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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 3,900 | $631.6K | 0.00% | +3,900 | New |
| Infrastructure Capital Advisors, LLC | 3,950 | $639.3K | 0.05% | +3,950 | New |
| Asset Management One Co.,Ltd. | 4,114 | $665.9K | 0.00% | +1,620+65.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,156 | $672.6K | 0.02% | +4,156 | New |
| Mercer Global Advisors Inc | 4,295 | $695.1K | 0.00% | −2,953−40.7% | Reduced |
| Abel Hall, LLC | 4,340 | $702.4K | 0.12% | +49+1.1% | Added |
| DnB Asset Management AS | 4,346 | $703.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,376 | $708.2K | 0.01% | −806−15.6% | Reduced |
| Chicago Trust Co NA | 4,405 | $712.9K | 0.10% | +537+13.9% | Added |
| Virtus ETF Advisers LLC | 4,413 | $714.2K | 0.27% | +4,413 | New |
| Prelude Capital Management, LLC | 4,442 | $718.9K | 0.05% | +4,442 | New |
| M&T Bank Corp | 4,484 | $725.5K | 0.00% | +1,319+41.7% | Added |
| Crossmark Global Holdings, Inc. | 4,502 | $728.6K | 0.01% | +89+2.0% | Added |
| Goldstream Capital Management Ltd | 4,716 | $763.3K | 0.91% | +4,716 | New |
| Magnetar Financial LLC | 4,739 | $767.0K | 0.01% | +4,739 | New |
| Caxton Associates LLP | 4,748 | $768.5K | 0.01% | −8,485−64.1% | Reduced |
| NBC Securities, Inc. | 4,774 | $772.7K | 0.05% | +406+9.3% | Added |
| Truist Financial Corp | 4,775 | $772.8K | 0.00% | −35,962−88.3% | Reduced |
| Archer Investment Corp | 4,786 | $774.6K | 0.15% | +2,103+78.4% | Added |
| Utah Retirement Systems | 4,835 | $782.5K | 0.01% | +4,835 | New |
| Fieldview Capital Management, LLC | 4,863 | $787.1K | 0.22% | +4,863 | New |
| ProShare Advisors LLC | 4,866 | $787.6K | 0.00% | −9,855−66.9% | Reduced |
| GAMMA Investing LLC | 4,903 | $793.6K | 0.03% | −175−3.4% | Reduced |
| Stephens Inc | 4,983 | $806.5K | 0.01% | −233−4.5% | Reduced |
| Vise Technologies, Inc. | 5,021 | $812.6K | 0.01% | +5,021 | New |
| Advisory Services Network, LLC | 5,029 | $813.9K | 0.01% | +4,159+478.0% | Added |
| Maryland State Retirement & Pension System | 5,106 | $826.4K | 0.01% | −8,392−62.2% | Reduced |
| Ares Systematic Credit Ltd | 5,168 | $836.4K | 0.51% | −4,004−43.7% | Reduced |
| Blackstone Group Inc. | 5,224 | $845.5K | 0.00% | +5,224 | New |
| Commerce Bank | 5,288 | $855.9K | 0.00% | −857−13.9% | Reduced |
| Securian Asset Management, Inc | 6,867 | $858.1K | 0.03% | +6,867 | New |
| Advisor Resource Council | 6,434 | $893.6K | 0.30% | +964+17.6% | Added |
| New Age Alpha Advisors, LLC | 5,605 | $907.2K | 0.04% | +1,500+36.5% | Added |
| Fiduciary Trust Co | 5,620 | $909.6K | 0.01% | −290−4.9% | Reduced |
| Numerai GP LLC | 5,708 | $923.8K | 0.08% | +30+0.5% | Added |
| Global Retirement Partners, LLC | 5,836 | $944.6K | 0.01% | +5,836 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,845 | $946.0K | 0.05% | +5,845 | New |
| Caitong International Asset Management Co., Ltd | 5,946 | $962.4K | 0.13% | −3,676−38.2% | Reduced |
| Marex Group plc | 5,967 | $965.8K | 0.01% | +2,081+53.6% | Added |
| AE Wealth Management LLC | 5,978 | $967.5K | 0.00% | −939−13.6% | Reduced |
| Fisher Asset Management, LLC | 6,021 | $974.5K | 0.00% | −1,079−15.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 8,490 | $1.00M | 0.33% | +8,490 | New |
| Aigen Investment Management, LP | 6,286 | $1.02M | 0.28% | +6,286 | New |
| Evergreen Capital Management LLC | 6,311 | $1.02M | 0.02% | +336+5.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,475 | $1.05M | 0.00% | +6,475 | New |
| Atria Investments LLC | 6,497 | $1.05M | 0.01% | −1,134−14.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,522 | $1.06M | 0.00% | −43,944−87.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,530 | $1.06M | 0.00% | +2,638+67.8% | Added |
| Federation des caisses Desjardins du Quebec | 6,531 | $1.06M | 0.00% | +6,531 | New |
| Simplex Trading, LLC | 6,560 | $1.06M | 0.03% | +6,560 | New |
