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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Icon Advisers Inc | 20,000 | $1.54M | 0.36% | +20,000 | New |
| Havemeyer Place LP | 19,886 | $1.53M | 0.18% | +19,886 | New |
| Credit Agricole S A | 19,873 | $1.53M | 0.00% | 00.0% | Unchanged |
| Boussard & Gavaudan Investment Management LLP | 20,620 | $1.51M | 0.15% | +20,620 | New |
| State Board of Administration of Florida Retirement System | 19,661 | $1.51M | 0.00% | +1,403+7.7% | Added |
| Nisa Investment Advisors, LLC | 18,852 | $1.45M | 0.01% | +4,069+27.5% | Added |
| KR Capital LP | 18,850 | $1.45M | 0.29% | +18,850 | New |
| Glenmede Trust Co NA | 18,432 | $1.42M | 0.01% | +589+3.3% | Added |
| NorthCrest Asset Manangement, LLC | 16,807 | $1.39M | 0.04% | −9−0.1% | Reduced |
| Balyasny Asset Management LLC | 17,199 | $1.32M | 0.00% | −450,141−96.3% | Reduced |
| Jones Financial Companies LLLP | 18,140 | $1.31M | 0.00% | +16,062+773.0% | Added |
| Guggenheim Capital LLC | 16,895 | $1.30M | 0.01% | −1,215−6.7% | Reduced |
| Captrust Financial Advisors | 16,626 | $1.28M | 0.00% | −2,676−13.9% | Reduced |
| Baird Financial Group, Inc. | 16,605 | $1.28M | 0.00% | +1,539+10.2% | Added |
| Harbor Capital Advisors, Inc. | 16,566 | $1.27M | 0.10% | −2,836−14.6% | Reduced |
| Stifel Financial Corp | 16,156 | $1.24M | 0.00% | +5,813+56.2% | Added |
| Dynamic Technology Lab Private Ltd | 15,854 | $1.22M | 0.20% | +15,854 | New |
| Wiley Bros.-Aintree Capital, LLC | 15,827 | $1.22M | 0.01% | +349+2.3% | Added |
| Pictet Asset Management Holding SA | 15,177 | $1.17M | 0.00% | +1,619+11.9% | Added |
| ProShare Advisors LLC | 14,721 | $1.13M | 0.00% | −2,417−14.1% | Reduced |
| Sterling Capital Management LLC | 14,716 | $1.13M | 0.02% | −32,625−68.9% | Reduced |
| Sphera Management Technology Funds Ltd | 14,500 | $1.11M | 0.63% | +14,500 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14,494 | $1.11M | 0.00% | +3,428+31.0% | Added |
| Quantinno Capital Management LP | 14,342 | $1.10M | 0.00% | +4,973+53.1% | Added |
| Virginia Retirement Systems Et Al | 13,550 | $1.04M | 0.01% | −1,500−10.0% | Reduced |
| Maryland State Retirement & Pension System | 13,498 | $1.04M | 0.02% | +789+6.2% | Added |
| Caxton Associates LLP | 13,233 | $1.02M | 0.02% | +6,315+91.3% | Added |
| American Century Companies Inc | 13,171 | $1.01M | 0.00% | +247+1.9% | Added |
| CWM Advisors, LLC | 12,927 | $993.9K | 0.06% | +5,065+64.4% | Added |
| The PNC Financial Services Group, Inc. | 12,706 | $977.0K | 0.00% | −974−7.1% | Reduced |
| Landscape Capital Management, L.L.C. | 12,486 | $960.0K | 0.06% | −22,382−64.2% | Reduced |
| Cookson Peirce & Co Inc | 12,358 | $950.2K | 0.04% | +12,358 | New |
| Diametric Capital, LP | 12,212 | $939.0K | 0.25% | +3,182+35.2% | Added |
| Teacher Retirement System of Texas | 12,057 | $927.1K | 0.00% | +9,193+321.0% | Added |
| Acadian Asset Management LLC | 11,656 | $895.0K | 0.00% | −1,579−11.9% | Reduced |
| Cetera Investment Advisers | 11,569 | $889.5K | 0.00% | −168−1.4% | Reduced |
| Pacer Advisors, Inc. | 11,527 | $886.0K | 0.00% | −4,602−28.5% | Reduced |
| US Bancorp | 11,455 | $880.8K | 0.00% | −821−6.7% | Reduced |
| Allstate Corp | 11,193 | $860.6K | 0.01% | +11,193 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,971 | $843.6K | 0.00% | +10,971 | New |
| Brevan Howard Capital Management LP | 10,846 | $833.9K | 0.01% | +10,846 | New |
| Pathstone Holdings, LLC | 10,679 | $821.1K | 0.00% | +122+1.2% | Added |
| Mutual of America Capital Management LLC | 10,590 | $814.3K | 0.01% | +672+6.8% | Added |
| Engineers Gate Manager LP | 10,560 | $812.0K | 0.01% | +10,560 | New |
| NorthRock Partners, LLC | 10,531 | $809.8K | 0.01% | +10,531 | New |
| Oppenheimer Asset Management Inc. | 10,307 | $792.5K | 0.01% | −346−3.2% | Reduced |
| HighTower Advisors, LLC | 10,172 | $782.1K | 0.00% | +5,052+98.7% | Added |
| Cerity Partners LLC | 10,161 | $781.3K | 0.00% | +2,241+28.3% | Added |
