Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MTSI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 10.6M | $2.36B | +63.7% | 13.907% | 0.13% |
| 2 | BlackRock, Inc. | 8.6M | $1.90B | +13.8% | 11.228% | 0.03% |
| 3 | Invesco Ltd. | 3.7M | $815.8M | +7.3% | 4.815% | 0.12% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $796.6M | — | 4.702% | 0.04% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $664.6M | — | 3.923% | 0.02% |
| 6 | STATE STREET CORP | 2.2M | $478.1M | +1.6% | 2.822% | 0.02% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 1.5M | $343.8M | +52.4% | 2.029% | 0.06% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $302.0M | +7.3% | 1.782% | 0.02% |
| 9 | Capital Research Global Investors | 1.2M | $271.5M | -8.5% | 1.603% | 0.04% |
| 10 | Whale Rock Capital Management LLC | 1.2M | $260.9M | +50.0% | 1.540% | 3.37% |
| 11 | Artisan Partners Limited Partnership | 1.0M | $232.5M | -16.0% | 1.372% | 0.38% |
| 12 | Polar Capital Holdings Plc | 931K | $206.7M | — | 1.220% | 0.73% |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 828K | $184.0M | +77.1% | 1.086% | 0.06% |
| 14 | UBS Group AG | 809K | $179.7M | -11.0% | 1.061% | 0.03% |
| 15 | Neuberger Berman Group LLC | 789K | $175.0M | +18.5% | 1.034% | 0.13% |
| 16 | JANUS HENDERSON GROUP PLC | 784K | $174.1M | +15.5% | 1.028% | 0.09% |
| 17 | BARCLAYS PLC | 735K | $163.1M | +27.9% | 0.963% | 0.07% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 661K | $146.8M | +3.0% | 0.866% | 0.02% |
| 19 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 635K | $141.0M | -14.8% | 0.832% | 0.24% |
| 20 | ALLIANCEBERNSTEIN L.P. | 789K | $135.1M | -25.8% | 1.034% | 0.04% |
| 21 | RAYMOND JAMES FINANCIAL INC | 590K | $127.0M | -2.0% | 0.774% | 0.04% |
| 22 | MORGAN STANLEY | 555K | $123.3M | -26.8% | 0.728% | 0.01% |
| 23 | NORTHERN TRUST CORP | 533K | $118.3M | +4.5% | 0.698% | 0.02% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 529K | $117.5M | -44.1% | 0.694% | 0.02% |
| 25 | Stephens Investment Management Group LLC | 516K | $114.5M | -4.7% | 0.676% | 1.57% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MTSI — a direct measure of their conviction.
Filings activity in MTSI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 502 | +10% | 48.67% | +12.16 pp | $14.10B | +33% |
| Q4 2025 | 456 | +11% | 36.51% | +10.49 pp | $10.58B | +40% |
| Q3 2025 | 412 | 0.2% | 26.02% | 2.98 pp | $7.54B | 10% |
| Q2 2025 | 413 | +10% | 29.00% | +9.56 pp | $8.40B | +49% |
| Q1 2025 | 375 | 0.5% | 19.44% | 5.40 pp | $5.64B | 22% |
| Q4 2024 | 377 | +16% | 24.84% | +4.17 pp | $7.20B | +20% |
| Q3 2024 | 326 | 4.4% | 20.67% | 9.67 pp | $5.99B | 32% |
| Q2 2024 | 341 | — | 30.34% | — | $8.79B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MTSI stock.
Based on Q1 2026 13F filings, institutional ownership of MACOM Technology Solutions Holdings, Inc. stands at 48.7%, held across 502 reporting institutions.
FMR LLC is the largest reported institutional holder of MTSI, with approximately 10,610,440 shares worth $2.36B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of MTSI.
Our composite Smart Money Score for MTSI is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
102 institutions opened new positions in MTSI during Q1 2026, while 56 fully exited. 320 added to existing positions and 77 trimmed.
MTSI institutional ownership rose by 12.16 percentage points quarter-over-quarter, with a net change of +46 holders.
The top 10 institutions account for 58.1% of all reported 13F value in MTSI, and the top 25 account for 74.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.