SkyWater Technology, LLC (SKYT) — Institutional Holders, Q2 2026

193 institutional investment managers reported a SKYT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.2B. 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.

SKYT 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

35

Added to

65

Trimmed

59

Sold out

36

Biggest buyers

  1. Pentwater Capital ManagementNew · +1,807,000 sh+$62.9M
  2. STATE STREETAdded · +873,119 sh+$30.4M
  3. BALYASNY ASSET MANAGEMENT L.P.Added · +723,485 sh+$25.2M
  4. ADAGE CAPITAL PARTNERS GP, L.L.C.New · +530,829 sh+$18.5M
  5. AMERICAN CENTURY COMPANIESAdded · +423,256 sh+$14.7M

Biggest sellers

  1. GLAZER CAPITALSold out · -846,974 sh-$29.5M
  2. JANE STREET GROUPSold out · -405,010 sh-$14.1M
  3. MILLENNIUM MANAGEMENTTrimmed · -402,481 sh-$14.0M
  4. UBS Group AGTrimmed · -338,429 sh-$11.8M
  5. EMERALD ADVISERSSold out · -286,767 sh-$10.0M

SKYT 13F holders ranked 1–100 of 193

Institutional investors reporting a position in SkyWater Technology, LLC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
BALYASNY ASSET MANAGEMENT L.P.#1 · 3,122,552 sh$108.7M+30.2%
BlackRock#2 · 2,946,208 sh$102.6M+15.2%
STATE STREET#3 · 2,346,347 sh$81.7M+59.3%
Pentwater Capital Management#4 · 1,807,000 sh$62.9MNew
AMERICAN CENTURY COMPANIES#5 · 1,787,894 sh$62.3M+31.0%
VANGUARD CAPITAL MANAGEMENT#6 · 1,531,953 sh$53.3M+0.3%
ALPINE ASSOCIATES MANAGEMENT#7 · 1,356,200 sh$47.2M+10.4%
Magnetar Financial#8 · 1,184,635 sh$41.2M+0.8%
NORGES BANK#9 · 1,100,000 sh$38.3M—
AQR Arbitrage#10 · 1,066,825 sh$37.1M+12.2%
ALLIANCEBERNSTEIN L.P.#11 · 1,289,343 sh$35.3M-4.3%
GOLDMAN SACHS GROUP#12 · 890,379 sh$31.0M-1.2%
GEODE CAPITAL MANAGEMENT#13 · 863,313 sh$30.1M+7.6%
UBS Group AG#14 · 848,993 sh$29.6M-28.5%
Qube Research & Technologies Ltd#15 · 708,336 sh$24.7M+20.8%
Woodline Partners#16 · 671,911 sh$23.4M+0.5%
Man Group plc#17 · 667,091 sh$23.2M-22.4%
Voleon Capital Management#18 · 655,357 sh$22.8M+89.9%
Nuveen#19 · 577,217 sh$20.1M-8.2%
ADAGE CAPITAL PARTNERS GP, L.L.C.#20 · 530,829 sh$18.5MNew
MILLENNIUM MANAGEMENT#21 · 502,951 sh$17.5M-44.5%
D. E. Shaw#22 · 470,464 sh$16.4M+4.6%
BANK OF AMERICA#23 · 344,124 sh$12.0M+192.0%
CITIGROUP#24 · 311,855 sh$10.9M+21.5%
NORTHERN#25 · 310,906 sh$10.8M+9.2%
DIMENSIONAL FUND ADVISORS#26 · 281,858 sh$9.8M0.0%
VANGUARD PORTFOLIO MANAGEMENT#27 · 280,127 sh$9.8M+20.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT#28 · 261,966 sh$9.1M+4.8%
RENAISSANCE TECHNOLOGIES#29 · 260,900 sh$9.1MNew
Palisades Investment Partners#30 · 260,150 sh$9.1M-0.3%
JPMORGAN CHASE#31 · 242,951 sh$8.6M+42.8%
Bank of New York Mellon#32 · 244,415 sh$8.5M+135.9%
VANGUARD FIDUCIARY#33 · 218,793 sh$7.6M+4.1%
HEALTHCARE OF ONTARIO PENSION PLAN FUND#34 · 166,537 sh$5.8M-10.0%
Alberta Investment Management#35 · 150,000 sh$5.2MNew
Yakira Capital Management#36 · 142,740 sh$5.0M+197.4%
K2 PRINCIPAL FUND, L.P.#37 · 130,705 sh$4.6M+139.2%
MORGAN STANLEY#38 · 118,758 sh$4.1M-33.4%
HARVEST MANAGEMENT#39 · 115,288 sh$4.0M+123.4%
NEW YORK STATE COMMON RETIREMENT FUND#40 · 107,862 sh$3.8M+2.8%
TORONTO DOMINION BANK#41 · 102,026 sh$3.6M+104.1%
PRINCIPAL FINANCIAL GROUP#42 · 101,906 sh$3.5M+8.8%
GABELLI & INVESTMENT ADVISERS#43 · 87,636 sh$3.1M-35.4%
GABELLI FUNDS#44 · 87,243 sh$3.0M-40.7%
MANGROVE PARTNERS IM#45 · 87,187 sh$3.0M0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP#46 · 80,883 sh$2.8M-60.2%
ALGERT GLOBAL#47 · 76,931 sh$2.7M+29.6%
TUDOR INVESTMENT ET AL#48 · 75,000 sh$2.6M-3.0%
Swiss National Bank#49 · 74,000 sh$2.6M+2.8%
WELLS FARGO & COMPANY#50 · 72,963 sh$2.5M+245.9%
FMR#51 · 71,343 sh$2.5M+987.0%
ExodusPoint Capital Management#52 · 63,007 sh$2.2M+59.7%
Arete Wealth Advisors#53 · 60,164 sh$2.1MNew
RHUMBLINE ADVISERS#54 · 55,315 sh$1.9M+12.1%
DARK FOREST CAPITAL MANAGEMENT#55 · 54,831 sh$1.9MNew
GROUP ONE TRADING, L.P.#56 · 51,761 sh$1.8M-48.4%
Harvest Investment Services#57 · 51,310 sh$1.8MNew
CSS#58 · 48,268 sh$1.7M+69.2%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#59 · 45,530 sh$1.6M+12.0%
Centiva Capital#60 · 45,041 sh$1.6MNew
Quantinno Capital Management#61 · 44,563 sh$1.6M-3.7%
TCG Advisory Services#62 · 44,370 sh$1.5M-10.0%
TWO SIGMA INVESTMENTS#63 · 44,344 sh$1.5M-17.2%
DEUTSCHE BANK AG\#64 · 41,112 sh$1.4M-61.4%
FRANKLIN RESOURCES#65 · 40,806 sh$1.4M-2.7%
PRICE T ROWE ASSOCIATES#66 · 40,293 sh$1.4M+15.7%
BARCLAYS PLC#67 · 37,260 sh$1.3M-3.3%
Creative Planning#68 · 36,012 sh$1.3M-5.3%
COMMONWEALTH EQUITY SERVICES#69 · 33,026 sh$1.1M+50.2%
Point72 Asset Management, L.P.#70 · 31,754 sh$1.1M-23.8%
Vazirani Asset Management#71 · 30,638 sh$1.1M-75.5%
BTG Pactual Asset Management US#72 · 30,083 sh$1.0M+100.6%
Legal & General Group Plc#73 · 29,464 sh$1.0M+1.7%
PRUDENTIAL FINANCIAL#74 · 27,650 sh$962.8KNew
Blackstone#75 · 27,463 sh$956.3K0.0%
CITADEL ADVISORS#76 · 26,124 sh$909.6K+168.6%
Engineers Gate Manager#77 · 23,970 sh$834.6K-45.7%
VANGUARD ASSET MANAGEMENT, Ltd#78 · 23,701 sh$825.3K0.0%
Russell Investments Group, Ltd.#79 · 23,414 sh$815.3K+506.1%
MetLife Investment Management#80 · 22,010 sh$766.4K+12.3%
Invesco Ltd.#81 · 20,826 sh$725.2K+5.4%
GSG Advisors#82 · 20,000 sh$696.4K0.0%
Inspire Investing#83 · 19,529 sh$680.0K+3.6%
BIP Wealth#84 · 17,984 sh$626.2K-4.9%
CANADA PENSION PLAN INVESTMENT BOARD#85 · 17,400 sh$605.9K0.0%
MIRAE ASSET GLOBAL ETFS Ltd.#86 · 17,208 sh$599.2K+3.3%
LPL Financial#87 · 16,799 sh$584.9K+3.8%
SBI Securities , Ltd.#88 · 16,479 sh$573.8K-46.4%
Jupiter Topco#89 · 15,900 sh$553.5K—
IMC-Chicago#90 · 15,111 sh$526.2KNew
AQR CAPITAL MANAGEMENT#91 · 13,643 sh$475.0K-55.8%
MAIRS & POWER#92 · 13,000 sh$452.7K0.0%
STRS OHIO#93 · 12,900 sh$449.2K-12.8%
XTX Topco Ltd#94 · 12,215 sh$425.3K+19.8%
State of New Jersey Common Pension Fund D#95 · 11,921 sh$415.1KNew
PERKINS CAPITAL MANAGEMENT#96 · 11,900 sh$414.4K-54.9%
Zurcher Kantonalbank (Zurich Cantonalbank)#97 · 11,874 sh$413.5K-56.9%
Advisors Asset Management#98 · 11,831 sh$412.0KNew
Integrated Quantitative Investments#99 · 11,071 sh$385.5K-5.0%
Police & Firemen's Retirement System of New Jersey#100 · 11,051 sh$384.8K+13.1%

Funds that sold out of SKYT in Q2 2026 (36)

Held SKYT 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 SKYT in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
GLAZER CAPITAL846,974 sh$23.2M
JANE STREET GROUP405,010 sh$11.1M
EMERALD ADVISERS286,767 sh$7.9M
Hudson Bay Capital Management201,500 sh$5.5M
EMERALD MUTUAL FUND ADVISERS183,263 sh$5.0M
MOORE CAPITAL MANAGEMENT100,759 sh$2.8M
Deeter Investments LLP100,242 sh$2.7M
FNY Investment Advisers100,000 sh$2.7M
Carmignac Gestion84,106 sh$2.3M
LAZARD ASSET MANAGEMENT68,043 sh$1.9M
Trexquant Investment62,722 sh$1.7M
Quantbot Technologies51,315 sh$1.4M
Mint Tower Capital Management B.V.50,000 sh$1.4M
Alpine Global Management50,000 sh$1.4M
Marex Group plc45,501 sh$1.2M
One68 Global Capital40,000 sh$1.1M
WATER ISLAND CAPITAL34,536 sh$946.6K
BOOTHBAY FUND MANAGEMENT30,000 sh$822.3K
Toroso Investments25,041 sh$686.4K
LEUCADIA NATIONAL20,352 sh$557.8K
LMR Partners LLP18,800 sh$515.3K
POLEN CAPITAL MANAGEMENT12,715 sh$348.5K
Walleye Capital10,875 sh$298.1K
Bleakley Financial Group10,620 sh$291.1K
ProShare Advisors10,227 sh$280.3K
Shay Capital10,000 sh$274.1K
DRW Securities9,385 sh$257.2K
KLP KAPITALFORVALTNING AS8,000 sh$219.3K
Aquatic Capital Management3,084 sh$84.5K
CREATIVE FINANCIAL DESIGNS1,200 sh$32.9K
Golden State Equity Partners365 sh$10.0K
Advisory Services Network188 sh$5.2K
Marshall & Sterling Wealth Advisors100 sh$2.7K
SWAN Capital25 sh$685.00
Root Financial Partners23 sh$630.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT1 sh$27.00

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.