SMTC Semtech Corporation

NASDAQ
$167.24

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 June 30, 2026.

Managers compared
618
filed both this quarter and last
Managers holding
567
+139 on the quarter
Buyers
346
190 opened new
Sellers
236
51 sold out entirely
Buyer share
59.5%
of managers who traded it
Breadth
+18.9
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
BlackRock, Inc. 9.7M 10.4%
VANGUARD PORTFOLIO MANAGEMENT LLC 5.3M 5.7%
VANGUARD CAPITAL MANAGEMENT LLC 4.2M 4.5%
AMERIPRISE FINANCIAL INC 3.5M 3.7%
STATE STREET CORP 3.4M 3.6%
JANE STREET GROUP, LLC 3.4M 3.6%
Capital Research Global Investors 3.0M 3.2%
GEODE CAPITAL MANAGEMENT, LLC 2.3M 2.4%
Hood River Capital Management LLC 2.3M 2.4%
MORGAN STANLEY 2.0M 2.1%
WELLINGTON MANAGEMENT GROUP LLP 1.9M 2.0%
BANK OF AMERICA CORP /DE/ 1.9M 2.0%
ALLIANCEBERNSTEIN L.P. 1.6M 1.7%
PRICE T ROWE ASSOCIATES INC /MD/ 1.3M 1.4%
NORGES BANK 1.2M 1.3%
UBS Group AG 1.2M 1.2%
MILLENNIUM MANAGEMENT LLC 1.1M 1.2%
WESTFIELD CAPITAL MANAGEMENT CO LP 1.1M 1.2%
DISCIPLINED GROWTH INVESTORS INC /MN 955.0K 1.0%
TREMBLANT CAPITAL GROUP 887.3K 0.9%
NORTHERN TRUST CORP 852.2K 0.9%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 851.9K 0.9%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 842.1K 0.9%
JPMORGAN CHASE & CO 833.7K 0.9%
TWO SIGMA INVESTMENTS, LP 820.9K 0.9%

Largest changes

Manager Action Previous Current Change
BlackRock, Inc. Reduced 14.2M 9.7M -4.5M
AMERIPRISE FINANCIAL INC Reduced 7.5M 3.5M -4.0M
JANE STREET GROUP, LLC Increased 772.8K 3.4M +2.6M
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced 6.9M 5.3M -1.6M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. Reduced 2.2M 700.1K -1.5M
DISCIPLINED GROWTH INVESTORS INC /MN Reduced 2.2M 955.0K -1.3M
Capital Research Global Investors Reduced 4.2M 3.0M -1.2M
PRICE T ROWE ASSOCIATES INC /MD/ Increased 202.9K 1.3M +1.1M
TREMBLANT CAPITAL GROUP New 0 887.3K +887.3K
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND New 0 851.9K +851.9K
MARSHALL WACE, LLP Reduced 869.1K 42.5K -826.5K
MILLENNIUM MANAGEMENT LLC Reduced 2.0M 1.1M -824.1K
ALLIANCEBERNSTEIN L.P. Reduced 2.4M 1.6M -799.3K
Artisan Partners Limited Partnership Reduced 1.6M 763.9K -794.1K
TWO SIGMA INVESTMENTS, LP Increased 48.9K 820.9K +772.0K
BANK OF AMERICA CORP /DE/ Increased 1.1M 1.9M +716.5K
HRT FINANCIAL LP New 0 686.4K +686.4K
Point72 Asset Management, L.P. New 0 681.9K +681.9K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Increased 169.7K 842.1K +672.4K
STATE STREET CORP Reduced 4.1M 3.4M -670.2K
SG Americas Securities, LLC Increased 125.6K 787.7K +662.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Increased 50.0K 689.3K +639.4K
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ New 0 596.0K +596.0K
NEUBERGER BERMAN GROUP LLC Reduced 1.1M 541.3K -582.7K
MORGAN STANLEY Increased 1.4M 2.0M +554.2K
BNP PARIBAS FINANCIAL MARKETS Increased 59.4K 548.8K +489.4K
WELLINGTON MANAGEMENT GROUP LLP Reduced 2.4M 1.9M -468.7K
Granahan Investment Management, LLC Sold Out 370.6K 0 -370.6K
PALISADE CAPITAL MANAGEMENT, LP Reduced 481.0K 118.0K -363.0K
SORA INVESTORS LLC Sold Out 344.0K 0 -344.0K
Qube Research & Technologies Ltd Increased 21.0K 353.5K +332.5K
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced 731.2K 404.1K -327.1K
CITADEL ADVISORS LLC Reduced 1.1M 783.3K -322.2K
LOOMIS SAYLES & CO L P New 0 312.5K +312.5K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced 996.7K 684.3K -312.4K
LMR Partners LLP Reduced 329.1K 32.0K -297.1K
Clearline Capital LP Reduced 383.2K 93.3K -289.9K
GEODE CAPITAL MANAGEMENT, LLC Reduced 2.5M 2.3M -272.7K
D. E. Shaw & Co., Inc. New 0 272.4K +272.4K
UBS Group AG Increased 891.7K 1.2M +262.4K
Alta Park Capital, LP New 0 257.9K +257.9K
Dorsal Capital Management, LP Reduced 800.0K 550.0K -250.0K
CANADA PENSION PLAN INVESTMENT BOARD New 0 242.9K +242.9K
PRINCIPAL FINANCIAL GROUP INC Reduced 452.6K 210.4K -242.1K
LOS ANGELES CAPITAL MANAGEMENT LLC Increased 44.6K 271.1K +226.5K
VOYA INVESTMENT MANAGEMENT LLC Increased 28.4K 254.3K +225.9K
Think Investments LP Sold Out 217.2K 0 -217.2K
ARDSLEY ADVISORY PARTNERS LP Reduced 258.8K 45.0K -213.8K
Driehaus Capital Management LLC Reduced 628.5K 419.6K -208.8K
RENAISSANCE TECHNOLOGIES LLC New 0 207.1K +207.1K
Quadrature Capital Ltd New 0 204.5K +204.5K
Nuveen, LLC Reduced 771.1K 570.5K -200.6K
DigitalBridge Group, Inc. Reduced 561.1K 361.2K -199.9K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Increased 1.9K 193.6K +191.7K
WESTWOOD HOLDINGS GROUP INC New 0 187.8K +187.8K
FRANKLIN RESOURCES INC Increased 352.9K 533.8K +180.9K
GOLDMAN SACHS GROUP INC Reduced 900.9K 720.6K -180.3K
Squarepoint Ops LLC Increased 478.6K 658.5K +179.9K
Walleye Capital LLC Increased 45.7K 222.6K +176.9K
SG Capital Management LLC New 0 176.0K +176.0K

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.