MACOM Technology Solutions Holdings, Inc. (MTSI) — Institutional Holders, Q2 2026

659 institutional investment managers reported a MTSI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $27.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← MTSI stock profile

MTSI in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

182

Added to

212

Trimmed

189

Sold out

Biggest buyers

BlackRockAdded · +946,616 sh+$360.1M
Qube Research & Technologies LtdNew · +790,678 sh+$300.8M
JANE STREET GROUPNew · +534,564 sh+$203.3M
Clearbridge InvestmentsNew · +441,217 sh+$167.8M
Evergreen Quality Fund GP, Ltd.New · +396,600 sh+$150.9M

Biggest sellers

T. Rowe Price Investment ManagementTrimmed · -1,635,897 sh-$622.2M
Invesco Ltd.Trimmed · -1,524,234 sh-$579.8M
CITADEL ADVISORSTrimmed · -546,871 sh-$208.0M
UBS Group AGTrimmed · -419,462 sh-$159.6M
Artisan Partners Limited PartnershipTrimmed · -419,309 sh-$159.5M

MTSI 13F holders ranked 1–100 of 659

Institutional investors reporting a position in MACOM Technology Solutions Holdings, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FMR#1 · 10,527,144 sh	10,527,144	$4.0B	0.17%	-0.8%
2	BlackRock#2 · 9,512,899 sh	9,512,899	$3.6B	0.05%	+11.1%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 3,605,324 sh	3,605,324	$1.4B	0.06%	+0.5%
4	VANGUARD CAPITAL MANAGEMENT#4 · 3,064,683 sh	3,064,683	$1.2B	0.02%	+2.4%
5	T. Rowe Price Investment Management#5 · 2,850,185 sh	2,850,185	$1.1B	0.71%	-36.5%
6	STATE STREET#6 · 2,262,242 sh	2,262,242	$860.5M	0.03%	+5.1%
7	Invesco Ltd.#7 · 2,149,581 sh	2,149,581	$817.6M	0.06%	-41.5%
8	JPMORGAN CHASE#8 · 2,125,091 sh	2,125,091	$793.0M	0.04%	+5.4%
9	GEODE CAPITAL MANAGEMENT#9 · 1,409,741 sh	1,409,741	$536.3M	0.03%	+3.7%
10	WELLINGTON MANAGEMENT GROUP LLP#10 · 1,205,711 sh	1,205,711	$458.6M	0.08%	-22.1%
11	MASSACHUSETTS FINANCIAL SERVICES#11 · 1,166,242 sh	1,166,242	$443.6M	0.14%	+40.8%
12	Capital Research Global Investors#12 · 1,086,149 sh	1,086,149	$413.1M	0.06%	-11.2%
13	NORGES BANK#13 · 996,731 sh	996,731	$379.1M	0.04%	—
14	Whale Rock Capital Management#14 · 988,785 sh	988,785	$376.1M	3.02%	-15.8%
15	PRICE T ROWE ASSOCIATES#15 · 980,134 sh	980,134	$372.8M	0.04%	+7.1%
16	Neuberger Berman Group#16 · 826,969 sh	826,969	$314.4M	0.21%	+4.8%
17	GOLDMAN SACHS GROUP#17 · 812,421 sh	812,421	$309.0M	0.03%	+88.6%
18	FRANKLIN RESOURCES#18 · 798,891 sh	798,891	$303.9M	0.07%	+59.2%
19	Qube Research & Technologies Ltd#19 · 790,678 sh	790,678	$300.8M	0.28%	New
20	Polar Capital Plc#20 · 750,517 sh	750,517	$285.5M	0.67%	-19.4%
21	Jupiter Topco#21 · 674,790 sh	674,790	$256.6M	0.10%	—
22	CHARLES SCHWAB INVESTMENT MANAGEMENT#22 · 666,659 sh	666,659	$253.6M	0.03%	+0.9%
23	BANK OF AMERICA#23 · 651,293 sh	651,293	$247.7M	0.02%	+35.5%
24	GW&K Investment Management#24 · 634,742 sh	634,742	$241.4M	1.89%	-24.4%
25	Rafferty Asset Management#25 · 632,776 sh	632,776	$240.7M	0.55%	+35.3%
26	Artisan Partners Limited Partnership#26 · 627,850 sh	627,850	$238.8M	0.38%	-40.0%
27	RAYMOND JAMES FINANCIAL#27 · 627,804 sh	627,804	$238.8M	0.06%	+6.3%
28	NORTHERN#28 · 558,716 sh	558,716	$212.5M	0.02%	+4.9%
29	Bank of New York Mellon#29 · 537,879 sh	537,879	$204.6M	0.03%	+34.2%
30	JANE STREET GROUP#30 · 534,564 sh	534,564	$203.3M	0.02%	New
31	BESSEMER GROUP#31 · 529,062 sh	529,062	$201.2M	0.28%	-0.8%
32	BARCLAYS PLC#32 · 467,343 sh	467,343	$177.8M	0.03%	-36.4%
33	Clearbridge Investments#33 · 441,217 sh	441,217	$167.8M	0.14%	New
34	MILLENNIUM MANAGEMENT#34 · 430,400 sh	430,400	$163.7M	0.06%	+28.4%
35	VANGUARD FIDUCIARY#35 · 426,467 sh	426,467	$162.2M	0.04%	+5.2%
36	CITIGROUP#36 · 410,179 sh	410,179	$156.0M	0.05%	-3.2%
37	Evergreen Quality Fund GP, Ltd.#37 · 396,600 sh	396,600	$150.9M	2.43%	New
38	UBS Group AG#38 · 389,948 sh	389,948	$148.3M	0.02%	-51.8%
39	MORGAN STANLEY#39 · 380,490 sh	380,490	$144.7M	<0.01%	-31.5%
40	DEUTSCHE BANK AG\#40 · 362,727 sh	362,727	$138.0M	0.04%	+208.5%
41	AMERICAN CENTURY COMPANIES#41 · 334,965 sh	334,965	$127.4M	0.06%	-2.4%
42	Allspring Global Investments#42 · 362,062 sh	362,062	$126.9M	0.19%	New
43	ALLIANCEBERNSTEIN L.P.#43 · 569,511 sh	569,511	$126.5M	0.04%	-27.8%
44	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#44 · 321,342 sh	321,342	$122.2M	0.05%	+277.9%
45	Stephens Investment Management Group#45 · 316,408 sh	316,408	$120.4M	1.29%	-38.7%
46	FIRST ADVISORS#46 · 311,380 sh	311,380	$118.4M	0.07%	+36.3%
47	NOMURA ASSET MANAGEMENT INTERNATIONAL#47 · 307,227 sh	307,227	$116.9M	0.18%	-51.6%
48	Analog Century Management#48 · 296,293 sh	296,293	$112.7M	4.13%	-32.1%
49	Amundi#49 · 288,605 sh	288,605	$109.8M	0.03%	+54.3%
50	DIMENSIONAL FUND ADVISORS#50 · 286,462 sh	286,462	$108.9M	0.02%	-45.9%
51	JENNISON ASSOCIATES#51 · 269,632 sh	269,632	$102.6M	0.06%	-10.0%
52	TimesSquare Capital Management#52 · 261,585 sh	261,585	$99.5M	1.46%	-23.3%
53	Nuveen#53 · 260,418 sh	260,418	$99.1M	0.02%	+22.7%
54	GENEVA CAPITAL MANAGEMENT#54 · 252,722 sh	252,722	$96.1M	2.20%	-26.5%
55	DRIEHAUS CAPITAL MANAGEMENT#55 · 251,107 sh	251,107	$95.5M	0.55%	-25.4%
56	FEDERATED HERMES#56 · 249,291 sh	249,291	$94.8M	0.14%	+5362.1%
57	AQR CAPITAL MANAGEMENT#57 · 234,075 sh	234,075	$88.0M	0.03%	+10.3%
58	SEGALL BRYANT & HAMILL#58 · 216,179 sh	216,179	$82.2M	0.98%	+7.6%
59	LOOMIS SAYLES & L P#59 · 206,610 sh	206,610	$78.6M	0.10%	-35.9%
60	LORD, ABBETT#60 · 191,527 sh	191,527	$72.9M	0.21%	-24.4%
61	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#61 · 188,986 sh	188,986	$71.9M	0.01%	-0.9%
62	OBERWEIS ASSET MANAGEMENT#62 · 179,356 sh	179,356	$68.2M	1.41%	-16.9%
63	RHUMBLINE ADVISERS#63 · 177,460 sh	177,460	$67.5M	0.05%	+6.8%
