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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 2,927 | $473.7K | 0.00% | +2,927 | New |
| KBC Group NV | 2,902 | $470.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,874 | $465.2K | 0.00% | −1,556−35.1% | Reduced |
| MOR Wealth Management, LLC | 2,825 | $457.2K | 0.18% | +2,825 | New |
| Kestra Advisory Services, LLC | 2,814 | $455.4K | 0.00% | +2,814 | New |
| Coldstream Capital Management Inc | 2,813 | $455.3K | 0.01% | +211+8.1% | Added |
| Monolith Management Ltd | 2,800 | $453.2K | 0.27% | +2,800 | New |
| Quadrant Capital Group LLC | 2,791 | $451.7K | 0.01% | +405+17.0% | Added |
| Ethic Inc. | 2,734 | $442.5K | 0.01% | +2,734 | New |
| North Dakota State Investment Board | 2,733 | $442.3K | 0.02% | +2,733 | New |
| Independent Advisor Alliance | 2,719 | $440.1K | 0.01% | +2,719 | New |
| Worldquant Millennium Advisors LLC | 2,693 | $435.9K | 0.00% | +2,693 | New |
| VARCOV Co. | 2,685 | $434.6K | 0.16% | −1,424−34.7% | Reduced |
| CAPROCK Group, Inc. | 2,631 | $425.8K | 0.01% | +2,631 | New |
| Laurion Capital Management LP | 2,616 | $423.4K | 0.03% | +2,616 | New |
| Private Advisor Group, LLC | 2,609 | $422.3K | 0.00% | −286−9.9% | Reduced |
| Graham Capital Management, L.P. | 2,601 | $421.0K | 0.01% | −1,814−41.1% | Reduced |
| RSM US Wealth Management LLC | 2,550 | $412.7K | 0.00% | +2,550 | New |
| Vestcor Inc | 2,518 | $408.0K | 0.01% | +2,518 | New |
| Greenleaf Trust | 2,465 | $399.0K | 0.00% | +2,465 | 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 |
| Perigon Wealth Management, LLC | 2,372 | $383.9K | 0.01% | +2,372 | New |
| Sequoia Financial Advisors, LLC | 2,311 | $374.0K | 0.00% | +2,311 | New |
| Beck Capital Management, LLC | 2,235 | $361.8K | 0.07% | +2,235 | New |
| CenterBook Partners LP | 2,222 | $359.6K | 0.02% | −2,613−54.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,199 | $355.9K | 0.01% | +2,199 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,155 | $348.8K | 0.02% | +2,155 | New |
| Sanctuary Advisors, LLC | 2,121 | $343.2K | 0.00% | +2,121 | New |
| Titan Global Capital Management USA LLC | 2,108 | $341.2K | 0.04% | +2,108 | New |
| Summit Financial, LLC | 2,085 | $337.5K | 0.00% | +2,085 | New |
| Hillsdale Investment Management Inc. | 2,070 | $335.0K | 0.01% | −910−30.5% | Reduced |
| Aspen Investment Management Inc | 2,050 | $332.0K | 0.09% | +2,050 | New |
| Anther Capital Ltd | 2,050 | $331.8K | 0.01% | −2,000−49.4% | Reduced |
| Ballentine Partners, LLC | 2,041 | $330.3K | 0.00% | +2,041 | New |
| Mirabella Financial Services LLP | 2,013 | $325.8K | 0.03% | −2,360−54.0% | Reduced |
| Profund Advisors LLC | 2,002 | $324.0K | 0.01% | −2,290−53.4% | Reduced |
| 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 |
| Net Worth Advisory Group | 1,981 | $320.7K | 0.08% | +1,981 | New |
| Thompson Davis & Co., Inc. | 1,950 | $315.6K | 0.19% | +1,950 | New |
| Farther Finance Advisors, LLC | 1,877 | $303.7K | 0.00% | +1,520+425.8% | Added |
| IPG Investment Advisors LLC | 1,831 | $296.3K | 0.04% | +1,831 | New |
| Snowden Capital Advisors LLC | 1,828 | $295.9K | 0.01% | +1,828 | New |
| First Horizon Corp | 1,808 | $292.6K | 0.01% | −163−8.3% | Reduced |
| SkyView Investment Advisors, LLC | 1,750 | $283.0K | 0.22% | +1,750 | New |
| Venturi Wealth Management, LLC | 1,700 | $275.1K | 0.01% | +1,700 | New |
| Benjamin Edwards Inc | 1,699 | $275.0K | 0.00% | +1,699 | New |
| Meeder Advisory Services, Inc. | 1,652 | $267.4K | 0.01% | +1,652 | New |
| Sax Wealth Advisors, LLC | 3,295 | $253.4K | 0.01% | +2+0.1% | Added |
