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, 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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 11,737 | $864.9K | 0.00% | +177+1.5% | Added |
| Vestmark Advisory Solutions, Inc. | 12,017 | $885.5K | 0.01% | +12,017 | New |
| US Bancorp | 12,276 | $904.6K | 0.00% | +184+1.5% | Added |
| Atom Investors LP | 12,676 | $934.1K | 0.07% | +12,676 | New |
| Maryland State Retirement & Pension System | 12,709 | $936.5K | 0.02% | +254+2.0% | Added |
| American Century Companies Inc | 12,924 | $952.4K | 0.00% | +2,745+27.0% | Added |
| Acadian Asset Management LLC | 13,235 | $974.0K | 0.00% | +13,235 | New |
| Horizon Investments, LLC | 13,477 | $993.1K | 0.01% | +13,477 | New |
| Pictet Asset Management Holding SA | 13,558 | $999.1K | 0.00% | +1,271+10.3% | Added |
| The PNC Financial Services Group, Inc. | 13,680 | $1.01M | 0.00% | −4,182−23.4% | Reduced |
| Headlands Technologies LLC | 13,796 | $1.02M | 0.08% | +13,796 | New |
| Two Sigma Advisers, LP | 14,200 | $1.05M | 0.00% | −74,600−84.0% | Reduced |
| Nisa Investment Advisors, LLC | 14,783 | $1.09M | 0.00% | +2,762+23.0% | Added |
| Virginia Retirement Systems Et Al | 15,050 | $1.11M | 0.01% | +5,050+50.5% | Added |
| Baird Financial Group, Inc. | 15,066 | $1.11M | 0.00% | −1,252−7.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,478 | $1.14M | 0.01% | +1,126+7.8% | Added |
| FMR LLC | 15,497 | $1.14M | 0.00% | +3,299+27.0% | Added |
| Pacer Advisors, Inc. | 16,129 | $1.19M | 0.00% | +4,509+38.8% | Added |
| Katamaran Capital LLP | 16,515 | $1.22M | 0.92% | −26,830−61.9% | Reduced |
| Marshall Wace, LLP | 16,766 | $1.24M | 0.00% | −215,240−92.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,816 | $1.25M | 0.03% | +26+0.2% | Added |
| ProShare Advisors LLC | 17,138 | $1.26M | 0.00% | +356+2.1% | Added |
| D. E. Shaw & Co., Inc. | 17,605 | $1.30M | 0.00% | +13,105+291.2% | Added |
| Franklin Resources Inc | 17,621 | $1.30M | 0.00% | −129−0.7% | Reduced |
| Amundi | 17,638 | $1.30M | 0.00% | +2,174+14.1% | Added |
| Glenmede Trust Co NA | 17,843 | $1.31M | 0.01% | +17,843 | New |
| Guggenheim Capital LLC | 18,110 | $1.33M | 0.01% | +4,296+31.1% | Added |
| State Board of Administration of Florida Retirement System | 18,258 | $1.35M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 19,302 | $1.42M | 0.00% | +162+0.8% | Added |
| Harbor Capital Advisors, Inc. | 19,402 | $1.43M | 0.11% | −22,783−54.0% | Reduced |
| KLP Kapitalforvaltning AS | 19,600 | $1.44M | 0.01% | +1,300+7.1% | Added |
| Integrated Quantitative Investments LLC | 19,709 | $1.45M | 0.31% | +19,709 | New |
| Oregon Public Employees Retirement Fund | 19,836 | $1.46M | 0.02% | +330+1.7% | Added |
| Credit Agricole S A | 19,873 | $1.46M | 0.00% | +19,873 | New |
| Parallax Volatility Advisers, L.P. | 20,000 | $1.47M | 0.05% | −3,720−15.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,482 | $1.58M | 0.01% | −582−2.6% | Reduced |
| Comerica Bank | 21,659 | $1.60M | 0.01% | −513,953−96.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,711 | $1.60M | 0.01% | +503+2.4% | Added |
| Optimize Financial Inc | 23,112 | $1.70M | 0.86% | +332+1.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,648 | $1.74M | 0.01% | −483−2.0% | Reduced |
| Arizona State Retirement System | 24,270 | $1.79M | 0.01% | −1,340−5.2% | Reduced |
| Yousif Capital Management, LLC | 23,572 | $1.81M | 0.02% | −3,479−12.9% | Reduced |
| Raymond James Financial Inc | 24,835 | $1.83M | 0.00% | +18,826+313.3% | Added |
| Amalgamated Bank | 25,284 | $1.86M | 0.01% | +777+3.2% | Added |
| Citigroup Inc | 26,529 | $1.95M | 0.00% | −179,977−87.2% | Reduced |
| Handelsbanken Fonder AB | 26,588 | $1.96M | 0.01% | −3,000−10.1% | Reduced |
| LPL Financial LLC | 26,591 | $1.96M | 0.00% | +3,781+16.6% | Added |
| Moody National Bank Trust Division | 28,168 | $2.08M | 0.20% | −14,675−34.3% | Reduced |
| Voya Investment Management LLC | 28,321 | $2.09M | 0.00% | +1,871+7.1% | Added |