| Horizon Investments, LLC | 10,119 | $778.0K | 0.01% | −3,358−24.9% | Reduced |
| Brinker Capital Investments, LLC | 9,967 | $766.4K | 0.01% | −107−1.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 9,622 | $739.8K | 0.14% | +9,622 | New |
| Hancock Whitney Corp | 6,886 | $723.4K | 0.01% | −384−5.3% | Reduced |
| Bank of Montreal | 9,406 | $723.2K | 0.00% | +3,749+66.3% | Added |
| Mackenzie Financial Corp | 8,927 | $686.4K | 0.00% | +3,399+61.5% | Added |
| Keybank National Association | 8,778 | $674.9K | 0.00% | +1,082+14.1% | Added |
| Xponance, Inc. | 8,600 | $661.3K | 0.00% | +1,712+24.9% | Added |
| Assetmark, Inc | 8,546 | $657.1K | 0.00% | −482−5.3% | Reduced |
| Ares Systematic Credit Ltd | 9,172 | $647.6K | 0.51% | −1,669−15.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,394 | $645.0K | 0.00% | +2,047+32.3% | Added |
| Advisor Group Holdings, Inc. | 8,362 | $642.9K | 0.00% | −261−3.0% | Reduced |
| JustInvest LLC | 8,131 | $625.2K | 0.01% | +2,616+47.4% | Added |
| Public Employees Retirement Association of Colorado | 7,670 | $590.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 7,645 | $587.8K | 0.01% | +7,645 | New |
| Atria Investments LLC | 7,631 | $586.7K | 0.01% | −791−9.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,626 | $586.4K | 0.02% | +545+7.7% | Added |
| Argos Wealth Advisors, LLC | 7,584 | $583.1K | 0.17% | −1,098−12.6% | Reduced |
| Atom Investors LP | 7,456 | $573.3K | 0.04% | −5,220−41.2% | Reduced |
| Mercer Global Advisors Inc | 7,248 | $557.3K | 0.00% | +1,420+24.4% | Added |
| Empowered Funds, LLC | 7,103 | $546.1K | 0.00% | +7,103 | New |
| Fisher Asset Management, LLC | 7,100 | $545.9K | 0.00% | +99+1.4% | Added |
| AE Wealth Management LLC | 6,917 | $531.9K | 0.00% | +989+16.7% | Added |
| Tower Research Capital LLC (TRC) | 6,749 | $518.9K | 0.01% | +3,721+122.9% | Added |
| EP Wealth Advisors, LLC | 6,599 | $507.4K | 0.00% | −375−5.4% | Reduced |
| Polen Capital Management LLC | 6,553 | $503.9K | 0.00% | +6,553 | New |
| Commerce Bank | 6,145 | $472.5K | 0.00% | +1,198+24.2% | Added |
| Evergreen Capital Management LLC | 5,975 | $459.4K | 0.01% | +30+0.5% | Added |
| Sierra Summit Advisors LLC | 5,968 | $458.9K | 0.07% | +5,968 | New |
| Fiduciary Trust Co | 5,910 | $454.4K | 0.01% | −89−1.5% | Reduced |
| Oppenheimer & Co Inc | 5,793 | $445.4K | 0.01% | +1,691+41.2% | Added |
| Journey Strategic Wealth LLC | 5,748 | $442.0K | 0.01% | +673+13.3% | Added |
| Numerai GP LLC | 5,678 | $436.6K | 0.04% | +5,678 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,541 | $426.0K | 0.04% | −87−1.5% | Reduced |
| Advisor Resource Council | 5,470 | $420.6K | 0.17% | +148+2.8% | Added |
| Quantbot Technologies LP | 5,401 | $415.3K | 0.02% | +5,401 | New |
| Gsa Capital Partners LLP | 5,397 | $415.0K | 0.03% | +5,397 | New |
| Swiss Life Asset Management Ltd | 5,382 | $413.8K | 0.00% | +1,349+33.4% | Added |
| Stephens Inc | 5,216 | $401.1K | 0.01% | +806+18.3% | Added |
| Principal Securities, Inc. | 5,182 | $398.4K | 0.01% | −1,154−18.2% | Reduced |
| GAMMA Investing LLC | 5,078 | $390.4K | 0.02% | +434+9.3% | Added |
| Alight Capital Management LP | 5,000 | $384.4K | 0.11% | +5,000 | New |
| CenterBook Partners LP | 4,835 | $371.8K | 0.02% | +4,835 | New |
| CIBC Bancorp USA Inc. | 4,758 | $365.8K | 0.00% | +4,758 | New |
| Ensign Peak Advisors, Inc | 4,706 | $361.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,686 | $360.3K | 0.00% | −695−12.9% | Reduced |
| CIBC Asset Management Inc | 4,430 | $340.6K | 0.00% | +42+1.0% | Added |
| Graham Capital Management, L.P. | 4,415 | $339.5K | 0.01% | −2,681−37.8% | Reduced |
| Crossmark Global Holdings, Inc. | 4,413 | $339.3K | 0.01% | −33−0.7% | Reduced |
| Mirabella Financial Services LLP | 4,373 | $336.2K | 0.03% | +4,373 | New |
| NBC Securities, Inc. | 4,368 | $335.9K | 0.03% | +1,427+48.5% | Added |
| Natixis | 4,350 | $334.5K | 0.00% | +4,350 | New |