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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.

Institutional holdersQ3 2025: 350 institutions
Q1 2021: 261 institutionsQ2 2021: 273 institutionsQ3 2021: 281 institutionsQ4 2021: 309 institutionsQ1 2022: 319 institutionsQ2 2022: 308 institutionsQ3 2022: 277 institutionsQ4 2022: 261 institutionsQ1 2023: 248 institutionsQ2 2023: 227 institutionsQ3 2023: 217 institutionsQ4 2023: 226 institutionsQ1 2024: 236 institutionsQ2 2024: 256 institutionsQ3 2024: 274 institutionsQ4 2024: 355 institutionsQ1 2025: 315 institutionsQ2 2025: 316 institutionsQ3 2025: 350 institutionsQ4 2025: 402 institutionsQ1 2026: 438 institutionsQ2 2026: 577 institutions
Value heldQ3 2025: $7.44B
Q1 2021: $4.33BQ2 2021: $4.27BQ3 2021: $4.85BQ4 2021: $5.49BQ1 2022: $4.31BQ2 2022: $3.42BQ3 2022: $1.83BQ4 2022: $1.99BQ1 2023: $1.69BQ2 2023: $1.78BQ3 2023: $1.86BQ4 2023: $1.82BQ1 2024: $2.21BQ2 2024: $2.44BQ3 2024: $3.86BQ4 2024: $5.93BQ1 2025: $3.36BQ2 2025: $4.68BQ3 2025: $7.44BQ4 2025: $7.54BQ1 2026: $7.66BQ2 2026: $15.0B
Institutions holding SMTC and their total value by quarter
QuarterHoldersValue
Q2 2026577$15.0B
Q1 2026438$7.66B
Q4 2025402$7.54B
Q3 2025350$7.44B
Q2 2025316$4.68B
Q1 2025315$3.36B
Q4 2024355$5.93B
Q3 2024274$3.86B
Q2 2024256$2.44B
Q1 2024236$2.21B
Q4 2023226$1.82B
Q3 2023217$1.86B
Q2 2023227$1.78B
Q1 2023248$1.69B
Q4 2022261$1.99B
Q3 2022277$1.83B
Q2 2022308$3.42B
Q1 2022319$4.31B
Q4 2021309$5.49B
Q3 2021281$4.85B
Q2 2021273$4.27B
Q1 2021261$4.33B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q2 2025.

Institutions holding SMTC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cloud Capital Management, LLC4$00.00%+4New
Rakuten Securities, Inc.1$710.00%−25−96.2%Reduced
Rialto Wealth Management, LLC1$720.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$1420.00%00.0%Unchanged
Turning Point Benefit Group, Inc.2$1430.00%+2New
HFM Investment Advisors, LLC3$2140.00%−1−25.0%Reduced
CIBC Private Wealth Group, LLC3$2140.00%00.0%Unchanged
Abound Wealth Management4$2860.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$2910.00%−2−28.6%Reduced
JFS Wealth Advisors, LLC6$4290.00%−1−14.3%Reduced
Sunbelt Securities, Inc.6$4290.00%+6New
Wolverine Asset Management LLC8$5710.00%−26−76.5%Reduced
Essential Partners LLC9$6430.00%00.0%Unchanged
Central Trust Co10$7150.00%+10New
Wealth Watch Advisors, INC15$1.07K0.00%+15New
Montag A & Associates Inc16$1.14K0.00%+16New
Bellevue Asset Management, LLC19$1.36K0.00%+19New
Cedar Mountain Advisors, LLC19$1.36K0.00%+19New
Larson Financial Group LLC22$1.57K0.00%00.0%Unchanged
Fortitude Family Office, LLC22$1.57K0.00%00.0%Unchanged
Kilter Group LLC25$1.79K0.00%+25New
TD Waterhouse Canada Inc.25$1.79K0.00%00.0%Unchanged
True Wealth Design, LLC34$2.43K0.00%00.0%Unchanged
Global Retirement Partners, LLC38$2.71K0.00%00.0%Unchanged
Hemington Wealth Management51$3.00K0.00%+6+13.3%Added
Atlantic Trust, LLC44$3.14K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc45$3.21K0.00%00.0%Unchanged
Rise Advisors, LLC45$3.21K0.00%00.0%Unchanged
Bell Investment Advisors, Inc47$3.36K0.00%00.0%Unchanged
WPG Advisers, LLC48$3.43K0.00%+3+6.7%Added
NVWM, LLC50$3.57K0.00%00.0%Unchanged
Root Financial Partners, LLC55$3.93K0.00%+55New
Mather Group, LLC.60$4.29K0.00%+60New
Annis Gardner Whiting Capital Advisors, LLC62$4.43K0.00%+23+59.0%Added
EverSource Wealth Advisors, LLC69$4.93K0.00%+2+3.0%Added
North Capital, Inc.72$5.14K0.00%00.0%Unchanged
