Macom Technology Solutions HMTSI
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 462 institutions reported holding Macom Technology Solutions H (MTSI) in their 13F filings, up 32 from Q3 2025. 73 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.2B) and FMR LLC ($1.1B). 9 famous investors held it, including Alex Sacerdote (1.7% of Whale Rock Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Macom Technology Solutions H
- CUSIP
- 55405Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $355.4M |
| Exits | 50 | $203.0M |
All 13F filers, Q3 2025 → Q4 2025: 7,550,626 shares bought and 6,687,779 shares sold, net +862,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 462 holders
| BlackRock, Inc. | 0.02% | Add +6.7% | 7,524,936 | $1.3B |
| Vanguard Group Inc. | 0.02% | Add +2.2% | 7,225,100 | $1.2B |
| FMR LLC | 0.06% | Add +17.3% | 6,480,651 | $1.1B |
| T. Rowe Price Investment Management, Inc. | 0.58% | Reduce -1.4% | 5,400,028 | $924.9M |
| Invesco Ltd. | 0.06% | Reduce -1.3% | 3,424,570 | $586.6M |
| State Street Corp. | 0.01% | Reduce -2.2% | 2,118,667 | $362.9M |
| T. Rowe Price Associates Inc. | 0.04% | Add +7.6% | 1,934,684 | $331.4M |
| Capital Research Global Investors | 0.04% | Reduce -12.8% | 1,336,714 | $229.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 1,267,103 | $217.1M |
| Artisan Partners Limited Partnership | 0.33% | Reduce -37.4% | 1,246,723 | $213.5M |
| GW&K Investment Management, LLC | 1.80% | Add +6.1% | 1,217,935 | $208.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -14.8% | 1,106,343 | $189.5M |
| Alliancebernstein L.P. | 0.06% | Reduce -28.9% | 1,063,370 | $182.1M |
| Wellington Management Group LLP | 0.03% | Add +3.0% | 1,015,569 | $173.9M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.2% | 947,132 | $162.2M |
| UBS Group AG | 0.03% | Add +31.9% | 909,799 | $155.8M |
| Whale Rock Capital Management | 1.72% | New | 783,305 | $134.2M |
| Morgan Stanley | 0.01% | Reduce -2.4% | 758,162 | $129.9M |
| Nomura Asset Management International Inc. | 0.19% | — | 745,794 | $127.7M |
| Janus Henderson Group PLC | 0.05% | Add +49.3% | 679,086 | $116.3M |
| Neuberger Berman Group LLC | 0.09% | Reduce -27.6% | 665,423 | $114.1M |
| Bank of America Corp. | 0.01% | Reduce -25.0% | 656,453 | $112.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.9% | 641,372 | $109.9M |
| Raymond James Financial Inc. | 0.03% | Add +122.1% | 602,450 | $104.4M |
| Analog Century Management LP | 5.11% | Reduce -11.5% | 606,169 | $103.8M |
| Millennium Management | 0.08% | Add +94.7% | 602,940 | $103.3M |
| Rafferty Asset Management, LLC | 0.34% | Add +7.0% | 580,178 | $99.4M |
| Barclays PLC | 0.04% | Add +37.0% | 574,446 | $98.4M |
| Bessemer Group Inc. | 0.15% | Add +170782.0% | 569,037 | $97.5M |
| Norges Bank | 0.01% | — | 568,643 | $97.4M |
| Point72 Asset Management | 0.15% | Reduce -4.1% | 551,641 | $94.5M |
| Stephens Investment Management Group LLC | 1.21% | Reduce -0.1% | 541,059 | $92.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.5% | 530,355 | $90.8M |
| FengHe Fund Management Pte. Ltd. | 5.10% | New | 529,326 | $90.7M |
| American Century Companies Inc. | 0.04% | Add +6.5% | 513,238 | $87.9M |
| Northern Trust Corp. | 0.01% | Reduce -2.2% | 509,769 | $87.3M |
| Loomis Sayles & Co. L P | 0.10% | Reduce -4.5% | 484,374 | $83.0M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -29.9% | 482,817 | $82.7M |
| Driehaus Capital Management LLC | 0.56% | Add +28.6% | 482,051 | $82.6M |
| Massachusetts Financial Services Co. | 0.03% | Add +19.8% | 467,797 | $80.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.3% | 384,883 | $65.9M |
| Fiera Capital Corp | 0.21% | Add +33.2% | 378,203 | $64.8M |
| Geneva Capital Management LLC | 1.20% | Reduce -10.1% | 372,559 | $63.8M |
| Jennison Associates LLC | 0.04% | Add +2.6% | 352,650 | $60.4M |
| Schroder Investment Management Group | 0.04% | Reduce -30.2% | 327,574 | $57.3M |
| AQR Capital Management | 0.03% | Add +3.2% | 313,350 | $53.7M |
| Citigroup Inc. | 0.03% | Add +56.8% | 291,691 | $50.0M |
