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; 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, 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 | 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, 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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 63,991 | $4.57M | 0.02% | +48,175+304.6% | Added |
| JB Capital LLC | 63,383 | $4.53M | 0.20% | +63,383 | New |
| Thrivent Financial for Lutherans | 62,502 | $4.47M | 0.01% | −1,193−1.9% | Reduced |
| Connors Investor Services Inc | 62,455 | $4.46M | 0.38% | −2,074−3.2% | Reduced |
| Lisanti Capital Growth, LLC | 60,440 | $4.32M | 1.06% | +60,440 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 57,973 | $4.14M | 0.01% | −9,401−14.0% | Reduced |
| Van Eck Associates Corp | 56,711 | $4.05M | 0.00% | +30,875+119.5% | Added |
| Trexquant Investment LP | 55,920 | $4.00M | 0.04% | +55,920 | New |
| Castleark Management LLC | 55,640 | $3.98M | 0.11% | +55,640 | New |
| MetLife Investment Management | 53,244 | $3.80M | 0.02% | −2,200−4.0% | Reduced |
| Sterling Capital Management LLC | 52,810 | $3.77M | 0.06% | +52,599+24,928.4% | Added |
| AQR Capital Management LLC | 51,606 | $3.69M | 0.00% | +27,097+110.6% | Added |
| Essex Investment Management Co LLC | 50,946 | $3.64M | 0.56% | +1,806+3.7% | Added |
| Los Angeles Capital Management LLC | 49,315 | $3.52M | 0.01% | +386+0.8% | Added |
| State of Alaska, Department of Revenue | 47,736 | $3.41M | 0.03% | −3,854−7.5% | Reduced |
| Envestnet Asset Management Inc | 45,711 | $3.27M | 0.00% | +9,506+26.3% | Added |
| Manufacturers Life Insurance Company, The | 45,397 | $3.24M | 0.00% | −1,968−4.2% | Reduced |
| Intech Investment Management LLC | 44,316 | $3.17M | 0.03% | −82,699−65.1% | Reduced |
| Algert Global LLC | 44,203 | $3.16M | 0.05% | −680−1.5% | Reduced |
| Royce & Associates LP | 44,014 | $3.14M | 0.03% | +44,014 | New |
| Katamaran Capital LLP | 43,345 | $3.10M | 2.83% | +43,345 | New |
| State of New Jersey Common Pension Fund D | 43,067 | $3.08M | 0.01% | −6,773−13.6% | Reduced |
| Moody National Bank Trust Division | 42,843 | $3.06M | 0.26% | −7,989−15.7% | Reduced |
| Illinois Municipal Retirement Fund | 42,604 | $3.04M | 0.04% | +42,604 | New |
| Scotia Capital Inc. | 42,365 | $3.03M | 0.01% | +107+0.3% | Added |
| Harbor Capital Advisors, Inc. | 42,185 | $3.01M | 0.23% | −259,274−86.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 41,296 | $2.95M | 0.01% | +41,296 | New |
| Verition Fund Management LLC | 41,031 | $2.93M | 0.02% | +8,541+26.3% | Added |
| Janney Montgomery Scott LLC | 40,997 | $2.93M | 0.01% | +22,077+116.7% | Added |
| Louisiana State Employees Retirement System | 39,800 | $2.84M | 0.05% | −700−1.7% | Reduced |
| Natixis Advisors, L.P. | 38,952 | $2.78M | 0.00% | +8,328+27.2% | Added |
| Janus Henderson Group PLC | 38,285 | $2.73M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 36,694 | $2.62M | 0.01% | +1,369+3.9% | Added |
| Jefferies Financial Group Inc. | 36,569 | $2.61M | 0.02% | +36,569 | New |
| CSS LLC | 35,835 | $2.56M | 0.15% | +8,410+30.7% | Added |
| Creative Planning | 35,243 | $2.52M | 0.00% | +8,145+30.1% | Added |
| TD Asset Management Inc | 33,042 | $2.36M | 0.00% | +33,042 | New |
| Brevan Howard Capital Management LP | 32,798 | $2.34M | 0.03% | +32,798 | New |
| Oak Ridge Investments LLC | 32,548 | $2.33M | 0.15% | −629−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,605 | $2.26M | 0.05% | −23,466−42.6% | Reduced |
| Miracle Mile Advisors, LLC | 30,888 | $2.21M | 0.03% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 30,850 | $2.20M | 0.26% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 30,200 | $2.16M | 0.87% | +30,200 | New |
| Paloma Partners Management Co | 30,000 | $2.14M | 0.43% | +30,000 | New |
| Boston Partners | 29,663 | $2.12M | 0.00% | +29,663 | New |
| Handelsbanken Fonder AB | 29,588 | $2.11M | 0.01% | +4,900+19.8% | Added |
| Group One Trading, L.P. | 29,089 | $2.08M | 0.06% | +29,089 | New |
