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 |
|---|---|---|---|---|---|
| US Bancorp | 11,455 | $880.8K | 0.00% | −821−6.7% | Reduced |
| Pacer Advisors, Inc. | 11,527 | $886.0K | 0.00% | −4,602−28.5% | Reduced |
| Cetera Investment Advisers | 11,569 | $889.5K | 0.00% | −168−1.4% | Reduced |
| Acadian Asset Management LLC | 11,656 | $895.0K | 0.00% | −1,579−11.9% | Reduced |
| Teacher Retirement System of Texas | 12,057 | $927.1K | 0.00% | +9,193+321.0% | Added |
| Diametric Capital, LP | 12,212 | $939.0K | 0.25% | +3,182+35.2% | Added |
| Cookson Peirce & Co Inc | 12,358 | $950.2K | 0.04% | +12,358 | New |
| Landscape Capital Management, L.L.C. | 12,486 | $960.0K | 0.06% | −22,382−64.2% | Reduced |
| The PNC Financial Services Group, Inc. | 12,706 | $977.0K | 0.00% | −974−7.1% | Reduced |
| CWM Advisors, LLC | 12,927 | $993.9K | 0.06% | +5,065+64.4% | Added |
| American Century Companies Inc | 13,171 | $1.01M | 0.00% | +247+1.9% | Added |
| Caxton Associates LLP | 13,233 | $1.02M | 0.02% | +6,315+91.3% | Added |
| Maryland State Retirement & Pension System | 13,498 | $1.04M | 0.02% | +789+6.2% | Added |
| Virginia Retirement Systems Et Al | 13,550 | $1.04M | 0.01% | −1,500−10.0% | Reduced |
| Quantinno Capital Management LP | 14,342 | $1.10M | 0.00% | +4,973+53.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,494 | $1.11M | 0.00% | +3,428+31.0% | Added |
| Sphera Management Technology Funds Ltd | 14,500 | $1.11M | 0.63% | +14,500 | New |
| Sterling Capital Management LLC | 14,716 | $1.13M | 0.02% | −32,625−68.9% | Reduced |
| ProShare Advisors LLC | 14,721 | $1.13M | 0.00% | −2,417−14.1% | Reduced |
| Pictet Asset Management Holding SA | 15,177 | $1.17M | 0.00% | +1,619+11.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,827 | $1.22M | 0.01% | +349+2.3% | Added |
| Dynamic Technology Lab Private Ltd | 15,854 | $1.22M | 0.20% | +15,854 | New |
| Stifel Financial Corp | 16,156 | $1.24M | 0.00% | +5,813+56.2% | Added |
| Harbor Capital Advisors, Inc. | 16,566 | $1.27M | 0.10% | −2,836−14.6% | Reduced |
| Baird Financial Group, Inc. | 16,605 | $1.28M | 0.00% | +1,539+10.2% | Added |
| Captrust Financial Advisors | 16,626 | $1.28M | 0.00% | −2,676−13.9% | Reduced |
| Guggenheim Capital LLC | 16,895 | $1.30M | 0.01% | −1,215−6.7% | Reduced |
| Jones Financial Companies LLLP | 18,140 | $1.31M | 0.00% | +16,062+773.0% | Added |
| Balyasny Asset Management LLC | 17,199 | $1.32M | 0.00% | −450,141−96.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,807 | $1.39M | 0.04% | −9−0.1% | Reduced |
| Glenmede Trust Co NA | 18,432 | $1.42M | 0.01% | +589+3.3% | Added |
| KR Capital LP | 18,850 | $1.45M | 0.29% | +18,850 | New |
| Nisa Investment Advisors, LLC | 18,852 | $1.45M | 0.01% | +4,069+27.5% | Added |
| State Board of Administration of Florida Retirement System | 19,661 | $1.51M | 0.00% | +1,403+7.7% | Added |
| Boussard & Gavaudan Investment Management LLP | 20,620 | $1.51M | 0.15% | +20,620 | New |
| Credit Agricole S A | 19,873 | $1.53M | 0.00% | 00.0% | Unchanged |
| Havemeyer Place LP | 19,886 | $1.53M | 0.18% | +19,886 | New |
| Icon Advisers Inc | 20,000 | $1.54M | 0.36% | +20,000 | New |
| Parallax Volatility Advisers, L.P. | 20,051 | $1.54M | 0.07% | +51+0.3% | Added |
| KLP Kapitalforvaltning AS | 20,400 | $1.57M | 0.01% | +800+4.1% | Added |
| Campbell Newman Asset Management Inc | 20,957 | $1.61M | 0.13% | +20,957 | New |
| Qube Research & Technologies Ltd | 20,977 | $1.61M | 0.00% | −12,786−37.9% | Reduced |
| Edgestream Partners, L.P. | 21,015 | $1.62M | 0.05% | −18,135−46.3% | Reduced |
| Oregon Public Employees Retirement Fund | 21,134 | $1.62M | 0.02% | +1,298+6.5% | Added |
| Amundi | 21,205 | $1.63M | 0.00% | +3,567+20.2% | Added |
| Diker Management LLC | 21,675 | $1.67M | 1.49% | +11,675+116.8% | Added |
| Shay Capital LLC | 22,210 | $1.71M | 0.24% | +22,210 | New |
| Integrated Quantitative Investments LLC | 22,645 | $1.74M | 0.32% | +2,936+14.9% | Added |
| Boston Partners | 22,868 | $1.76M | 0.00% | −9,469−29.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,885 | $1.76M | 0.01% | +1,403+6.5% | Added |
