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, Q3 2025
Institutional positions in Semtech Corp as of Sep 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
- 350
- +38 vs. Q2 2025
- Shares held
- 104.4M
- +957.4K (+0.9%) vs. Q2 2025
- Total value
- $7.44B
- +$2.77B (+59.4%) vs. Q2 2025
- New holders
- 87
- 113 more added
- Sold out
- 49
- 115 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,815,487 | $915.7M | 0.02% | −105,426−0.8% | Reduced |
| Vanguard Group Inc | 11,559,365 | $825.9M | 0.01% | −371,913−3.1% | Reduced |
| Ameriprise Financial Inc | 7,373,744 | $526.9M | 0.12% | +261,647+3.7% | Added |
| Capital Research Global Investors | 4,691,676 | $335.2M | 0.06% | +571,372+13.9% | Added |
| State Street Corp | 3,909,236 | $279.3M | 0.01% | −127,871−3.2% | Reduced |
| Alliancebernstein L.P. | 3,607,697 | $257.8M | 0.08% | +289,313+8.7% | Added |
| Whale Rock Capital Management LLC | 3,504,965 | $250.4M | 2.95% | −486,883−12.2% | Reduced |
| Westfield Capital Management Co LP | 3,380,373 | $241.5M | 1.01% | +633,113+23.0% | Added |
| Morgan Stanley | 3,134,004 | $223.9M | 0.01% | −106,219−3.3% | Reduced |
| Macquarie Group Ltd | 2,890,543 | $206.5M | 0.24% | −155,674−5.1% | Reduced |
| Disciplined Growth Investors Inc | 2,729,382 | $195.0M | 3.53% | −165,154−5.7% | Reduced |
| Wellington Management Group LLP | 2,332,736 | $166.7M | 0.03% | −55,713−2.3% | Reduced |
| Hood River Capital Management LLC | 2,196,663 | $157.0M | 1.85% | −47,968−2.1% | Reduced |
| Geode Capital Management, LLC | 2,092,318 | $149.5M | 0.01% | −31,585−1.5% | Reduced |
| Deutsche Bank AG | 1,644,800 | $117.5M | 0.04% | +439,444+36.5% | Added |
| T. Rowe Price Investment Management, Inc. | 1,613,340 | $115.3M | 0.07% | +1,613,340 | New |
| Fuller & Thaler Asset Management, Inc. | 1,466,394 | $104.8M | 0.36% | +46,686+3.3% | Added |
| Nuveen, LLC | 1,271,499 | $90.8M | 0.02% | −206,147−14.0% | Reduced |
| Millennium Management LLC | 1,047,774 | $74.9M | 0.06% | +702,846+203.8% | Added |
| Invesco Ltd. | 1,039,955 | $74.3M | 0.01% | −376,825−26.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,013,694 | $72.4M | 0.01% | −7,440−0.7% | Reduced |
| Goldman Sachs Group Inc | 970,290 | $69.3M | 0.01% | −1,354−0.1% | Reduced |
| Neuberger Berman Group LLC | 956,941 | $68.0M | 0.05% | −281,006−22.7% | Reduced |
| Northern Trust Corp | 948,727 | $67.8M | 0.01% | −3,474−0.4% | Reduced |
| Bank of America Corp | 856,843 | $61.2M | 0.00% | +152,234+21.6% | Added |
| JPMorgan Chase & Co | 849,769 | $60.7M | 0.00% | +88,114+11.6% | Added |
| Think Investments LP | 820,400 | $58.6M | 7.75% | +820,400 | New |
| Fred Alger Management, LLC | 767,459 | $54.8M | 0.21% | +241,768+46.0% | Added |
| Schroder Investment Management Group | 879,880 | $54.5M | 0.04% | +585,852+199.3% | Added |
| Citadel Advisors LLC | 707,834 | $50.6M | 0.04% | +177,519+33.5% | Added |
| Clearline Capital LP | 698,935 | $49.9M | 4.31% | −85,597−10.9% | Reduced |
| Atreides Management, LP | 678,133 | $48.5M | 1.26% | +16,192+2.4% | Added |
| Portolan Capital Management, LLC | 668,862 | $47.8M | 2.59% | +289,844+76.5% | Added |
| Granahan Investment Management Inc | 641,492 | $45.8M | 1.88% | −350,084−35.3% | Reduced |
| Palisade Capital Management LLC | 566,293 | $40.5M | 1.10% | +76,058+15.5% | Added |
| Comerica Bank | 535,612 | $38.3M | 0.14% | +3,822+0.7% | Added |
| Bank of New York Mellon Corp | 504,004 | $36.0M | 0.01% | −15,087−2.9% | Reduced |
| Barclays PLC | 502,162 | $35.9M | 0.01% | +329,390+190.7% | Added |
| Balyasny Asset Management LLC | 474,013 | $33.9M | 0.07% | +118,588+33.4% | Added |
| Driehaus Capital Management LLC | 447,036 | $31.9M | 0.23% | +447,036 | New |
| WCM Investment Management, LLC | 512,092 | $31.7M | 0.07% | −2,215−0.4% | Reduced |
| Dimensional Fund Advisors LP | 434,026 | $31.0M | 0.01% | +99,485+29.7% | Added |
| Emerald Advisers, LLC | 419,094 | $29.9M | 0.96% | +419,094 | New |
| Principal Financial Group Inc | 418,964 | $29.9M | 0.02% | −10,815−2.5% | Reduced |
| Point72 Asset Management, L.P. | 417,751 | $29.8M | 0.06% | −1,140,111−73.2% | Reduced |
| Victory Capital Management Inc | 413,191 | $29.5M | 0.02% | −73,796−15.2% | Reduced |
| Jennison Associates LLC | 401,179 | $28.7M | 0.02% | +401,179 | New |
| UBS Group AG | 395,910 | $28.3M | 0.01% | −205,744−34.2% | Reduced |
