| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | $938,853,104 | 12,740,110 | BlackRock, Inc. | 31 Dec 2025 | |||
| AMERIPRISE FINANCIAL INC | 8.3% | +23% | $345,158,866 | +$70,559,766 | 7,175,860 | +26% | Ameriprise Financial, Inc. | 30 Jun 2025 |
| Capital Research Global Investors | 4.9% | -10% | $350,266,589 | -$14,698,887 | 4,502,720 | -4% | Capital Research Global Investors | 31 Dec 2025 |
| ALLIANCEBERNSTEIN L.P. | 3.9% | -33% | $97,084,446 | -$33,183,393 | 3,308,945 | -25% | AllianceBernstein L.P. | 31 Dec 2024 |
As of 31 Dec 2025, 400 institutional investors reported holding 102,241,247 shares of SEMTECH CORP - Common Stock (SMTC). This represents 111% of the company’s total 91,892,245 outstanding shares.
The largest institutional shareholders of SEMTECH CORP - Common Stock (SMTC) together control 83% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 13,189,055 | +2.9% | 0.02% | $971,901,462 |
| VANGUARD GROUP INC | 13% | 11,858,352 | +2.6% | 0.01% | $873,841,959 |
| AMERIPRISE FINANCIAL INC | 8.2% | 7,552,252 | +2.4% | 0.13% | $556,524,832 |
| Capital Research Global Investors | 4.9% | 4,502,720 | -4% | 0.06% | $331,805,437 |
| Whale Rock Capital Management LLC | 4.2% | 3,901,469 | +11% | 3.7% | $287,499,251 |
| STATE STREET CORP | 4.2% | 3,848,245 | -1.6% | 0.01% | $283,577,174 |
| ALLIANCEBERNSTEIN L.P. | 3.2% | 2,965,189 | -18% | 0.07% | $218,504,777 |
| DISCIPLINED GROWTH INVESTORS INC /MN | 3% | 2,801,291 | +2.6% | 4% | $206,427,134 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.7% | 2,453,294 | 0% | 0.27% | $180,783,000 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.7% | 2,448,612 | -28% | 0.75% | $180,438,198 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.5% | 2,340,343 | +0.33% | 0.03% | $172,459,877 |
| Hood River Capital Management LLC | 2.4% | 2,236,224 | +1.8% | 1.8% | $164,787,347 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 2,099,033 | +0.32% | 0.01% | $154,703,608 |
| T. Rowe Price Investment Management, Inc. | 2.2% | 1,987,888 | +23% | 0.09% | $146,488,000 |
| CITADEL ADVISORS LLC | 1.8% | 1,670,218 | +136% | 0.08% | $123,078,364 |
| MORGAN STANLEY | 1.5% | 1,389,257 | -56% | 0.01% | $102,374,502 |
| Invesco Ltd. | 1.4% | 1,251,104 | +20% | 0.01% | $92,193,854 |
| Point72 Asset Management, L.P. | 1.3% | 1,208,272 | +189% | 0.14% | $89,037,564 |
| MILLENNIUM MANAGEMENT LLC | 1.1% | 1,041,730 | -0.58% | 0.06% | $76,765,084 |
| Nuveen, LLC | 1.1% | 1,038,230 | -18% | 0.02% | $76,507,168 |
| BANK OF AMERICA CORP /DE/ | 1.1% | 1,008,027 | +18% | 0.01% | $74,281,509 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1% | 984,191 | -2.9% | 0.01% | $72,525,035 |
| NEUBERGER BERMAN GROUP LLC | 1% | 931,947 | -2.6% | 0.05% | $68,729,980 |
| Driehaus Capital Management LLC | 1% | 931,305 | +108% | 0.47% | $68,627,865 |
| NORTHERN TRUST CORP | 1% | 921,769 | -2.8% | 0.01% | $67,925,157 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 102,241,247 | $7,536,388,847 | -$342,597,868 | $73.69 | 400 |
| 2025 Q3 | 104,341,963 | $7,440,105,705 | +$114,101,603 | $71.45 | 347 |
| 2025 Q2 | 103,790,547 | $4,684,857,928 | +$376,011,454 | $45.14 | 313 |