64	TD ASSET MANAGEMENT#64 · 177,214 sh	177,214	$67.4M	0.06%	-19.9%
65	WESTFIELD CAPITAL MANAGEMENT#65 · 175,952 sh	175,952	$66.9M	0.22%	+32.8%
66	PRINCIPAL FINANCIAL GROUP#66 · 171,614 sh	171,614	$65.3M	0.03%	-12.1%
67	SCHRODER INVESTMENT MANAGEMENT GROUP#67 · 169,307 sh	169,307	$63.1M	0.04%	-32.3%
68	SEI INVESTMENTS#68 · 165,735 sh	165,735	$63.0M	0.06%	-24.4%
69	SUSQUEHANNA INTERNATIONAL GROUP, LLP#69 · 153,601 sh	153,601	$58.4M	<0.01%	+312.6%
70	WELLS FARGO & COMPANY#70 · 145,252 sh	145,252	$55.2M	<0.01%	+421.7%
71	MANUFACTURERS LIFE INSURANCE COMPANY, THE#71 · 143,179 sh	143,179	$54.5M	0.04%	-53.2%
72	Assenagon Asset Management S.A.#72 · 137,233 sh	137,233	$52.2M	—	+471.4%
73	Swiss National Bank#73 · 136,750 sh	136,750	$52.0M	0.03%	+2.4%
74	Squarepoint Ops#74 · 136,576 sh	136,576	$51.9M	0.06%	-20.7%
75	SG Americas Securities#75 · 133,241 sh	133,241	$50.7M	0.03%	+453.2%
76	Fiera Capital#76 · 128,519 sh	128,519	$48.9M	0.18%	-42.8%
77	Silverberg Bernstein Capital Management#77 · 119,700 sh	119,700	$45.5M	—	-2.9%
78	CIBC Bancorp USA#78 · 114,823 sh	114,823	$43.7M	0.05%	New
79	ENVESTNET ASSET MANAGEMENT#79 · 111,642 sh	111,642	$42.5M	0.01%	-3.4%
80	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#80 · 110,933 sh	110,933	$42.2M	0.02%	+0.7%
81	NEW YORK STATE COMMON RETIREMENT FUND#81 · 108,885 sh	108,885	$41.4M	0.05%	-55.2%
82	Aristotle Capital Boston#82 · 102,830 sh	102,830	$39.1M	2.62%	-50.1%
83	Mirae Asset Global Investments , Ltd.#83 · 101,677 sh	101,677	$38.7M	0.06%	-4.6%
84	Ranger Investment Management, L.P.#84 · 100,486 sh	100,486	$38.2M	2.42%	-32.3%
85	BNP PARIBAS FINANCIAL MARKETS#85 · 100,439 sh	100,439	$38.2M	0.01%	-31.4%
86	Panview Capital Ltd#86 · 97,984 sh	97,984	$37.3M	6.56%	New
87	NOMURA#87 · 97,958 sh	97,958	$37.3M	0.04%	+1294.6%
88	Retirement Systems of Alabama#88 · 97,263 sh	97,263	$37.0M	0.11%	-10.3%
89	ROYAL BANK OF CANADA#89 · 95,585 sh	95,585	$36.4M	<0.01%	+22.5%
90	Legal & General Group Plc#90 · 95,152 sh	95,152	$36.2M	<0.01%	+6.1%
91	Gotham Asset Management#91 · 92,346 sh	92,346	$35.1M	0.08%	+29.0%
92	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#92 · 87,929 sh	87,929	$33.4M	0.12%	-31.1%
93	VICTORY CAPITAL MANAGEMENT#93 · 80,844 sh	80,844	$30.8M	0.02%	-17.1%
94	ADAGE CAPITAL PARTNERS GP, L.L.C.#94 · 80,057 sh	80,057	$30.5M	0.04%	+14.3%
95	Russell Investments Group, Ltd.#95 · 72,020 sh	72,020	$27.4M	0.02%	+65.4%
96	Point72 Asset Management, L.P.#96 · 67,457 sh	67,457	$25.7M	0.03%	-46.3%
97	FRONTIER CAPITAL MANAGEMENT#97 · 67,363 sh	67,363	$25.6M	0.24%	-4.2%
98	AMERIPRISE FINANCIAL#98 · 65,205 sh	65,205	$24.8M	<0.01%	-58.0%
99	STATE OF WISCONSIN INVESTMENT BOARD#99 · 64,944 sh	64,944	$24.7M	0.05%	-7.9%
100	NEXT CENTURY GROWTH INVESTORS#100 · 63,773 sh	63,773	$24.3M	1.29%	-51.0%

Funds that sold out of MTSI in Q2 2026 (40)

Held MTSI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held MTSI in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
E20 Capital Ltd136,829 sh	136,829	$30.4M
FengHe Fund Management Pte. Ltd.110,526 sh	110,526	$24.5M
CloudAlpha Capital Management Limited/Hong Kong77,214 sh	77,214	$17.1M
THORNBURG INVESTMENT MANAGEMENT74,613 sh	74,613	$16.6M
Trivest Advisors Ltd64,400 sh	64,400	$14.3M
Freemont Management S.A.51,700 sh	51,700	$11.5M
Cinctive Capital Management44,137 sh	44,137	$9.8M
Bridge City Capital28,404 sh	28,404	$6.3M
Polar Asset Management Partners27,786 sh	27,786	$6.2M
Jain Global26,701 sh	26,701	$5.9M
DLD Asset Management23,000 sh	23,000	$5.1M
GLAZER CAPITAL22,300 sh	22,300	$5.0M
ARMISTICE CAPITAL16,808 sh	16,808	$3.7M
Persistent Asset Partners Ltd15,694 sh	15,694	$3.5M
Bridgewater Associates10,723 sh	10,723	$2.4M
Connor, Clark & Lunn Investment Management Ltd.6,428 sh	6,428	$1.4M
AGF MANAGEMENT LTD5,478 sh	5,478	$1.2M
Atom Investors5,201 sh	5,201	$1.2M
Americana Partners3,500 sh	3,500	$777.2K
MARINER INVESTMENT GROUP3,000 sh	3,000	$666.2K
Quantitative Investment Management2,970 sh	2,970	$659.0K
HRT FINANCIAL2,836 sh	2,836	$629.0K
Ares Systematic Credit Ltd2,589 sh	2,589	$542.4K
J2 Capital Management2,192 sh	2,192	$486.8K
Verdence Capital Advisors1,568 sh	1,568	$348.2K
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.1,481 sh	1,481	$328.9K
NEW WAVE WEALTH ADVISORS1,315 sh	1,315	$292.0K
DIVERSIFY WEALTH MANAGEMENT782 sh	782	$210.9K
INCEPTIONR911 sh	911	$202.3K
Migdal Insurance & Financial Ltd.375 sh	375	$83.3K
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA270 sh	270	$60.0K
Advisory Services Network226 sh	226	$50.2K
Opal Wealth Advisors163 sh	163	$36.2K
Wall Street Financial Group161 sh	161	$35.8K
TWIN PEAKS WEALTH ADVISORS144 sh	144	$32.0K
Steward Partners Investment Advisory75 sh	75	$16.7K
Root Financial Partners29 sh	29	$6.4K
ATWOOD & PALMER7 sh	7	$1.6K
Rachor Investment Advisory Services6 sh	6	$1.3K
CENTRAL2 sh	2	$445.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.