SEMTECH CORP (SMTC) — Institutional Holders, Q2 2026 (page 2)
586 institutional investment managers reported a SMTC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $15.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SMTC 13F holders ranked 101–200 of 586
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | ROYCE & ASSOCIATES#101 · 146,923 sh | 146,923 | $23.8M | 0.19% | -11.8% |
| 102 | ABSOLUTE INVESTMENT ADVISERS#102 · 5,500,000 sh | 5,500,000 | $23.8M | — | 0.0% |
| 103 | Amundi#103 · 4,816,530 sh | 4,816,530 | $23.4M | <0.01% | -0.1% |
| 104 | Toroso Investments#104 · 140,429 sh | 140,429 | $22.7M | 0.04% | New |
| 105 | Legal & General Group Plc#105 · 127,837 sh | 127,837 | $20.7M | <0.01% | -38.8% |
| 106 | BOOTHBAY FUND MANAGEMENT#106 · 127,494 sh | 127,494 | $20.6M | 0.27% | -20.2% |
| 107 | GF FUND MANAGEMENT LTD.#107 · 127,000 sh | 127,000 | $20.6M | — | New |
| 108 | COOPER CREEK PARTNERS MANAGEMENT#108 · 125,796 sh | 125,796 | $20.4M | 0.48% | -24.9% |
| 109 | BNP Paribas Asset Management Holding S.A.#109 · 4,801,464 sh | 4,801,464 | $20.4M | 0.02% | 0.0% |
| 110 | Weiss Asset Management#110 · 125,430 sh | 125,430 | $20.3M | 0.21% | New |
| 111 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#111 · 120,327 sh | 120,327 | $19.5M | <0.01% | New |
| 112 | BALYASNY ASSET MANAGEMENT L.P.#112 · 120,189 sh | 120,189 | $19.5M | 0.02% | +598.8% |
| 113 | ROYAL BANK OF CANADA#113 · 177,717 sh | 177,717 | $19.3M | <0.01% | +81.5% |
| 114 | SILVERCREST ASSET MANAGEMENT GROUP#114 · 118,890 sh | 118,890 | $19.2M | 0.13% | -54.5% |
| 115 | TUDOR INVESTMENT ET AL#115 · 118,649 sh | 118,649 | $19.2M | 0.03% | +97.2% |
| 116 | PALISADE CAPITAL MANAGEMENT#116 · 117,972 sh | 117,972 | $19.1M | 0.83% | -75.5% |
| 117 | STATE OF WISCONSIN INVESTMENT BOARD#117 · 116,571 sh | 116,571 | $18.9M | 0.04% | -11.9% |
| 118 | THRIVENT FINANCIAL FOR LUTHERANS#118 · 3,609,677 sh | 3,609,677 | $18.9M | 0.03% | -24.4% |
| 119 | KORNITZER CAPITAL MANAGEMENT#119 · 111,423 sh | 111,423 | $18.0M | 0.38% | +105.9% |
| 120 | Ardmore Road Asset Management#120 · 110,000 sh | 110,000 | $17.8M | 1.05% | New |
| 121 | Universal- Beteiligungs- und Servicegesellschaft mbH#121 · 103,278 sh | 103,278 | $16.7M | 0.03% | -94.2% |
| 122 | GREAT LAKES ADVISORS#122 · 102,682 sh | 102,682 | $16.6M | 0.13% | -29.3% |
| 123 | Retirement Systems of Alabama#123 · 101,456 sh | 101,456 | $16.4M | 0.05% | New |
| 124 | BANK OF NOVA SCOTIA#124 · 101,406 sh | 101,406 | $16.4M | 0.02% | New |
| 125 | Jain Global#125 · 100,396 sh | 100,396 | $16.2M | 0.06% | +49.1% |
| 126 | Candriam S.C.A.#126 · 97,140 sh | 97,140 | $15.7M | 0.07% | 0.0% |
| 127 | Man Group plc#127 · 95,639 sh | 95,639 | $15.5M | 0.02% | -29.3% |
| 128 | NORDEA INVESTMENT MANAGEMENT AB#128 · 97,542 sh | 97,542 | $15.3M | 0.01% | -2.1% |
| 129 | WHITEBOX ADVISORS#129 · 3,500,000 sh | 3,500,000 | $15.1M | 0.20% | 0.0% |
| 130 | Clearline Capital#130 · 93,274 sh | 93,274 | $15.1M | 0.90% | -75.7% |