| 2025 Q1 | 96,907,463 | $3,334,231,124 | -$145,411,711 | $34.40 | 308 |
| 2024 Q4 | 95,890,378 | $5,930,750,682 | +$625,994,684 | $61.85 | 349 |
| 2024 Q3 | 84,627,573 | $3,863,797,154 | +$136,838,527 | $45.66 | 268 |
| 2024 Q2 | 81,555,707 | $2,436,934,473 | +$44,721,044 | $29.88 | 253 |
| 2024 Q1 | 80,423,740 | $2,211,283,278 | -$51,897,058 | $27.49 | 232 |
| 2023 Q4 | 84,543,297 | $1,852,367,723 | +$177,862,738 | $21.91 | 224 |
| 2023 Q3 | 72,256,690 | $1,860,742,633 | +$59,213,924 | $25.75 | 212 |
| 2023 Q2 | 69,931,429 | $1,780,309,260 | -$3,832,244 | $25.46 | 223 |
| 2023 Q1 | 70,159,943 | $1,693,917,322 | +$14,900,181 | $24.14 | 243 |
| 2022 Q4 | 69,447,530 | $1,991,747,524 | +$200,136,276 | $28.69 | 259 |
| 2022 Q3 | 62,225,046 | $1,830,379,532 | -$178,235,683 | $29.41 | 264 |
| 2022 Q2 | 62,200,708 | $3,419,087,234 | +$14,217,696 | $54.97 | 297 |
| 2022 Q1 | 62,115,661 | $4,309,224,676 | +$15,689,452 | $69.34 | 306 |
| 2021 Q4 | 61,745,526 | $5,488,742,272 | -$60,334,769 | $88.93 | 302 |
| 2021 Q3 | 62,228,193 | $4,851,465,106 | +$22,593,407 | $77.97 | 273 |
| 2021 Q2 | 62,016,443 | $4,266,395,847 | +$52,361,730 | $68.80 | 266 |
| 2021 Q1 | 62,691,530 | $4,325,962,106 | -$11,868,856 | $69.00 | 252 |
| 2020 Q4 | 62,954,327 | $4,538,809,585 | -$45,987,615 | $72.09 | 250 |
| 2020 Q3 | 63,844,090 | $3,381,008,534 | +$33,657,219 | $52.96 | 231 |
| 2020 Q2 | 63,230,586 | $3,301,925,285 | -$1,197,161 | $52.22 | 238 |
| 2020 Q1 | 63,389,337 | $2,381,828,912 | -$27,569,298 | $37.50 | 207 |
| 2019 Q4 | 64,194,649 | $3,396,083,360 | -$42,786,485 | $52.90 | 219 |
| 2019 Q3 | 64,912,393 | $3,155,592,530 | -$3,930,815 | $48.61 | 211 |
| 2019 Q2 | 64,986,669 | $3,122,947,742 | +$28,950,142 | $48.05 | 217 |
| 2019 Q1 | 65,196,284 | $3,319,244,319 | +$67,292 | $50.91 | 241 |
| 2018 Q4 | 65,044,636 | $2,983,366,292 | -$66,235,069 | $45.87 | 240 |
| 2018 Q3 | 66,114,723 | $3,675,443,740 | +$74,389,849 | $55.60 | 239 |
| 2018 Q2 | 64,932,900 | $3,055,422,578 | +$10,663,292 | $47.05 | 219 |
| 2018 Q1 | 64,883,171 | $2,533,789,453 | +$42,757,448 | $39.05 | 215 |
| 2017 Q4 | 64,994,763 | $2,223,213,163 | +$33,642,462 | $34.20 | 208 |
| 2017 Q3 | 63,428,863 | $2,381,907,736 | +$590,903 | $37.55 | 216 |
| 2017 Q2 | 63,435,297 | $2,268,201,175 | +$32,762,895 | $35.75 | 204 |
| 2017 Q1 | 62,537,928 | $2,115,261,647 | +$269,644,246 | $33.80 | 218 |
| 2016 Q4 | 62,410,238 | $1,970,052,055 | -$22,373,155 | $31.55 | 214 |
| 2016 Q3 | 63,170,324 | $1,750,832,750 | -$1,506,426 | $27.73 | 189 |
| 2016 Q2 | 63,278,522 | $1,509,950,269 | -$136,493 | $23.86 | 173 |
| 2016 Q1 | 63,092,701 | $1,387,527,896 | -$19,764,347 | $21.99 | 163 |
| 2015 Q4 | 64,027,019 | $1,211,369,423 | -$6,623,812 | $18.92 | 152 |
| 2015 Q3 | 65,492,544 | $988,929,546 | -$36,950,734 | $15.10 | 150 |
| 2015 Q2 | 67,495,962 | $1,339,152,613 | +$3,839,580 | $19.85 | 155 |
| 2015 Q1 | 66,281,795 | $1,766,076,790 | +$12,482,121 | $26.64 | 161 |
| 2014 Q4 | 65,869,262 | $1,815,867,183 | -$37,446,998 | $27.57 | 164 |
| 2014 Q3 | 67,349,445 | $1,828,538,550 | +$49,433,693 | $27.15 | 170 |
| 2014 Q2 | 65,614,046 | $1,715,878,836 | -$15,573,833 | $26.15 | 179 |
| 2014 Q1 | 66,162,711 | $1,676,602,332 | -$3,405,590 | $25.34 | 175 |