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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 3,970 | $284.0K | 0.02% | +3,970 | New |
| TRUE Private Wealth Advisors | 4,000 | $285.8K | 0.03% | +4,000 | New |
| Swiss Life Asset Management Ltd | 4,033 | $288.2K | 0.00% | +4,033 | New |
| Profund Advisors LLC | 4,064 | $290.4K | 0.01% | +4,064 | New |
| GAMMA Investing LLC | 4,103 | $293.2K | 0.02% | +296+7.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,151 | $294.3K | 0.00% | +4,151 | New |
| Stephens Inc | 4,268 | $304.9K | 0.00% | +4,268 | New |
| Crossmark Global Holdings, Inc. | 4,383 | $313.2K | 0.00% | +4,383 | New |
| D. E. Shaw & Co., Inc. | 4,500 | $321.5K | 0.00% | −1,602−26.3% | Reduced |
| Advisor Group Holdings, Inc. | 5,530 | $327.6K | 0.00% | +4,043+271.9% | Added |
| AE Wealth Management LLC | 4,715 | $336.9K | 0.00% | −264−5.3% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,820 | $344.4K | 0.06% | +4,820 | New |
| JustInvest LLC | 4,969 | $355.0K | 0.00% | +4,969 | New |
| Commerce Bank | 4,992 | $356.7K | 0.00% | +4,992 | New |
| Journey Strategic Wealth LLC | 5,074 | $362.5K | 0.01% | +159+3.2% | Added |
| FourThought Financial Partners, LLC | 5,219 | $372.9K | 0.03% | +5,219 | New |
| Mackenzie Financial Corp | 5,541 | $395.9K | 0.00% | +854+18.2% | Added |
| Scientech Research LLC | 5,544 | $396.1K | 0.14% | +5,544 | New |
| Inspire Advisors, LLC | 5,602 | $400.2K | 0.04% | −1,278−18.6% | Reduced |
| Evergreen Capital Management LLC | 5,809 | $415.1K | 0.01% | +1,246+27.3% | Added |
| Bank of Montreal | 5,815 | $415.5K | 0.00% | −7,179−55.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,919 | $422.9K | 0.00% | +5,919 | New |
| Graham Capital Management, L.P. | 5,925 | $423.3K | 0.02% | −16,961−74.1% | Reduced |
| Raymond James Financial Inc | 6,009 | $429.3K | 0.00% | +2,379+65.5% | Added |
| Vident Advisory, LLC | 6,089 | $435.1K | 0.00% | −289−4.5% | Reduced |
| Fiduciary Trust Co | 6,110 | $436.6K | 0.00% | +6,110 | New |
| Keybank National Association | 6,338 | $452.9K | 0.00% | +6,338 | New |
| Principal Securities, Inc. | 6,344 | $453.3K | 0.01% | −51−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,486 | $463.4K | 0.01% | −2,717−29.5% | Reduced |
| Weiss Asset Management LP | 6,595 | $471.2K | 0.01% | +6,595 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,639 | $474.4K | 0.06% | −38−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,645 | $474.8K | 0.00% | +2,009+43.3% | Added |
| Commonwealth Equity Services, LLC | 6,838 | $489.0K | 0.00% | −206−2.9% | Reduced |
| Xponance, Inc. | 6,864 | $490.4K | 0.00% | −185−2.6% | Reduced |
| Hancock Whitney Corp | 6,902 | $493.2K | 0.01% | +6,902 | New |
| Caption Management, LLC | 7,000 | $500.1K | 0.03% | +7,000 | New |
| Mercer Global Advisors Inc | 7,098 | $507.2K | 0.00% | +7,098 | New |
| Ameritas Investment Partners, Inc. | 7,288 | $520.7K | 0.02% | −1,618−18.2% | Reduced |
| STRS Ohio | 7,300 | $521.6K | 0.00% | +1,900+35.2% | Added |
| Quantinno Capital Management LP | 7,373 | $526.8K | 0.00% | +2,864+63.5% | Added |
| Public Employees Retirement Association of Colorado | 7,670 | $548.0K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 7,852 | $561.0K | 0.02% | −46,522−85.6% | Reduced |
| Fieldview Capital Management, LLC | 7,887 | $563.5K | 0.09% | +7,887 | New |
| Diametric Capital, LP | 8,203 | $586.1K | 0.22% | +8,203 | New |
| Sender Co & Partners, Inc. | 8,622 | $616.0K | 0.24% | +610+7.6% | Added |
| Empowered Funds, LLC | 8,736 | $624.2K | 0.01% | +296+3.5% | Added |
| CWM Advisors, LLC | 8,775 | $627.0K | 0.06% | −22,859−72.3% | Reduced |
| Engineers Gate Manager LP | 9,143 | $653.3K | 0.01% | −10,936−54.5% | Reduced |
| CIBC Bancorp USA Inc. | 9,299 | $664.4K | 0.00% | +9,299 | New |
| Mutual of America Capital Management LLC | 9,705 | $693.4K | 0.01% | −1,423−12.8% | Reduced |
| Pathstone Holdings, LLC | 9,846 | $703.5K | 0.00% | +1,958+24.8% | Added |