| Sowell Financial Services LLC | 1,554 | $251.5K | 0.01% | +1,554 | New |
| nVerses Capital, LLC | 1,544 | $249.9K | 0.38% | +1,544 | New |
| Ritholtz Wealth Management | 1,534 | $248.3K | 0.00% | +1,534 | New |
| Summitry LLC | 1,528 | $247.3K | 0.01% | +1,528 | New |
| Quantessence Capital LLC | 1,528 | $247.3K | 0.73% | +1,528 | New |
| West Tower Group, LLC | 1,500 | $242.8K | 0.68% | +1,500 | New |
| United Capital Financial Advisers, LLC | 1,472 | $238.2K | 0.00% | +1,472 | New |
| Rafferty Asset Management, LLC | 1,467 | $237.4K | 0.00% | +1,467 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,464 | $236.9K | 0.00% | −199−12.0% | Reduced |
| Abundance Wealth Counselors | 1,454 | $235.3K | 0.02% | +1,454 | New |
| Dorsey & Whitney Trust CO LLC | 1,440 | $233.1K | 0.01% | +1,440 | New |
| Fuller & Thaler Asset Management, Inc. | 1,437 | $232.5K | 0.00% | +1,437 | New |
| TCG Advisory Services, LLC | 1,406 | $227.6K | 0.00% | +1,406 | New |
| Daiwa Securities Group Inc. | 1,395 | $225.8K | 0.00% | +200+16.7% | Added |
| Hantz Financial Services, Inc. | 1,380 | $223.0K | 0.00% | +369+36.5% | Added |
| Callan Family Office, LLC | 1,373 | $222.2K | 0.00% | +1,373 | New |
| SeaCrest Wealth Management, LLC | 1,350 | $218.5K | 0.02% | +1,350 | New |
| Sage Rhino Capital LLC | 1,330 | $215.3K | 0.04% | −1,547−53.8% | Reduced |
| Oarsman Capital, Inc. | 1,324 | $214.3K | 0.02% | +1,324 | New |
| Oppenheimer & Co Inc | 1,290 | $208.8K | 0.00% | −4,503−77.7% | Reduced |
| Everhart Financial Group, Inc. | 1,247 | $201.8K | 0.01% | +1,247 | New |
| Umb Bank N A | 1,172 | $189.7K | 0.00% | +695+145.7% | Added |
| State of Wyoming | 1,053 | $170.4K | 0.02% | +615+140.4% | Added |
| Harbour Investments, Inc. | 859 | $139.0K | 0.00% | −39−4.3% | Reduced |
| Advisors Asset Management, Inc. | 857 | $138.7K | 0.00% | +559+187.6% | Added |
| Hollencrest Capital Management | 850 | $137.6K | 0.01% | +850 | New |
| Versant Capital Management, Inc | 792 | $128.2K | 0.01% | −1−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 784 | $126.9K | 0.01% | +784 | New |
| SRS Capital Advisors, Inc. | 775 | $125.4K | 0.00% | +743+2,321.9% | Added |
| Kemnay Advisory Services Inc. | 768 | $124.3K | 0.02% | −958−55.5% | Reduced |
| Huntington National Bank | 765 | $123.8K | 0.00% | +9+1.2% | Added |
| IFP Advisors, Inc | 716 | $115.9K | 0.00% | −2−0.3% | Reduced |
| Smartleaf Asset Management LLC | 709 | $110.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $100.7K | 0.00% | +129+26.2% | Added |
| Parallel Advisors, LLC | 620 | $100.3K | 0.00% | +339+120.6% | Added |
| Pilgrim Partners Asia Pte Ltd | 600 | $97.1K | 0.04% | −500−45.5% | Reduced |
| V-Square Quantitative Management LLC | 591 | $95.7K | 0.01% | +591 | New |
| SBI Securities Co., Ltd. | 524 | $84.8K | 0.00% | +385+277.0% | Added |
| Elequin Capital LP | 493 | $79.8K | 0.00% | +481+4,008.3% | Added |
| Forum Finance Group S.A. | 550 | $72.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 431 | $70.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 398 | $62.2K | 0.00% | −31−7.2% | Reduced |
| Signaturefd, LLC | 382 | $61.8K | 0.00% | +8+2.1% | Added |
| Allworth Financial LP | 338 | $54.7K | 0.00% | +18+5.6% | Added |
| Allied Private Wealth LLC | 400 | $51.5K | 0.03% | +400 | New |
| Ares Financial Consulting, LLC | 313 | $50.7K | 0.04% | 00.0% | Unchanged |
| USA Financial Formulas | 309 | $50.0K | 0.01% | +309 | New |
| LRI Investments, LLC | 305 | $49.4K | 0.00% | +305 | New |
| Bare Financial Services, Inc | 266 | $43.1K | 0.01% | +80+43.0% | Added |
| Parkside Financial Bank & Trust | 252 | $40.8K | 0.00% | −193−43.4% | Reduced |