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, Q4 2025
Institutional positions in Semtech Corp as of Dec 31, 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
- 402
- +57 vs. Q3 2025
- Shares held
- 102.3M
- −1.95M (−1.9%) vs. Q3 2025
- Total value
- $7.54B
- +$107.2M (+1.4%) vs. Q3 2025
- New holders
- 94
- 151 more added
- Sold out
- 37
- 121 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 1,971 | $145.2K | 0.01% | +1,117+130.8% | Added |
| Rockefeller Capital Management L.P. | 1,988 | $146.5K | 0.00% | +823+70.6% | Added |
| Jones Financial Companies LLLP | 2,078 | $153.1K | 0.00% | +1,484+249.8% | Added |
| Exchange Traded Concepts, LLC | 2,163 | $159.4K | 0.00% | +2,163 | New |
| Quadrant Capital Group LLC | 2,334 | $172.0K | 0.01% | +66+2.9% | Added |
| KBC Group NV | 2,433 | $179.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 2,482 | $188.0K | 0.00% | −377−13.2% | Reduced |
| Archer Investment Corp | 2,683 | $197.7K | 0.04% | +182+7.3% | Added |
| Valeo Financial Advisors, LLC | 2,729 | $201.1K | 0.00% | +2,729 | New |
| Sequoia Financial Advisors, LLC | 2,754 | $202.9K | 0.00% | +2,754 | New |
| Shelton Capital Management | 2,827 | $208.3K | 0.00% | −286−9.2% | Reduced |
| Teacher Retirement System of Texas | 2,864 | $211.0K | 0.00% | −8,396−74.6% | Reduced |
| CWM, LLC | 2,879 | $212.0K | 0.00% | +116+4.2% | Added |
| NBC Securities, Inc. | 2,941 | $216.7K | 0.02% | −400−12.0% | Reduced |
| MML Investors Services, LLC | 2,948 | $217.2K | 0.00% | +2,948 | New |
| CI Private Wealth, LLC | 2,993 | $220.6K | 0.00% | +2,993 | New |
| TRUE Private Wealth Advisors | 3,000 | $221.1K | 0.02% | −1,000−25.0% | Reduced |
| Hollencrest Capital Management | 3,001 | $221.1K | 0.01% | +3,001 | New |
| Tower Research Capital LLC (TRC) | 3,028 | $223.1K | 0.01% | −231−7.1% | Reduced |
| Round Rock Advisors, LLC | 3,036 | $223.7K | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 3,036 | $223.8K | 0.00% | +636+26.5% | Added |
| Quantum Private Wealth, LLC | 3,050 | $224.8K | 0.07% | +3,050 | New |
| Bridgefront Capital, LLC | 3,064 | $225.8K | 0.06% | +3,064 | New |
| Private Advisor Group, LLC | 3,092 | $227.9K | 0.00% | −469−13.2% | Reduced |
| Chicago Trust Co NA | 3,227 | $237.8K | 0.04% | +249+8.4% | Added |
| Sax Wealth Advisors, LLC | 3,293 | $242.7K | 0.01% | +3,293 | New |
| M&T Bank Corp | 3,332 | $245.9K | 0.00% | +3,332 | New |
| Abel Hall, LLC | 3,705 | $273.0K | 0.06% | +3,705 | New |
| Mangrove Partners | 3,724 | $274.4K | 0.02% | +3,724 | New |
| Global Retirement Partners, LLC | 3,792 | $279.4K | 0.00% | +3,754+9,878.9% | Added |
| Skopos Labs, Inc. | 3,745 | $283.7K | 0.01% | +3,745 | New |
| Everence Capital Management Inc | 3,970 | $293.0K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,033 | $297.2K | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 4,073 | $300.2K | 0.03% | −1,529−27.3% | Reduced |
| Oppenheimer & Co Inc | 4,102 | $302.3K | 0.00% | +4,102 | New |
| New Age Alpha Advisors, LLC | 4,208 | $310.1K | 0.01% | +4,208 | New |
| J. Goldman & Co LP | 4,226 | $311.4K | 0.01% | −9,874−70.0% | Reduced |
| CIBC Asset Management Inc | 4,388 | $323.4K | 0.00% | +4,388 | New |
| Stephens Inc | 4,410 | $325.0K | 0.00% | +142+3.3% | Added |
| Crossmark Global Holdings, Inc. | 4,446 | $327.6K | 0.00% | +63+1.4% | Added |
| GAMMA Investing LLC | 4,644 | $342.2K | 0.02% | +541+13.2% | Added |
| Versor Investments LP | 4,691 | $345.7K | 0.05% | −6,757−59.0% | Reduced |
| Ensign Peak Advisors, Inc | 4,706 | $346.8K | 0.00% | −10,900−69.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,812 | $354.6K | 0.01% | −1,674−25.8% | Reduced |
| Vident Advisory, LLC | 4,852 | $357.5K | 0.00% | −1,237−20.3% | Reduced |
| Commerce Bank | 4,947 | $364.5K | 0.00% | −45−0.9% | Reduced |
| Alpine Global Management, LLC | 5,000 | $368.4K | 0.08% | +5,000 | New |
| Journey Strategic Wealth LLC | 5,075 | $374.0K | 0.01% | +10.0% | Added |
| HighTower Advisors, LLC | 5,120 | $377.3K | 0.00% | +1,164+29.4% | Added |
