$MTSI

$255.68 +$12.10 (4.97%) Close

$MTSI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 76.4M shares outstanding

Who owns MTSI?

By type of holder

Institutions 95.5% Insiders 4.5% Everyone else 0.0%

Concentration Top 10 holders own 110.9%

Chung Peter Y 37.9% · Ocampo Susan 25.7%

Institutional ownership

95.5%

-1.5 pts vs last qtr

Institutional holders

654

+139 vs last qtr

Net shares bought

−1.1M

by institutions in Q2 2026

New / sold out

185 / 46

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +996.7K
BlackRock, Inc. +946.6K

Biggest sellers in Q2 2026

T. Rowe Price Investment Management, Inc. −1.6M
Invesco Ltd. −1.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$995M

53 notices from 14 people

Shares covered

3.6M

4.75% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Ocampo Susan Owner $822M
Susan Ocampo Owner $117M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+38.6%

+3.70% a year

Each share's claim on the business

−27.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$196M vs $394M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years68% 3–5 years8% 1–3 years10% Under 1 year13%

Quarterly turnover

14.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MTSI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	10.5M	13.78%	−83.3K (−0.8%)	≤2021	0.2%
Shares held by quarter Peak holding10.6M (Q1'26) Change over 8 quarters+6.0M Share of the company13.780% FMR LLC's full portfolio →
B BlackRock, Inc.	9.5M	12.46%	+946.6K (+11.1%)	≤2021	0.1%
Shares held by quarter Peak holding9.5M (Q2'26) Change over 8 quarters+4.3M Share of the company12.460% BlackRock, Inc.'s full portfolio →

FMR LLC

10.5M

% of company

13.78%

Change vs last qtr

−83.3K (−0.8%)

Held since

≤2021

BlackRock, Inc.

9.5M

% of company

12.46%

Change vs last qtr

+946.6K (+11.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding MACOM Technology Solutions Holdings, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MTSI on Form N-PORT; together they hold 58.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS Select Semiconductors Portfolio Fidelity Select Portfolios	$985M	3.7M	4.89%	2.20%	August 31, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$854M	2.2M	2.94%	0.69%	June 30, 2026

Select Semiconductors Portfolio

Fidelity Select Portfolios

Position value

$985M

% of company

4.89%

% of the fund

2.20%

As of

August 31, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$854M

% of company

2.94%

% of the fund

0.69%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding MACOM Technology Solutions Holdings, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CP Chung Peter Y Insider	28.9M	37.90%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company37.900% Chung Peter Y's insider activity →
OS Ocampo Susan Insider	19.6M	25.70%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company25.700% Ocampo Susan's insider activity →

Chung Peter Y

Insider

28.9M

% of company

37.90%

Change vs last qtr

—

Held since

—

Ocampo Susan

Insider

19.6M

% of company

25.70%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of MACOM Technology Solutions Holdings, Inc..

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