| 131 | CASTLEARK MANAGEMENT#131 · 91,218 sh | 91,218 | $14.8M | 0.40% | -15.3% |
| 132 | G2 Investment Partners Management#132 · 88,083 sh | 88,083 | $14.3M | 2.60% | +96.2% |
| 133 | Pier Capital#133 · 88,041 sh | 88,041 | $14.2M | 1.89% | -28.4% |
| 134 | VANGUARD ASSET MANAGEMENT, Ltd#134 · 88,010 sh | 88,010 | $14.2M | <0.01% | +7.0% |
| 135 | BESSEMER GROUP#135 · 87,448 sh | 87,448 | $14.2M | 0.02% | -2.1% |
| 136 | Freestone Grove Partners#136 · 86,512 sh | 86,512 | $14.0M | 0.09% | +47.1% |
| 137 | Nicholas Investment Partners#137 · 84,478 sh | 84,478 | $13.7M | 0.77% | +16.8% |
| 138 | OSSIAM#138 · 83,499 sh | 83,499 | $13.5M | 0.18% | New |
| 139 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#139 · 81,980 sh | 81,980 | $13.3M | — | +674.1% |
| 140 | MIZUHO MARKETS AMERICAS#140 · 80,000 sh | 80,000 | $12.9M | 0.20% | -1.4% |
| 141 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#141 · 78,253 sh | 78,253 | $12.7M | 0.02% | +298.0% |
| 142 | BIT Capital GmbH#142 · 75,000 sh | 75,000 | $12.1M | 0.36% | New |
| 143 | Catalyst Funds Management Pty Ltd#143 · 74,550 sh | 74,550 | $12.1M | 0.68% | New |
| 144 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#144 · 74,262 sh | 74,262 | $12.0M | — | -3.0% |
| 145 | NOMURA#145 · 71,807 sh | 71,807 | $11.6M | 0.01% | New |
| 146 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#146 · 70,579 sh | 70,579 | $11.4M | <0.01% | -99.0% |
| 147 | KP Management#147 · 70,000 sh | 70,000 | $11.3M | 2.13% | New |
| 148 | iA Global Asset Management#148 · 69,860 sh | 69,860 | $11.3M | 0.13% | New |
| 149 | GREAT WEST LIFE ASSURANCE#149 · 69,818 sh | 69,818 | $11.3M | 0.02% | -9.8% |
| 150 | Polymer Capital Management (US)#150 · 69,200 sh | 69,200 | $11.2M | 1.48% | New |
| 151 | PEREGRINE CAPITAL MANAGEMENT#151 · 68,462 sh | 68,462 | $11.1M | 0.36% | New |
| 152 | FORA Capital#152 · 64,439 sh | 64,439 | $10.4M | 0.72% | New |
| 153 | WCM INVESTMENT MANAGEMENT#153 · 66,122 sh | 66,122 | $10.3M | 0.02% | -64.6% |
| 154 | Informed Momentum#154 · 63,295 sh | 63,295 | $10.2M | 0.91% | New |
| 155 | Y-Intercept (Hong Kong) Ltd#155 · 62,973 sh | 62,973 | $10.2M | — | New |
| 156 | ALGERT GLOBAL#156 · 62,873 sh | 62,873 | $10.2M | 0.12% | -43.9% |
| 157 | ARMISTICE CAPITAL#157 · 62,380 sh | 62,380 | $10.1M | 0.12% | +0.8% |
| 158 | AQR CAPITAL MANAGEMENT#158 · 62,156 sh | 62,156 | $10.1M | <0.01% | -0.3% |
| 159 | VOLORIDGE INVESTMENT MANAGEMENT#159 · 61,708 sh | 61,708 | $10.0M | 0.04% | -73.2% |
| 160 | Talos Eurisko Asset Management#160 · 61,300 sh | 61,300 | $9.9M | 1.41% | New |
| 161 | VAN ECK ASSOCIATES#161 · 61,199 sh | 61,199 | $9.9M | <0.01% | +43.8% |
| 162 | JB Capital#162 · 60,460 sh | 60,460 | $9.8M | — | +3.1% |
| 163 | OSTERWEIS CAPITAL MANAGEMENT#163 · 60,445 sh | 60,445 | $9.8M | 0.46% | New |
| 164 | DEUTSCHE BANK AG\#164 · 59,478 sh | 59,478 | $9.6M | <0.01% | -59.8% |
| 165 | WELLS FARGO & COMPANY#165 · 59,396 sh | 59,396 | $9.6M | <0.01% | -64.2% |
| 166 | Hodges Capital Management#166 · 59,193 sh | 59,193 | $9.6M | 0.63% | -33.9% |
| 167 | Engineers Gate Manager#167 · 58,129 sh | 58,129 | $9.4M | 0.12% | +450.5% |
| 168 | MACKENZIE FINANCIAL#168 · 57,964 sh | 57,964 | $9.4M | <0.01% | +549.3% |
| 169 | LPL Financial#169 · 77,679 sh | 77,679 | $9.1M | <0.01% | +133.5% |
| 170 | Creative Planning#170 · 54,028 sh | 54,028 | $8.7M | <0.01% | +7.9% |
| 171 | Swedbank AB#171 · 52,200 sh | 52,200 | $8.4M | — | New |
| 172 | CREDIT AGRICOLE S A#172 · 50,000 sh | 50,000 | $8.1M | 0.02% | +151.6% |
| 173 | SIH Partners, LLLP#173 · 50,000 sh | 50,000 | $8.1M | 0.05% | New |
| 174 | JACOBS LEVY EQUITY MANAGEMENT#174 · 49,936 sh | 49,936 | $8.1M | 0.03% | New |
| 175 | MetLife Investment Management#175 · 49,325 sh | 49,325 | $8.0M | 0.04% | -4.9% |
| 176 | ENVESTNET ASSET MANAGEMENT#176 · 48,604 sh | 48,604 | $7.9M | <0.01% | -11.8% |
| 177 | HEARTLAND ADVISORS#177 · 48,572 sh | 48,572 | $7.9M | 0.35% | -13.7% |
| 178 | PRUDENTIAL FINANCIAL#178 · 48,457 sh | 48,457 | $7.8M | <0.01% | -48.9% |
| 179 | Trexquant Investment#179 · 48,190 sh | 48,190 | $7.8M | 0.05% | -75.9% |
| 180 | Convergence Investment Partners#180 · 47,461 sh | 47,461 | $7.7M | — | New |
| 181 | EFG International AG#181 · 46,451 sh | 46,451 | $7.5M | 0.14% | -28.9% |
| 182 | OAK RIDGE INVESTMENTS#182 · 46,095 sh | 46,095 | $7.5M | 0.42% | +6.3% |
| 183 | Atika Capital Management#183 · 46,000 sh | 46,000 | $7.4M | 0.49% | New |
| 184 | ARDSLEY ADVISORY PARTNERS#184 · 45,000 sh | 45,000 | $7.3M | 0.76% | -82.6% |
| 185 | AMALGAMATED BANK#185 · 43,750 sh | 43,750 | $7.1M | — | +65.5% |
| 186 | Artemis Wealth Advisors#186 · 91,825 sh | 91,825 | $7.1M | 0.85% | New |
| 187 | MARSHALL WACE, LLP#187 · 42,543 sh | 42,543 | $6.9M | <0.01% | -95.1% |
| 188 | Jupiter Topco#188 · 42,185 sh | 42,185 | $6.8M | <0.01% | — |
| 189 | Police & Firemen's Retirement System of New Jersey#189 · 41,895 sh | 41,895 | $6.8M | 0.05% | +64.5% |
| 190 | SCOTIA CAPITAL#190 · 41,301 sh | 41,301 | $6.7M | 0.03% | -2.8% |
| 191 | Divisadero Street Capital Management#191 · 40,000 sh | 40,000 | $6.5M | 0.15% | New |
| 192 | Treasurer of the State of North Carolina#192 · 39,470 sh | 39,470 | $6.4M | 0.02% | New |
| 193 | Headlands Technologies#193 · 39,234 sh | 39,234 | $6.4M | 0.67% | New |
| 194 | Vanguard Global Advisers#194 · 39,065 sh | 39,065 | $6.3M | <0.01% | -6.6% |
| 195 | Legato Capital Management#195 · 38,796 sh | 38,796 | $6.3M | 0.52% | +5.3% |
| 196 | ESSEX INVESTMENT MANAGEMENT#196 · 38,226 sh | 38,226 | $6.2M | — | -24.5% |
| 197 | BARCLAYS PLC#197 · 86,730 sh | 86,730 | $6.2M | <0.01% | +160.2% |
| 198 | Tairen Capital Ltd#198 · 37,100 sh | 37,100 | $6.0M | 0.53% | New |
| 199 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#199 · 37,000 sh | 37,000 | $6.0M | 0.52% | New |
| 200 | Janney Montgomery Scott#200 · 36,693 sh | 36,693 | $5.9M | 0.01% | -9.6% |
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.