Who owns Semtech (SMTC)?
169 holders named in SEC filings declare between 70.2% and 95.7% of Semtech's shares outstanding, as of Sep 10, 2026. The largest are Vanguard (10.9%), BlackRock (10.0%) and Capital Group (3.9%); the five largest hold 32.2% together. Another 406 institutions hold small positions worth 4.0%. At least 0.21% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 22.1% and sold 30.6% of the shares, a net sale of 8.5%; 182 opened a position, 148 added, 182 reduced and 49 sold out. Biggest buyers: Jane Street (+2.6M shares) and T. Rowe Price (+1.1M shares). Biggest sellers: BlackRock (-4.5M) and Ameriprise Financial, Inc. (-4.0M). Schedule 13D/G filings since Mar 31, 2026: BlackRock, Inc. raised its stake to 10.0% on Aug 31, 2026, Ameriprise Financial, Inc. fell below 5% (3.7% still declared) on Jun 30, 2026 and Vanguard Portfolio Management cut its stake to 5.7% on Jun 30, 2026. Over time, 563 managers declared Semtech in their 13F for Q2 2026, against 214 for Q4 2019: together at most 100.1% of the shares outstanding, against 98.0%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 10.9% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13G | 10.0% | Aug 31, 2026 | — |
| Capital Group | 13F | 3.9% | Jun 30, 2026 | Q4 2019 or earlier |
| Ameriprise Financial, Inc. | 13F | 3.7% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 3.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Jane Street | 13F | 3.6% | Jun 30, 2026 | Q4 2025 |
| Geode Capital | 13F | 2.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Hood River Capital Management LLC | 13F | 2.4% | Jun 30, 2026 | Q3 2024 |
| UBS | 13F | 2.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Morgan Stanley | 13F | 2.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Wellington | 13F | 2.1% | Jun 30, 2026 | Q3 2024 |
| Bank of America | 13F | 2.0% | Jun 30, 2026 | Q4 2019 or earlier |
| ALLIANCEBERNSTEIN L.P. | 13F | 1.7% | Jun 30, 2026 | Q4 2019 or earlier |
| T. Rowe Price | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Norges Bank | 13F | 1.3% | Jun 30, 2026 | Q1 2025 |
| Millennium | 13F | 1.2% | Jun 30, 2026 | Q1 2021 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 13F | 1.2% | Jun 30, 2026 | Q1 2025 |
| DISCIPLINED GROWTH INVESTORS INC /MN | 13F | 1.0% | Jun 30, 2026 | Q2 2022 |
| TREMBLANT CAPITAL GROUP | 13F | 0.95% | Jun 30, 2026 | Q2 2026 |
| Northern Trust | 13F | 0.91% | Jun 30, 2026 | Q4 2019 or earlier |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13F | 0.91% | Jun 30, 2026 | Q2 2026 |
| JPMorgan | 13F | 0.89% | Jun 30, 2026 | Q4 2019 or earlier |
| Two Sigma | 13F | 0.88% | Jun 30, 2026 | Q1 2022 |
| SG Americas Securities, LLC | 13F | 0.84% | Jun 30, 2026 | Q2 2025 |
| Citadel | 13F | 0.84% | Jun 30, 2026 | Q1 2020 |
Semtech institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 214 | 98.0% | $3.4B | 56.2% |
| Q4 2020 | 251 | 96.7% | $4.5B | 59.6% |
| Q4 2021 | 300 | 95.6% | $5.5B | 61.9% |
| Q4 2022 | 253 | 108.5% | $2.0B | 58.3% |
| Q4 2023 | 221 | 129.3% | $1.8B | 56.7% |
| Q4 2024 | 346 | 126.7% | $5.9B | 55.6% |
| Q4 2025 | 395 | 110.5% | $7.5B | 54.0% |
| Q2 2026 | 563 | 100.1% | $15.1B | 50.2% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.