| New York State Common Retirement Fund | 0.07% | Reduce -17.8% | 291,263 | $49.9M |
| TD Asset Management Inc | 0.04% | Add +3.8% | 280,018 | $48.0M |
| Capitolis Liquid Global Markets LLC | 0.28% | Add +407.4% | 274,000 | $46.9M |
| Aristotle Capital Boston, LLC | 2.41% | Reduce -21.4% | 256,388 | $43.9M |
| TimesSquare Capital Management, LLC | 0.64% | Add +4.1% | 246,866 | $42.3M |
| Segall Bryant & Hamill, LLC | 0.54% | Add +34.7% | 232,348 | $39.8M |
| Westfield Capital Management Co. LP | 0.16% | Reduce -47.1% | 231,093 | $39.6M |
| Lord, Abbett & Co. LLC | 0.12% | Reduce -2.1% | 226,019 | $38.7M |
| Sei Investments Co. | 0.04% | Reduce -15.2% | 216,968 | $37.2M |
| Silvercrest Asset Management Group LLC | 0.25% | Reduce -18.5% | 209,510 | $35.9M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | New | 202,500 | $34.7M |
| Nuveen, LLC | 0.01% | Reduce -6.3% | 200,627 | $34.4M |
| BNP Paribas Financial Markets | 0.02% | Add +106.8% | 199,504 | $34.2M |
| Public Employees Retirement Association of Colorado | 0.12% | No change | 197,529 | $33.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.9% | 179,252 | $30.7M |
| Oberweis Asset Management Inc./ | 1.12% | Add +0.7% | 178,960 | $30.7M |
| Assenagon Asset Management S.A. | 0.04% | Add +577.1% | 172,823 | $29.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.9% | 164,958 | $28.3M |
| Amundi | 0.01% | Reduce -25.3% | 161,946 | $27.7M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 158,681 | $27.2M |
| Squarepoint Ops LLC | 0.05% | Reduce -22.6% | 153,017 | $26.2M |
| Ranger Investment Management, L.P. | 1.76% | Add +26.9% | 149,496 | $25.6M |
| Bank of Montreal | 0.01% | Add +19.8% | 148,820 | $25.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 137,674 | $23.6M |
| Kennedy Capital Management LLC | 0.50% | Reduce -0.1% | 136,819 | $23.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.4% | 134,884 | $23.1M |
| Citadel Advisors | 0.02% | Reduce -66.3% | 133,123 | $22.8M |
| Swiss National Bank | 0.01% | Add +7.9% | 132,250 | $22.7M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -31.3% | 131,741 | $22.6M |
| Next Century Growth Investors LLC | 1.49% | Reduce -24.1% | 125,466 | $21.5M |
| Silverberg Bernstein Capital Management LLC | 12.32% | Reduce -2.4% | 124,524 | $21.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -45.9% | 110,311 | $18.9M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.5% | 106,264 | $18.2M |
| California Public Employees Retirement System | 0.01% | Add +0.5% | 106,112 | $18.2M |
| HSBC Holdings PLC | 0.01% | Add +5004.6% | 102,909 | $17.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +22.4% | 98,880 | $16.9M |
| Legal & General Group Plc | 0.00% | Reduce -14.0% | 97,498 | $16.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -72.2% | 93,298 | $16.0M |
| Thornburg Investment Management Inc. | 0.20% | Add +5.2% | 92,639 | $15.9M |
| Deutsche Bank AG | 0.00% | Add +1.1% | 88,148 | $15.1M |
| EULAV Asset Management | 0.40% | No change | 87,046 | $14.9M |
| Jefferies Financial Group Inc. | 0.12% | Add +824.5% | 86,578 | $14.8M |
| Royal Bank of Canada | 0.00% | Reduce -58.7% | 85,102 | $14.6M |
| Peregrine Capital Management LLC | 0.44% | New | 83,501 | $14.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +30.8% | 82,036 | $14.1M |
| Frontier Capital Management Co. LLC | 0.15% | Reduce -16.2% | 80,808 | $13.8M |
| Defiance ETFs, LLC | 0.44% | — | 76,490 | $13.4M |
| Penserra Capital Management LLC | 0.16% | Reduce -2.0% | 76,490 | $13.1M |
| State of Wisconsin Investment Board | 0.03% | Add +1.9% | 74,331 | $12.7M |
| Polar Asset Management Partners Inc. | 0.32% | Reduce -74.7% | 72,476 | $12.4M |
| First Trust Advisors LP | 0.01% | Reduce -60.6% | 71,150 | $12.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 70,469 | $12.1M |
| Nicholas Investment Partners, LP | 0.92% | Add +46.9% | 65,203 | $11.2M |
"% of holder's portfolio" is MTSI's weight in each manager's 13F, not the share of Macom Technology Solutions H the manager owns.