$SMTC

$144.35 +$7.62 (5.57%) Close

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

Ownership

13F as of Q2 2026 · 93.3M shares outstanding

Who owns SMTC?

By type of holder

Institutions 99.2% Insiders 0.5% Everyone else 0.3%

Concentration Top 10 holders own 40.9%

BlackRock, Inc. 10.5% · Ameriprise Financial Inc 3.7%

Institutional ownership

99.2%

-0.8 pts vs last qtr

Institutional holders

576

+137 vs last qtr

Net shares bought

−7.3M

by institutions in Q2 2026

New / sold out

198 / 61

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jane Street Group, LLC +2.6M
Norges Bank NEW +1.2M

Biggest sellers in Q2 2026

BlackRock, Inc. −4.5M
Ameriprise Financial Inc −4.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$18.4M

42 notices from 16 people

Shares covered

164.6K

0.18% of the company

Arranged in advance

62%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Silberstein Asaf Officer 10b5-1 $5.29M
Hou Hong Q Officer $3.1M

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, FY2017–FY2026

+33.7%

+3.28% a year

Each share's claim on the business

−25.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$453M vs $509M

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+ years57% 3–5 years3% 1–3 years14% Under 1 year27%

Quarterly turnover

25.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SMTC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.7M	10.45%	−4.5M (−31.4%)	≤2021	0.0%
Shares held by quarter Peak holding14.2M (Q1'26) Change over 8 quarters−1.5M Share of the company10.450% BlackRock, Inc.'s full portfolio →
AF Ameriprise Financial Inc	3.5M	3.70%	−4.0M (−53.7%)	≤2021	0.1%
Shares held by quarter Peak holding7.6M (Q4'25) Change over 8 quarters−2.5M Share of the company3.700% Ameriprise Financial Inc's full portfolio →

BlackRock, Inc.

9.7M

% of company

10.45%

Change vs last qtr

−4.5M (−31.4%)

Held since

≤2021

Ameriprise Financial Inc

3.5M

% of company

3.70%

Change vs last qtr

−4.0M (−53.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Semtech Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SMTC on Form N-PORT; together they hold 61.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$552M	3.4M	3.66%	0.58%	June 30, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$516M	3.2M	3.41%	0.41%	June 30, 2026

SMALLCAP World Fund Inc

Position value

$552M

% of company

3.66%

% of the fund

0.58%

As of

June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$516M

% of company

3.41%

% of the fund

0.41%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Semtech Corporation 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
SA Silberstein Asaf Insider	90.1K	0.10%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.100% Silberstein Asaf's insider activity →
WJ Wilson John Michael Insider	81.6K	0.09%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.090% Wilson John Michael's insider activity →

Silberstein Asaf

Insider

90.1K

% of company

0.10%

Change vs last qtr

—

Held since

—

Wilson John Michael

Insider

81.6K

% of company

0.09%

Change vs last qtr

—

Held since

—

14 more holders behind a free account

See every insider and 5%+ holder of Semtech Corporation.

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