| Commonwealth Equity Services, LLC | 5,381 | $396.5K | 0.00% | −1,457−21.3% | Reduced |
| JustInvest LLC | 5,515 | $406.4K | 0.00% | +546+11.0% | Added |
| Mackenzie Financial Corp | 5,528 | $414.7K | 0.00% | −13−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,628 | $414.7K | 0.04% | −1,011−15.2% | Reduced |
| Bank of Montreal | 5,657 | $416.9K | 0.00% | −158−2.7% | Reduced |
| CIBC World Markets Corp | 5,771 | $425.3K | 0.00% | +5,771 | New |
| Wealth Enhancement Advisory Services, LLC | 4,856 | $428.2K | 0.00% | +705+17.0% | Added |
| Mercer Global Advisors Inc | 5,828 | $429.5K | 0.00% | −1,270−17.9% | Reduced |
| Profund Advisors LLC | 5,907 | $435.3K | 0.01% | +1,843+45.3% | Added |
| AE Wealth Management LLC | 5,928 | $436.8K | 0.00% | +1,213+25.7% | Added |
| Evergreen Capital Management LLC | 5,945 | $438.1K | 0.01% | +136+2.3% | Added |
| Fiduciary Trust Co | 5,999 | $442.1K | 0.01% | −111−1.8% | Reduced |
| Principal Securities, Inc. | 6,336 | $466.9K | 0.01% | −8−0.1% | Reduced |
| Advisor Resource Council | 5,322 | $467.1K | 0.17% | +5,322 | New |
| Cambridge Investment Research Advisors, Inc. | 6,347 | $468.0K | 0.00% | +6,347 | New |
| Nomura Holdings Inc | 6,437 | $474.3K | 0.00% | +6,437 | New |
| Fuller & Thaler Asset Management, Inc. | 6,724 | $495.5K | 0.00% | −1,459,670−99.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,859 | $505.4K | 0.00% | +940+15.9% | Added |
| Xponance, Inc. | 6,888 | $507.6K | 0.00% | +24+0.3% | Added |
| Caxton Associates LLP | 6,918 | $509.8K | 0.01% | +6,918 | New |
| EP Wealth Advisors, LLC | 6,974 | $513.9K | 0.00% | +6,974 | New |
| Fisher Asset Management, LLC | 7,001 | $515.9K | 0.00% | −17,068−70.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,081 | $521.8K | 0.02% | −207−2.8% | Reduced |
| Graham Capital Management, L.P. | 7,096 | $522.9K | 0.02% | +1,171+19.8% | Added |
| Hancock Whitney Corp | 7,270 | $535.7K | 0.01% | +368+5.3% | Added |
| Public Employees Retirement Association of Colorado | 7,670 | $565.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,673 | $565.4K | 0.01% | +7,673 | New |
| Keybank National Association | 7,696 | $567.1K | 0.00% | +1,358+21.4% | Added |
| CWM Advisors, LLC | 7,862 | $579.3K | 0.05% | −913−10.4% | Reduced |
| Cerity Partners LLC | 7,920 | $583.6K | 0.00% | +7,920 | New |
| Tairen Capital Ltd | 8,100 | $596.9K | 0.06% | +8,100 | New |
| Atria Investments LLC | 8,422 | $620.6K | 0.01% | −1,521−15.3% | Reduced |
| Advisor Group Holdings, Inc. | 8,623 | $635.4K | 0.00% | +3,093+55.9% | Added |
| Argos Wealth Advisors, LLC | 8,682 | $639.8K | 0.19% | +8,682 | New |
| Assetmark, Inc | 9,028 | $665.3K | 0.00% | +8,419+1,382.4% | Added |
| Diametric Capital, LP | 9,030 | $665.4K | 0.18% | +827+10.1% | Added |
| Truist Financial Corp | 9,225 | $679.8K | 0.00% | −1,092−10.6% | Reduced |
| Quantinno Capital Management LP | 9,369 | $690.4K | 0.00% | +1,996+27.1% | Added |
| Mutual of America Capital Management LLC | 9,918 | $730.9K | 0.01% | +213+2.2% | Added |
| Simplex Trading, LLC | 9,936 | $732.2K | 0.02% | −2,337−19.0% | Reduced |
| Diker Management LLC | 10,000 | $736.9K | 0.57% | +10,000 | New |
| Archford Capital Strategies, LLC | 10,071 | $742.1K | 0.09% | −20,779−67.4% | Reduced |
| Brinker Capital Investments, LLC | 10,074 | $742.4K | 0.01% | +6,660+195.1% | Added |
| Stifel Financial Corp | 10,343 | $762.2K | 0.00% | +6,822+193.8% | Added |
| Pathstone Holdings, LLC | 10,557 | $777.9K | 0.00% | +711+7.2% | Added |
| Oppenheimer Asset Management Inc. | 10,653 | $785.0K | 0.01% | −1,026−8.8% | Reduced |
| Ares Systematic Credit Ltd | 10,841 | $798.9K | 0.66% | +10,841 | New |
| Canada Pension Plan Investment Board | 10,900 | $803.2K | 0.00% | +10,900 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11,066 | $815.5K | 0.00% | +4,421+66.5% | Added |
| Two Sigma Securities, LLC | 11,263 | $830.0K | 0.11% | +11,263 | New |
| Group One Trading, L.P. | 11,504 | $847.7K | 0.03% | −17,585−60.5% | Reduced |