| Fifth Third Bancorp | 22,970 | $1.77M | 0.00% | +22,044+2,380.6% | Added |
| Vanguard Investments Australia, Ltd. | 23,692 | $1.82M | 0.01% | +23,692 | New |
| Blue Jean Financial LLC | 24,092 | $1.85M | 1.53% | +24,092 | New |
| Yousif Capital Management, LLC | 25,059 | $1.93M | 0.02% | +1,487+6.3% | Added |
| Arizona State Retirement System | 25,418 | $1.95M | 0.01% | +1,148+4.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 25,468 | $1.96M | 0.02% | +1,820+7.7% | Added |
| Raymond James Financial Inc | 26,379 | $2.03M | 0.00% | +1,544+6.2% | Added |
| Amalgamated Bank | 26,431 | $2.03M | 0.02% | +1,147+4.5% | Added |
| Handelsbanken Fonder AB | 26,588 | $2.04M | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 26,915 | $2.07M | 0.20% | −1,253−4.4% | Reduced |
| PEAK6 LLC | 27,528 | $2.12M | 0.06% | +27,528 | New |
| Gilder Gagnon Howe & Co LLC | 27,631 | $2.12M | 0.03% | −5,840−17.4% | Reduced |
| Voya Investment Management LLC | 28,427 | $2.19M | 0.00% | +106+0.4% | Added |
| Maxi Investments CY Ltd | 29,000 | $2.23M | 0.49% | +29,000 | New |
| Connors Investor Services Inc | 29,569 | $2.27M | 0.21% | −31,085−51.2% | Reduced |
| Militia Capital Management LLC | 30,000 | $2.31M | 0.52% | +30,000 | New |
| Teachers Retirement System of the State of Kentucky | 30,066 | $2.31M | 0.02% | +8,355+38.5% | Added |
| Vestmark Advisory Solutions, Inc. | 30,283 | $2.33M | 0.03% | +18,266+152.0% | Added |
| Lisanti Capital Growth, LLC | 30,785 | $2.37M | 0.60% | −23,255−43.0% | Reduced |
| Miracle Mile Advisors, LLC | 30,888 | $2.37M | 0.03% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 31,355 | $2.41M | 0.94% | +31,355 | New |
| Paloma Partners Management Co | 31,500 | $2.42M | 1.37% | +31,500 | New |
| State of New Jersey Common Pension Fund D | 32,933 | $2.53M | 0.01% | −1,461−4.2% | Reduced |
| LPL Financial LLC | 33,269 | $2.56M | 0.00% | +6,678+25.1% | Added |
| Barclays PLC | 33,338 | $2.56M | 0.00% | −106,755−76.2% | Reduced |
| State of Tennessee, Treasury Department | 34,877 | $2.68M | 0.01% | +655+1.9% | Added |
| Natixis Advisors, L.P. | 34,884 | $2.68M | 0.00% | −2,934−7.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,166 | $2.70M | 0.01% | +5,867+20.0% | Added |
| XTX Topco Ltd | 35,633 | $2.74M | 0.05% | +27,960+364.4% | Added |
| Twinbeech Capital LP | 36,808 | $2.83M | 0.29% | +36,808 | New |
| Legato Capital Management LLC | 36,852 | $2.83M | 0.26% | −1,983−5.1% | Reduced |
| Congress Asset Management Co | 36,978 | $2.84M | 0.02% | +36,978 | New |
| Knights of Columbus Asset Advisors LLC | 37,394 | $2.88M | 0.16% | −239−0.6% | Reduced |
| Gotham Asset Management, LLC | 37,852 | $2.91M | 0.01% | +9,092+31.6% | Added |
| Royal Bank of Canada | 37,934 | $2.92M | 0.00% | −8,275−17.9% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 38,939 | $2.99M | 0.66% | −9,900−20.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 38,980 | $3.00M | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 39,032 | $3.00M | 0.03% | −4,019−9.3% | Reduced |
| Scalar Gauge Management, LLC | 40,000 | $3.08M | 2.97% | +40,000 | New |
| Janney Montgomery Scott LLC | 40,582 | $3.12M | 0.01% | +1,899+4.9% | Added |
| Truist Financial Corp | 40,737 | $3.13M | 0.00% | +31,512+341.6% | Added |
| Louisiana State Employees Retirement System | 41,000 | $3.15M | 0.06% | +1,300+3.3% | Added |
| Katamaran Capital LLP | 41,082 | $3.16M | 2.81% | +24,567+148.8% | Added |
| Jefferies Financial Group Inc. | 41,317 | $3.18M | 0.04% | +41,317 | New |
| Vanguard Global Advisers, LLC | 41,828 | $3.22M | 0.00% | +41,828 | New |
| SummitTX Capital, L.P. | 42,218 | $3.25M | 0.10% | −82,506−66.2% | Reduced |
| Scotia Capital Inc. | 42,498 | $3.27M | 0.01% | −105−0.2% | Reduced |
| Van Eck Associates Corp | 42,551 | $3.27M | 0.00% | −15,750−27.0% | Reduced |
| Oak Ridge Investments LLC | 43,375 | $3.34M | 0.22% | +476+1.1% | Added |
| Los Angeles Capital Management LLC | 44,626 | $3.43M | 0.01% | −4,689−9.5% | Reduced |