| Atria Investments LLC | 9,943 | $710.4K | 0.01% | +286+3.0% | Added |
| LMR Partners LLP | 10,000 | $714.5K | 0.01% | −415,000−97.6% | Reduced |
| Virginia Retirement Systems Et Al | 10,000 | $714.5K | 0.00% | +2,100+26.6% | Added |
| American Century Companies Inc | 10,179 | $727.3K | 0.00% | −830−7.5% | Reduced |
| Truist Financial Corp | 10,317 | $737.1K | 0.00% | +2,237+27.7% | Added |
| Teacher Retirement System of Texas | 11,260 | $804.5K | 0.00% | −1,803−13.8% | Reduced |
| Versor Investments LP | 11,448 | $818.0K | 0.15% | +11,448 | New |
| Cetera Investment Advisers | 11,560 | $826.0K | 0.00% | +6,553+130.9% | Added |
| Pacer Advisors, Inc. | 11,620 | $830.2K | 0.00% | +10,044+637.3% | Added |
| Oppenheimer Asset Management Inc. | 11,679 | $834.5K | 0.01% | +3,146+36.9% | Added |
| Nisa Investment Advisors, LLC | 12,021 | $858.9K | 0.00% | −128−1.1% | Reduced |
| US Bancorp | 12,092 | $864.0K | 0.00% | −223−1.8% | Reduced |
| FMR LLC | 12,198 | $871.6K | 0.00% | −47,717−79.6% | Reduced |
| Simplex Trading, LLC | 12,273 | $876.0K | 0.02% | −1,730−12.4% | Reduced |
| Pictet Asset Management Holding SA | 12,287 | $877.9K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,455 | $889.9K | 0.02% | −13,002−51.1% | Reduced |
| Danske Bank A/S | 13,323 | $951.9K | 0.00% | −19,222−59.1% | Reduced |
| Guggenheim Capital LLC | 13,814 | $987.0K | 0.01% | −1,466−9.6% | Reduced |
| J. Goldman & Co LP | 14,100 | $1.01M | 0.04% | +14,100 | New |
| Wiley Bros.-Aintree Capital, LLC | 14,352 | $1.03M | 0.01% | +14,352 | New |
| Amundi | 15,464 | $1.05M | 0.00% | +1,276+9.0% | Added |
| Ensign Peak Advisors, Inc | 15,606 | $1.12M | 0.00% | −9,900−38.8% | Reduced |
| Baird Financial Group, Inc. | 16,318 | $1.17M | 0.00% | −1,865−10.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,790 | $1.19M | 0.03% | +6,906+69.9% | Added |
| Henshaw Capital LLC | 16,763 | $1.20M | 0.04% | −4,480−21.1% | Reduced |
| ProShare Advisors LLC | 16,782 | $1.20M | 0.00% | −3,097−15.6% | Reduced |
| Susquehanna International Group, LLP | 17,514 | $1.25M | 0.00% | −288,480−94.3% | Reduced |
| Franklin Resources Inc | 17,750 | $1.27M | 0.00% | +2,106+13.5% | Added |
| The PNC Financial Services Group, Inc. | 17,862 | $1.28M | 0.00% | +4,387+32.6% | Added |
| State Board of Administration of Florida Retirement System | 18,258 | $1.30M | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 18,300 | $1.31M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 19,140 | $1.37M | 0.00% | +1,253+7.0% | Added |
| Assenagon Asset Management S.A. | 19,386 | $1.39M | 0.00% | −474,808−96.1% | Reduced |
| Wolverine Trading, LLC | 22,410 | $1.39M | 0.03% | −1,009−4.3% | Reduced |
| Oregon Public Employees Retirement Fund | 19,506 | $1.39M | 0.02% | −109−0.6% | Reduced |
| Glenmede Investment Management, LP | 19,529 | $1.40M | 0.01% | −940−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,208 | $1.51M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,064 | $1.58M | 0.01% | −176−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 22,249 | $1.59M | 0.00% | +8,802+65.5% | Added |
| Optimize Financial Inc | 22,780 | $1.63M | 0.85% | −29,300−56.3% | Reduced |
| LPL Financial LLC | 22,810 | $1.63M | 0.00% | +5,411+31.1% | Added |
| Parallax Volatility Advisers, L.P. | 23,720 | $1.69M | 0.05% | +16,358+222.2% | Added |
| Fisher Asset Management, LLC | 24,069 | $1.72M | 0.00% | −1,711−6.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 24,131 | $1.72M | 0.01% | +4,449+22.6% | Added |
| Amalgamated Bank | 24,507 | $1.75M | 0.01% | +278+1.1% | Added |
| Arizona State Retirement System | 25,610 | $1.83M | 0.01% | +378+1.5% | Added |
| Legato Capital Management LLC | 26,076 | $1.86M | 0.20% | +11,390+77.6% | Added |
| Federated Hermes, Inc. | 26,129 | $1.87M | 0.00% | +120.0% | Added |
| Voya Investment Management LLC | 26,450 | $1.89M | 0.00% | +2,561+10.7% | Added |