| 5.2M |
| $836.6M |
| +402.8% |
| 5.549% |
| 0.07% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | $679.7M | +1.3% | 4.508% | 0.01% |
| 5 | AMERIPRISE FINANCIAL INC | 3.5M | $559.0M | -53.7% | 3.705% | 0.11% |
| 6 | STATE STREET CORP | 3.4M | $548.4M | -16.5% | 3.638% | 0.01% |
| 7 | Capital Research Global Investors | 3.0M | $478.2M | -28.8% | 3.172% | 0.07% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $366.6M | -10.8% | 2.420% | 0.02% |
| 9 | Hood River Capital Management LLC | 2.3M | $364.2M | -1.6% | 2.416% | 2.64% |
| 10 | CITADEL ADVISORS LLC | 2.0M | $322.8M | +21.9% | 2.141% | 0.02% |
| 11 | MORGAN STANLEY | 2.0M | $318.9M | +39.1% | 2.115% | 0.02% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 1.9M | $310.1M | -19.7% | 2.057% | 0.05% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.9M | $303.8M | +344.5% | 2.015% | 0.02% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.9M | $301.0M | +62.7% | 1.996% | 0.02% |
| 15 | NORGES BANK | 1.2M | $202.0M | — | 1.340% | 0.02% |
| 16 | UBS Group AG | 1.2M | $186.8M | +29.4% | 1.239% | 0.02% |
| 17 | MILLENNIUM MANAGEMENT LLC | 1.1M | $186.0M | -41.7% | 1.234% | 0.07% |
| 18 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.1M | $183.4M | -11.5% | 1.217% | 0.60% |
| 19 | DISCIPLINED GROWTH INVESTORS INC /MN | 955K | $154.6M | -56.7% | 1.025% | 2.62% |
| 20 | TREMBLANT CAPITAL GROUP | 887K | $143.6M | — | 0.953% | 4.12% |
| 21 | NORTHERN TRUST CORP | 852K | $137.9M | -14.2% | 0.915% | 0.02% |
| 22 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 852K | $137.9M | — | 0.915% | 0.19% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 842K | $136.3M | +396.3% | 0.904% | 0.02% |
| 24 | TWO SIGMA INVESTMENTS, LP | 838K | $135.7M | +1613.8% | 0.900% | 0.10% |
| 25 | WELLS FARGO & COMPANY/MN | 809K | $131.0M | +388.2% | 0.869% | 0.02% |
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 SMTC — a direct measure of their conviction.
| 113.91% |
| 12.31 pp |
| $3.33B |
| 42% |
| Q4 2024 | 342 | +28% | 126.22% | +13.87 pp | $5.75B | +52% |
| Q3 2024 | 268 | — | 112.35% | — | $3.78B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
182 institutions opened new positions in SMTC during Q2 2026, while 49 fully exited. 335 added to existing positions and 48 trimmed.
SMTC institutional ownership fell by 3.10 percentage points quarter-over-quarter, with a net change of +135 holders.
The top 10 institutions account for 43.3% of all reported 13F value in SMTC, and the top 25 account for 62.8%.
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