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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 2,306 | $177.3K | 0.04% | +2,306 | New |
| Quadrant Capital Group LLC | 2,386 | $183.5K | 0.01% | +52+2.2% | Added |
| Asset Management One Co.,Ltd. | 2,494 | $191.8K | 0.00% | +12+0.5% | Added |
| TD Waterhouse Canada Inc. | 2,416 | $193.2K | 0.00% | +953+65.1% | Added |
| Coldstream Capital Management Inc | 2,602 | $200.1K | 0.00% | +2,602 | New |
| Concentric Capital Strategies, LP | 2,632 | $202.4K | 0.02% | +2,632 | New |
| Abacus Wealth Partners, LLC | 2,673 | $205.5K | 0.02% | +2,673 | New |
| Archer Investment Corp | 2,683 | $206.3K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,779 | $213.7K | 0.00% | +791+39.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,838 | $218.2K | 0.01% | −1,974−41.0% | Reduced |
| Sage Rhino Capital LLC | 2,877 | $221.2K | 0.04% | +2,877 | New |
| Private Advisor Group, LLC | 2,895 | $222.6K | 0.00% | −197−6.4% | Reduced |
| KBC Group NV | 2,902 | $223.0K | 0.00% | +469+19.3% | Added |
| Shelton Capital Management | 2,965 | $228.0K | 0.00% | +138+4.9% | Added |
| CWM, LLC | 2,973 | $228.6K | 0.00% | +94+3.3% | Added |
| Hillsdale Investment Management Inc. | 2,980 | $229.1K | 0.01% | +2,870+2,609.1% | Added |
| CI Private Wealth, LLC | 3,025 | $232.6K | 0.00% | +32+1.1% | Added |
| SEB Asset Management AB | 3,036 | $233.4K | 0.00% | +3,036 | New |
| Lazard Asset Management LLC | 3,036 | $233.4K | 0.00% | +2,508+475.0% | Added |
| Quantum Private Wealth, LLC | 3,050 | $234.5K | 0.07% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,058 | $235.1K | 0.04% | +22+0.7% | Added |
| Skopos Labs, Inc. | 3,090 | $237.6K | 0.01% | −655−17.5% | Reduced |
| Sax Wealth Advisors, LLC | 3,293 | $242.7K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 3,165 | $243.5K | 0.00% | −167−5.0% | Reduced |
| Inspire Advisors, LLC | 3,677 | $282.7K | 0.02% | −396−9.7% | Reduced |
| GTS Securities LLC | 3,712 | $285.4K | 0.01% | +3,712 | New |
| Everence Capital Management Inc | 3,740 | $288.0K | 0.02% | −230−5.8% | Reduced |
| Chicago Trust Co NA | 3,868 | $297.4K | 0.05% | +641+19.9% | Added |
| Marex Group plc | 3,886 | $298.8K | 0.00% | +3,886 | New |
| O'Shaughnessy Asset Management, LLC | 3,892 | $299.3K | 0.00% | −2,967−43.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,475 | $303.2K | 0.00% | +15,619+321.6% | Added |
| Anther Capital Ltd | 4,050 | $311.4K | 0.01% | +4,050 | New |
| New Age Alpha Advisors, LLC | 4,105 | $315.6K | 0.01% | −103−2.4% | Reduced |
| VARCOV Co. | 4,109 | $315.9K | 0.12% | +4,109 | New |
| Vident Advisory, LLC | 4,286 | $329.6K | 0.00% | −566−11.7% | Reduced |
| Abel Hall, LLC | 4,291 | $329.9K | 0.07% | +586+15.8% | Added |
| Profund Advisors LLC | 4,292 | $330.0K | 0.01% | −1,615−27.3% | Reduced |
| DnB Asset Management AS | 4,346 | $334.2K | 0.00% | +4,346 | New |
| Natixis | 4,350 | $334.5K | 0.00% | +4,350 | New |
| NBC Securities, Inc. | 4,368 | $335.9K | 0.03% | +1,427+48.5% | Added |
| Mirabella Financial Services LLP | 4,373 | $336.2K | 0.03% | +4,373 | New |
| Crossmark Global Holdings, Inc. | 4,413 | $339.3K | 0.01% | −33−0.7% | Reduced |
| Graham Capital Management, L.P. | 4,415 | $339.5K | 0.01% | −2,681−37.8% | Reduced |
| CIBC Asset Management Inc | 4,430 | $340.6K | 0.00% | +42+1.0% | Added |
| Commonwealth Equity Services, LLC | 4,686 | $360.3K | 0.00% | −695−12.9% | Reduced |
| Ensign Peak Advisors, Inc | 4,706 | $361.8K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 4,758 | $365.8K | 0.00% | +4,758 | New |
| CenterBook Partners LP | 4,835 | $371.8K | 0.02% | +4,835 | New |
| Alight Capital Management LP | 5,000 | $384.4K | 0.11% | +5,000 | New |
| GAMMA Investing LLC | 5,078 | $390.4K | 0.02% | +434+9.3% | Added |
