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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 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.

Institutional holdersQ2 2026: 577 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: 577 institutions
Value heldQ2 2026: $15.0B
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 2026577$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, Q2 2026

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q1 2026.

Institutions holding SMTC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Motco1$1620.00%+1New
SHP Wealth Management1$1620.00%+1New
Dunhill Financial, LLC1$2710.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$3240.00%00.0%Unchanged
Mascoma Wealth Management LLC2$3240.00%+2New
HFM Investment Advisors, LLC3$4860.00%00.0%Unchanged
Bogart Wealth, LLC3$4860.00%+3New
Hughes Financial Services, LLC3$4860.00%+3New
Keating Financial Advisory Services, Inc.4$6470.00%−62−93.9%Reduced
Raffa Wealth Management, LLC4$6470.00%+4New
South State Corp.4$6480.00%+4New
Atlantic Private Wealth, LLC5$8090.00%00.0%Unchanged
SJS Investment Consulting Inc.5$8100.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$8100.00%00.0%Unchanged
Sachetta, LLC5$8100.00%+5New
TD Capital Management LLC6$9710.00%00.0%Unchanged
Godfrey Financial Associates, Inc.6$9710.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.6$9710.00%+6New
Marquette Asset Management, LLC6$9720.00%00.0%Unchanged
JFS Wealth Advisors, LLC6$9720.00%00.0%Unchanged
Evolution Advisers, Inc.8$1.00K0.00%+8New
UMA Financial Services, Inc.7$1.13K0.00%+7New
CoreCap Advisors, LLC8$1.29K0.00%00.0%Unchanged
Spire Wealth Management9$1.46K0.00%+9New
Silicon Valley Capital Partners10$1.62K0.00%00.0%Unchanged
Park Place Capital Corp10$1.62K0.00%00.0%Unchanged
Clearstead Advisors, LLC10$1.62K0.00%+10New
Berkshire Capital Holdings Inc10$1.62K0.00%+10New
Prestige Wealth Management Group LLC11$1.78K0.00%00.0%Unchanged
Private Wealth Management Group, LLC15$2.43K0.00%+15New
Cape Investment Advisory, Inc.17$2.75K0.00%+17New
Torren Management, LLC18$2.91K0.00%00.0%Unchanged
Cromwell Holdings LLC18$2.91K0.00%+18New
Essential Partners LLC19$3.08K0.00%00.0%Unchanged
Action Point Financial Planning, LLC20$3.08K0.00%+20New
Colonial Trust Co21$3.24K0.00%+21New
Cornerstone Financial Management LLC23$3.72K0.00%+3+15.0%Added
Dogwood Wealth Management LLC23$3.72K0.00%+23New
Bellevue Asset Management, LLC28$4.53K0.00%+9+47.4%Added
Whittier Trust Co of Nevada Inc37$4.68K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.29$4.69K0.00%+29New
Fortitude Family Office, LLC31$5.02K0.00%+11+55.0%Added
True Wealth Design, LLC34$5.50K0.00%00.0%Unchanged
Rossby Financial, LCC39$6.31K0.00%−241−86.1%Reduced
Zions Bancorporation, National Association41$6.64K0.00%+26+173.3%Added
Continuum Advisory, LLC41$6.64K0.00%+41New
High Note Wealth, LLC44$7.12K0.00%00.0%Unchanged
Kilter Group LLC44$7.12K0.00%+19+76.0%Added
Bell Investment Advisors, Inc50$8.09K0.00%−3−5.7%Reduced
NVWM, LLC50$8.09K0.00%00.0%Unchanged
Ameriflex Group, Inc.53$8.58K0.00%+53New
WPG Advisers, LLC64$10.4K0.01%+13+25.5%Added
Rialto Wealth Management, LLC67$10.8K0.00%+66+6,600.0%Added
Farmers & Merchants Investments Inc70$11.3K0.00%+25+55.6%Added
Leonteq Securities AG75$12.1K0.00%−1,096−93.6%Reduced
Quarry LP83$13.4K0.00%+83New
Tema ETFs LLC99$16.0K0.00%+99New
Danske Bank A/S100$16.2K0.00%00.0%Unchanged
United Financial Planning Group LLC100$16.2K0.01%+99+9,900.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.100$16.2K0.01%+100New
EverSource Wealth Advisors, LLC107$17.3K0.00%−8−7.0%Reduced
Beaird Harris Wealth Management, LLC109$17.6K0.00%+109New
Covestor Ltd117$19.0K0.01%−23−16.4%Reduced
Rakuten Securities, Inc.133$21.5K0.01%+83+166.0%Added
Cullen/Frost Bankers, Inc.138$22.3K0.00%+138New
First Community Trust NA145$23.5K0.01%00.0%Unchanged
Rothschild Investment LLC150$24.3K0.00%−29−16.2%Reduced
Strive Financial Group ,LLC167$27.0K0.01%−58−25.8%Reduced
Owl Creek Wealth Partners LLC180$29.1K0.01%+5+2.9%Added
FNY Investment Advisers, LLC200$32.0K0.01%+180+900.0%Added
Larson Financial Group LLC199$32.2K0.00%−1,134−85.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.200$32.4K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC209$33.8K0.01%00.0%Unchanged
Brown Brothers Harriman & Co215$34.8K0.00%00.0%Unchanged
Massmutual Trust Co FSB222$35.9K0.00%+6+2.8%Added
BI Asset Management Fondsmaeglerselskab A/S229$37.0K0.00%+229New
Parkside Financial Bank & Trust252$40.8K0.00%−193−43.4%Reduced
Bare Financial Services, Inc266$43.1K0.01%+80+43.0%Added
LRI Investments, LLC305$49.4K0.00%+305New
USA Financial Formulas309$50.0K0.01%+309New
Ares Financial Consulting, LLC313$50.7K0.04%00.0%Unchanged
Allied Private Wealth LLC400$51.5K0.03%+400New
Allworth Financial LP338$54.7K0.00%+18+5.6%Added
Signaturefd, LLC382$61.8K0.00%+8+2.1%Added
Eurizon Capital SGR S.p.A.398$62.2K0.00%−31−7.2%Reduced
Banque Cantonale Vaudoise431$70.0K0.00%00.0%Unchanged
Forum Finance Group S.A.550$72.0K0.03%00.0%Unchanged
Elequin Capital LP493$79.8K0.00%+481+4,008.3%Added
SBI Securities Co., Ltd.524$84.8K0.00%+385+277.0%Added
V-Square Quantitative Management LLC591$95.7K0.01%+591New
Pilgrim Partners Asia Pte Ltd600$97.1K0.04%−500−45.5%Reduced
Parallel Advisors, LLC620$100.3K0.00%+339+120.6%Added
Steward Partners Investment Advisory, LLC622$100.7K0.00%+129+26.2%Added
Smartleaf Asset Management LLC709$110.7K0.00%00.0%Unchanged
IFP Advisors, Inc716$115.9K0.00%−2−0.3%Reduced
Huntington National Bank765$123.8K0.00%+9+1.2%Added
Kemnay Advisory Services Inc.768$124.3K0.02%−958−55.5%Reduced
SRS Capital Advisors, Inc.775$125.4K0.00%+743+2,321.9%Added
Harbor Investment Advisory, LLC784$126.9K0.01%+784New
Versant Capital Management, Inc792$128.2K0.01%−1−0.1%Reduced