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, Q2 2026
Institutional positions in Semtech Corp as of Jun 30, 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
- 577
- +146 vs. Q1 2026
- Shares held
- 93.3M
- −6.47M (−6.5%) vs. Q1 2026
- Total value
- $15.0B
- +$7.30B (+95.4%) vs. Q1 2026
- New holders
- 198
- 157 more added
- Sold out
- 52
- 185 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,749,439 | $1.58B | 0.02% | −4,472,780−31.4% | Reduced |
| Vanguard Portfolio Management LLC | 5,328,594 | $862.4M | 0.04% | −1,594,040−23.0% | Reduced |
| Vanguard Capital Management LLC | 4,199,493 | $679.7M | 0.01% | +54,317+1.3% | Added |
| Ameriprise Financial Inc | 3,450,916 | $559.0M | 0.11% | −3,999,464−53.7% | Reduced |
| State Street Corp | 3,389,044 | $548.4M | 0.02% | −670,222−16.5% | Reduced |
| Jane Street Group, LLC | 3,351,040 | $542.4M | 0.35% | +2,578,228+333.6% | Added |
| Capital Research Global Investors | 2,954,432 | $478.2M | 0.07% | −1,197,650−28.8% | Reduced |
| Geode Capital Management, LLC | 2,253,786 | $366.6M | 0.02% | −272,675−10.8% | Reduced |
| Hood River Capital Management LLC | 2,250,382 | $364.2M | 2.64% | −37,147−1.6% | Reduced |
| Morgan Stanley | 1,970,198 | $318.9M | 0.02% | +554,170+39.1% | Added |
| Wellington Management Group LLP | 1,915,766 | $310.1M | 0.05% | −468,707−19.7% | Reduced |
| Bank of America Corp | 1,859,782 | $301.0M | 0.02% | +716,468+62.7% | Added |
| Price T Rowe Associates Inc | 1,347,957 | $218.2M | 0.02% | +1,145,090+564.5% | Added |
| Norges Bank | 1,247,833 | $202.0M | 0.02% | +1,247,833 | New |
| UBS Group AG | 1,154,041 | $186.8M | 0.03% | +262,380+29.4% | Added |
| Millennium Management LLC | 1,141,594 | $184.8M | 0.12% | −824,088−41.9% | Reduced |
| Westfield Capital Management Co LP | 1,133,268 | $183.4M | 0.60% | −147,326−11.5% | Reduced |
| Disciplined Growth Investors Inc | 955,033 | $154.6M | 2.62% | −1,251,715−56.7% | Reduced |
| Tremblant Capital Group | 887,268 | $143.6M | 4.12% | +887,268 | New |
| Northern Trust Corp | 852,181 | $137.9M | 0.02% | −141,169−14.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 851,858 | $137.9M | 0.20% | +851,858 | New |
| UBS Asset Management Americas Inc | 842,125 | $136.3M | 0.02% | +672,447+396.3% | Added |
| Two Sigma Investments, LP | 820,898 | $132.9M | 0.10% | +771,989+1,578.4% | Added |
| JPMorgan Chase & Co | 833,668 | $130.8M | 0.01% | +16,793+2.1% | Added |
| SG Americas Securities, LLC | 787,691 | $127.5M | 0.07% | +662,109+527.2% | Added |
| Citadel Advisors LLC | 783,346 | $126.8M | 0.07% | −322,209−29.1% | Reduced |
| Artisan Partners Limited Partnership | 763,924 | $123.6M | 0.20% | −794,110−51.0% | Reduced |
| Invesco Ltd. | 759,755 | $123.0M | 0.01% | −11,744−1.5% | Reduced |
| Alliancebernstein L.P. | 1,567,024 | $120.5M | 0.04% | −799,287−33.8% | Reduced |
| Goldman Sachs Group Inc | 720,565 | $116.6M | 0.01% | −180,349−20.0% | Reduced |