| Principal Securities, Inc. | 5,182 | $398.4K | 0.01% | −1,154−18.2% | Reduced |
| Stephens Inc | 5,216 | $401.1K | 0.01% | +806+18.3% | Added |
| Swiss Life Asset Management Ltd | 5,382 | $413.8K | 0.00% | +1,349+33.4% | Added |
| Gsa Capital Partners LLP | 5,397 | $415.0K | 0.03% | +5,397 | New |
| Quantbot Technologies LP | 5,401 | $415.3K | 0.02% | +5,401 | New |
| Advisor Resource Council | 5,470 | $420.6K | 0.17% | +148+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,541 | $426.0K | 0.04% | −87−1.5% | Reduced |
| Numerai GP LLC | 5,678 | $436.6K | 0.04% | +5,678 | New |
| Journey Strategic Wealth LLC | 5,748 | $442.0K | 0.01% | +673+13.3% | Added |
| Oppenheimer & Co Inc | 5,793 | $445.4K | 0.01% | +1,691+41.2% | Added |
| Fiduciary Trust Co | 5,910 | $454.4K | 0.01% | −89−1.5% | Reduced |
| Sierra Summit Advisors LLC | 5,968 | $458.9K | 0.07% | +5,968 | New |
| Evergreen Capital Management LLC | 5,975 | $459.4K | 0.01% | +30+0.5% | Added |
| Commerce Bank | 6,145 | $472.5K | 0.00% | +1,198+24.2% | Added |
| Polen Capital Management LLC | 6,553 | $503.9K | 0.00% | +6,553 | New |
| EP Wealth Advisors, LLC | 6,599 | $507.4K | 0.00% | −375−5.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,749 | $518.9K | 0.01% | +3,721+122.9% | Added |
| AE Wealth Management LLC | 6,917 | $531.9K | 0.00% | +989+16.7% | Added |
| Fisher Asset Management, LLC | 7,100 | $545.9K | 0.00% | +99+1.4% | Added |
| Empowered Funds, LLC | 7,103 | $546.1K | 0.00% | +7,103 | New |
| Mercer Global Advisors Inc | 7,248 | $557.3K | 0.00% | +1,420+24.4% | Added |
| Atom Investors LP | 7,456 | $573.3K | 0.04% | −5,220−41.2% | Reduced |
| Argos Wealth Advisors, LLC | 7,584 | $583.1K | 0.17% | −1,098−12.6% | Reduced |
| Ameritas Investment Partners, Inc. | 7,626 | $586.4K | 0.02% | +545+7.7% | Added |
| Atria Investments LLC | 7,631 | $586.7K | 0.01% | −791−9.4% | Reduced |
| Picton Mahoney Asset Management | 7,645 | $587.8K | 0.01% | +7,645 | New |
| Public Employees Retirement Association of Colorado | 7,670 | $590.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 8,131 | $625.2K | 0.01% | +2,616+47.4% | Added |
| Advisor Group Holdings, Inc. | 8,362 | $642.9K | 0.00% | −261−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,394 | $645.0K | 0.00% | +2,047+32.3% | Added |
| Ares Systematic Credit Ltd | 9,172 | $647.6K | 0.51% | −1,669−15.4% | Reduced |
| Assetmark, Inc | 8,546 | $657.1K | 0.00% | −482−5.3% | Reduced |
| Xponance, Inc. | 8,600 | $661.3K | 0.00% | +1,712+24.9% | Added |
| Keybank National Association | 8,778 | $674.9K | 0.00% | +1,082+14.1% | Added |
| Mackenzie Financial Corp | 8,927 | $686.4K | 0.00% | +3,399+61.5% | Added |
| Bank of Montreal | 9,406 | $723.2K | 0.00% | +3,749+66.3% | Added |
| Hancock Whitney Corp | 6,886 | $723.4K | 0.01% | −384−5.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 9,622 | $739.8K | 0.14% | +9,622 | New |
| Brinker Capital Investments, LLC | 9,967 | $766.4K | 0.01% | −107−1.1% | Reduced |
| Horizon Investments, LLC | 10,119 | $778.0K | 0.01% | −3,358−24.9% | Reduced |
| Cerity Partners LLC | 10,161 | $781.3K | 0.00% | +2,241+28.3% | Added |
| HighTower Advisors, LLC | 10,172 | $782.1K | 0.00% | +5,052+98.7% | Added |
| Oppenheimer Asset Management Inc. | 10,307 | $792.5K | 0.01% | −346−3.2% | Reduced |
| NorthRock Partners, LLC | 10,531 | $809.8K | 0.01% | +10,531 | New |
| Engineers Gate Manager LP | 10,560 | $812.0K | 0.01% | +10,560 | New |
| Mutual of America Capital Management LLC | 10,590 | $814.3K | 0.01% | +672+6.8% | Added |
| Pathstone Holdings, LLC | 10,679 | $821.1K | 0.00% | +122+1.2% | Added |
| Brevan Howard Capital Management LP | 10,846 | $833.9K | 0.01% | +10,846 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,971 | $843.6K | 0.00% | +10,971 | New |
| Allstate Corp | 11,193 | $860.6K | 0.01% | +11,193 | New |