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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 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.

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: 578 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 2026578$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
DnB Asset Management AS4,346$334.2K0.00%+4,346New
Profund Advisors LLC4,292$330.0K0.01%−1,615−27.3%Reduced
Abel Hall, LLC4,291$329.9K0.07%+586+15.8%Added
Vident Advisory, LLC4,286$329.6K0.00%−566−11.7%Reduced
VARCOV Co.4,109$315.9K0.12%+4,109New
New Age Alpha Advisors, LLC4,105$315.6K0.01%−103−2.4%Reduced
Anther Capital Ltd4,050$311.4K0.01%+4,050New
Wealth Enhancement Advisory Services, LLC20,475$303.2K0.00%+15,619+321.6%Added
O'Shaughnessy Asset Management, LLC3,892$299.3K0.00%−2,967−43.3%Reduced
Marex Group plc3,886$298.8K0.00%+3,886New
Chicago Trust Co NA3,868$297.4K0.05%+641+19.9%Added
Everence Capital Management Inc3,740$288.0K0.02%−230−5.8%Reduced
GTS Securities LLC3,712$285.4K0.01%+3,712New
Inspire Advisors, LLC3,677$282.7K0.02%−396−9.7%Reduced
M&T Bank Corp3,165$243.5K0.00%−167−5.0%Reduced
Sax Wealth Advisors, LLC3,293$242.7K0.01%00.0%Unchanged
Skopos Labs, Inc.3,090$237.6K0.01%−655−17.5%Reduced
Round Rock Advisors, LLC3,058$235.1K0.04%+22+0.7%Added
Quantum Private Wealth, LLC3,050$234.5K0.07%00.0%Unchanged
Lazard Asset Management LLC3,036$233.4K0.00%+2,508+475.0%Added
SEB Asset Management AB3,036$233.4K0.00%+3,036New
CI Private Wealth, LLC3,025$232.6K0.00%+32+1.1%Added
Hillsdale Investment Management Inc.2,980$229.1K0.01%+2,870+2,609.1%Added
CWM, LLC2,973$228.6K0.00%+94+3.3%Added
Shelton Capital Management2,965$228.0K0.00%+138+4.9%Added
KBC Group NV2,902$223.0K0.00%+469+19.3%Added
Private Advisor Group, LLC2,895$222.6K0.00%−197−6.4%Reduced
Sage Rhino Capital LLC2,877$221.2K0.04%+2,877New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,838$218.2K0.01%−1,974−41.0%Reduced
Rockefeller Capital Management L.P.2,779$213.7K0.00%+791+39.8%Added
Archer Investment Corp2,683$206.3K0.04%00.0%Unchanged
Abacus Wealth Partners, LLC2,673$205.5K0.02%+2,673New
Concentric Capital Strategies, LP2,632$202.4K0.02%+2,632New
Coldstream Capital Management Inc2,602$200.1K0.00%+2,602New
TD Waterhouse Canada Inc.2,416$193.2K0.00%+953+65.1%Added
Asset Management One Co.,Ltd.2,494$191.8K0.00%+12+0.5%Added
Quadrant Capital Group LLC2,386$183.5K0.01%+52+2.2%Added
Twin Tree Management, LP2,306$177.3K0.04%+2,306New
Exchange Traded Concepts, LLC2,075$159.5K0.00%−88−4.1%Reduced
First Horizon Corp1,971$151.6K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,883$144.8K0.00%−18−0.9%Reduced
Kemnay Advisory Services Inc.1,726$132.7K0.02%+1,434+491.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,663$127.9K0.00%+463+38.6%Added
ABS Direct Equity Fund LLC1,100$117.8K0.09%+1,100New
Larson Financial Group LLC1,333$102.5K0.00%+1,192+845.4%Added