| Nomura Asset Management International Inc. | 700,128 | $113.3M | 0.17% | −1,523,026−68.5% | Reduced |
| Susquehanna International Group, LLP | 689,330 | $111.6M | 0.10% | +639,374+1,279.9% | Added |
| Charles Schwab Investment Management Inc | 684,276 | $110.8M | 0.01% | −312,404−31.3% | Reduced |
| Point72 Asset Management, L.P. | 681,875 | $110.4M | 0.17% | +681,875 | New |
| HRT Financial LP | 668,778 | $108.2M | 0.20% | +668,778 | New |
| Jennison Associates LLC | 667,291 | $108.0M | 0.06% | −77,089−10.4% | Reduced |
| Squarepoint Ops LLC | 658,535 | $106.6M | 0.21% | +179,949+37.6% | Added |
| Vanguard Fiduciary Trust Co | 602,140 | $97.5M | 0.02% | −42,624−6.6% | Reduced |
| Massachusetts Financial Services Co | 596,020 | $96.5M | 0.03% | +596,020 | New |
| Nuveen, LLC | 570,498 | $92.3M | 0.02% | −200,622−26.0% | Reduced |
| Capital International Investors | 552,366 | $89.4M | 0.02% | +15,068+2.8% | Added |
| Atreides Management, LP | 551,214 | $89.2M | 0.80% | +9,402+1.7% | Added |
| Dorsal Capital Management, LLC | 550,000 | $89.0M | 3.20% | −250,000−31.3% | Reduced |
| BNP Paribas Arbitrage, SA | 548,769 | $88.8M | 0.05% | +489,392+824.2% | Added |
| Bank of New York Mellon Corp | 542,011 | $87.7M | 0.01% | +36,507+7.2% | Added |
| Neuberger Berman Group LLC | 541,321 | $87.4M | 0.06% | −582,701−51.8% | Reduced |
| Franklin Resources Inc | 533,810 | $86.4M | 0.02% | +180,918+51.3% | Added |
| SEI Investments Co | 464,868 | $75.2M | 0.07% | +106,993+29.9% | Added |
| Lord, Abbett & Co. LLC | 435,138 | $70.4M | 0.20% | −3,786−0.9% | Reduced |
| Driehaus Capital Management LLC | 419,633 | $67.9M | 0.39% | −208,823−33.2% | Reduced |
| GW&K Investment Management, LLC | 405,585 | $65.6M | 0.51% | −71,940−15.1% | Reduced |
| Emerald Advisers, LLC | 393,030 | $63.6M | 1.50% | −63,988−14.0% | Reduced |
| Schroder Investment Management Group | 404,060 | $63.1M | 0.04% | −327,119−44.7% | Reduced |
| Colony Capital, Inc. | 361,212 | $58.5M | 3.52% | −199,899−35.6% | Reduced |
| Dimensional Fund Advisors LP | 355,275 | $57.5M | 0.01% | −14,875−4.0% | Reduced |
| Qube Research & Technologies Ltd | 353,452 | $57.2M | 0.06% | +332,475+1,585.0% | Added |
| Citigroup Inc | 353,076 | $57.1M | 0.03% | −157,333−30.8% | Reduced |
| Assenagon Asset Management S.A. | 349,688 | $56.6M | 0.07% | −431,315−55.2% | Reduced |
| Rhumbline Advisers | 329,536 | $53.3M | 0.04% | +82,274+33.3% | Added |
| Cramer Rosenthal McGlynn LLC | 328,140 | $53.1M | 2.70% | −86,395−20.8% | Reduced |
| Loomis Sayles & Co L P | 312,528 | $50.6M | 0.06% | +312,528 | New |
| Portolan Capital Management, LLC | 294,619 | $47.7M | 1.79% | −37,708−11.3% | Reduced |
| Fred Alger Management, LLC | 287,075 | $46.5M | 0.15% | −48,533−14.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 301,807 | $44.4M | 0.07% | +144,345+91.7% | Added |
| D. E. Shaw & Co., Inc. | 272,363 | $44.1M | 0.03% | +272,363 | New |
