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 |
|---|---|---|---|---|---|
| Allstate Corp | 0 | $0 | 0.00% | −11,193−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,103−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,599−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −5,968−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −4,758−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,712−100.0% | Sold out |
| SEB Asset Management AB | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| ABS Direct Equity Fund LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Gilpin Wealth Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Ankerstar Wealth, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Boussard & Gavaudan Investment Management LLP | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sapience Investments, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |