Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SMTC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.2M | $1.09B | +7.8% | 15.268% | 0.02% |
| 2 | AMERIPRISE FINANCIAL INC | 7.5M | $572.6M | -1.4% | 7.998% | 0.13% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.9M | $532.3M | β | 7.432% | 0.03% |
| 4 | Capital Research Global Investors | 4.2M | $319.3M | -7.8% | 4.457% | 0.05% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.1M | $318.7M | β | 4.450% | 0.01% |
| 6 | STATE STREET CORP | 4.1M | $312.1M | +5.5% | 4.358% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.5M | $194.3M | +20.4% | 2.712% | 0.01% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 2.4M | $183.3M | +1.9% | 2.560% | 0.03% |
| 9 | Hood River Capital Management LLC | 2.3M | $175.9M | +2.3% | 2.456% | 1.76% |
| 10 | ALLIANCEBERNSTEIN L.P. | 2.4M | $174.4M | -20.2% | 2.540% | 0.06% |
| 11 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.2M | $170.9M | -9.4% | 2.387% | 0.29% |
| 12 | DISCIPLINED GROWTH INVESTORS INC /MN | 2.2M | $169.7M | -21.2% | 2.369% | 3.47% |
| 13 | MILLENNIUM MANAGEMENT LLC | 2.0M | $151.6M | β | 2.116% | 0.10% |
| 14 | CITADEL ADVISORS LLC | 1.6M | $125.7M | β | 1.756% | 0.06% |
| 15 | Artisan Partners Limited Partnership | 1.6M | $119.8M | +215.6% | 1.673% | 0.19% |
| 16 | MORGAN STANLEY | 1.4M | $108.9M | +1.9% | 1.520% | 0.01% |
| 17 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.3M | $98.5M | -47.7% | 1.375% | 0.41% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.1M | $87.9M | +13.4% | 1.227% | 0.01% |
| 19 | Neuberger Berman Group LLC | 1.1M | $86.2M | +20.6% | 1.207% | 0.07% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 997K | $76.6M | +1.3% | 1.070% | 0.01% |
| 21 | NORTHERN TRUST CORP | 993K | $76.4M | +7.8% | 1.066% | 0.01% |
| 22 | GOLDMAN SACHS GROUP INC | 901K | $69.3M | +15.8% | 0.967% | 0.01% |
| 23 | UBS Group AG | 892K | $68.6M | +48.3% | 0.957% | 0.01% |
| 24 | MARSHALL WACE, LLP | 869K | $66.8M | +5083.5% | 0.933% | 0.07% |
| 25 | Dorsal Capital Management, LLC | 800K | $61.5M | β | 0.859% | 2.45% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SMTC β a direct measure of their conviction.
Filings activity in SMTC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SMTC position in Q1 2026
Institutions that fully closed their SMTC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 426 | +7.8% | 47.98% | +2.28 pp | $7.45B | +5.0% |
| Q4 2025 | 395 | +16% | 45.70% | 1.53 pp | $7.10B | 3.2% |
| Q3 2025 | 340 | +9.3% | 47.23% | +17.00 pp | $7.33B | +56% |
| Q2 2025 | 311 | +2.0% | 30.23% | +8.77 pp | $4.70B | +41% |
| Q1 2025 | 305 | 11% | 21.46% | 15.55 pp | $3.33B | 42% |
| Q4 2024 | 342 | +28% | 37.01% | +12.66 pp | $5.75B | +52% |
| Q3 2024 | 268 | +8.1% | 24.35% | +9.19 pp | $3.78B | +61% |
| Q2 2024 | 248 | β | 15.16% | β | $2.35B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SMTC stock.
Based on Q1 2026 13F filings, institutional ownership of Semtech Corporation stands at 48.0%, held across 426 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SMTC, with approximately 14,222,219 shares worth $1.09B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of SMTC, including MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for SMTC is 72 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
89 institutions opened new positions in SMTC during Q1 2026, while 58 fully exited. 239 added to existing positions and 97 trimmed.
SMTC institutional ownership rose by 2.28 percentage points quarter-over-quarter, with a net change of +31 holders.
The top 10 institutions account for 52.0% of all reported 13F value in SMTC, and the top 25 account for 72.7%.
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.
Semtech Corporation (SMTC) Institutional Ownership