| Landscape Capital Management, L.L.C. | 27,621 | $1.97M | 0.13% | −7,799−22.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,236 | $1.95M | 0.00% | +4,264+18.6% | Added |
| Yousif Capital Management, LLC | 27,051 | $1.93M | 0.02% | −5,424−16.7% | Reduced |
| Voya Investment Management LLC | 26,450 | $1.89M | 0.00% | +2,561+10.7% | Added |
| Federated Hermes, Inc. | 26,129 | $1.87M | 0.00% | +120.0% | Added |
| Legato Capital Management LLC | 26,076 | $1.86M | 0.20% | +11,390+77.6% | Added |
| Arizona State Retirement System | 25,610 | $1.83M | 0.01% | +378+1.5% | Added |
| Amalgamated Bank | 24,507 | $1.75M | 0.01% | +278+1.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 24,131 | $1.72M | 0.01% | +4,449+22.6% | Added |
| Fisher Asset Management, LLC | 24,069 | $1.72M | 0.00% | −1,711−6.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,720 | $1.69M | 0.05% | +16,358+222.2% | Added |
| LPL Financial LLC | 22,810 | $1.63M | 0.00% | +5,411+31.1% | Added |
| Optimize Financial Inc | 22,780 | $1.63M | 0.85% | −29,300−56.3% | Reduced |
| BNP Paribas Arbitrage, SA | 22,249 | $1.59M | 0.00% | +8,802+65.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,064 | $1.58M | 0.01% | −176−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,208 | $1.51M | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 19,529 | $1.40M | 0.01% | −940−4.6% | Reduced |
| Oregon Public Employees Retirement Fund | 19,506 | $1.39M | 0.02% | −109−0.6% | Reduced |
| Wolverine Trading, LLC | 22,410 | $1.39M | 0.03% | −1,009−4.3% | Reduced |
| Assenagon Asset Management S.A. | 19,386 | $1.39M | 0.00% | −474,808−96.1% | Reduced |
| Captrust Financial Advisors | 19,140 | $1.37M | 0.00% | +1,253+7.0% | Added |
| KLP Kapitalforvaltning AS | 18,300 | $1.31M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 18,258 | $1.30M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,862 | $1.28M | 0.00% | +4,387+32.6% | Added |
| Franklin Resources Inc | 17,750 | $1.27M | 0.00% | +2,106+13.5% | Added |
| Susquehanna International Group, LLP | 17,514 | $1.25M | 0.00% | −288,480−94.3% | Reduced |
| ProShare Advisors LLC | 16,782 | $1.20M | 0.00% | −3,097−15.6% | Reduced |
| Henshaw Capital LLC | 16,763 | $1.20M | 0.04% | −4,480−21.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,790 | $1.19M | 0.03% | +6,906+69.9% | Added |
| Baird Financial Group, Inc. | 16,318 | $1.17M | 0.00% | −1,865−10.3% | Reduced |
| Ensign Peak Advisors, Inc | 15,606 | $1.12M | 0.00% | −9,900−38.8% | Reduced |
| Amundi | 15,464 | $1.05M | 0.00% | +1,276+9.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,352 | $1.03M | 0.01% | +14,352 | New |
| J. Goldman & Co LP | 14,100 | $1.01M | 0.04% | +14,100 | New |
| Guggenheim Capital LLC | 13,814 | $987.0K | 0.01% | −1,466−9.6% | Reduced |
| Danske Bank A/S | 13,323 | $951.9K | 0.00% | −19,222−59.1% | Reduced |
| Maryland State Retirement & Pension System | 12,455 | $889.9K | 0.02% | −13,002−51.1% | Reduced |
| Pictet Asset Management Holding SA | 12,287 | $877.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12,273 | $876.0K | 0.02% | −1,730−12.4% | Reduced |
| FMR LLC | 12,198 | $871.6K | 0.00% | −47,717−79.6% | Reduced |
| US Bancorp | 12,092 | $864.0K | 0.00% | −223−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 12,021 | $858.9K | 0.00% | −128−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 11,679 | $834.5K | 0.01% | +3,146+36.9% | Added |
| Pacer Advisors, Inc. | 11,620 | $830.2K | 0.00% | +10,044+637.3% | Added |
| Cetera Investment Advisers | 11,560 | $826.0K | 0.00% | +6,553+130.9% | Added |
| Versor Investments LP | 11,448 | $818.0K | 0.15% | +11,448 | New |
| Teacher Retirement System of Texas | 11,260 | $804.5K | 0.00% | −1,803−13.8% | Reduced |
| Truist Financial Corp | 10,317 | $737.1K | 0.00% | +2,237+27.7% | Added |
| American Century Companies Inc | 10,179 | $727.3K | 0.00% | −830−7.5% | Reduced |
| 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 |
| Atria Investments LLC | 9,943 | $710.4K | 0.01% | +286+3.0% | Added |
| Pathstone Holdings, LLC | 9,846 | $703.5K | 0.00% | +1,958+24.8% | Added |