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; 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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 379,630 | $27.1M | 0.24% | +379,630 | New |
| Two Sigma Investments, LP | 380,604 | $27.2M | 0.04% | −321,743−45.8% | Reduced |
| UBS Group AG | 395,910 | $28.3M | 0.01% | −205,744−34.2% | Reduced |
| Jennison Associates LLC | 401,179 | $28.7M | 0.02% | +401,179 | New |
| Victory Capital Management Inc | 413,191 | $29.5M | 0.02% | −73,796−15.2% | Reduced |
| Point72 Asset Management, L.P. | 417,751 | $29.8M | 0.06% | −1,140,111−73.2% | Reduced |
| Principal Financial Group Inc | 418,964 | $29.9M | 0.02% | −10,815−2.5% | Reduced |
| Emerald Advisers, LLC | 419,094 | $29.9M | 0.96% | +419,094 | New |
| Dimensional Fund Advisors LP | 434,026 | $31.0M | 0.01% | +99,485+29.7% | Added |
| WCM Investment Management, LLC | 512,092 | $31.7M | 0.07% | −2,215−0.4% | Reduced |
| Driehaus Capital Management LLC | 447,036 | $31.9M | 0.23% | +447,036 | New |
| Balyasny Asset Management LLC | 474,013 | $33.9M | 0.07% | +118,588+33.4% | Added |
| Barclays PLC | 502,162 | $35.9M | 0.01% | +329,390+190.7% | Added |
| Bank of New York Mellon Corp | 504,004 | $36.0M | 0.01% | −15,087−2.9% | Reduced |
| Comerica Bank | 535,612 | $38.3M | 0.14% | +3,822+0.7% | Added |
| Palisade Capital Management LLC | 566,293 | $40.5M | 1.10% | +76,058+15.5% | Added |
| Granahan Investment Management Inc | 641,492 | $45.8M | 1.88% | −350,084−35.3% | Reduced |
| Portolan Capital Management, LLC | 668,862 | $47.8M | 2.59% | +289,844+76.5% | Added |
| Atreides Management, LP | 678,133 | $48.5M | 1.26% | +16,192+2.4% | Added |
| Clearline Capital LP | 698,935 | $49.9M | 4.31% | −85,597−10.9% | Reduced |
| Citadel Advisors LLC | 707,834 | $50.6M | 0.04% | +177,519+33.5% | Added |
| Schroder Investment Management Group | 879,880 | $54.5M | 0.04% | +585,852+199.3% | Added |
| Fred Alger Management, LLC | 767,459 | $54.8M | 0.21% | +241,768+46.0% | Added |
| Think Investments LP | 820,400 | $58.6M | 7.75% | +820,400 | New |
| JPMorgan Chase & Co | 849,769 | $60.7M | 0.00% | +88,114+11.6% | Added |
| Bank of America Corp | 856,843 | $61.2M | 0.00% | +152,234+21.6% | Added |
| Northern Trust Corp | 948,727 | $67.8M | 0.01% | −3,474−0.4% | Reduced |
| Neuberger Berman Group LLC | 956,941 | $68.0M | 0.05% | −281,006−22.7% | Reduced |
| Goldman Sachs Group Inc | 970,290 | $69.3M | 0.01% | −1,354−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,013,694 | $72.4M | 0.01% | −7,440−0.7% | Reduced |
| Invesco Ltd. | 1,039,955 | $74.3M | 0.01% | −376,825−26.6% | Reduced |
| Millennium Management LLC | 1,047,774 | $74.9M | 0.06% | +702,846+203.8% | Added |
| Nuveen, LLC | 1,271,499 | $90.8M | 0.02% | −206,147−14.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,466,394 | $104.8M | 0.36% | +46,686+3.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,613,340 | $115.3M | 0.07% | +1,613,340 | New |
| Deutsche Bank AG | 1,644,800 | $117.5M | 0.04% | +439,444+36.5% | Added |
| Geode Capital Management, LLC | 2,092,318 | $149.5M | 0.01% | −31,585−1.5% | Reduced |
| Hood River Capital Management LLC | 2,196,663 | $157.0M | 1.85% | −47,968−2.1% | Reduced |
| Wellington Management Group LLP | 2,332,736 | $166.7M | 0.03% | −55,713−2.3% | Reduced |
| Disciplined Growth Investors Inc | 2,729,382 | $195.0M | 3.53% | −165,154−5.7% | Reduced |
| Macquarie Group Ltd | 2,890,543 | $206.5M | 0.24% | −155,674−5.1% | Reduced |
| Morgan Stanley | 3,134,004 | $223.9M | 0.01% | −106,219−3.3% | Reduced |
| Westfield Capital Management Co LP | 3,380,373 | $241.5M | 1.01% | +633,113+23.0% | Added |
| Whale Rock Capital Management LLC | 3,504,965 | $250.4M | 2.95% | −486,883−12.2% | Reduced |
| Alliancebernstein L.P. | 3,607,697 | $257.8M | 0.08% | +289,313+8.7% | Added |
| State Street Corp | 3,909,236 | $279.3M | 0.01% | −127,871−3.2% | Reduced |
| Capital Research Global Investors | 4,691,676 | $335.2M | 0.06% | +571,372+13.9% | Added |
| Ameriprise Financial Inc | 7,373,744 | $526.9M | 0.12% | +261,647+3.7% | Added |
| Vanguard Group Inc | 11,559,365 | $825.9M | 0.01% | −371,913−3.1% | Reduced |
| BlackRock, Inc. | 12,815,487 | $915.7M | 0.02% | −105,426−0.8% | Reduced |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,335,296−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −231,352−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −220,933−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −113,493−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −85,097−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −80,807−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −50,122−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −44,626−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −43,216−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −40,170−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −35,739−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −34,509−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −27,807−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −17,892−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −17,673−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −17,202−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,710−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −11,783−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,563−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −11,253−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,256−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −8,729−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,554−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −7,164−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −6,537−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −6,336−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,822−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,633−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −592−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |