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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,858,352 | $873.8M | 0.01% | +298,987+2.6% | Added |
| BlackRock, Inc. | 13,189,055 | $971.9M | 0.02% | +373,568+2.9% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,890,543−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −301,515−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −120,840−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −105,472−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −79,516−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −55,920−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −41,296−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −36,569−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −32,798−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,514−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −16,763−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,143−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,736−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −7,887−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −6,595−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |