SMTC Semtech Corporation

NASDAQ
$103.21

Semtech Corporation (SMTC) Institutional Ownership

What the institutions did with SMTC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
259
filed both this quarter and last
Managers holding
241
+45 on the quarter
Buyers
142
63 opened new
Sellers
87
18 sold out entirely
Buyer share
62.0%
of managers who traded it
Breadth
+24.0
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
GEODE CAPITAL MANAGEMENT, LLC 2.2M 23.5%
CITIGROUP INC 967.0K 10.2%
Assenagon Asset Management S.A. 546.4K 5.8%
WT Asset Management Ltd 539.2K 5.7%
Bank of New York Mellon Corp 533.8K 5.6%
Allspring Global Investments Holdings, LLC 359.8K 3.8%
Russell Investments Group, Ltd. 280.4K 3.0%
Munich Reinsurance Co Stock Corp in Munich 254.9K 2.7%
PRINCIPAL FINANCIAL GROUP INC 212.5K 2.2%
DEUTSCHE BANK AG\ 212.5K 2.2%
Fiera Capital Corp 198.3K 2.1%
NATIXIS 195.4K 2.1%
DIMENSIONAL FUND ADVISORS LP 181.2K 1.9%
Andar Capital Management HK Ltd 146.0K 1.5%
BARCLAYS PLC 132.3K 1.4%
Retirement Systems of Alabama 123.4K 1.3%
Candriam S.C.A. 109.2K 1.2%
Amundi 99.3K 1.0%
KORNITZER CAPITAL MANAGEMENT INC /KS 98.4K 1.0%
Jefferies Financial Group Inc. 91.3K 1.0%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 80.8K 0.9%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 75.0K 0.8%
TimesSquare Capital Management, LLC 74.8K 0.8%
Swedbank AB 67.6K 0.7%
LPL Financial LLC 65.5K 0.7%

Largest changes

Manager Action Previous Current Change
CITIGROUP INC Increased 353.1K 967.0K +614.0K
WT Asset Management Ltd New 0 539.2K +539.2K
Munich Reinsurance Co Stock Corp in Munich New 0 254.9K +254.9K
NATIXIS New 0 195.4K +195.4K
DIMENSIONAL FUND ADVISORS LP Reduced 355.3K 181.2K -174.0K
DEUTSCHE BANK AG\ Increased 59.5K 212.5K +153.0K
Assenagon Asset Management S.A. Reduced 699.4K 546.4K -153.0K
GF FUND MANAGEMENT CO. LTD. Sold Out 127.0K 0 -127.0K
SG Capital Management LLC Reduced 176.0K 63.4K -112.6K
BARCLAYS PLC Increased 36.7K 132.3K +95.5K
Russell Investments Group, Ltd. Increased 191.2K 280.4K +89.2K
Amundi Increased 16.5K 99.3K +82.8K
Jefferies Financial Group Inc. Increased 8.6K 91.3K +82.7K
GREAT LAKES ADVISORS, LLC Reduced 102.7K 37.0K -65.7K
Y-Intercept (Hong Kong) Ltd Reduced 63.0K 1.7K -61.3K
Allspring Global Investments Holdings, LLC Increased 301.8K 359.8K +58.0K
MACKENZIE FINANCIAL CORP Reduced 58.0K 8.5K -49.5K
IMC-Chicago, LLC New 0 45.2K +45.2K
TimesSquare Capital Management, LLC Increased 33.7K 74.8K +41.1K
GEODE CAPITAL MANAGEMENT, LLC Reduced 2.3M 2.2M -31.8K
Ariose Capital Management Ltd Sold Out 29.0K 0 -29.0K
NIA IMPACT ADVISORS, LLC New 0 24.6K +24.6K
Oak Thistle LLC New 0 23.7K +23.7K
Retirement Systems of Alabama Increased 101.5K 123.4K +21.9K
Knights of Columbus Asset Advisors LLC Sold Out 20.6K 0 -20.6K
iA Global Asset Management Inc. Reduced 69.9K 49.4K -20.5K
Summit Creek Advisors LLC Increased 21.8K 40.4K +18.6K
BLUE JEAN FINANCIAL LLC New 0 18.5K +18.5K
Andar Capital Management HK Ltd Reduced 162.0K 146.0K -16.0K
Caitong International Asset Management Co., Ltd Increased 5.9K 21.5K +15.6K
Swedbank AB Increased 52.2K 67.6K +15.4K
TEMA ETFS LLC Increased 99 15.2K +15.1K
KORNITZER CAPITAL MANAGEMENT INC /KS Reduced 111.4K 98.4K -13.0K
Candriam S.C.A. Increased 97.1K 109.2K +12.1K
Prescott Group Capital Management, L.L.C. Reduced 37.0K 25.0K -12.0K
Atria Investments, Inc Increased 6.5K 18.3K +11.8K
Katamaran Capital LLP Sold Out 11.6K 0 -11.6K
Maytree Asset Management Ltd New 0 11.2K +11.2K
OAK RIDGE INVESTMENTS LLC Reduced 46.1K 34.9K -11.2K
Artemis Wealth Advisors, LLC Sold Out 11.0K 0 -11.0K
Sterling Capital Management LLC Reduced 14.8K 4.3K -10.6K
Concurrent Investment Advisors, LLC New 0 10.2K +10.2K
Cambridge Investment Research Advisors, Inc. Reduced 20.8K 10.7K -10.1K
Illinois Municipal Retirement Fund Increased 16.8K 26.7K +9.8K
LPL Financial LLC Increased 55.7K 65.5K +9.8K
FIFTH THIRD BANCORP Increased 22.5K 32.2K +9.7K
PFG Advisors New 0 9.3K +9.3K
Maxi Investments CY Ltd Sold Out 9.1K 0 -9.1K
VIRGINIA RETIREMENT SYSTEMS ET Al Increased 21.2K 30.1K +8.9K
Bank of New York Mellon Corp Reduced 542.0K 533.8K -8.2K
STRS OHIO Reduced 31.2K 23.6K -7.6K
Mirae Asset Global Investments Co., Ltd. New 0 7.3K +7.3K
Capstone Capital Management Ltd Increased 3.2K 10.2K +7.0K
LECAP ASSET MANAGEMENT LTD New 0 6.9K +6.9K
Convergence Investment Partners, LLC Increased 47.5K 54.2K +6.8K
Machina Capital S.A.S. New 0 6.6K +6.6K
SIMPLEX TRADING, LLC Sold Out 6.6K 0 -6.6K
Lisanti Capital Growth, LLC Reduced 33.6K 27.2K -6.4K
Sigma Planning Corp New 0 6.3K +6.3K
Ethic Inc. Increased 2.7K 8.0K +5.2K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.