Daiwa Securities Group Inc.1,195$91.9K0.00%00.0%Unchanged
Leonteq Securities AG1,171$90.0K0.01%+118+11.2%Added
Pilgrim Partners Asia Pte Ltd1,100$84.6K0.04%00.0%Unchanged
Salomon & Ludwin, LLC948$78.4K0.01%+298+45.8%Added
Hantz Financial Services, Inc.1,011$78.0K0.00%+46+4.8%Added
Harbour Investments, Inc.898$69.0K0.00%+725+419.1%Added
Advisory Services Network, LLC870$66.9K0.00%+870New
Sound Income Strategies, LLC776$62.1K0.00%00.0%Unchanged
Versant Capital Management, Inc793$61.0K0.01%−2−0.3%Reduced
Huntington National Bank756$58.1K0.00%−2−0.3%Reduced
IFP Advisors, Inc718$55.2K0.00%−2−0.3%Reduced
Smartleaf Asset Management LLC709$50.1K0.00%−891−55.7%Reduced
Steward Partners Investment Advisory, LLC493$37.9K0.00%00.0%Unchanged
MAI Capital Management480$36.9K0.00%+59+14.0%Added
Umb Bank N A477$36.7K0.00%−11−2.3%Reduced
Forum Finance Group S.A.550$36.0K0.02%+550New
Parkside Financial Bank & Trust445$34.2K0.00%−41−8.4%Reduced
State of Wyoming438$33.7K0.00%−1,086−71.3%Reduced
Banque Cantonale Vaudoise431$33.0K0.00%+431New
Eurizon Capital SGR S.p.A.429$30.4K0.00%+168+64.4%Added
Signaturefd, LLC374$28.8K0.00%+4+1.1%Added
Farther Finance Advisors, LLC357$28.6K0.00%+103+40.6%Added
Ares Financial Consulting, LLC313$25.1K0.02%+313New
Allworth Financial LP320$24.6K0.00%−7−2.1%Reduced
Advisors Asset Management, Inc.298$22.9K0.00%+298New
Rossby Financial, LCC280$22.4K0.00%+277+9,233.3%Added
Parallel Advisors, LLC281$21.6K0.00%+29+11.5%Added
Twin Peaks Wealth Advisors, LLC264$20.3K0.01%+264New
Walleye Trading LLC254$19.5K0.00%+254New
Aster Capital Management (DIFC) Ltd550$18.9K0.01%+431+362.2%Added
Strive Financial Group ,LLC225$17.0K0.01%00.0%Unchanged
Eastern Bank217$16.7K0.00%00.0%Unchanged
Massmutual Trust Co FSB216$16.6K0.00%+37+20.7%Added
Brown Brothers Harriman & Co215$16.5K0.00%+31+16.8%Added
Cedar Mountain Advisors, LLC209$16.1K0.00%+190+1,000.0%Added
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
Bare Financial Services, Inc186$14.3K0.00%00.0%Unchanged
Rothschild Investment LLC179$13.8K0.00%+11+6.5%Added
Owl Creek Wealth Partners LLC175$13.5K0.00%+175New
First Community Trust NA145$11.1K0.01%00.0%Unchanged
Covestor Ltd140$11.0K0.01%−105−42.9%Reduced
SBI Securities Co., Ltd.139$10.7K0.00%+40+40.4%Added
EverSource Wealth Advisors, LLC115$8.84K0.00%+37+47.4%Added
Optiver Holding B.V.107$8.23K0.00%+6+5.9%Added
Danske Bank A/S100$7.69K0.00%−500−83.3%Reduced
Sapience Investments, LLC91$7.00K0.91%+91New
Root Financial Partners, LLC70$5.38K0.00%+15+27.3%Added
Keating Financial Advisory Services, Inc.66$5.08K0.00%+62+1,550.0%Added
Bell Investment Advisors, Inc53$4.08K0.00%+6+12.8%Added
WPG Advisers, LLC51$3.92K0.00%00.0%Unchanged
NVWM, LLC50$3.85K0.00%00.0%Unchanged
Rakuten Securities, Inc.50$3.85K0.00%+24+92.3%Added
Annis Gardner Whiting Capital Advisors, LLC47$3.61K0.00%−2−4.1%Reduced
Farmers & Merchants Investments Inc45$3.46K0.00%00.0%Unchanged