| Two Sigma Investments, LP | 380,604 | $27.2M | 0.04% | −321,743−45.8% | Reduced |
| GW&K Investment Management, LLC | 379,630 | $27.1M | 0.24% | +379,630 | New |
| Public Sector Pension Investment Board | 337,906 | $24.1M | 0.09% | +42,582+14.4% | Added |
| Polar Asset Management Partners Inc. | 320,459 | $22.9M | 0.46% | −75,766−19.1% | Reduced |
| Artisan Partners Limited Partnership | 317,658 | $22.7M | 0.03% | +317,658 | New |
| Silvercrest Asset Management Group LLC | 313,093 | $22.4M | 0.15% | +313,093 | New |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 301,515 | $21.5M | 0.55% | +301,515 | New |
| Cooper Creek Partners Management LLC | 298,657 | $21.3M | 0.80% | −150,000−33.4% | Reduced |
| New York State Common Retirement Fund | 277,661 | $19.8M | 0.03% | +99,335+55.7% | Added |
| Emerald Mutual Fund Advisers Trust | 248,436 | $17.8M | 0.92% | +248,436 | New |
| Rhumbline Advisers | 239,183 | $17.1M | 0.01% | −1,235−0.5% | Reduced |
| Marshall Wace, LLP | 232,006 | $16.6M | 0.02% | +232,006 | New |
| Legal & General Group Plc | 227,451 | $16.3M | 0.00% | −8,686−3.7% | Reduced |
| Great Lakes Advisors, LLC | 210,851 | $15.1M | 0.13% | −211,962−50.1% | Reduced |
| Citigroup Inc | 206,506 | $14.8M | 0.01% | +113,386+121.8% | Added |
| Alta Park Capital, LP | 203,618 | $14.5M | 1.46% | +203,618 | New |
| SummitTX Capital, L.P. | 196,150 | $14.0M | 0.58% | −77,416−28.3% | Reduced |
| Sora Investors LLC | 185,245 | $13.2M | 1.22% | +125,245+208.7% | Added |
| SEI Investments Co | 185,092 | $13.2M | 0.01% | +26,795+16.9% | Added |
| Price T Rowe Associates Inc | 178,203 | $12.7M | 0.00% | +104,989+143.4% | Added |
| Man Group plc | 172,563 | $12.3M | 0.02% | −406,701−70.2% | Reduced |
| State of Wisconsin Investment Board | 169,091 | $12.1M | 0.03% | +10,902+6.9% | Added |
| Swiss National Bank | 167,900 | $12.0M | 0.01% | +2,700+1.6% | Added |
| Jain Global LLC | 166,501 | $11.9M | 0.15% | −44,491−21.1% | Reduced |
| UBS Asset Management Americas Inc | 163,283 | $11.7M | 0.00% | −106,364−39.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 161,550 | $11.5M | 0.02% | +32,625+25.3% | Added |
| Freestone Grove Partners LP | 160,340 | $11.5M | 0.09% | −365,692−69.5% | Reduced |
| ExodusPoint Capital Management, LP | 148,918 | $10.6M | 0.15% | +73,578+97.7% | Added |
| Allspring Global Investments Holdings, LLC | 127,795 | $9.16M | 0.01% | +127,795 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 120,840 | $8.63M | 0.03% | −61,698−33.8% | Reduced |
| Russell Investments Group, Ltd. | 112,129 | $8.01M | 0.01% | +82,883+283.4% | Added |
| Nordea Investment Management AB | 117,669 | $7.99M | 0.01% | +23,086+24.4% | Added |
| EFG Asset Management (North America) Corp. | 109,606 | $7.83M | 1.01% | +14,734+15.5% | Added |
| Schonfeld Strategic Advisors LLC | 107,197 | $7.66M | 0.05% | −314,617−74.6% | Reduced |
| Royal Bank of Canada | 106,742 | $7.63M | 0.00% | −564,242−84.1% | Reduced |
| Capital Fund Management S.A. | 105,472 | $7.54M | 0.08% | −125,254−54.3% | Reduced |
| Heartland Advisors Inc | 101,718 | $7.27M | 0.38% | −31,704−23.8% | Reduced |
| Andar Capital Management HK Ltd | 100,000 | $7.14M | 7.23% | −60,000−37.5% | Reduced |
| Two Sigma Advisers, LP | 88,800 | $6.34M | 0.01% | −456,790−83.7% | Reduced |
| Prudential Financial Inc | 87,009 | $6.22M | 0.01% | −14,505−14.3% | Reduced |
| California State Teachers Retirement System | 84,663 | $6.05M | 0.01% | +330.0% | Added |
| Wells Fargo & Company | 82,946 | $5.93M | 0.00% | −14,818−15.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 82,569 | $5.90M | 0.09% | +25,712+45.2% | Added |
| New York State Teachers Retirement System | 82,302 | $5.88M | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 80,949 | $5.78M | 1.10% | −16,480−16.9% | Reduced |
| Ardsley Advisory Partners LP | 80,000 | $5.72M | 0.88% | +80,000 | New |
| Concentric Capital Strategies, LP | 79,516 | $5.68M | 0.27% | +79,516 | New |
| First Trust Advisors LP | 77,601 | $5.54M | 0.00% | +43,155+125.3% | Added |
| Great West Life Assurance Co | 88,076 | $5.46M | 0.01% | −1,522−1.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 73,740 | $5.27M | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 66,952 | $4.78M | 0.02% | +8,016+13.6% | Added |
| Hodges Capital Management Inc. | 64,721 | $4.62M | 0.40% | +64,721 | New |