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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 7,670 | $346.0K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,566 | $341.5K | 0.00% | +7,566 | New |
| Parallax Volatility Advisers, L.P. | 7,362 | $332.3K | 0.01% | +7,362 | New |
| Stratos Wealth Partners, LTD. | 7,164 | $323.4K | 0.00% | +7,164 | New |
| Xponance, Inc. | 7,049 | $318.2K | 0.00% | +947+15.5% | Added |
| Commonwealth Equity Services, LLC | 7,044 | $318.0K | 0.00% | −920−11.6% | Reduced |
| Inspire Advisors, LLC | 6,880 | $310.6K | 0.03% | −42,422−86.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,677 | $301.4K | 0.04% | +6,677 | New |
| CIBC World Markets Inc. | 6,537 | $295.1K | 0.00% | +6,537 | New |
| Principal Securities, Inc. | 6,395 | $288.7K | 0.01% | −424−6.2% | Reduced |
| Vident Advisory, LLC | 6,378 | $287.9K | 0.00% | +503+8.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,336 | $286.0K | 0.00% | +6,336 | New |
| D. E. Shaw & Co., Inc. | 6,102 | $275.4K | 0.00% | −58,998−90.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,822 | $262.8K | 0.01% | −75,966−92.9% | Reduced |
| STRS Ohio | 5,400 | $243.8K | 0.00% | +3,500+184.2% | Added |
| Cetera Investment Advisers | 5,007 | $226.0K | 0.00% | +5,007 | New |
| Catalyst Funds Management Pty Ltd | 5,000 | $225.7K | 0.06% | +5,000 | New |
| AE Wealth Management LLC | 4,979 | $224.8K | 0.00% | +4,979 | New |
| Journey Strategic Wealth LLC | 4,915 | $221.9K | 0.01% | +4,915 | New |
| Mackenzie Financial Corp | 4,687 | $211.6K | 0.00% | −8,398−64.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,636 | $209.3K | 0.00% | +495+12.0% | Added |
| Toroso Investments, LLC | 4,633 | $209.1K | 0.00% | +4,633 | New |
| Evergreen Capital Management LLC | 4,563 | $206.0K | 0.01% | +4,563 | New |
| Quantinno Capital Management LP | 4,509 | $203.5K | 0.00% | +4,509 | New |
| Marex Group plc | 4,508 | $203.5K | 0.00% | +4,508 | New |
| GAMMA Investing LLC | 3,807 | $171.8K | 0.01% | +791+26.2% | Added |
| Asset Management One Co.,Ltd. | 3,785 | $170.9K | 0.00% | +2,094+123.8% | Added |
| Raymond James Financial Inc | 3,630 | $163.9K | 0.00% | −5,481−60.2% | Reduced |
| State of Wyoming | 2,955 | $133.4K | 0.02% | +339+13.0% | Added |
| CWM, LLC | 2,838 | $128.0K | 0.00% | −913−24.3% | Reduced |
| N.E.W. Advisory Services LLC | 2,815 | $127.1K | 0.01% | −9,331−76.8% | Reduced |
| KBC Group NV | 2,433 | $110.0K | 0.00% | −1,651−40.4% | Reduced |
| Archer Investment Corp | 2,050 | $92.5K | 0.02% | +200+10.8% | Added |
| Clear Street Markets LLC | 1,648 | $74.4K | 0.03% | +1,648 | New |
| Pacer Advisors, Inc. | 1,576 | $71.1K | 0.00% | −384−19.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,487 | $66.8K | 0.00% | −1,567−51.3% | Reduced |
| Smartleaf Asset Management LLC | 1,274 | $57.2K | 0.01% | +247+24.1% | 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 |
| NBC Securities, Inc. | 1,194 | $53.0K | 0.00% | +146+13.9% | Added |
| Clearstead Advisors, LLC | 909 | $41.0K | 0.00% | +909 | New |
| Nomura Asset Management Co Ltd | 887 | $40.0K | 0.00% | −36−3.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 831 | $38.0K | 0.00% | +831 | New |
| Versant Capital Management, Inc | 795 | $35.9K | 0.01% | −703−46.9% | Reduced |
| Fifth Third Bancorp | 755 | $34.1K | 0.00% | +164+27.7% | Added |
| Ameritas Advisory Services, LLC | 732 | $33.0K | 0.00% | +732 | New |