Farther Finance Advisors, LLC93$6.64K0.00%+78+520.0%Added
Advisory Services Network, LLC93$6.64K0.00%+93New
Future Financial Wealth Managment LLC100$7.14K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.100$7.14K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.110$7.86K0.00%−10−8.3%Reduced
Wealthspire Advisors, LLC134$9.57K0.00%+134New
First Community Trust NA145$10.4K0.01%00.0%Unchanged
Rothschild Investment LLC150$10.7K0.00%−40−21.1%Reduced
Bare Financial Services, Inc170$12.1K0.00%+23+15.6%Added
Massmutual Trust Co FSB179$12.8K0.00%00.0%Unchanged
Harbour Investments, Inc.189$13.5K0.00%+189New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.200$14.3K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.200$14.3K0.00%+200New
Covestor Ltd228$16.0K0.01%−142−38.4%Reduced
Financially Speaking Inc250$17.9K0.01%00.0%Unchanged
Parallel Advisors, LLC252$18.0K0.00%+2+0.8%Added
Quarry LP253$18.1K0.00%−302−54.4%Reduced
Allworth Financial LP263$18.8K0.00%+5+1.9%Added
Signaturefd, LLC312$22.3K0.00%+9+3.0%Added
SBI Securities Co., Ltd.318$22.7K0.00%+86+37.1%Added
Optiver Holding B.V.340$24.3K0.00%+29+9.3%Added
Umb Bank N A383$27.4K0.00%+58+17.8%Added
Public Employees Retirement System of Ohio419$29.9K0.00%−124−22.8%Reduced
Parkside Financial Bank & Trust430$30.7K0.00%+41+10.5%Added
Steward Partners Investment Advisory, LLC493$35.2K0.00%+396+408.2%Added
MAI Capital Management497$35.5K0.00%00.0%Unchanged
Hantz Financial Services, Inc.508$36.0K0.00%+360+243.2%Added
Jones Financial Companies LLLP594$37.4K0.00%+235+65.5%Added
Salomon & Ludwin, LLC573$41.3K0.00%+573New
Quest Partners LLC580$41.4K0.00%+173+42.5%Added
Daiwa Securities Group Inc.595$43.0K0.00%+595New
Assetmark, Inc609$43.5K0.00%+576+1,745.5%Added
Huntington National Bank749$53.5K0.00%+451+151.3%Added
Versant Capital Management, Inc795$56.8K0.01%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.845$60.0K0.00%+14+1.7%Added
First Horizon Corp854$61.0K0.00%+854New
GWM Advisors LLC855$61.1K0.00%+790+1,215.4%Added
Clearstead Advisors, LLC1,006$71.9K0.00%+97+10.7%Added
Fifth Third Bancorp1,011$72.2K0.00%+256+33.9%Added
Rockefeller Capital Management L.P.1,165$83.2K0.00%+1,165New
State of Wyoming1,277$91.2K0.01%−1,678−56.8%Reduced
Smartleaf Asset Management LLC1,575$97.6K0.01%+301+23.6%Added
FNY Investment Advisers, LLC1,379$98.0K0.03%+142+11.5%Added
Quadrant Capital Group LLC2,268$162.0K0.01%+2,268New
Skandinaviska Enskilda Banken AB (publ)2,400$171.4K0.00%+2,400New
KBC Group NV2,433$174.0K0.00%00.0%Unchanged
Archer Investment Corp2,501$178.7K0.04%+451+22.0%Added
Northwestern Mutual Wealth Management Co2,544$181.8K0.00%+2,268+821.7%Added
CWM, LLC2,763$197.0K0.00%−75−2.6%Reduced
Asset Management One Co.,Ltd.2,859$204.3K0.00%−926−24.5%Reduced
Chicago Trust Co NA2,978$212.8K0.03%+2,978New
Bessemer Group Inc2,962$213.0K0.00%+2,309+353.6%Added
Round Rock Advisors, LLC3,036$216.8K0.03%+3,036New
Prospera Financial Services Inc3,113$222.4K0.00%+3,113New
Shelton Capital Management3,113$222.4K0.00%+3,113New
Tower Research Capital LLC (TRC)3,259$232.9K0.01%−5,682−63.5%Reduced
Accel Wealth Management3,294$235.4K0.07%+3,294New
NBC Securities, Inc.3,341$238.7K0.02%+2,147+179.8%Added
Mariner, LLC3,350$239.4K0.00%+3,350New
Brinker Capital Investments, LLC3,414$243.9K0.00%+3,414New
Stifel Financial Corp3,521$251.6K0.00%+3,521New
Private Advisor Group, LLC3,561$254.4K0.00%+3,561New
Leonteq Securities AG3,931$280.9K0.02%−6,231−61.3%Reduced
HighTower Advisors, LLC3,956$282.7K0.00%+3,956New