Who owns Semtech (SMTC)
Which tracked institutional funds hold SMTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMTC 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 SMTC is one-sided between 2026-Q1 and 2026-Q2: 332 added or opened and 80 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
SMTC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SMTC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SMTC 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 538 tracked filers holding SMTC, 336 increased or opened the position and 256 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 SMTC 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 103
- TREMBLANT CAPITAL GROUP$144M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$138M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$96M
- LOOMIS SAYLES & CO L P$51M
- Alta Park Capital, LP$42M
- CANADA PENSION PLAN INVESTMENT BOARD$39M
Full exits 48
- GW&K Investment Management, LLC$37M
- LORD, ABBETT & CO. LLC$34M
- Granahan Investment Management, LLC$28M
- SORA INVESTORS LLC$26M
- Think Investments LP$17M
- COOPER CREEK PARTNERS MANAGEMENT LLC$13M
Largest adds
- BlackRock, Inc.$589M
- JANE STREET GROUP, LLC$483M
- VANGUARD CAPITAL MANAGEMENT LLC$361M
- VANGUARD PORTFOLIO MANAGEMENT LLC$330M
- STATE STREET CORP$236M
- BANK OF AMERICA CORP /DE/$213M
Largest trims
- MARSHALL WACE, LLP$60M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58M
- ALLIANCEBERNSTEIN L.P.$54M
- LMR Partners LLP$20M
- PALISADE CAPITAL MANAGEMENT, LP$18M
- DISCIPLINED GROWTH INVESTORS INC /MN$15M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 9,749,439 | $1.6B | 12.0% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC trimmed | 5,500,000 | $24M | 0.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 5,328,594 | $862M | 6.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,199,493 | $680M | 5.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,450,916 | $559M | 4.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 3,389,044 | $548M | 4.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 3,351,040 | $542M | 4.1% | 2026-Q2 |
| Capital Research Global Investors trimmed | 2,954,432 | $478M | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,253,786 | $367M | 2.8% | 2026-Q2 |
| Hood River Capital Management LLC trimmed | 2,250,382 | $364M | 2.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,970,198 | $319M | 2.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,915,766 | $310M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,859,782 | $301M | 2.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,567,024 | $120M | 0.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,347,957 | $218M | 1.7% | 2026-Q2 |
| NORGES BANK added | 1,247,833 | $202M | 1.5% | 2026-Q2 |
| UBS Group AG added | 1,154,041 | $187M | 1.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,141,594 | $185M | 1.4% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 1,133,268 | $183M | 1.4% | 2026-Q2 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 955,033 | $155M | 1.2% | 2026-Q2 |
| TREMBLANT CAPITAL GROUP new | 887,268 | $144M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 852,181 | $138M | 1.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 851,858 | $138M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 842,125 | $136M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 833,668 | $131M | 1.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 820,898 | $133M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 783,346 | $127M | 1.0% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 763,924 | $124M | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 759,755 | $123M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 720,565 | $117M | 0.9% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 700,128 | $113M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 689,330 | $112M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 684,276 | $111M | 0.8% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 681,875 | $110M | 0.8% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 667,291 | $108M | 0.8% | 2026-Q2 |
| Squarepoint Ops LLC added | 658,535 | $107M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 602,140 | $97M | 0.7% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 596,020 | $96M | 0.7% | 2026-Q2 |
| Nuveen, LLC trimmed | 570,498 | $92M | 0.7% | 2026-Q2 |
| Capital International Investors added | 552,366 | $89M | 0.7% | 2026-Q2 |
| Atreides Management, LP added | 551,214 | $89M | 0.7% | 2026-Q2 |
| Dorsal Capital Management, LP trimmed | 550,000 | $89M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 548,769 | $89M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 542,011 | $88M | 0.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 541,321 | $87M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 533,810 | $86M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 464,868 | $75M | 0.6% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 419,633 | $68M | 0.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 404,060 | $63M | 0.5% | 2026-Q2 |
| EMERALD ADVISERS, LLC trimmed | 393,030 | $64M | 0.5% | 2026-Q2 |
| DigitalBridge Group, Inc. trimmed | 361,212 | $58M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 355,275 | $57M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 353,452 | $57M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 353,076 | $57M | 0.4% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 349,688 | $57M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 329,536 | $53M | 0.4% | 2026-Q2 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 328,140 | $53M | 0.4% | 2026-Q2 |
| LOOMIS SAYLES & CO L P new | 312,528 | $51M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 301,807 | $44M | 0.3% | 2026-Q2 |
| Portolan Capital Management, LLC trimmed | 294,619 | $48M | 0.4% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 287,075 | $46M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 272,363 | $44M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 271,083 | $44M | 0.3% | 2026-Q2 |
| Alta Park Capital, LP trimmed | 257,938 | $42M | 0.3% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 257,359 | $42M | 0.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 254,289 | $41M | 0.3% | 2026-Q2 |
| Broad Bay Capital Management, LP trimmed | 248,700 | $40M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 244,637 | $40M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 242,900 | $39M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 232,314 | $38M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 226,032 | $37M | 0.3% | 2026-Q2 |
| Walleye Capital LLC added | 222,602 | $36M | 0.3% | 2026-Q2 |
| Park West Asset Management LLC trimmed | 221,162 | $36M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 217,629 | $35M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 217,297 | $35M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 210,405 | $34M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 207,116 | $34M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd new | 204,514 | $33M | 0.3% | 2026-Q2 |
| E20 Capital Ltd trimmed | 200,167 | $32M | 0.2% | 2026-Q2 |
| Fiera Capital Corp trimmed | 194,296 | $31M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 193,626 | $31M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 191,186 | $31M | 0.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC new | 187,778 | $30M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 186,500 | $30M | 0.2% | 2026-Q2 |
| FMR LLC added | 182,797 | $30M | 0.2% | 2026-Q2 |
| SG Capital Management LLC added | 176,004 | $28M | 0.2% | 2026-Q2 |
| Walleye Trading LLC added | 165,173 | $27M | 0.2% | 2026-Q2 |
| Andar Capital Management HK Ltd trimmed | 162,000 | $26M | 0.2% | 2026-Q2 |
| ING GROEP NV new | 161,400 | $26M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 160,691 | $26M | 0.2% | 2026-Q2 |
| Capital World Investors trimmed | 158,165 | $26M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 154,436 | $25M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 153,125 | $25M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 146,923 | $24M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 140,429 | $23M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 127,837 | $21M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 127,494 | $21M | 0.2% | 2026-Q2 |
| GF FUND MANAGEMENT CO. LTD. new | 127,000 | $21M | 0.2% | 2026-Q2 |
| Weiss Asset Management LP new | 125,430 | $20M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 120,327 | $19M | 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.