| J. Goldman & Co LP | 6,588 | $1.07M | 0.04% | +6,588 | New |
| Commonwealth Equity Services, LLC | 6,717 | $1.09M | 0.00% | +2,031+43.3% | Added |
| Yorktown Management & Research Co Inc | 6,850 | $1.11M | 0.68% | +6,850 | New |
| Hancock Whitney Corp | 6,882 | $1.11M | 0.02% | −4−0.1% | Reduced |
| Himension Fund | 6,886 | $1.11M | 0.07% | +6,886 | New |
| Ensign Peak Advisors, Inc | 6,906 | $1.12M | 0.00% | +2,200+46.7% | Added |
| HighTower Advisors, LLC | 7,269 | $1.18M | 0.00% | −2,903−28.5% | Reduced |
| Brinker Capital Investments, LLC | 7,381 | $1.19M | 0.01% | −2,586−25.9% | Reduced |
| Williamson Legacy Group, LLC | 7,424 | $1.20M | 0.60% | +7,424 | New |
| Quantbot Technologies LP | 7,501 | $1.21M | 0.05% | +2,100+38.9% | Added |
| Public Employees Retirement Association of Colorado | 7,670 | $1.24M | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,668 | $1.24M | 0.02% | +7,668 | New |
| Dark Forest Capital Management LP | 7,734 | $1.25M | 0.08% | +7,734 | New |
| Cerity Partners LLC | 7,902 | $1.28M | 0.00% | −2,259−22.2% | Reduced |
| Assetmark, Inc | 7,927 | $1.28M | 0.00% | −619−7.2% | Reduced |
| Oppenheimer Asset Management Inc. | 8,122 | $1.31M | 0.01% | −2,185−21.2% | Reduced |
| Resources Investment Advisors, LLC. | 8,122 | $1.31M | 0.01% | +8,122 | New |
| Swiss Life Asset Management Ltd | 8,135 | $1.32M | 0.01% | +2,753+51.2% | Added |
| The PNC Financial Services Group, Inc. | 8,190 | $1.33M | 0.00% | −4,516−35.5% | Reduced |
| Keybank National Association | 8,328 | $1.35M | 0.00% | −450−5.1% | Reduced |
| NorthRock Partners, LLC | 8,403 | $1.36M | 0.02% | −2,128−20.2% | Reduced |
| Jefferies Financial Group Inc. | 8,601 | $1.39M | 0.01% | −32,716−79.2% | Reduced |
| JustInvest LLC | 8,764 | $1.42M | 0.01% | +633+7.8% | Added |
| Maxi Investments CY Ltd | 9,100 | $1.47M | 0.30% | −19,900−68.6% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,600 | $1.55M | 0.25% | −29,339−75.3% | Reduced |
| Captrust Financial Advisors | 9,703 | $1.57M | 0.00% | −6,923−41.6% | Reduced |
| Zacks Investment Management | 9,762 | $1.58M | 0.01% | +9,762 | New |
| Cetera Investment Advisers | 10,004 | $1.62M | 0.00% | −1,565−13.5% | Reduced |
| GatePass Capital, LLC | 10,006 | $1.62M | 0.62% | +10,006 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10,147 | $1.64M | 0.01% | −4,347−30.0% | Reduced |
| Bank of Montreal | 10,351 | $1.68M | 0.00% | +945+10.0% | Added |
| Group One Trading, L.P. | 10,366 | $1.68M | 0.05% | +10,366 | New |
| Fox Run Management, L.L.C. | 10,415 | $1.69M | 0.28% | +10,415 | New |
| Cambridge Investment Research Advisors, Inc. | 10,417 | $1.69M | 0.00% | +2,023+24.1% | Added |
| Artemis Wealth Advisors, LLC | 11,000 | $1.78M | 0.21% | +11,000 | New |
| Advisor Group Holdings, Inc. | 11,469 | $1.86M | 0.00% | +3,107+37.2% | Added |
| Katamaran Capital LLP | 11,556 | $1.87M | 1.60% | −29,526−71.9% | Reduced |
| Brevan Howard Capital Management LP | 11,926 | $1.93M | 0.03% | +1,080+10.0% | Added |
| New York Life Investment Management LLC | 12,128 | $1.96M | 0.01% | +12,128 | New |
| Diametric Capital, LP | 12,279 | $1.99M | 0.21% | +67+0.5% | Added |
| Marshall Financial Group LLC | 12,320 | $1.99M | 0.29% | +12,320 | New |
| Teacher Retirement System of Texas | 12,369 | $2.00M | 0.01% | +312+2.6% | Added |
| HSBC Holdings PLC | 12,665 | $2.02M | 0.00% | +12,665 | New |
| Gsa Capital Partners LLP | 12,560 | $2.03M | 0.13% | +7,163+132.7% | Added |
| NorthCrest Asset Manangement, LLC | 14,921 | $2.05M | 0.05% | −1,886−11.2% | Reduced |
| Baird Financial Group, Inc. | 12,718 | $2.06M | 0.00% | −3,887−23.4% | Reduced |
| American Century Companies Inc | 12,919 | $2.09M | 0.00% | −252−1.9% | Reduced |
| State of Alaska, Department of Revenue | 13,266 | $2.15M | 0.02% | −36,631−73.4% | Reduced |
| Polen Capital Management LLC | 13,353 | $2.16M | 0.02% | +6,800+103.8% | Added |
| Pathstone Holdings, LLC | 13,378 | $2.17M | 0.01% | +2,699+25.3% | Added |