SMTC · NASDAQ · Semiconductors

Semtech (SMTC)

Designs data-center connectivity chips, LoRa radios, protection devices, and cellular IoT systems.

$168.21
vs last close−6.12 (−3.51%)

13F · 13D/G · Form 4

Institutions≈ 93.25%87.03M shares
611 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders0.49%460.7K shares
16 holders · as of Sep 14, 2026
Other≈ 6.26%5.83M shares
remainder

93.33M 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.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.45%9.75Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.71%5.33Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.50%4.20Mas of Jun 30, 2026
Ameriprise Financial IncInstitution
3.70%3.45Mas of Jun 30, 2026
State Street CorpInstitution
3.63%3.39Mas of Jun 30, 2026
Jane Street Group, LLCInstitution
3.59%3.35Mas of Jun 30, 2026
Capital Research Global InvestorsInstitution
3.17%2.95Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.41%2.25Mas of Jun 30, 2026
Hood River Capital Management LLCInstitution
2.41%2.25Mas of Jun 30, 2026
Morgan StanleyInstitution
2.11%1.97Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
2.05%1.92Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
1.99%1.86Mas of Jun 30, 2026
AllianceBernstein L.P.Institution
1.68%1.57Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
1.44%1.35Mas of Jun 30, 2026
Norges BankInstitution
1.34%1.25Mas of Jun 30, 2026
UBS Group AGInstitution
1.24%1.15Mas of Jun 30, 2026
Millennium Management LLCInstitution
1.22%1.14Mas of Jun 30, 2026
Westfield Capital Management Co LPInstitution
1.21%1.13Mas of Jun 30, 2026
Disciplined Growth Investors Inc /MNInstitution
1.02%955,033as of Jun 30, 2026
Tremblant Capital GroupInstitution
0.95%887,268as of Jun 30, 2026
Northern Trust CorpInstitution
0.91%852,181as of Jun 30, 2026
Healthcare of Ontario Pension Plan Trust FundInstitution
0.91%851,858as of Jun 30, 2026
UBS Asset Management Americas IncInstitution
0.90%842,125as of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.89%833,668as of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.88%820,898as of Jun 30, 2026

13F, as of Jun 30, 2026

611 holders · 87.03M shares · 199 new positions · 359 increased · 187 reduced · 57 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.9.75M10.45%−4.47MAug 7, 2026
Vanguard Portfolio Management LLC5.33M5.71%−1.59MAug 13, 2026
Vanguard Capital Management LLC4.20M4.50%+54.3KAug 13, 2026
Ameriprise Financial Inc3.45M3.70%−4.00MAug 14, 2026
State Street Corp3.39M3.63%−670.2KAug 7, 2026
Jane Street Group, LLC3.35M3.59%+2.58MAug 14, 2026
Capital Research Global Investors2.95M3.17%−1.20MAug 12, 2026
Geode Capital Management, LLC2.25M2.41%−272.7KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.13.80%12.74M13GJan 21, 2026
Ameriprise Financial, Inc.8.30%7.18M13GAug 14, 2025
Vanguard Portfolio Management7.53%7.01M13GApr 29, 2026
Vanguard Capital Management5.22%4.85M13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 16, 2026
Rodolpho C. Cardenutodirector
Sale5,321$165.000
Sep 10, 2026
Mark Linofficer: EVP and CFO
Sale683$159.9035,366
Sep 4, 2026
Hong Q. Houdirector, officer: President and CEO
Sale2,000$138.7160,799
Sep 4, 2026
Julie Garcia Ruehldirector
Sale1,500$145.007,140
Aug 19, 2026
Paul V. Jr Walshdirector
Sale500$135.4827,100
Aug 17, 2026
Asaf Silbersteinofficer: EVP and COO
Sale5,000$150.0088,862
Aug 7, 2026
Hong Q. Houdirector, officer: President and CEO
Sale2,000$140.0062,799
Jul 22, 2026
Paul V. Jr Walshdirector
Sale500$133.0727,600
Jul 14, 2026
Asaf Silbersteinofficer: EVP and COO
Sale3,000$145.0493,862
Jul 10, 2026
Hong Q. Houdirector, officer: President and CEO
Sale2,000$133.0064,799

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Gilbert Cisneros · CA31Sale$1,001 – $15,000Jul 21, 2026Sep 7, 2026
Rep. Gilbert Ray Cisneros · CA31Sale (Partial)$1,001 – $15,000Jul 21, 2026Sep 7, 2026
Rep. Gilbert Ray Cisneros · CA31Sale (Partial)$1,001 – $15,000Jul 20, 2026Sep 7, 2026
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