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 14 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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $993 | 0.00% | +13+144.4% | Added |
| Fortitude Family Office, LLC | 22 | $993 | 0.00% | +22 | New |
| Farther Finance Advisors, LLC | 15 | $677 | 0.00% | −37−71.2% | Reduced |
| Essential Partners LLC | 9 | $406 | 0.00% | +9 | 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 |
| Toronto Dominion Bank | 7 | $297 | 0.00% | +7 | New |
| Abound Wealth Management | 4 | $181 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $181 | 0.00% | +4 | New |
| First Horizon Advisors, Inc. | 3 | $135 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3 | $135 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 2 | $90 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 1 | $46 | 0.00% | +1 | New |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −324,921−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −245,370−100.0% | Sold out |
| Paradigm Capital Management Inc | 0 | $0 | 0.00% | −191,600−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −164,316−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −150,514−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −146,030−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −146,443−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −100,400−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −76,519−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −73,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −68,442−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −61,929−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −55,717−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −52,751−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −42,683−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −42,415−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −39,019−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −36,030−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −24,904−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −16,362−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,420−100.0% | Sold out |
| Torno Capital, LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,319−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,491−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,479−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −8,342−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,556−100.0% | Sold out |
| Optimist Retirement Group LLC | 0 | $0 | 0.00% | −7,299−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −7,198−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −7,126−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −6,963−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −6,456−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −6,336−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,973−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,937−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −5,175−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Heck Capital Advisors, LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Kodai Capital Management LP | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |