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 15 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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 9,703 | $1.57M | 0.00% | −6,923−41.6% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,600 | $1.55M | 0.25% | −29,339−75.3% | Reduced |
| Maxi Investments CY Ltd | 9,100 | $1.47M | 0.30% | −19,900−68.6% | Reduced |
| JustInvest LLC | 8,764 | $1.42M | 0.01% | +633+7.8% | Added |
| Jefferies Financial Group Inc. | 8,601 | $1.39M | 0.01% | −32,716−79.2% | Reduced |
| NorthRock Partners, LLC | 8,403 | $1.36M | 0.02% | −2,128−20.2% | Reduced |
| Keybank National Association | 8,328 | $1.35M | 0.00% | −450−5.1% | Reduced |
| The PNC Financial Services Group, Inc. | 8,190 | $1.33M | 0.00% | −4,516−35.5% | Reduced |
| Swiss Life Asset Management Ltd | 8,135 | $1.32M | 0.01% | +2,753+51.2% | Added |
| 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 |
| Assetmark, Inc | 7,927 | $1.28M | 0.00% | −619−7.2% | Reduced |
| Cerity Partners LLC | 7,902 | $1.28M | 0.00% | −2,259−22.2% | Reduced |
| Dark Forest Capital Management LP | 7,734 | $1.25M | 0.08% | +7,734 | New |
| Dakota Wealth Management | 7,668 | $1.24M | 0.02% | +7,668 | New |
| Public Employees Retirement Association of Colorado | 7,670 | $1.24M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,501 | $1.21M | 0.05% | +2,100+38.9% | Added |
| Williamson Legacy Group, LLC | 7,424 | $1.20M | 0.60% | +7,424 | New |
| Brinker Capital Investments, LLC | 7,381 | $1.19M | 0.01% | −2,586−25.9% | Reduced |
| HighTower Advisors, LLC | 7,269 | $1.18M | 0.00% | −2,903−28.5% | Reduced |
| Ensign Peak Advisors, Inc | 6,906 | $1.12M | 0.00% | +2,200+46.7% | Added |
| Himension Fund | 6,886 | $1.11M | 0.07% | +6,886 | New |
| Hancock Whitney Corp | 6,882 | $1.11M | 0.02% | −4−0.1% | Reduced |
| Yorktown Management & Research Co Inc | 6,850 | $1.11M | 0.68% | +6,850 | New |
| Commonwealth Equity Services, LLC | 6,717 | $1.09M | 0.00% | +2,031+43.3% | Added |
| J. Goldman & Co LP | 6,588 | $1.07M | 0.04% | +6,588 | New |
| Simplex Trading, LLC | 6,560 | $1.06M | 0.03% | +6,560 | New |
| Federation des caisses Desjardins du Quebec | 6,531 | $1.06M | 0.00% | +6,531 | New |
| O'Shaughnessy Asset Management, LLC | 6,530 | $1.06M | 0.00% | +2,638+67.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,522 | $1.06M | 0.00% | −43,944−87.1% | Reduced |
| Atria Investments LLC | 6,497 | $1.05M | 0.01% | −1,134−14.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,475 | $1.05M | 0.00% | +6,475 | New |
| Evergreen Capital Management LLC | 6,311 | $1.02M | 0.02% | +336+5.6% | Added |
| Aigen Investment Management, LP | 6,286 | $1.02M | 0.28% | +6,286 | New |
| Jackson Creek Investment Advisors LLC | 8,490 | $1.00M | 0.33% | +8,490 | New |
| Fisher Asset Management, LLC | 6,021 | $974.5K | 0.00% | −1,079−15.2% | Reduced |
| AE Wealth Management LLC | 5,978 | $967.5K | 0.00% | −939−13.6% | Reduced |
| Marex Group plc | 5,967 | $965.8K | 0.01% | +2,081+53.6% | Added |
| Caitong International Asset Management Co., Ltd | 5,946 | $962.4K | 0.13% | −3,676−38.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,845 | $946.0K | 0.05% | +5,845 | New |
| Global Retirement Partners, LLC | 5,836 | $944.6K | 0.01% | +5,836 | New |
| Numerai GP LLC | 5,708 | $923.8K | 0.08% | +30+0.5% | Added |
| Fiduciary Trust Co | 5,620 | $909.6K | 0.01% | −290−4.9% | Reduced |
| New Age Alpha Advisors, LLC | 5,605 | $907.2K | 0.04% | +1,500+36.5% | Added |
| Advisor Resource Council | 6,434 | $893.6K | 0.30% | +964+17.6% | Added |
| Securian Asset Management, Inc | 6,867 | $858.1K | 0.03% | +6,867 | New |
| Commerce Bank | 5,288 | $855.9K | 0.00% | −857−13.9% | Reduced |
| Blackstone Group Inc. | 5,224 | $845.5K | 0.00% | +5,224 | New |
| Ares Systematic Credit Ltd | 5,168 | $836.4K | 0.51% | −4,004−43.7% | Reduced |
| Maryland State Retirement & Pension System | 5,106 | $826.4K | 0.01% | −8,392−62.2% | Reduced |
| Advisory Services Network, LLC | 5,029 | $813.9K | 0.01% | +4,159+478.0% | Added |
| Vise Technologies, Inc. | 5,021 | $812.6K | 0.01% | +5,021 | New |
| Stephens Inc | 4,983 | $806.5K | 0.01% | −233−4.5% | Reduced |
| GAMMA Investing LLC | 4,903 | $793.6K | 0.03% | −175−3.4% | Reduced |
| ProShare Advisors LLC | 4,866 | $787.6K | 0.00% | −9,855−66.9% | Reduced |
| Fieldview Capital Management, LLC | 4,863 | $787.1K | 0.22% | +4,863 | New |
| Utah Retirement Systems | 4,835 | $782.5K | 0.01% | +4,835 | New |
| Archer Investment Corp | 4,786 | $774.6K | 0.15% | +2,103+78.4% | Added |
| Truist Financial Corp | 4,775 | $772.8K | 0.00% | −35,962−88.3% | Reduced |
| NBC Securities, Inc. | 4,774 | $772.7K | 0.05% | +406+9.3% | Added |
| Caxton Associates LLP | 4,748 | $768.5K | 0.01% | −8,485−64.1% | Reduced |
| Magnetar Financial LLC | 4,739 | $767.0K | 0.01% | +4,739 | New |
| Goldstream Capital Management Ltd | 4,716 | $763.3K | 0.91% | +4,716 | New |
| Crossmark Global Holdings, Inc. | 4,502 | $728.6K | 0.01% | +89+2.0% | Added |
| M&T Bank Corp | 4,484 | $725.5K | 0.00% | +1,319+41.7% | Added |
| Prelude Capital Management, LLC | 4,442 | $718.9K | 0.05% | +4,442 | New |
| Virtus ETF Advisers LLC | 4,413 | $714.2K | 0.27% | +4,413 | New |
| Chicago Trust Co NA | 4,405 | $712.9K | 0.10% | +537+13.9% | Added |
| Principal Securities, Inc. | 4,376 | $708.2K | 0.01% | −806−15.6% | Reduced |
| DnB Asset Management AS | 4,346 | $703.4K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,340 | $702.4K | 0.12% | +49+1.1% | Added |
| Mercer Global Advisors Inc | 4,295 | $695.1K | 0.00% | −2,953−40.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,156 | $672.6K | 0.02% | +4,156 | New |
| Asset Management One Co.,Ltd. | 4,114 | $665.9K | 0.00% | +1,620+65.0% | Added |
| Infrastructure Capital Advisors, LLC | 3,950 | $639.3K | 0.05% | +3,950 | New |
| USS Investment Management Ltd | 3,900 | $631.6K | 0.00% | +3,900 | New |
| Clear Street Group Inc. | 3,876 | $627.3K | 0.00% | +3,876 | New |
| Vident Advisory, LLC | 3,810 | $616.6K | 0.00% | −476−11.1% | Reduced |
| Everence Capital Management Inc | 3,740 | $605.0K | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 3,700 | $598.8K | 0.02% | +3,700 | New |
| Glenmede Trust Co NA | 3,693 | $597.7K | 0.00% | −14,739−80.0% | Reduced |
| TD Waterhouse Canada Inc. | 4,011 | $589.9K | 0.00% | +1,595+66.0% | Added |
| Picton Mahoney Asset Management | 3,595 | $581.9K | 0.01% | −4,050−53.0% | Reduced |
| Nykredit A/S | 3,441 | $556.9K | 0.00% | +3,441 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,405 | $551.1K | 0.05% | −2,136−38.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,368 | $545.1K | 0.01% | +530+18.7% | Added |
| Rockefeller Capital Management L.P. | 3,254 | $526.7K | 0.00% | +475+17.1% | Added |
| Capstone Capital Management Ltd | 3,213 | $520.0K | 0.23% | +3,213 | New |
| Blueshift Asset Management, LLC | 3,200 | $517.9K | 0.12% | +3,200 | New |
| CI Private Wealth, LLC | 3,147 | $514.8K | 0.00% | +122+4.0% | Added |
| Shelton Capital Management | 3,127 | $506.1K | 0.01% | +162+5.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,082 | $498.8K | 0.00% | +3,082 | New |
| Round Rock Advisors, LLC | 3,058 | $495.2K | 0.06% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,055 | $494.5K | 0.00% | −35,977−92.2% | Reduced |
| Inceptionr LLC | 3,051 | $493.8K | 0.12% | +3,051 | New |
| Quantum Private Wealth, LLC | 3,050 | $493.6K | 0.13% | 00.0% | Unchanged |
| Greenland Capital Management LP | 3,028 | $490.1K | 0.09% | +3,028 | New |
| Argos Wealth Advisors, LLC | 3,022 | $489.1K | 0.13% | −4,562−60.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,972 | $481.0K | 0.11% | −12,882−81.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,597 | $480.0K | 0.00% | −1,878−9.2% | Reduced |