증권 기록 · 과거 분기 (아카이브)

MTSI

MACOM Technology Solutions Holdings, Inc. · Technology · Semiconductors

306.36 -7.2% 시가총액 $23.37B 주가 지연 (FMP) · 기준일 Oct 12 22:08 UTC — 아래 신고 데이터와 별개

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

132추적 보유자

+1Δ 보유자

54.33M보유 주식 수

$9.31B보고 가치

+3신규 편입 포지션

−1청산

Stable 확신도 점수 54/100 6 추적 주식 수 증가 분기 수 ●●●●●● 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 +0.8% · 주식 흐름 +0.4% · 순 신규 포지션 +1.5% — 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가

모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025

시계열 보유 현황

분기	보유자	Δ	주식 수	보고 가치	신규	청산
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	—	—

보유자 수

보유 현황 · Q4 2025

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	BlackRock ✦ (패시브)	7.52M	+6.7%	$1.29B	0.0%	▲ Add	3	SEC ↗ ×16
2	The Vanguard Group ✦ (패시브)	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 ✦ (패시브)	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 ✦ (패시브)	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 ✦ (패시브)	568.64K	신규	$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	신규	$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	신규	$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 ↗

"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.

신규 매수자

Norges Bank	$97.40M	0.0%
Adage Capital Partners	$34.68M	0.1%
Arrowstreet Capital	$12.07M	0.0%

청산됨

Renaissance Technologies	$16.33M	이었음 0.0%

전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 510 보유 기관, 72.04M 주식, $14.26B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.

공동 보유 빈도 높음

이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.

MSFT132공동 보유자 AMD132공동 보유자 LLY132공동 보유자 GOOGL132공동 보유자 BSX132공동 보유자

내부자 거래

공개시장 매수 (P)

당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.

공개시장 매도 (S)

Aug 28 Dennehy Robert

Officer · 252 주(sh) · $69,350

Aug 17 Kober John

Officer · 400 주(sh) · $129,588

Aug 17 Kober John

Officer · 900 주(sh) · $292,734

Aug 17 Kober John

Officer · 500 주(sh) · $163,255

Aug 17 Kober John

Officer · 1.59K 주(sh) · $509,706

Aug 17 Kober John

Officer · 1.60K 주(sh) · $526,048

Aug 17 Kober John

Officer · 300 주(sh) · $98,925

Aug 17 Kober John

Officer · 400 주(sh) · $132,268

Aug 17 Kober John

Officer · 1.70K 주(sh) · $556,898

부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론

수익적 소유권

Aug 14 SC 13G/A — T. Rowe Price Investment Management…

원본 SEC 제출 서류 보기 ↗

Aug 12 SC 13G/A — OCAMPO SUSAN

원본 SEC 제출 서류 보기 ↗

Jul 08 SC 13G/A — BlackRock, Inc.

원본 SEC 제출 서류 보기 ↗

출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다. 보고 기간: Q4 2025 · 방법론 · API를 통해 조회

☆ MTSI

신규 매수자

청산됨

공개시장 매수 (P)

공개시장 매도 (S)

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