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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, Q1 2026

Institutional positions in Semtech Corp as of Mar 31, 2026. 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
438
+43 vs. Q4 2025
Shares held
99.9M
+9.62M (+10.7%) vs. Q4 2025
Total value
$7.66B
+$1.01B (+15.1%) vs. Q4 2025
New holders
91
178 more added
Sold out
48
121 more reduced

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 438 institutions
Q1 2021: 261 institutionsQ2 2021: 273 institutionsQ3 2021: 281 institutionsQ4 2021: 309 institutionsQ1 2022: 319 institutionsQ2 2022: 308 institutionsQ3 2022: 277 institutionsQ4 2022: 261 institutionsQ1 2023: 248 institutionsQ2 2023: 227 institutionsQ3 2023: 217 institutionsQ4 2023: 226 institutionsQ1 2024: 236 institutionsQ2 2024: 256 institutionsQ3 2024: 274 institutionsQ4 2024: 355 institutionsQ1 2025: 315 institutionsQ2 2025: 316 institutionsQ3 2025: 350 institutionsQ4 2025: 402 institutionsQ1 2026: 438 institutionsQ2 2026: 577 institutions
Value heldQ1 2026: $7.66B
Q1 2021: $4.33BQ2 2021: $4.27BQ3 2021: $4.85BQ4 2021: $5.49BQ1 2022: $4.31BQ2 2022: $3.42BQ3 2022: $1.83BQ4 2022: $1.99BQ1 2023: $1.69BQ2 2023: $1.78BQ3 2023: $1.86BQ4 2023: $1.82BQ1 2024: $2.21BQ2 2024: $2.44BQ3 2024: $3.86BQ4 2024: $5.93BQ1 2025: $3.36BQ2 2025: $4.68BQ3 2025: $7.44BQ4 2025: $7.54BQ1 2026: $7.66BQ2 2026: $15.0B
Institutions holding SMTC and their total value by quarter
QuarterHoldersValue
Q2 2026577$15.0B
Q1 2026438$7.66B
Q4 2025402$7.54B
Q3 2025350$7.44B
Q2 2025316$4.68B
Q1 2025315$3.36B
Q4 2024355$5.93B
Q3 2024274$3.86B
Q2 2024256$2.44B
Q1 2024236$2.21B
Q4 2023226$1.82B
Q3 2023217$1.86B
Q2 2023227$1.78B
Q1 2023248$1.69B
Q4 2022261$1.99B
Q3 2022277$1.83B
Q2 2022308$3.42B
Q1 2022319$4.31B
Q4 2021309$5.49B
Q3 2021281$4.85B
Q2 2021273$4.27B
Q1 2021261$4.33B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q4 2025.

