Who owns MACOM Technology Solutions Holdings (MTSI)
Which tracked institutional funds hold MTSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MTSI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MTSI is one-sided between 2026-Q1 and 2026-Q2: 338 added or opened and 86 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MTSI’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MTSI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 617 tracked filers holding MTSI, 378 increased or opened the position and 252 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MTSI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 77
- Qube Research & Technologies Ltd$301M
- Jupiter Topco LLC$257M
- Clearbridge Investments, LLC$168M
- Evergreen Quality Fund GP, Ltd.$151M
- Allspring Global Investments Holdings, LLC$127M
- CIBC Bancorp USA Inc.$44M
Full exits 47
- T. Rowe Price Investment Management, Inc.$996M
- GW&K Investment Management, LLC$186M
- JANUS HENDERSON GROUP PLC$174M
- BESSEMER GROUP INC$118M
- LORD, ABBETT & CO. LLC$56M
- Amundi$42M
Largest adds
- BlackRock, Inc.$1.9B
- FMR LLC$1.7B
- VANGUARD PORTFOLIO MANAGEMENT LLC$575M
- VANGUARD CAPITAL MANAGEMENT LLC$501M
- STATE STREET CORP$382M
- JPMORGAN CHASE & CO$371M
Largest trims
- CITADEL ADVISORS LLC$115M
- UBS Group AG$31M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$24M
- KENNEDY CAPITAL MANAGEMENT LLC$23M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$13M
- LMR Partners LLP$13M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 10,527,144 | $4.0B | 16.4% | 2026-Q2 |
| BlackRock, Inc. added | 9,512,899 | $3.6B | 14.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,605,324 | $1.4B | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,064,683 | $1.2B | 4.8% | 2026-Q2 |
| STATE STREET CORP added | 2,262,242 | $860M | 3.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 2,149,581 | $818M | 3.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,125,091 | $793M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,409,741 | $536M | 2.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,205,711 | $459M | 1.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,166,242 | $444M | 1.8% | 2026-Q2 |
| Capital Research Global Investors trimmed | 1,086,149 | $413M | 1.7% | 2026-Q2 |
| NORGES BANK added | 996,731 | $379M | 1.6% | 2026-Q2 |
| Whale Rock Capital Management LLC trimmed | 988,785 | $376M | 1.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 980,134 | $373M | 1.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 826,969 | $314M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 812,421 | $309M | 1.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 798,891 | $304M | 1.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 790,678 | $301M | 1.2% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 750,517 | $285M | 1.2% | 2026-Q2 |
| Jupiter Topco LLC new | 674,790 | $257M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 666,659 | $254M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 651,293 | $248M | 1.0% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 632,776 | $241M | 1.0% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 627,850 | $239M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 627,804 | $239M | 1.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 569,511 | $126M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 558,716 | $213M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 537,879 | $205M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 534,564 | $203M | 0.8% | 2026-Q2 |
| BARCLAYS PLC trimmed | 467,343 | $178M | 0.7% | 2026-Q2 |
| Clearbridge Investments, LLC new | 441,217 | $168M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 430,400 | $164M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 426,467 | $162M | 0.7% | 2026-Q2 |
| CITIGROUP INC trimmed | 410,179 | $156M | 0.6% | 2026-Q2 |
| Evergreen Quality Fund GP, Ltd. new | 396,600 | $151M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 389,948 | $148M | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 380,490 | $145M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 362,727 | $138M | 0.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 362,062 | $127M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 334,965 | $127M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 321,342 | $122M | 0.5% | 2026-Q2 |
| Stephens Investment Management Group LLC trimmed | 316,408 | $120M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 311,380 | $118M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 307,227 | $117M | 0.5% | 2026-Q2 |
| Analog Century Management LP trimmed | 296,293 | $113M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 286,462 | $109M | 0.4% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 269,632 | $103M | 0.4% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 261,585 | $99M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 260,418 | $99M | 0.4% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 252,722 | $96M | 0.4% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 251,107 | $96M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 249,291 | $95M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 234,075 | $88M | 0.4% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 216,179 | $82M | 0.3% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 206,610 | $79M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 188,986 | $72M | 0.3% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ trimmed | 179,356 | $68M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 177,460 | $68M | 0.3% | 2026-Q2 |
| TD Asset Management Inc trimmed | 177,214 | $67M | 0.3% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 175,952 | $67M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 171,614 | $65M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 169,307 | $63M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 165,735 | $63M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 153,601 | $58M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 145,252 | $55M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 143,179 | $54M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 137,233 | $52M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 136,750 | $52M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 136,576 | $52M | 0.2% | 2026-Q2 |
| Fiera Capital Corp trimmed | 128,519 | $49M | 0.2% | 2026-Q2 |
| Silverberg Bernstein Capital Management LLC trimmed | 119,700 | $46M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. new | 114,823 | $44M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 111,642 | $42M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 110,933 | $42M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 108,885 | $41M | 0.2% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 102,830 | $39M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 101,677 | $39M | 0.2% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 100,486 | $38M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 100,439 | $38M | 0.2% | 2026-Q2 |
| Panview Capital Ltd new | 97,984 | $37M | 0.2% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 97,958 | $37M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 97,263 | $37M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 95,585 | $36M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 95,152 | $36M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 92,346 | $35M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 80,844 | $31M | 0.1% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 80,057 | $30M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 78,410 | $30M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 72,020 | $27M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 67,457 | $26M | 0.1% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 67,363 | $26M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 65,205 | $25M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 64,944 | $25M | 0.1% | 2026-Q2 |
| NEXT CENTURY GROWTH INVESTORS LLC trimmed | 63,773 | $24M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 62,500 | $24M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 61,932 | $24M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 60,937 | $23M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 56,643 | $22M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 56,469 | $21M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 52,965 | $20M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.