| Los Angeles Capital Management LLC | 271,083 | $43.9M | 0.16% | +226,457+507.5% | Added |
| Alta Park Capital, LP | 257,938 | $41.7M | 3.87% | +257,938 | New |
| Emerald Mutual Fund Advisers Trust | 257,359 | $41.7M | 1.46% | −27,678−9.7% | Reduced |
| Voya Investment Management LLC | 254,289 | $41.2M | 0.04% | +225,862+794.5% | Added |
| Broad Bay Capital Management, LP | 248,700 | $40.3M | 3.81% | −67,300−21.3% | Reduced |
| Public Sector Pension Investment Board | 244,637 | $39.6M | 0.10% | −86,430−26.1% | Reduced |
| Canada Pension Plan Investment Board | 242,900 | $39.3M | 0.02% | +242,900 | New |
| Federated Hermes, Inc. | 232,314 | $37.6M | 0.05% | +98,244+73.3% | Added |
| New York State Common Retirement Fund | 226,032 | $36.6M | 0.05% | −100,126−30.7% | Reduced |
| Walleye Capital LLC | 222,602 | $36.0M | 0.17% | +176,872+386.8% | Added |
| Park West Asset Management LLC | 221,162 | $35.8M | 2.45% | −163,838−42.6% | Reduced |
| First Trust Advisors LP | 217,629 | $35.2M | 0.02% | +101,568+87.5% | Added |
| Schonfeld Strategic Advisors LLC | 217,297 | $35.2M | 0.19% | −170,038−43.9% | Reduced |
| Principal Financial Group Inc | 210,405 | $34.1M | 0.02% | −242,148−53.5% | Reduced |
| Renaissance Technologies LLC | 207,116 | $33.5M | 0.05% | +207,116 | New |
| Quadrature Capital Ltd | 204,514 | $33.1M | 0.28% | +204,514 | New |
| E20 Capital Ltd | 200,167 | $32.4M | 2.61% | −83,476−29.4% | Reduced |
| Fiera Capital Corp | 194,296 | $31.4M | 0.11% | −146,240−42.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 193,626 | $31.3M | 0.02% | +191,743+10,182.8% | Added |
| Russell Investments Group, Ltd. | 191,186 | $30.9M | 0.03% | +77,729+68.5% | Added |
| Westwood Holdings Group Inc. | 187,778 | $30.4M | 0.23% | +187,778 | New |
| Swiss National Bank | 186,500 | $30.2M | 0.02% | +3,500+1.9% | Added |
| FMR LLC | 182,797 | $29.6M | 0.00% | +86,124+89.1% | Added |
| SG Capital Management LLC | 176,004 | $28.5M | 2.58% | +176,004 | New |
| Walleye Trading LLC | 165,173 | $26.7M | 0.37% | +164,919+64,928.7% | Added |
| Andar Capital Management HK Ltd | 162,000 | $26.2M | 11.77% | −34,000−17.3% | Reduced |
| ING Groep NV | 161,400 | $26.1M | 0.13% | +161,400 | New |
| ExodusPoint Capital Management, LP | 160,691 | $26.0M | 0.24% | −12,339−7.1% | Reduced |
| Capital World Investors | 158,165 | $25.6M | 0.00% | +158,165 | New |
| California Public Employees Retirement System | 154,436 | $25.0M | 0.01% | +12,550+8.8% | Added |
| Victory Capital Management Inc | 153,125 | $24.8M | 0.01% | −42,379−21.7% | Reduced |
| Royce & Associates LP | 146,923 | $23.8M | 0.19% | −19,716−11.8% | Reduced |
| Toroso Investments, LLC | 140,429 | $22.7M | 0.06% | +140,429 | New |
| Legal & General Group Plc | 127,837 | $20.7M | 0.00% | −81,188−38.8% | Reduced |
| Boothbay Fund Management, LLC | 127,494 | $20.6M | 0.40% | −32,308−20.2% | Reduced |