| Gotham Asset Management, LLC | 28,760 | $2.12M | 0.01% | −38,192−57.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,299 | $2.16M | 0.00% | +2,063+7.6% | Added |
| Miracle Mile Advisors, LLC | 30,888 | $2.28M | 0.03% | 00.0% | Unchanged |
| Boston Partners | 32,337 | $2.38M | 0.00% | +2,674+9.0% | Added |
| Gilder Gagnon Howe & Co LLC | 33,471 | $2.47M | 0.03% | +33,471 | New |
| Qube Research & Technologies Ltd | 33,763 | $2.49M | 0.00% | +33,763 | New |
| State of New Jersey Common Pension Fund D | 34,394 | $2.53M | 0.01% | −8,673−20.1% | Reduced |
| Landscape Capital Management, L.L.C. | 34,868 | $2.57M | 0.17% | +7,247+26.2% | Added |
| Walleye Capital LLC | 35,100 | $2.59M | 0.01% | +35,100 | New |
| State of Tennessee, Treasury Department | 34,222 | $2.73M | 0.01% | −2,472−6.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 37,633 | $2.77M | 0.16% | +37,633 | New |
| Natixis Advisors, L.P. | 37,818 | $2.79M | 0.00% | −1,134−2.9% | Reduced |
| CSS LLC | 38,535 | $2.84M | 0.16% | +2,700+7.5% | Added |
| Janney Montgomery Scott LLC | 38,683 | $2.85M | 0.01% | −2,314−5.6% | Reduced |
| Legato Capital Management LLC | 38,835 | $2.86M | 0.25% | +12,759+48.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 38,980 | $2.87M | 0.03% | −34,760−47.1% | Reduced |
| Edgestream Partners, L.P. | 39,150 | $2.88M | 0.08% | +31,298+398.6% | Added |
| Louisiana State Employees Retirement System | 39,700 | $2.93M | 0.05% | −100−0.3% | Reduced |
| Verition Fund Management LLC | 41,300 | $3.04M | 0.02% | +269+0.7% | Added |
| Scotia Capital Inc. | 42,603 | $3.14M | 0.01% | +238+0.6% | Added |
| Oak Ridge Investments LLC | 42,899 | $3.16M | 0.19% | +10,351+31.8% | Added |
| Intech Investment Management LLC | 43,051 | $3.17M | 0.03% | −1,265−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 43,806 | $3.23M | 0.04% | +1,202+2.8% | Added |
| Manufacturers Life Insurance Company, The | 43,838 | $3.23M | 0.00% | −1,559−3.4% | Reduced |
| Creative Planning | 43,869 | $3.23M | 0.00% | +8,626+24.5% | Added |
| Los Angeles Capital Management LLC | 49,315 | $3.34M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 46,209 | $3.40M | 0.00% | −60,533−56.7% | Reduced |
| Sterling Capital Management LLC | 47,341 | $3.49M | 0.06% | −5,469−10.4% | Reduced |
| TD Asset Management Inc | 47,654 | $3.51M | 0.00% | +14,612+44.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 47,883 | $3.53M | 0.08% | +16,278+51.5% | Added |
| STRS Ohio | 48,100 | $3.54M | 0.01% | +40,800+558.9% | Added |
| State of Alaska, Department of Revenue | 48,326 | $3.56M | 0.04% | +590+1.2% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 48,839 | $3.60M | 0.80% | +18,639+61.7% | Added |
| MetLife Investment Management | 48,919 | $3.60M | 0.02% | −4,325−8.1% | Reduced |
| Pier Capital, LLC | 49,209 | $3.63M | 0.58% | +49,209 | New |
| Essex Investment Management Co LLC | 49,707 | $3.66M | 0.56% | −1,239−2.4% | Reduced |
| Lisanti Capital Growth, LLC | 54,040 | $3.98M | 0.94% | −6,400−10.6% | Reduced |
| Janus Henderson Group PLC | 55,744 | $4.11M | 0.00% | +17,459+45.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 57,503 | $4.24M | 0.01% | −470−0.8% | Reduced |
| Envestnet Asset Management Inc | 57,920 | $4.27M | 0.00% | +12,209+26.7% | Added |
| Van Eck Associates Corp | 58,301 | $4.30M | 0.00% | +1,590+2.8% | Added |
| Moody Aldrich Partners LLC | 58,986 | $4.35M | 0.81% | −21,963−27.1% | Reduced |
| Thrivent Financial for Lutherans | 59,624 | $4.39M | 0.01% | −2,878−4.6% | Reduced |
| Connors Investor Services Inc | 60,654 | $4.47M | 0.38% | −1,801−2.9% | Reduced |
| AQR Capital Management LLC | 62,380 | $4.60M | 0.00% | +10,774+20.9% | Added |
| Bessemer Group Inc | 63,339 | $4.67M | 0.01% | +60,377+2,038.4% | Added |
| Heartland Advisors Inc | 64,332 | $4.74M | 0.26% | −37,386−36.8% | Reduced |
| Nicholas Investment Partners, LP | 64,399 | $4.75M | 0.35% | +64,399 | New |
| JB Capital LLC | 67,084 | $4.94M | 0.20% | +3,701+5.8% | Added |
| Great West Life Assurance Co | 74,361 | $5.48M | 0.01% | −13,715−15.6% | Reduced |
| Federated Hermes, Inc. | 75,451 | $5.56M | 0.01% | +49,322+188.8% | Added |