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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 850 | $137.6K | 0.01% | +850 | New |
| Advisors Asset Management, Inc. | 857 | $138.7K | 0.00% | +559+187.6% | Added |
| Harbour Investments, Inc. | 859 | $139.0K | 0.00% | −39−4.3% | Reduced |
| State of Wyoming | 1,053 | $170.4K | 0.02% | +615+140.4% | Added |
| Umb Bank N A | 1,172 | $189.7K | 0.00% | +695+145.7% | Added |
| Everhart Financial Group, Inc. | 1,247 | $201.8K | 0.01% | +1,247 | New |
| Oppenheimer & Co Inc | 1,290 | $208.8K | 0.00% | −4,503−77.7% | Reduced |
| Oarsman Capital, Inc. | 1,324 | $214.3K | 0.02% | +1,324 | New |
| Sage Rhino Capital LLC | 1,330 | $215.3K | 0.04% | −1,547−53.8% | Reduced |
| SeaCrest Wealth Management, LLC | 1,350 | $218.5K | 0.02% | +1,350 | New |
| Callan Family Office, LLC | 1,373 | $222.2K | 0.00% | +1,373 | New |
| Hantz Financial Services, Inc. | 1,380 | $223.0K | 0.00% | +369+36.5% | Added |
| Daiwa Securities Group Inc. | 1,395 | $225.8K | 0.00% | +200+16.7% | Added |
| TCG Advisory Services, LLC | 1,406 | $227.6K | 0.00% | +1,406 | New |
| Fuller & Thaler Asset Management, Inc. | 1,437 | $232.5K | 0.00% | +1,437 | New |
| Dorsey & Whitney Trust CO LLC | 1,440 | $233.1K | 0.01% | +1,440 | New |
| Abundance Wealth Counselors | 1,454 | $235.3K | 0.02% | +1,454 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,464 | $236.9K | 0.00% | −199−12.0% | Reduced |
| Rafferty Asset Management, LLC | 1,467 | $237.4K | 0.00% | +1,467 | New |
| United Capital Financial Advisers, LLC | 1,472 | $238.2K | 0.00% | +1,472 | New |
| West Tower Group, LLC | 1,500 | $242.8K | 0.68% | +1,500 | New |
| Summitry LLC | 1,528 | $247.3K | 0.01% | +1,528 | New |
| Quantessence Capital LLC | 1,528 | $247.3K | 0.73% | +1,528 | New |
| Ritholtz Wealth Management | 1,534 | $248.3K | 0.00% | +1,534 | New |
| nVerses Capital, LLC | 1,544 | $249.9K | 0.38% | +1,544 | New |
| Sowell Financial Services LLC | 1,554 | $251.5K | 0.01% | +1,554 | New |
| Sax Wealth Advisors, LLC | 3,295 | $253.4K | 0.01% | +2+0.1% | Added |
| Meeder Advisory Services, Inc. | 1,652 | $267.4K | 0.01% | +1,652 | New |
| Benjamin Edwards Inc | 1,699 | $275.0K | 0.00% | +1,699 | New |
| Venturi Wealth Management, LLC | 1,700 | $275.1K | 0.01% | +1,700 | New |
| SkyView Investment Advisors, LLC | 1,750 | $283.0K | 0.22% | +1,750 | New |
| First Horizon Corp | 1,808 | $292.6K | 0.01% | −163−8.3% | Reduced |
| Snowden Capital Advisors LLC | 1,828 | $295.9K | 0.01% | +1,828 | New |
| IPG Investment Advisors LLC | 1,831 | $296.3K | 0.04% | +1,831 | New |
| Farther Finance Advisors, LLC | 1,877 | $303.7K | 0.00% | +1,520+425.8% | Added |
| Thompson Davis & Co., Inc. | 1,950 | $315.6K | 0.19% | +1,950 | New |
| Net Worth Advisory Group | 1,981 | $320.7K | 0.08% | +1,981 | New |
| Corsair Capital Management, L.P. | 2,000 | $323.7K | 0.04% | +2,000 | New |
| TRUE Private Wealth Advisors | 2,000 | $323.7K | 0.03% | +2,000 | New |
| Profund Advisors LLC | 2,002 | $324.0K | 0.01% | −2,290−53.4% | Reduced |
| Mirabella Financial Services LLP | 2,013 | $325.8K | 0.03% | −2,360−54.0% | Reduced |
| Ballentine Partners, LLC | 2,041 | $330.3K | 0.00% | +2,041 | New |
| Anther Capital Ltd | 2,050 | $331.8K | 0.01% | −2,000−49.4% | Reduced |
| Aspen Investment Management Inc | 2,050 | $332.0K | 0.09% | +2,050 | New |
| Hillsdale Investment Management Inc. | 2,070 | $335.0K | 0.01% | −910−30.5% | Reduced |
| Summit Financial, LLC | 2,085 | $337.5K | 0.00% | +2,085 | New |
| Titan Global Capital Management USA LLC | 2,108 | $341.2K | 0.04% | +2,108 | New |
| Sanctuary Advisors, LLC | 2,121 | $343.2K | 0.00% | +2,121 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,155 | $348.8K | 0.02% | +2,155 | New |
| Fifth Third Wealth Advisors LLC | 2,199 | $355.9K | 0.01% | +2,199 | New |
