Semtech Corp
SMTC- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000088941
近 90 天，Semtech Corp 內部人申報 0 筆公開市場買進、15 筆賣出；2026 年第 2 季末有 578 家機構在 13F 申報持有，市值合計 $149.5 億；大師中只有Maverick 資本持有。
2025 年第 4 季 13F 持有人
Semtech Corp 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 402
- 較 2025 年第 3 季 +57 家
- 持有股數
- 1.02 億
- 較 2025 年第 3 季 −194.6 萬 (−1.9%)
- 總市值
- $75.4 億
- 較 2025 年第 3 季 +$1.07 億 (+1.4%)
- 新進機構
- 94
- 另有 151 家加碼
- 清倉機構
- 37
- 另有 121 家減碼
另有 5 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SMTC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 578 | $149.5 億 |
| 2026 年第 1 季 | 438 | $76.6 億 |
| 2025 年第 4 季 | 402 | $75.4 億 |
| 2025 年第 3 季 | 350 | $74.4 億 |
| 2025 年第 2 季 | 316 | $46.8 億 |
| 2025 年第 1 季 | 315 | $33.6 億 |
| 2024 年第 4 季 | 355 | $59.3 億 |
| 2024 年第 3 季 | 274 | $38.6 億 |
| 2024 年第 2 季 | 256 | $24.4 億 |
| 2024 年第 1 季 | 236 | $22.1 億 |
| 2023 年第 4 季 | 226 | $18.2 億 |
| 2023 年第 3 季 | 217 | $18.6 億 |
| 2023 年第 2 季 | 227 | $17.8 億 |
| 2023 年第 1 季 | 248 | $16.9 億 |
| 2022 年第 4 季 | 261 | $19.9 億 |
| 2022 年第 3 季 | 277 | $18.3 億 |
| 2022 年第 2 季 | 308 | $34.2 億 |
| 2022 年第 1 季 | 319 | $43.1 億 |
| 2021 年第 4 季 | 309 | $54.9 億 |
| 2021 年第 3 季 | 281 | $48.5 億 |
| 2021 年第 2 季 | 273 | $42.7 億 |
| 2021 年第 1 季 | 261 | $43.3 億 |
2025 年第 4 季持有機構
每家機構持有 Semtech Corp 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Horizon Corp | 1,971 | $14.5 萬 | 0.01% | +1,117+130.8% | 加碼 |
| Rockefeller Capital Management L.P. | 1,988 | $14.6 萬 | 0.00% | +823+70.6% | 加碼 |
| Jones Financial Companies LLLP | 2,078 | $15.3 萬 | 0.00% | +1,484+249.8% | 加碼 |
| Exchange Traded Concepts, LLC | 2,163 | $15.9 萬 | 0.00% | +2,163 | 新進 |
| Quadrant Capital Group LLC | 2,334 | $17.2 萬 | 0.01% | +66+2.9% | 加碼 |
| KBC Group NV | 2,433 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 2,482 | $18.8 萬 | 0.00% | −377−13.2% | 減碼 |
| Archer Investment Corp | 2,683 | $19.8 萬 | 0.04% | +182+7.3% | 加碼 |
| Valeo Financial Advisors, LLC | 2,729 | $20.1 萬 | 0.00% | +2,729 | 新進 |
| Sequoia Financial Advisors, LLC | 2,754 | $20.3 萬 | 0.00% | +2,754 | 新進 |
| Shelton Capital Management | 2,827 | $20.8 萬 | 0.00% | −286−9.2% | 減碼 |
| Teacher Retirement System of Texas | 2,864 | $21.1 萬 | 0.00% | −8,396−74.6% | 減碼 |
| CWM, LLC | 2,879 | $21.2 萬 | 0.00% | +116+4.2% | 加碼 |
| NBC Securities, Inc. | 2,941 | $21.7 萬 | 0.02% | −400−12.0% | 減碼 |
| MML Investors Services, LLC | 2,948 | $21.7 萬 | 0.00% | +2,948 | 新進 |
| CI Private Wealth, LLC | 2,993 | $22.1 萬 | 0.00% | +2,993 | 新進 |
| TRUE Private Wealth Advisors | 3,000 | $22.1 萬 | 0.02% | −1,000−25.0% | 減碼 |
| Hollencrest Capital Management | 3,001 | $22.1 萬 | 0.01% | +3,001 | 新進 |
| Tower Research Capital LLC (TRC) | 3,028 | $22.3 萬 | 0.01% | −231−7.1% | 減碼 |
| Round Rock Advisors, LLC | 3,036 | $22.4 萬 | 0.03% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 3,036 | $22.4 萬 | 0.00% | +636+26.5% | 加碼 |
