MTSI
MACOM Technology Solutions Holdings, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +0.8% ·
flujo de acciones +0.4% ·
nuevas posiciones netas +1.5%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 144 | +14 | 55.76M | $20.87B | +18 | −5 |
| Q1 2026 | 134 | +2 | 57.04M | $11.94B | +10 | −9 |
| Q4 2025 | 132 | +1 | 54.33M | $9.31B | +3 | −1 |
| Q3 2025 | 19 | +2 | 31.80M | $3.96B | +2 | −1 |
| Q2 2025 | 15 | 0 | 28.73M | $4.12B | +1 | −1 |
| Q1 2025 | 12 | -1 | 12.26M | $1.23B | +1 | −2 |
| Q4 2024 | 13 | +4 | 11.70M | $1.52B | +4 | — |
| Q3 2024 | 8 | -1 | 8.78M | $977.09M | — | −1 |
| Q2 2024 | 9 | — | 7.14M | $796.33M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 7.52M | +6.7% | $1.29B | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (pasivo) | 7.23M | +2.2% | $1.24B | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 6.48M | +17.3% | $1.11B | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 4 | Invesco Ltd. | 3.42M | — | $586.56M | 0.1% | n/c | 1 | SEC ↗ ×13 |
| 5 | State Street Global Advisors ✦ (pasivo) | 2.12M | -2.2% | $362.89M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 1.93M | +7.6% | $331.37M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Capital Research Global Investors | 1.34M | — | $228.95M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 1.27M | +3.0% | $217.07M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Artisan Partners Limited Partnership | 1.25M | — | $213.54M | 0.3% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 1.11M | -57.4% | $189.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 11 | Alliancebernstein L.P. | 1.06M | — | $182.13M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 1.02M | +3.0% | $173.95M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 13 | Dimensional Fund Advisors Lp | 947.13K | — | $162.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 14 | UBS Group AG | 909.80K | — | $155.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Morgan Stanley ✦ | 758.16K | -2.4% | $129.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 16 | Nomura Asset Management… | 745.79K | — | $127.74M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Janus Henderson Group Plc | 679.09K | — | $116.32M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 18 | Neuberger Berman Group LLC | 665.42K | — | $114.05M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 656.45K | — | $112.44M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 20 | Charles Schwab Investment… | 641.37K | — | $109.85M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 602.45K | — | $104.44M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 22 | Millennium Management ✦ | 602.94K | +94.7% | $103.27M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 23 | Barclays Plc | 574.45K | — | $98.39M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | Norges Bank ✦ (pasivo) | 568.64K | Nuevo | $97.40M | 0.0% | New | 1 | SEC ↗ |
| 25 | Point72 Asset Management ✦ | 551.64K | -4.1% | $94.49M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 530.36K | +4.5% | $90.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | American Century Companies Inc | 513.24K | — | $87.91M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northern Trust Corp | 509.77K | — | $87.31M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 29 | Loomis Sayles & Co L P | 484.37K | — | $82.96M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 30 | Manufacturers Life Insurance… | 482.82K | — | $82.70M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Massachusetts Financial Services Co… | 467.80K | — | $80.12M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 32 | Bank of New York Mellon Corp | 384.88K | — | $65.92M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 33 | Jennison Associates Llc | 352.65K | — | $60.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | AQR Capital Management ✦ | 313.35K | +3.2% | $53.67M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 35 | Citigroup Inc | 291.69K | — | $49.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | New York State Common Retirement… | 291.26K | — | $49.89M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Td Asset Management Inc | 280.02K | — | $47.96M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Sei Investments Co | 216.97K | — | $37.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Hsbc Holdings Plc | 205.82K | — | $35.59M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 40 | Adage Capital Partners ✦ | 202.50K | Nuevo | $34.68M | 0.1% | New | 1 | SEC ↗ |
| 41 | Nuveen, LLC | 200.63K | — | $34.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Bnp Paribas Financial Markets | 199.50K | — | $34.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Ameriprise Financial Inc | 179.25K | — | $30.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Assenagon Asset Management S.A. | 172.82K | — | $29.60M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 164.96K | — | $28.25M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 46 | Amundi | 161.95K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Rhumbline Advisers | 158.68K | — | $27.18M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Squarepoint Ops LLC | 153.02K | — | $26.21M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 148.82K | — | $25.49M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 50 | Principal Financial Group Inc | 137.67K | — | $23.