| Ridgewood Investments LLC | 700 | $31.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 653 | $29.0K | 0.00% | +287+78.4% | Added |
| Skopos Labs, Inc. | 592 | $26.7K | 0.00% | +508+604.8% | Added |
| Quarry LP | 555 | $25.1K | 0.01% | +35+6.7% | Added |
| Public Employees Retirement System of Ohio | 543 | $24.5K | 0.00% | −103−15.9% | Reduced |
| MAI Capital Management | 497 | $22.4K | 0.00% | +47+10.4% | Added |
| Quest Partners LLC | 407 | $18.4K | 0.00% | +15+3.8% | Added |
| Parkside Financial Bank & Trust | 389 | $17.6K | 0.00% | +242+164.6% | Added |
| Covestor Ltd | 370 | $17.0K | 0.01% | +190+105.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 316 | $16.7K | 0.01% | +316 | New |
| Jones Financial Companies LLLP | 359 | $16.1K | 0.00% | +89+33.0% | Added |
| Umb Bank N A | 325 | $14.7K | 0.00% | +139+74.7% | Added |
| Optiver Holding B.V. | 311 | $14.0K | 0.00% | +137+78.7% | Added |
| Signaturefd, LLC | 303 | $13.7K | 0.00% | −632−67.6% | Reduced |
| Huntington National Bank | 298 | $13.5K | 0.00% | +12+4.2% | Added |
| Northwestern Mutual Wealth Management Co | 276 | $12.5K | 0.00% | −1,018−78.7% | Reduced |
| Allworth Financial LP | 258 | $11.6K | 0.00% | +34+15.2% | Added |
| Parallel Advisors, LLC | 250 | $11.3K | 0.00% | +130+108.3% | Added |
| Financially Speaking Inc | 250 | $11.3K | 0.01% | +250 | New |
| SBI Securities Co., Ltd. | 232 | $10.5K | 0.00% | +31+15.4% | Added |
| Sterling Capital Management LLC | 211 | $9.53K | 0.00% | +132+167.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 200 | $9.03K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 190 | $8.58K | 0.00% | +110+137.5% | Added |
| Massmutual Trust Co FSB | 179 | $8.08K | 0.00% | −61−25.4% | Reduced |
| Hantz Financial Services, Inc. | 148 | $7.00K | 0.00% | +144+3,600.0% | Added |
| Bare Financial Services, Inc | 147 | $6.64K | 0.00% | +103+234.1% | Added |
| First Community Trust NA | 145 | $6.54K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 128 | $5.78K | 0.00% | +108+540.0% | Added |
| Hillsdale Investment Management Inc. | 120 | $5.42K | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 0 | $4.42K | 0.00% | −209−100.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 97 | $4.38K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 72 | $3.25K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 67 | $3.02K | 0.00% | −12−15.2% | Reduced |
| GWM Advisors LLC | 65 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 65 | $2.93K | 0.00% | +39+150.0% | Added |
| Elequin Capital LP | 56 | $2.53K | 0.00% | +56 | New |
| NVWM, LLC | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $2.26K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 47 | $2.12K | 0.00% | +14+42.4% | Added |
| Riggs Asset Managment Co. Inc. | 46 | $2.08K | 0.00% | +46 | New |
| 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 |
| Hemington Wealth Management | 45 | $2.00K | 0.00% | +22+95.7% | Added |
| Atlantic Trust, LLC | 44 | $1.99K | 0.00% | +44 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 39 | $1.76K | 0.00% | +39 | New |
| Global Retirement Partners, LLC | 38 | $1.72K | 0.00% | +38 | New |
| True Wealth Design, LLC | 34 | $1.53K | 0.00% | +10+41.7% | Added |
| Wolverine Asset Management LLC | 34 | $1.53K | 0.00% | +20+142.9% | Added |
| Assetmark, Inc | 33 | $1.49K | 0.00% | +33 | New |
| Rakuten Securities, Inc. | 26 | $1.17K | 0.00% | −95−78.5% | Reduced |