Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NVTS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16.7M | $146.1M | +19.2% | 7.218% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 8.7M | $76.0M | — | 3.757% | 0.00% |
| 3 | STATE STREET CORP | 8.7M | $75.9M | +0.6% | 3.749% | 0.00% |
| 4 | Capricorn Investment Group LLC | 8.0M | $71.2M | 0.0% | 3.463% | 11.83% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.1M | $62.0M | -18.3% | 3.062% | 0.01% |
| 6 | CITADEL ADVISORS LLC | 5.3M | $46.8M | -10.7% | 2.312% | 0.02% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 5.1M | $44.6M | +15.1% | 2.203% | 0.00% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8M | $42.2M | — | 2.083% | 0.00% |
| 9 | Marex Group plc | 4.3M | $37.6M | +60.2% | 1.857% | 0.10% |
| 10 | GOLDMAN SACHS GROUP INC | 3.5M | $31.0M | +202.4% | 1.534% | 0.00% |
| 11 | Point72 Asset Management, L.P. | 3.5M | $30.4M | +75.6% | 1.502% | 0.04% |
| 12 | MORGAN STANLEY | 2.8M | $24.6M | +113.6% | 1.215% | 0.00% |
| 13 | UBS Group AG | 2.2M | $19.4M | -33.3% | 0.956% | 0.00% |
| 14 | Invesco Ltd. | 1.9M | $17.1M | -58.9% | 0.844% | 0.00% |
| 15 | Connor, Clark & Lunn Investment Management Ltd. | 1.8M | $15.9M | — | 0.788% | 0.04% |
| 16 | NORTHERN TRUST CORP | 1.7M | $14.9M | +20.9% | 0.734% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $14.4M | +5.4% | 0.711% | 0.00% |
| 18 | Schonfeld Strategic Advisors LLC | 1.3M | $11.8M | — | 0.583% | 0.09% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 1.3M | $11.4M | — | 0.562% | 0.00% |
| 20 | MILLENNIUM MANAGEMENT LLC | 1.3M | $11.3M | +802.4% | 0.559% | 0.01% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $10.6M | +0.1% | 0.524% | 0.00% |
| 22 | Walleye Trading LLC | 1.1M | $9.5M | +6.6% | 0.467% | 0.02% |
| 23 | FIRST TRUST ADVISORS LP | 943K | $8.3M | -12.5% | 0.408% | 0.01% |
| 24 | BANK OF AMERICA CORP /DE/ | 827K | $7.2M | +17.2% | 0.358% | 0.00% |
| 25 | Jump Financial, LLC | 780K | $6.8M | -5.6% | 0.338% | 0.10% |
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 NVTS — a direct measure of their conviction.
Filings activity in NVTS 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 | 290 | +10% | 18.13% | +2.16 pp | $979M | +14% |
| Q4 2025 | 263 | +17% | 15.97% | +2.86 pp | $862M | +22% |
| Q3 2025 | 224 | +5.2% | 13.11% | +2.79 pp | $708M | +27% |
| Q2 2025 | 213 | +30% | 10.32% | +7.67 pp | $557M | +290% |
| Q1 2025 | 164 | +6.5% | 2.65% | 2.32 pp | $143M | 47% |
| Q4 2024 | 154 | +17% | 4.97% | +1.50 pp | $268M | +43% |
| Q3 2024 | 132 | 8.3% | 3.47% | 2.47 pp | $187M | 42% |
| Q2 2024 | 144 | — | 5.94% | — | $321M | — |
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 NVTS stock.
Based on Q1 2026 13F filings, institutional ownership of Navitas Semiconductor Corporation stands at 18.1%, held across 290 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of NVTS, with approximately 16,657,948 shares worth $0.15B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of NVTS, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for NVTS is 78 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
74 institutions opened new positions in NVTS during Q1 2026, while 47 fully exited. 179 added to existing positions and 35 trimmed.
NVTS institutional ownership rose by 2.16 percentage points quarter-over-quarter, with a net change of +27 holders.
The top 10 institutions account for 64.7% of all reported 13F value in NVTS, and the top 25 account for 86.5%.
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.
Navitas Semiconductor Corporation (NVTS) Institutional Ownership