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 14 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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 9,705 | $693.4K | 0.01% | −1,423−12.8% | Reduced |
| CIBC Bancorp USA Inc. | 9,299 | $664.4K | 0.00% | +9,299 | New |
| Engineers Gate Manager LP | 9,143 | $653.3K | 0.01% | −10,936−54.5% | Reduced |
| CWM Advisors, LLC | 8,775 | $627.0K | 0.06% | −22,859−72.3% | Reduced |
| Empowered Funds, LLC | 8,736 | $624.2K | 0.01% | +296+3.5% | Added |
| Sender Co & Partners, Inc. | 8,622 | $616.0K | 0.24% | +610+7.6% | Added |
| Diametric Capital, LP | 8,203 | $586.1K | 0.22% | +8,203 | New |
| Fieldview Capital Management, LLC | 7,887 | $563.5K | 0.09% | +7,887 | New |
| Edgestream Partners, L.P. | 7,852 | $561.0K | 0.02% | −46,522−85.6% | Reduced |
| Public Employees Retirement Association of Colorado | 7,670 | $548.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,373 | $526.8K | 0.00% | +2,864+63.5% | Added |
| STRS Ohio | 7,300 | $521.6K | 0.00% | +1,900+35.2% | Added |
| Ameritas Investment Partners, Inc. | 7,288 | $520.7K | 0.02% | −1,618−18.2% | Reduced |
| Mercer Global Advisors Inc | 7,098 | $507.2K | 0.00% | +7,098 | New |
| Caption Management, LLC | 7,000 | $500.1K | 0.03% | +7,000 | New |
| Hancock Whitney Corp | 6,902 | $493.2K | 0.01% | +6,902 | New |
| Xponance, Inc. | 6,864 | $490.4K | 0.00% | −185−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 6,838 | $489.0K | 0.00% | −206−2.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,645 | $474.8K | 0.00% | +2,009+43.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,639 | $474.4K | 0.06% | −38−0.6% | Reduced |
| Weiss Asset Management LP | 6,595 | $471.2K | 0.01% | +6,595 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,486 | $463.4K | 0.01% | −2,717−29.5% | Reduced |
| Principal Securities, Inc. | 6,344 | $453.3K | 0.01% | −51−0.8% | Reduced |
| Keybank National Association | 6,338 | $452.9K | 0.00% | +6,338 | New |
| Fiduciary Trust Co | 6,110 | $436.6K | 0.00% | +6,110 | New |
| Vident Advisory, LLC | 6,089 | $435.1K | 0.00% | −289−4.5% | Reduced |
| Raymond James Financial Inc | 6,009 | $429.3K | 0.00% | +2,379+65.5% | Added |
| Graham Capital Management, L.P. | 5,925 | $423.3K | 0.02% | −16,961−74.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,919 | $422.9K | 0.00% | +5,919 | New |
| Bank of Montreal | 5,815 | $415.5K | 0.00% | −7,179−55.2% | Reduced |
| Evergreen Capital Management LLC | 5,809 | $415.1K | 0.01% | +1,246+27.3% | Added |
| Inspire Advisors, LLC | 5,602 | $400.2K | 0.04% | −1,278−18.6% | Reduced |
| Scientech Research LLC | 5,544 | $396.1K | 0.14% | +5,544 | New |
| Mackenzie Financial Corp | 5,541 | $395.9K | 0.00% | +854+18.2% | Added |
| FourThought Financial Partners, LLC | 5,219 | $372.9K | 0.03% | +5,219 | New |
| Journey Strategic Wealth LLC | 5,074 | $362.5K | 0.01% | +159+3.2% | Added |
| Commerce Bank | 4,992 | $356.7K | 0.00% | +4,992 | New |
| JustInvest LLC | 4,969 | $355.0K | 0.00% | +4,969 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,820 | $344.4K | 0.06% | +4,820 | New |
| AE Wealth Management LLC | 4,715 | $336.9K | 0.00% | −264−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 5,530 | $327.6K | 0.00% | +4,043+271.9% | Added |
| D. E. Shaw & Co., Inc. | 4,500 | $321.5K | 0.00% | −1,602−26.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,383 | $313.2K | 0.00% | +4,383 | New |
| Stephens Inc | 4,268 | $304.9K | 0.00% | +4,268 | New |
| Wealth Enhancement Advisory Services, LLC | 4,151 | $294.3K | 0.00% | +4,151 | New |
| GAMMA Investing LLC | 4,103 | $293.2K | 0.02% | +296+7.8% | Added |
| Profund Advisors LLC | 4,064 | $290.4K | 0.01% | +4,064 | New |
| Swiss Life Asset Management Ltd | 4,033 | $288.2K | 0.00% | +4,033 | New |