| Quantum Private Wealth, LLC | 3,050 | $22.5 萬 | 0.07% | +3,050 | 新進 |
| Bridgefront Capital, LLC | 3,064 | $22.6 萬 | 0.06% | +3,064 | 新進 |
| Private Advisor Group, LLC | 3,092 | $22.8 萬 | 0.00% | −469−13.2% | 減碼 |
| Chicago Trust Co NA | 3,227 | $23.8 萬 | 0.04% | +249+8.4% | 加碼 |
| Sax Wealth Advisors, LLC | 3,293 | $24.3 萬 | 0.01% | +3,293 | 新進 |
| M&T Bank Corp | 3,332 | $24.6 萬 | 0.00% | +3,332 | 新進 |
| Abel Hall, LLC | 3,705 | $27.3 萬 | 0.06% | +3,705 | 新進 |
| Mangrove Partners | 3,724 | $27.4 萬 | 0.02% | +3,724 | 新進 |
| Global Retirement Partners, LLC | 3,792 | $27.9 萬 | 0.00% | +3,754+9,878.9% | 加碼 |
| Skopos Labs, Inc. | 3,745 | $28.4 萬 | 0.01% | +3,745 | 新進 |
| Everence Capital Management Inc | 3,970 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 4,033 | $29.7 萬 | 0.00% | 00.0% | 不變 |
| Inspire Advisors, LLC | 4,073 | $30.0 萬 | 0.03% | −1,529−27.3% | 減碼 |
| Oppenheimer & Co Inc | 4,102 | $30.2 萬 | 0.00% | +4,102 | 新進 |
| New Age Alpha Advisors, LLC | 4,208 | $31.0 萬 | 0.01% | +4,208 | 新進 |
| J. Goldman & Co LP | 4,226 | $31.1 萬 | 0.01% | −9,874−70.0% | 減碼 |
| CIBC Asset Management Inc | 4,388 | $32.3 萬 | 0.00% | +4,388 | 新進 |
| Stephens Inc | 4,410 | $32.5 萬 | 0.00% | +142+3.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,446 | $32.8 萬 | 0.00% | +63+1.4% | 加碼 |
| GAMMA Investing LLC | 4,644 | $34.2 萬 | 0.02% | +541+13.2% | 加碼 |
| Versor Investments LP | 4,691 | $34.6 萬 | 0.05% | −6,757−59.0% | 減碼 |
| Ensign Peak Advisors, Inc | 4,706 | $34.7 萬 | 0.00% | −10,900−69.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,812 | $35.5 萬 | 0.01% | −1,674−25.8% | 減碼 |
| Vident Advisory, LLC | 4,852 | $35.8 萬 | 0.00% | −1,237−20.3% | 減碼 |
| Commerce Bank | 4,947 | $36.5 萬 | 0.00% | −45−0.9% | 減碼 |
| Alpine Global Management, LLC | 5,000 | $36.8 萬 | 0.08% | +5,000 | 新進 |
| Journey Strategic Wealth LLC | 5,075 | $37.4 萬 | 0.01% | +10.0% | 加碼 |
| HighTower Advisors, LLC | 5,120 | $37.7 萬 | 0.00% | +1,164+29.4% | 加碼 |
| Commonwealth Equity Services, LLC | 5,381 | $39.7 萬 | 0.00% | −1,457−21.3% | 減碼 |
| JustInvest LLC | 5,515 | $40.6 萬 | 0.00% | +546+11.0% | 加碼 |
| Mackenzie Financial Corp | 5,528 | $41.5 萬 | 0.00% | −13−0.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,628 | $41.5 萬 | 0.04% | −1,011−15.2% | 減碼 |
| Bank of Montreal | 5,657 | $41.7 萬 | 0.00% | −158−2.7% | 減碼 |
| CIBC World Markets Corp | 5,771 | $42.5 萬 | 0.00% | +5,771 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 4,856 | $42.8 萬 | 0.00% | +705+17.0% | 加碼 |
| Mercer Global Advisors Inc | 5,828 | $42.9 萬 | 0.00% | −1,270−17.9% | 減碼 |
| Profund Advisors LLC | 5,907 | $43.5 萬 | 0.01% | +1,843+45.3% | 加碼 |
| AE Wealth Management LLC | 5,928 | $43.7 萬 | 0.00% | +1,213+25.7% | 加碼 |
| Evergreen Capital Management LLC | 5,945 | $43.8 萬 | 0.01% | +136+2.3% | 加碼 |
| Fiduciary Trust Co | 5,999 | $44.2 萬 | 0.01% | −111−1.8% | 減碼 |
| Principal Securities, Inc. | 6,336 | $46.7 萬 | 0.01% | −8−0.1% | 減碼 |