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Envestnet Asset Management Inc | 134.88K | — | $23.10M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 133.12K | -66.3% | $22.80M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 53 | Swiss National Bank | 132.25K | — | $22.65M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Balyasny Asset Management L.P. | 131.74K | — | $22.56M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Victory Capital Management Inc | 110.31K | — | $18.89M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | California Public Employees… | 106.11K | — | $18.17M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Mirae Asset Global Investments Co.… | 98.88K | — | $16.94M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Legal & General Group Plc | 97.50K | — | $16.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | D. E. Shaw & Co. ✦ | 93.30K | -72.2% | $15.98M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 60 | Deutsche Bank Ag\ | 88.15K | — | $15.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 61 | Royal Bank Of Canada | 85.10K | — | $14.58M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 62 | Universal- Beteiligungs- und… | 82.04K | — | $14.05M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | State Of Wisconsin Investment Board | 74.33K | — | $12.73M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | First Trust Advisors Lp | 71.15K | — | $12.19M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Arrowstreet Capital ✦ | 70.47K | Nuevo | $12.07M | 0.0% | New | 1 | SEC ↗ |
| 66 | California State Teachers… | 63.78K | — | $10.92M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Gotham Asset Management ✦ | 63.59K | +758.7% | $10.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Tudor Investment Corp Et Al | 55.00K | — | $9.42M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | State Board Of Administration Of… | 47.06K | — | $8.06M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Wells Fargo & Company/Mn | 45.39K | — | $7.77M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 71 | Russell Investments Group, Ltd. | 42.73K | — | $7.32M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 72 | BNP Paribas Asset Management… | 21.74K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Jane Street Group, Llc | 35.78K | — | $6.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 74 | HighTower Advisors, LLC | 33.98K | — | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Nomura Holdings Inc | 30.82K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 76 | Caisse De Depot Et Placement Du… | 30.46K | — | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Cerity Partners LLC | 28.94K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 78 | Stifel Financial Corp | 26.77K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 79 | Creative Planning | 24.44K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Corient Private Wealth LP | 23.98K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 81 | Quantinno Capital Management LP | 22.67K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Lazard Asset Management Llc | 22.44K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Susquehanna International Group, Llp | 22.31K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Baird Financial Group, Inc. | 21.58K | — | $3.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 85 | Zurcher Kantonalbank (Zurich… | 20.97K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Truist Financial Corp | 20.25K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 87 | LPL Financial LLC | 19.28K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Bridgewater Associates ✦ | 17.12K | -37.0% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Franklin Resources Inc | 15.39K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 90 | Connor, Clark & Lunn Investment… | 13.43K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Pacer Advisors, Inc. | 11.98K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Cetera Investment Advisers | 11.92K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Cibc World Market Inc. | 11.54K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Captrust Financial Advisors | 11.38K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Credit Agricole S A | 11.27K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Us Bancorp \De\ | 11.00K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 97 | ProShare Advisors LLC | 10.72K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Assetmark, Inc | 10.33K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Pictet Asset Management Holding SA | 10.10K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Focus Partners Wealth | 8.87K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $97.40M | 0.0% |
| Adage Capital Partners | $34.68M | 0.1% |
| Arrowstreet Capital | $12.07M | 0.0% |
Posición cerrada
| Renaissance Technologies | $16.33M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 510 tenedores, 72.04M acciones, $14.26B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 252 acc. · $69,350
Officer · 400 acc. · $129,588
Officer · 900 acc. · $292,734
Officer · 500 acc. · $163,255
Officer · 1.59K acc. · $509,706
Officer · 1.60K acc. · $526,048
Officer · 300 acc. · $98,925
Officer · 400 acc. · $132,268
Officer · 1.70K acc. · $556,898
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología