SEMTECH CORP (SMTC) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 586
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Zurcher Kantonalbank (Zurich Cantonalbank)#201 · 35,868 sh | 35,868 | $5.8M | 0.01% | +2.0% |
| 202 | Inspire Advisors#202 · 35,533 sh | 35,533 | $5.7M | 0.40% | +866.4% |
| 203 | Banco Santander, S.A.#203 · 35,000 sh | 35,000 | $5.7M | 0.04% | -63.2% |
| 204 | Aquatic Capital Management#204 · 34,544 sh | 34,544 | $5.6M | 0.19% | New |
| 205 | TimesSquare Capital Management#205 · 33,693 sh | 33,693 | $5.5M | 0.08% | New |
| 206 | Lisanti Capital Growth#206 · 33,630 sh | 33,630 | $5.4M | 1.20% | +9.2% |
| 207 | RAYMOND JAMES FINANCIAL#207 · 33,104 sh | 33,104 | $5.4M | <0.01% | +25.5% |
| 208 | State of Tennessee, Treasury Department#208 · 32,763 sh | 32,763 | $5.3M | 0.02% | -6.1% |
| 209 | KR Capital#209 · 32,321 sh | 32,321 | $5.2M | 0.52% | +71.5% |
| 210 | Handelsbanken Fonder AB#210 · 31,988 sh | 31,988 | $5.2M | 0.01% | +20.3% |
| 211 | LMR Partners LLP#211 · 31,976 sh | 31,976 | $5.2M | 0.02% | -90.3% |
| 212 | STRS OHIO#212 · 31,174 sh | 31,174 | $5.0M | 0.02% | -38.3% |
| 213 | Miracle Mile Advisors#213 · 30,892 sh | 30,892 | $5.0M | 0.06% | 0.0% |
| 214 | GLOBEFLEX CAPITAL L P#214 · 30,550 sh | 30,550 | $4.9M | 0.63% | New |
| 215 | STIFEL FINANCIAL#215 · 30,313 sh | 30,313 | $4.9M | <0.01% | +87.6% |
| 216 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#216 · 30,079 sh | 30,079 | $4.9M | 0.03% | 0.0% |
| 217 | Atom Investors#217 · 30,064 sh | 30,064 | $4.9M | 0.43% | +303.2% |
| 218 | State of New Jersey Common Pension Fund D#218 · 30,055 sh | 30,055 | $4.9M | 0.02% | -8.7% |
| 219 | APIS CAPITAL ADVISORS#219 · 30,000 sh | 30,000 | $4.9M | 0.47% | New |
| 220 | Connor, Clark & Lunn Investment Management Ltd.#220 · 29,288 sh | 29,288 | $4.7M | <0.01% | +167.0% |
| 221 | Albar Capital Partners LLP#221 · 29,224 sh | 29,224 | $4.7M | 0.62% | New |
| 222 | Ariose Capital Management Ltd#222 · 28,991 sh | 28,991 | $4.7M | 2.00% | New |
| 223 | DIKER MANAGEMENT#223 · 28,875 sh | 28,875 | $4.7M | 3.60% | +33.2% |
| 224 | Susquehanna Portfolio Strategies#224 · 28,737 sh | 28,737 | $4.7M | 0.07% | -65.2% |
| 225 | NATIXIS ADVISORS#225 · 28,590 sh | 28,590 | $4.6M | <0.01% | -18.0% |
| 226 | GILDER GAGNON HOWE#226 · 28,442 sh | 28,442 | $4.6M | 0.05% | +2.9% |
| 227 | Louisiana State Employees Retirement System#227 · 27,200 sh | 27,200 | $4.4M | — | -33.7% |
| 228 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#228 · 26,420 sh | 26,420 | $4.3M | 0.01% | New |
| 229 | Arizona State Retirement System#229 · 25,648 sh | 25,648 | $4.2M | 0.02% | +0.9% |
| 230 | YOUSIF CAPITAL MANAGEMENT#230 · 25,596 sh | 25,596 | $4.1M | — | +2.1% |
| 231 | 1832 Asset Management L.P.#231 · 25,500 sh | 25,500 | $4.1M | <0.01% | New |
| 232 | Alyeska Investment Group, L.P.#232 · 25,427 sh | 25,427 | $4.1M | 0.01% | New |
| 233 | Jump Financial#233 · 24,768 sh | 24,768 | $4.0M | 0.03% | New |
| 234 | Vanguard Investments Australia, Ltd.#234 · 23,692 sh | 23,692 | $3.8M | <0.01% | 0.0% |
| 235 | Intrinsic Edge Capital Management#235 · 23,000 sh | 23,000 | $3.7M | 0.38% | New |
| 236 | NAVELLIER & ASSOCIATES#236 · 22,729 sh | 22,729 | $3.7M | 0.29% | New |
| 237 | Elo Mutual Pension Insurance#237 · 22,689 sh | 22,689 | $3.7M | 0.05% | New |
| 238 | FIFTH THIRD BANCORP#238 · 22,542 sh | 22,542 | $3.6M | <0.01% | -1.9% |
| 239 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#239 · 22,292 sh | 22,292 | $3.6M | 0.02% | -2.6% |
| 240 | CAMPBELL NEWMAN ASSET MANAGEMENT#240 · 22,031 sh | 22,031 | $3.6M | — | +5.1% |
| 241 | Persistent Asset Partners Ltd#241 · 21,849 sh | 21,849 | $3.5M | 1.06% | -30.3% |
| 242 | Summit Creek Advisors#242 · 21,844 sh | 21,844 | $3.5M | 1.20% | New |
| 243 | STATE TREASURER STATE OF MICHIGAN#243 · 21,800 sh | 21,800 | $3.5M | — | New |
| 244 | XTX Topco Ltd#244 · 21,377 sh | 21,377 | $3.5M | 0.04% | -40.0% |
| 245 | Tower Research Capital (TRC)#245 · 21,284 sh | 21,284 | $3.4M | 0.08% | +215.4% |
| 246 | VIRGINIA RETIREMENT SYSTEMS ET Al#246 · 21,239 sh | 21,239 | $3.4M | 0.01% | +56.7% |
| 247 | Pacer Advisors#247 · 21,108 sh | 21,108 | $3.4M | <0.01% | New |
| 248 | KLP KAPITALFORVALTNING AS#248 · 21,100 sh | 21,100 | $3.4M | 0.01% | +3.4% |
| 249 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#249 · 20,946 sh | 20,946 | $3.4M | 0.04% | New |
| 250 | Edgestream Partners, L.P.#250 · 20,834 sh | 20,834 | $3.4M | 0.10% | -0.9% |
| 251 | Ameritas Advisory Services#251 · 20,657 sh | 20,657 | $3.3M | 0.07% | New |
| 252 | Knights of Columbus Asset Advisors#252 · 20,621 sh | 20,621 | $3.3M | 0.17% | -44.9% |
| 253 | Vestmark Advisory Solutions#253 · 20,535 sh | 20,535 | $3.3M | 0.03% | -32.2% |
| 254 | LAZARD ASSET MANAGEMENT#254 · 7,103,603 sh | 7,103,603 | $3.3M | <0.01% | -1.7% |
| 255 | CONNORS INVESTOR SERVICES#255 · 20,270 sh | 20,270 | $3.3M | 0.28% | -31.4% |
| 256 | JONES FINANCIAL COMPANIES LLLP#256 · 21,553 sh | 21,553 | $3.2M | <0.01% | +18.8% |
| 257 | ACADIAN ASSET MANAGEMENT#257 · 19,932 sh | 19,932 | $3.2M | <0.01% | +71.0% |
| 258 | XPONANCE#258 · 19,725 sh | 19,725 | $3.2M | 0.02% | +129.4% |
| 259 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#259 · 19,300 sh | 19,300 | $3.1M | 0.08% | New |
| 260 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#260 · 19,300 sh | 19,300 | $3.1M | 0.03% | -8.7% |
| 261 | Inspire Investing#261 · 19,286 sh | 19,286 | $3.1M | — | +49.2% |
| 262 | Sphera Management Technology Funds Ltd#262 · 19,140 sh | 19,140 | $3.1M | 1.08% | +32.0% |
| 263 | Michael J. Porro & Financial Advisors#263 · 18,801 sh | 18,801 | $3.0M | — | -0.1% |
| 264 | Hudson Bay Capital Management#264 · 18,260 sh | 18,260 | $3.0M | <0.01% | New |
| 265 | Twin Tree Management#265 · 18,176 sh | 18,176 | $2.9M | 0.06% | +688.2% |
| 266 | Voleon Capital Management#266 · 17,997 sh | 17,997 | $2.9M | 0.05% | New |
| 267 | NISA INVESTMENT ADVISORS#267 · 17,657 sh | 17,657 | $2.9M | — | -6.3% |
| 268 | Ameritas Investment Partners#268 · 17,137 sh | 17,137 | $2.8M | 0.07% | +124.7% |
| 269 | Quantinno Capital Management#269 · 17,123 sh | 17,123 | $2.8M | <0.01% | +19.4% |
| 270 | Illinois Municipal Retirement Fund#270 · 16,835 sh | 16,835 | $2.7M | 0.03% | -63.8% |
| 271 | GUGGENHEIM CAPITAL#271 · 16,629 sh | 16,629 | $2.7M | 0.02% | -1.6% |
| 272 | Integrated Quantitative Investments#272 · 15,549 sh | 15,549 | $2.5M | 0.41% | -31.3% |
| 273 | Verition Fund Management#273 · 15,328 sh | 15,328 | $2.5M | <0.01% | New |
| 274 | Bridgewater Associates#274 · 15,294 sh | 15,294 | $2.5M | 0.01% | -80.1% |
| 275 | Sterling Capital Management#275 · 14,835 sh | 14,835 | $2.4M | — | +0.8% |
| 276 | US BANCORP \DE\#276 · 14,563 sh | 14,563 | $2.4M | <0.01% | +27.1% |
| 277 | Pictet Asset Management Holding SA#277 · 14,515 sh | 14,515 | $2.3M | <0.01% | -4.4% |
| 278 | COOKSON PEIRCE#278 · 14,058 sh | 14,058 | $2.3M | 0.07% | +13.8% |
| 279 | TWO SIGMA SECURITIES#279 · 13,894 sh | 13,894 | $2.2M | 0.19% | New |
| 280 | Lighthouse Investment Partners#280 · 13,875 sh | 13,875 | $2.2M | 0.06% | New |
| 281 | Aster Capital Management (DIFC) Ltd#281 · 13,831 sh | 13,831 | $2.2M | 0.48% | +2414.7% |
| 282 | Centiva Capital#282 · 13,643 sh | 13,643 | $2.2M | 0.02% | New |
| 283 | WILEY BROS.-AINTREE CAPITAL#283 · 13,453 sh | 13,453 | $2.2M | <0.01% | -15.0% |
| 284 | Pathstone#284 · 13,378 sh | 13,378 | $2.2M | <0.01% | +25.3% |
| 285 | POLEN CAPITAL MANAGEMENT#285 · 13,353 sh | 13,353 | $2.2M | 0.02% | +103.8% |
| 286 | State of Alaska, Department of Revenue#286 · 13,266 sh | 13,266 | $2.1M | — | -73.4% |
| 287 | AMERICAN CENTURY COMPANIES#287 · 12,919 sh | 12,919 | $2.1M | <0.01% | -1.9% |
| 288 | Baird Financial Group#288 · 12,718 sh | 12,718 | $2.1M | <0.01% | -23.4% |
| 289 | NorthCrest Asset Manangement#289 · 14,921 sh | 14,921 | $2.1M | — | -11.2% |
| 290 | GSA CAPITAL PARTNERS LLP#290 · 12,560 sh | 12,560 | $2.0M | 0.13% | +132.7% |
| 291 | HSBC PLC#291 · 12,665 sh | 12,665 | $2.0M | <0.01% | New |
| 292 | TEACHER RETIREMENT SYSTEM OF TEXAS#292 · 12,369 sh | 12,369 | $2.0M | <0.01% | +2.6% |
| 293 | Marshall Financial Group#293 · 12,320 sh | 12,320 | $2.0M | 0.29% | New |
| 294 | Diametric Capital#294 · 12,279 sh | 12,279 | $2.0M | 0.21% | +0.5% |
| 295 | NEW YORK LIFE INVESTMENT MANAGEMENT#295 · 12,128 sh | 12,128 | $2.0M | 0.01% | New |
| 296 | Brevan Howard Capital Management#296 · 11,926 sh | 11,926 | $1.9M | 0.01% | +10.0% |
| 297 | Katamaran Capital LLP#297 · 11,556 sh | 11,556 | $1.9M | — | -71.9% |
| 298 | OSAIC#298 · 11,469 sh | 11,469 | $1.9M | <0.01% | +37.2% |
| 299 | Cambridge Investment Research Advisors#299 · 10,417 sh | 10,417 | $1.7M | <0.01% | +24.1% |
| 300 | FOX RUN MANAGEMENT, L.L.C.#300 · 10,415 sh | 10,415 | $1.7M | 0.28% | New |
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.