| TRUE Private Wealth Advisors | 4,000 | $285.8K | 0.03% | +4,000 | New |
| Everence Capital Management Inc | 3,970 | $284.0K | 0.02% | +3,970 | New |
| HighTower Advisors, LLC | 3,956 | $282.7K | 0.00% | +3,956 | New |
| Leonteq Securities AG | 3,931 | $280.9K | 0.02% | −6,231−61.3% | Reduced |
| Private Advisor Group, LLC | 3,561 | $254.4K | 0.00% | +3,561 | New |
| Stifel Financial Corp | 3,521 | $251.6K | 0.00% | +3,521 | New |
| Brinker Capital Investments, LLC | 3,414 | $243.9K | 0.00% | +3,414 | New |
| Mariner, LLC | 3,350 | $239.4K | 0.00% | +3,350 | New |
| NBC Securities, Inc. | 3,341 | $238.7K | 0.02% | +2,147+179.8% | Added |
| Accel Wealth Management | 3,294 | $235.4K | 0.07% | +3,294 | New |
| Tower Research Capital LLC (TRC) | 3,259 | $232.9K | 0.01% | −5,682−63.5% | Reduced |
| Shelton Capital Management | 3,113 | $222.4K | 0.00% | +3,113 | New |
| Prospera Financial Services Inc | 3,113 | $222.4K | 0.00% | +3,113 | New |
| Round Rock Advisors, LLC | 3,036 | $216.8K | 0.03% | +3,036 | New |
| Bessemer Group Inc | 2,962 | $213.0K | 0.00% | +2,309+353.6% | Added |
| Chicago Trust Co NA | 2,978 | $212.8K | 0.03% | +2,978 | New |
| Asset Management One Co.,Ltd. | 2,859 | $204.3K | 0.00% | −926−24.5% | Reduced |
| CWM, LLC | 2,763 | $197.0K | 0.00% | −75−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,544 | $181.8K | 0.00% | +2,268+821.7% | Added |
| Archer Investment Corp | 2,501 | $178.7K | 0.04% | +451+22.0% | Added |
| KBC Group NV | 2,433 | $174.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 2,400 | $171.4K | 0.00% | +2,400 | New |
| Quadrant Capital Group LLC | 2,268 | $162.0K | 0.01% | +2,268 | New |
| FNY Investment Advisers, LLC | 1,379 | $98.0K | 0.03% | +142+11.5% | Added |
| Smartleaf Asset Management LLC | 1,575 | $97.6K | 0.01% | +301+23.6% | Added |
| State of Wyoming | 1,277 | $91.2K | 0.01% | −1,678−56.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,165 | $83.2K | 0.00% | +1,165 | New |
| Fifth Third Bancorp | 1,011 | $72.2K | 0.00% | +256+33.9% | Added |
| Clearstead Advisors, LLC | 1,006 | $71.9K | 0.00% | +97+10.7% | Added |
| GWM Advisors LLC | 855 | $61.1K | 0.00% | +790+1,215.4% | Added |
| First Horizon Corp | 854 | $61.0K | 0.00% | +854 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 845 | $60.0K | 0.00% | +14+1.7% | Added |
| Versant Capital Management, Inc | 795 | $56.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 749 | $53.5K | 0.00% | +451+151.3% | Added |
| Assetmark, Inc | 609 | $43.5K | 0.00% | +576+1,745.5% | Added |
| Daiwa Securities Group Inc. | 595 | $43.0K | 0.00% | +595 | New |
| Quest Partners LLC | 580 | $41.4K | 0.00% | +173+42.5% | Added |
| Salomon & Ludwin, LLC | 573 | $41.3K | 0.00% | +573 | New |
| Jones Financial Companies LLLP | 594 | $37.4K | 0.00% | +235+65.5% | Added |
| Hantz Financial Services, Inc. | 508 | $36.0K | 0.00% | +360+243.2% | Added |
| MAI Capital Management | 497 | $35.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 493 | $35.2K | 0.00% | +396+408.2% | Added |
| Parkside Financial Bank & Trust | 430 | $30.7K | 0.00% | +41+10.5% | Added |
| Public Employees Retirement System of Ohio | 419 | $29.9K | 0.00% | −124−22.8% | Reduced |
| Umb Bank N A | 383 | $27.4K | 0.00% | +58+17.8% | Added |
| Optiver Holding B.V. | 340 | $24.3K | 0.00% | +29+9.3% | Added |
| SBI Securities Co., Ltd. | 318 | $22.7K | 0.00% | +86+37.1% | Added |
| Signaturefd, LLC | 312 | $22.3K | 0.00% | +9+3.0% | Added |
| Allworth Financial LP | 263 | $18.8K | 0.00% | +5+1.9% | Added |
| Quarry LP | 253 | $18.1K | 0.00% | −302−54.4% | Reduced |
| Parallel Advisors, LLC | 252 | $18.0K | 0.00% | +2+0.8% | Added |
| Financially Speaking Inc | 250 | $17.9K | 0.01% | 00.0% | Unchanged |