MTSI · NASDAQ · Semiconductors

MACOM Technology Solutions (MTSI)

Builds RF-to-lightwave semiconductors for industrial, defense, data center, and telecommunications systems.

$274.65
vs last close−5.04 (−1.80%)

13F · 13D/G · Form 4

Institutions≈ 94.99%72.54M shares
684 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders9.18%7.01M shares
14 holders · as of Sep 1, 2026
Adds to104.17%

76.37M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 104.17%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
FMR LLCInstitution
13.78%10.53Mas of Jun 30, 2026
BlackRock, Inc.Institution
12.46%9.51Mas of Jun 30, 2026
Susan Ocampo1,2Insider10 percent owner
8.91%6.80Mfiled May 5, 2026
Vanguard Portfolio Management LLCInstitution
4.72%3.61Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.01%3.06Mas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
3.73%2.85Mas of Jun 30, 2026
LMCG Investments, LLCInstitution
3.14%2.39Mfiled Feb 7, 2020
State Street CorpInstitution
2.96%2.26Mas of Jun 30, 2026
Invesco Ltd.Institution
2.81%2.15Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
2.78%2.13Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.85%1.41Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
1.58%1.21Mas of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
1.53%1.17Mas of Jun 30, 2026
Capital Research Global InvestorsInstitution
1.42%1.09Mas of Jun 30, 2026
Norges BankInstitution
1.31%996,731as of Jun 30, 2026
Whale Rock Capital Management LLCInstitution
1.29%988,785as of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
1.28%980,134as of Jun 30, 2026
Neuberger Berman Group LLCInstitution
1.08%826,969as of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.06%812,421as of Jun 30, 2026
Franklin Resources IncInstitution
1.05%798,891as of Jun 30, 2026
Qube Research & Technologies LtdInstitution
1.04%790,678as of Jun 30, 2026
Polar Capital Holdings PLCInstitution
0.98%750,517as of Jun 30, 2026
Jupiter Topco LLCInstitution
0.88%674,790as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.87%666,659as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.87%666,659as of Jun 30, 2026
  1. Susan Ocampo's transaction reports restate only vehicles that traded; the 2026 ownership statement (6.80M) is used instead.
  2. Susan Ocampo reports a block also reported by Vanguard Portfolio Management LLC; it is counted once, under Vanguard Portfolio Management LLC.

13F, as of Jun 30, 2026

684 holders · 72.54M shares · 190 new positions · 400 increased · 192 reduced · 45 closed

HolderShares% outstandingChg q/qFiled
FMR LLC10.53M13.78%−83.3KAug 13, 2026
BlackRock, Inc.9.51M12.46%+946.6KAug 7, 2026
Vanguard Portfolio Management LLC3.61M4.72%+18.2KAug 13, 2026
Vanguard Capital Management LLC3.06M4.01%+71.8KAug 13, 2026
T. Rowe Price Investment Management, Inc.2.85M3.73%−1.64MAug 14, 2026
State Street Corp2.26M2.96%+109.5KAug 7, 2026
Invesco Ltd.2.15M2.81%−1.52MAug 14, 2026
JPMorgan Chase & Co2.13M2.78%+109.5KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
FMR LLC14.10%10.62M13GMay 6, 2026
Susan M. Ocampo9.10%6.80M13GMay 5, 2026
BlackRock, Inc.9.10%6.74M13GOct 17, 2025
T. Rowe Price Investment Management, Inc.6.00%4.49M13GMay 15, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 28, 2026
Robert Dennehyofficer: Senior VP and COO
Sale252$275.2012,758
Aug 17, 2026
John Koberofficer: Senior VP and CFO
Sale · 8 lots7,389$326.0833,583
Jun 25, 2026
Donghyun Thomas Hwangofficer: SVP, Global Sales
Sale · 12 lots2,620$383.8729,756
May 29, 2026
Stephen G. Dalydirector, officer: President and CEO
Sale · 19 lots15,828$365.7538,389
May 18, 2026
Donghyun Thomas Hwangofficer: SVP, Global Sales
Sale · 11 lots2,595$360.6432,376
May 18, 2026
John Koberofficer: Senior VP and CFO
Sale · 13 lots7,644$359.2540,972
May 14, 2026
Peter Y. Chungdirector
Sale43,268$378.206,781
May 13, 2026
Charles R. Blanddirector
Sale800$380.0014,338
May 11, 2026
Geoffrey G. Ribardirector
Sale1,623$361.8412,563
Apr 30, 2026
Donghyun Thomas Hwangofficer: SVP, Global Sales
Sale · 9 lots3,718$276.7434,886

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Gilbert Cisneros · CA31Sale$1,001 – $15,000Jul 16, 2026Sep 7, 2026
Rep. Gilbert Ray Cisneros · CA31Sale (Partial)$1,001 – $15,000Jul 16, 2026Sep 7, 2026
Rep. Gilbert Ray Cisneros · CA31Sale (Partial)$1,001 – $15,000Jul 15, 2026Sep 7, 2026
Rep. Gilbert Cisneros · CA31Sale$1,001 – $15,000May 22, 2026Jun 9, 2026