Institutions holding SMTC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Rialto Wealth Management, LLC1$770.00%00.0%Unchanged
United Financial Planning Group LLC1$770.00%+1New
Dunhill Financial, LLC1$1290.00%−1−50.0%Reduced
Bay Harbor Wealth Management, LLC2$1530.00%00.0%Unchanged
Wolverine Asset Management LLC2$1540.00%00.0%Unchanged
HFM Investment Advisors, LLC3$2310.00%00.0%Unchanged
Abound Wealth Management4$3080.00%00.0%Unchanged
Atlantic Private Wealth, LLC5$3840.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$3850.00%00.0%Unchanged
SJS Investment Consulting Inc.5$3850.00%+5New
Rachor Investment Advisory Services, LLC5$3850.00%+5New
TD Capital Management LLC6$4610.00%00.0%Unchanged
Sunbelt Securities, Inc.6$4610.00%00.0%Unchanged
Godfrey Financial Associates, Inc.6$4610.00%00.0%Unchanged
JFS Wealth Advisors, LLC6$4620.00%00.0%Unchanged
Marquette Asset Management, LLC6$4620.00%+6New
CoreCap Advisors, LLC8$6150.00%00.0%Unchanged
Park Place Capital Corp10$7690.00%00.0%Unchanged
Silicon Valley Capital Partners10$7690.00%+10New
Prestige Wealth Management Group LLC11$8460.00%+11New
Elequin Capital LP12$9230.00%−38−76.0%Reduced
FNY Investment Advisers, LLC20$1.00K0.00%−117−85.4%Reduced
Ankerstar Wealth, LLC14$1.08K0.00%00.0%Unchanged
Gilpin Wealth Management, LLC14$1.08K0.00%+7+100.0%Added
Zions Bancorporation, National Association15$1.15K0.00%00.0%Unchanged
GWM Advisors LLC15$1.15K0.00%+15New
Torren Management, LLC18$1.38K0.00%00.0%Unchanged
Golden State Equity Partners18$1.38K0.00%+18New
Bellevue Asset Management, LLC19$1.46K0.00%00.0%Unchanged
Essential Partners LLC19$1.46K0.00%+1+5.6%Added
Fortitude Family Office, LLC20$1.54K0.00%00.0%Unchanged
Cornerstone Financial Management LLC20$1.54K0.00%00.0%Unchanged
Kilter Group LLC25$1.92K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.32$2.46K0.00%−59−64.8%Reduced
True Wealth Design, LLC34$2.62K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc37$3.06K0.00%+21+131.3%Added
High Note Wealth, LLC44$3.38K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc45$3.46K0.00%00.0%Unchanged
Scarborough Advisors, LLC45$3.46K0.00%+45New
Annis Gardner Whiting Capital Advisors, LLC47$3.61K0.00%−2−4.1%Reduced
NVWM, LLC50$3.85K0.00%00.0%Unchanged
Rakuten Securities, Inc.50$3.85K0.00%+24+92.3%Added
WPG Advisers, LLC51$3.92K0.00%00.0%Unchanged
Bell Investment Advisors, Inc53$4.08K0.00%+6+12.8%Added
Keating Financial Advisory Services, Inc.66$5.08K0.00%+62+1,550.0%Added
Root Financial Partners, LLC70$5.38K0.00%+15+27.3%Added
Sapience Investments, LLC91$7.00K0.91%+91New
Danske Bank A/S100$7.69K0.00%−500−83.3%Reduced
Optiver Holding B.V.107$8.23K0.00%+6+5.9%Added
EverSource Wealth Advisors, LLC115$8.84K0.00%+37+47.4%Added
SBI Securities Co., Ltd.139$10.7K0.00%+40+40.4%Added
Covestor Ltd140$11.0K0.01%−105−42.9%Reduced
First Community Trust NA145$11.1K0.01%00.0%Unchanged
Owl Creek Wealth Partners LLC175$13.5K0.00%+175New
Rothschild Investment LLC179$13.8K0.00%+11+6.5%Added
Bare Financial Services, Inc186$14.3K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.200$15.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.200$15.4K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC209$16.1K0.00%+190+1,000.0%Added
Brown Brothers Harriman & Co215$16.5K0.00%+31+16.8%Added
Massmutual Trust Co FSB216$16.6K0.00%+37+20.7%Added
Eastern Bank217$16.7K0.00%00.0%Unchanged
Strive Financial Group ,LLC225$17.0K0.01%00.0%Unchanged
Aster Capital Management (DIFC) Ltd550$18.9K0.01%+431+362.2%Added
Walleye Trading LLC254$19.5K0.00%+254New
Twin Peaks Wealth Advisors, LLC264$20.3K0.01%+264New
Parallel Advisors, LLC281$21.6K0.00%+29+11.5%Added
Rossby Financial, LCC280$22.4K0.00%+277+9,233.3%Added
Advisors Asset Management, Inc.298$22.9K0.00%+298New
Allworth Financial LP320$24.6K0.00%−7−2.1%Reduced
Ares Financial Consulting, LLC313$25.1K0.02%+313New
Farther Finance Advisors, LLC357$28.6K0.00%+103+40.6%Added
Signaturefd, LLC374$28.8K0.00%+4+1.1%Added
Eurizon Capital SGR S.p.A.429$30.4K0.00%+168+64.4%Added
Banque Cantonale Vaudoise431$33.0K0.00%+431New
State of Wyoming438$33.7K0.00%−1,086−71.3%Reduced
Parkside Financial Bank & Trust445$34.2K0.00%−41−8.4%Reduced
Forum Finance Group S.A.550$36.0K0.02%+550New
Umb Bank N A477$36.7K0.00%−11−2.3%Reduced
MAI Capital Management480$36.9K0.00%+59+14.0%Added
Steward Partners Investment Advisory, LLC493$37.9K0.00%00.0%Unchanged
Smartleaf Asset Management LLC709$50.1K0.00%−891−55.7%Reduced
IFP Advisors, Inc718$55.2K0.00%−2−0.3%Reduced
Huntington National Bank756$58.1K0.00%−2−0.3%Reduced
Versant Capital Management, Inc793$61.0K0.01%−2−0.3%Reduced
Sound Income Strategies, LLC776$62.1K0.00%00.0%Unchanged
Advisory Services Network, LLC870$66.9K0.00%+870New
Harbour Investments, Inc.898$69.0K0.00%+725+419.1%Added
Hantz Financial Services, Inc.1,011$78.0K0.00%+46+4.8%Added
Salomon & Ludwin, LLC948$78.4K0.01%+298+45.8%Added
Pilgrim Partners Asia Pte Ltd1,100$84.6K0.04%00.0%Unchanged
Leonteq Securities AG1,171$90.0K0.01%+118+11.2%Added
Daiwa Securities Group Inc.1,195$91.9K0.00%00.0%Unchanged
Larson Financial Group LLC1,333$102.5K0.00%+1,192+845.4%Added
ABS Direct Equity Fund LLC1,100$117.8K0.09%+1,100New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,663$127.9K0.00%+463+38.6%Added
Kemnay Advisory Services Inc.1,726$132.7K0.02%+1,434+491.1%Added
Northwestern Mutual Wealth Management Co1,883$144.8K0.00%−18−0.9%Reduced
First Horizon Corp1,971$151.6K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC2,075$159.5K0.00%−88−4.1%Reduced