,246−68.0% | Reduced |
| Ossiam | 27,807 | $1.26M | 0.01% | 00.0% | Unchanged |
| CSS LLC | 27,425 | $1.24M | 0.08% | −2,213−7.5% | Reduced |
| Creative Planning | 27,098 | $1.22M | 0.00% | +2,728+11.2% | Added |
| Federated Hermes, Inc. | 26,117 | $1.18M | 0.00% | −163,628−86.2% | Reduced |
| Van Eck Associates Corp | 25,836 | $1.17M | 0.00% | +5,720+28.4% | Added |
| Fisher Asset Management, LLC | 25,780 | $1.16M | 0.00% | −2,343−8.3% | Reduced |
| Ensign Peak Advisors, Inc | 25,506 | $1.15M | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 25,457 | $1.15M | 0.03% | +356+1.4% | Added |
| Arizona State Retirement System | 25,232 | $1.14M | 0.01% | +554+2.2% | Added |
| Handelsbanken Fonder AB | 24,688 | $1.11M | 0.00% | −1,300−5.0% | Reduced |
| AQR Capital Management LLC | 24,509 | $1.11M | 0.00% | −27,305−52.7% | Reduced |
| Amalgamated Bank | 24,229 | $1.09M | 0.01% | +214+0.9% | Added |
| Voya Investment Management LLC | 23,889 | $1.08M | 0.00% | +4,302+22.0% | Added |
| Wolverine Trading, LLC | 23,419 | $1.05M | 0.03% | +13,661+140.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,972 | $1.04M | 0.00% | −40.0% | Reduced |
| Graham Capital Management, L.P. | 22,886 | $1.03M | 0.03% | −89,441−79.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,240 | $1.00M | 0.01% | +1,684+8.2% | Added |
| Henshaw Capital LLC | 21,243 | $958.9K | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,208 | $958.0K | 0.01% | −20,325−48.9% | Reduced |
| Glenmede Investment Management, LP | 20,469 | $924.0K | 0.00% | +20,469 | New |
| Engineers Gate Manager LP | 20,079 | $906.4K | 0.01% | −70,358−77.8% | Reduced |
| ProShare Advisors LLC | 19,879 | $897.3K | 0.00% | +1,889+10.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 19,682 | $888.4K | 0.01% | +3,494+21.6% | Added |
| Oregon Public Employees Retirement Fund | 19,615 | $885.4K | 0.02% | −100−0.5% | Reduced |
| Janney Montgomery Scott LLC | 18,920 | $854.0K | 0.00% | +18,920 | New |
| KLP Kapitalforvaltning AS | 18,300 | $826.1K | 0.00% | +1,200+7.0% | Added |
| State Board of Administration of Florida Retirement System | 18,258 | $824.2K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,183 | $820.8K | 0.00% | −28,309−60.9% | Reduced |
| Picton Mahoney Asset Management | 17,892 | $808.0K | 0.01% | +17,892 | New |
| Captrust Financial Advisors | 17,887 | $807.4K | 0.00% | +2,051+13.0% | Added |
| PDT Partners, LLC | 17,673 | $797.8K | 0.05% | −47,693−73.0% | Reduced |
| LPL Financial LLC | 17,399 | $785.4K | 0.00% | +665+4.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,202 | $776.0K | 0.01% | +17,202 | New |
| SG Americas Securities, LLC | 15,816 | $714.0K | 0.00% | +15,816 | New |
| Franklin Resources Inc | 15,644 | $706.2K | 0.00% | −140−0.9% | Reduced |
| Guggenheim Capital LLC | 15,280 | $689.7K | 0.01% | −2,485−14.0% | Reduced |
| Legato Capital Management LLC | 14,686 | $662.9K | 0.08% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,003 | $632.0K | 0.02% | −18,541−57.0% | Reduced |
| Amundi | 14,188 | $623.7K | 0.00% | −59,831−80.8% | Reduced |
| Jane Street Group, LLC | 13,710 | $618.9K | 0.00% | +13,710 | New |
| The PNC Financial Services Group, Inc. | 13,475 | $608.3K | 0.00% | +1,283+10.5% | Added |
| BNP Paribas Arbitrage, SA | 13,447 | $607.0K | 0.00% | −415,348−96.9% | Reduced |
| Teacher Retirement System of Texas | 13,063 | $589.7K | 0.00% | +566+4.5% | Added |
| Bank of Montreal | 12,994 | $586.5K | 0.00% | −2,113−14.0% | Reduced |
| US Bancorp | 12,315 | $555.9K | 0.00% | +1,178+10.6% | Added |
| Pictet Asset Management Holding SA | 12,287 | $554.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,149 | $548.4K | 0.00% | +4,570+60.3% | Added |
| Bayforest Capital Ltd | 11,783 | $531.9K | 0.23% | −830−6.6% | Reduced |
| HSBC Holdings PLC | 11,563 | $524.0K | 0.00% | −67−0.6% | Reduced |
| Geneos Wealth Management Inc. | 11,253 | $508.0K | 0.01% | +319+2.9% | Added |
| Mutual of America Capital Management LLC | 11,128 | $502.3K | 0.01% | −1,381−11.0% | Reduced |
| American Century Companies Inc | 11,009 | $496.9K | 0.00% | +11,009 | New |
| CIBC World Markets Corp | 10,748 | $485.2K | 0.00% | −5,669−34.5% | Reduced |
| Leonteq Securities AG | 10,162 | $458.7K | 0.03% | −3,378−24.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,884 | $443.2K | 0.01% | −8,066−44.9% | Reduced |
| Atria Investments LLC | 9,657 | $435.9K | 0.01% | +9,657 | New |
| Aigen Investment Management, LP | 9,256 | $417.8K | 0.06% | +9,256 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,203 | $415.4K | 0.01% | +9,203 | New |
| Tower Research Capital LLC (TRC) | 8,941 | $403.6K | 0.01% | +7,657+596.3% | Added |
| Ameritas Investment Partners, Inc. | 8,906 | $402.0K | 0.01% | +1,495+20.2% | Added |
| Mount Yale Investment Advisors, LLC | 8,729 | $394.0K | 0.03% | +8,729 | New |
| Sherbrooke Park Advisers LLC | 8,554 | $386.1K | 0.17% | +8,554 | New |
| Oppenheimer Asset Management Inc. | 8,533 | $385.2K | 0.00% | +27+0.3% | Added |
| Empowered Funds, LLC | 8,440 | $381.0K | 0.00% | −949−10.1% | Reduced |
| Two Sigma Securities, LLC | 8,425 | $380.3K | 0.05% | +2,005+31.2% | Added |
| Truist Financial Corp | 8,080 | $364.7K | 0.00% | +1,535+23.5% | Added |
| Sender Co & Partners, Inc. | 8,012 | $361.7K | 0.10% | +8,012 | New |
| Virginia Retirement Systems Et Al | 7,900 | $356.6K | 0.00% | +7,900 | New |
| Pathstone Holdings, LLC | 7,888 | $356.1K | 0.00% | −4,718−37.4% | Reduced |