| Advisor Resource Council | 5,322 | $46.7 萬 | 0.17% | +5,322 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 6,347 | $46.8 萬 | 0.00% | +6,347 | 新進 |
| Nomura Holdings Inc | 6,437 | $47.4 萬 | 0.00% | +6,437 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 6,724 | $49.5 萬 | 0.00% | −1,459,670−99.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 6,859 | $50.5 萬 | 0.00% | +940+15.9% | 加碼 |
| Xponance, Inc. | 6,888 | $50.8 萬 | 0.00% | +24+0.3% | 加碼 |
| Caxton Associates LLP | 6,918 | $51.0 萬 | 0.01% | +6,918 | 新進 |
| EP Wealth Advisors, LLC | 6,974 | $51.4 萬 | 0.00% | +6,974 | 新進 |
| Fisher Asset Management, LLC | 7,001 | $51.6 萬 | 0.00% | −17,068−70.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,081 | $52.2 萬 | 0.02% | −207−2.8% | 減碼 |
| Graham Capital Management, L.P. | 7,096 | $52.3 萬 | 0.02% | +1,171+19.8% | 加碼 |
| Hancock Whitney Corp | 7,270 | $53.6 萬 | 0.01% | +368+5.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,670 | $56.5 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 7,673 | $56.5 萬 | 0.01% | +7,673 | 新進 |
| Keybank National Association | 7,696 | $56.7 萬 | 0.00% | +1,358+21.4% | 加碼 |
| CWM Advisors, LLC | 7,862 | $57.9 萬 | 0.05% | −913−10.4% | 減碼 |
| Cerity Partners LLC | 7,920 | $58.4 萬 | 0.00% | +7,920 | 新進 |
| Tairen Capital Ltd | 8,100 | $59.7 萬 | 0.06% | +8,100 | 新進 |
| Atria Investments LLC | 8,422 | $62.1 萬 | 0.01% | −1,521−15.3% | 減碼 |
| Advisor Group Holdings, Inc. | 8,623 | $63.5 萬 | 0.00% | +3,093+55.9% | 加碼 |
| Argos Wealth Advisors, LLC | 8,682 | $64.0 萬 | 0.19% | +8,682 | 新進 |
| Assetmark, Inc | 9,028 | $66.5 萬 | 0.00% | +8,419+1,382.4% | 加碼 |
| Diametric Capital, LP | 9,030 | $66.5 萬 | 0.18% | +827+10.1% | 加碼 |
| Truist Financial Corp | 9,225 | $68.0 萬 | 0.00% | −1,092−10.6% | 減碼 |
| Quantinno Capital Management LP | 9,369 | $69.0 萬 | 0.00% | +1,996+27.1% | 加碼 |
| Mutual of America Capital Management LLC | 9,918 | $73.1 萬 | 0.01% | +213+2.2% | 加碼 |
| Simplex Trading, LLC | 9,936 | $73.2 萬 | 0.02% | −2,337−19.0% | 減碼 |
| Diker Management LLC | 10,000 | $73.7 萬 | 0.57% | +10,000 | 新進 |
| Archford Capital Strategies, LLC | 10,071 | $74.2 萬 | 0.09% | −20,779−67.4% | 減碼 |
| Brinker Capital Investments, LLC | 10,074 | $74.2 萬 | 0.01% | +6,660+195.1% | 加碼 |
| Stifel Financial Corp | 10,343 | $76.2 萬 | 0.00% | +6,822+193.8% | 加碼 |
| Pathstone Holdings, LLC | 10,557 | $77.8 萬 | 0.00% | +711+7.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 10,653 | $78.5 萬 | 0.01% | −1,026−8.8% | 減碼 |
| Ares Systematic Credit Ltd | 10,841 | $79.9 萬 | 0.66% | +10,841 | 新進 |
| Canada Pension Plan Investment Board | 10,900 | $80.3 萬 | 0.00% | +10,900 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 11,066 | $81.5 萬 | 0.00% | +4,421+66.5% | 加碼 |
| Two Sigma Securities, LLC | 11,263 | $83.0 萬 | 0.11% | +11,263 | 新進 |
| Group One Trading, L.P. | 11,504 | $84.8 萬 | 0.03% | −17,585−60.5% | 減碼 |