| CenterBook Partners LP | 2,222 | $359.6K | 0.02% | −2,613−54.0% | Reduced |
| Beck Capital Management, LLC | 2,235 | $361.8K | 0.07% | +2,235 | New |
| Sequoia Financial Advisors, LLC | 2,311 | $374.0K | 0.00% | +2,311 | New |
| Perigon Wealth Management, LLC | 2,372 | $383.9K | 0.01% | +2,372 | New |
| Horizon Investments, LLC | 2,455 | $397.3K | 0.00% | −7,664−75.7% | Reduced |
| Exchange Traded Concepts, LLC | 2,455 | $397.3K | 0.00% | +380+18.3% | Added |
| Greenleaf Trust | 2,465 | $399.0K | 0.00% | +2,465 | New |
| Vestcor Inc | 2,518 | $408.0K | 0.01% | +2,518 | New |
| RSM US Wealth Management LLC | 2,550 | $412.7K | 0.00% | +2,550 | New |
| Graham Capital Management, L.P. | 2,601 | $421.0K | 0.01% | −1,814−41.1% | Reduced |
| Private Advisor Group, LLC | 2,609 | $422.3K | 0.00% | −286−9.9% | Reduced |
| Laurion Capital Management LP | 2,616 | $423.4K | 0.03% | +2,616 | New |
| CAPROCK Group, Inc. | 2,631 | $425.8K | 0.01% | +2,631 | New |
| VARCOV Co. | 2,685 | $434.6K | 0.16% | −1,424−34.7% | Reduced |
| Worldquant Millennium Advisors LLC | 2,693 | $435.9K | 0.00% | +2,693 | New |
| Independent Advisor Alliance | 2,719 | $440.1K | 0.01% | +2,719 | New |
| North Dakota State Investment Board | 2,733 | $442.3K | 0.02% | +2,733 | New |
| Ethic Inc. | 2,734 | $442.5K | 0.01% | +2,734 | New |
| Quadrant Capital Group LLC | 2,791 | $451.7K | 0.01% | +405+17.0% | Added |
| Monolith Management Ltd | 2,800 | $453.2K | 0.27% | +2,800 | New |
| Coldstream Capital Management Inc | 2,813 | $455.3K | 0.01% | +211+8.1% | Added |
| Kestra Advisory Services, LLC | 2,814 | $455.4K | 0.00% | +2,814 | New |
| MOR Wealth Management, LLC | 2,825 | $457.2K | 0.18% | +2,825 | New |
| CIBC Asset Management Inc | 2,874 | $465.2K | 0.00% | −1,556−35.1% | Reduced |
| KBC Group NV | 2,902 | $470.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,927 | $473.7K | 0.00% | +2,927 | New |
| Wealth Enhancement Advisory Services, LLC | 18,597 | $480.0K | 0.00% | −1,878−9.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,972 | $481.0K | 0.11% | −12,882−81.3% | Reduced |
| Argos Wealth Advisors, LLC | 3,022 | $489.1K | 0.13% | −4,562−60.2% | Reduced |
| Greenland Capital Management LP | 3,028 | $490.1K | 0.09% | +3,028 | New |
| Quantum Private Wealth, LLC | 3,050 | $493.6K | 0.13% | 00.0% | Unchanged |
| Inceptionr LLC | 3,051 | $493.8K | 0.12% | +3,051 | New |
| Intech Investment Management LLC | 3,055 | $494.5K | 0.00% | −35,977−92.2% | Reduced |
| Round Rock Advisors, LLC | 3,058 | $495.2K | 0.06% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,082 | $498.8K | 0.00% | +3,082 | New |
| Shelton Capital Management | 3,127 | $506.1K | 0.01% | +162+5.5% | Added |
| CI Private Wealth, LLC | 3,147 | $514.8K | 0.00% | +122+4.0% | Added |
| Blueshift Asset Management, LLC | 3,200 | $517.9K | 0.12% | +3,200 | New |
| Capstone Capital Management Ltd | 3,213 | $520.0K | 0.23% | +3,213 | New |
| Rockefeller Capital Management L.P. | 3,254 | $526.7K | 0.00% | +475+17.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,368 | $545.1K | 0.01% | +530+18.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,405 | $551.1K | 0.05% | −2,136−38.5% | Reduced |
| Nykredit A/S | 3,441 | $556.9K | 0.00% | +3,441 | New |
| Picton Mahoney Asset Management | 3,595 | $581.9K | 0.01% | −4,050−53.0% | Reduced |
| TD Waterhouse Canada Inc. | 4,011 | $589.9K | 0.00% | +1,595+66.0% | Added |
| Glenmede Trust Co NA | 3,693 | $597.7K | 0.00% | −14,739−80.0% | Reduced |
| Winton Group Ltd | 3,700 | $598.8K | 0.02% | +3,700 | New |
| Everence Capital Management Inc | 3,740 | $605.0K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,810 | $616.6K | 0.00% | −476−11.1% | Reduced |
| Clear Street Group Inc. | 3,876 | $627.3K | 0.00% | +3,876 | New |