MTSI
MACOM Technology Solutions Holdings, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +1.5% ·
flujo de acciones +14.6% ·
nuevas posiciones netas +0.7%
— 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 Q1 2026
| 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 | Fidelity (FMR) ✦ | 10.61M | +63.7% | $2.36B | 0.1% | ▲ Add | 4 | SEC ↗ ×8 |
| 2 | BlackRock ✦ (pasivo) | 8.57M | +13.8% | $1.90B | 0.0% | ▲ Add | 4 | SEC ↗ ×19 |
| 3 | Invesco Ltd. | 3.67M | +7.3% | $815.84M | 0.1% | ▲ Add | 2 | SEC ↗ ×12 |
| 4 | Vanguard Capital Management Llc | 2.99M | — | $664.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 2.15M | +1.6% | $478.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 2.02M | +82.2% | $422.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 7 | Wellington Management ✦ | 1.55M | +52.4% | $343.77M | 0.1% | ▲ Add | 6 | SEC ↗ ×7 |
| 8 | Geode Capital Management ✦ (pasivo) | 1.36M | +7.3% | $301.98M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Capital Research Global Investors | 1.22M | -8.5% | $271.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Artisan Partners Limited Partnership | 1.05M | -16.0% | $232.54M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 914.85K | -52.7% | $203.16M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 12 | Massachusetts Financial Services Co… | 828.45K | +77.1% | $183.97M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 13 | UBS Group AG | 809.41K | -11.0% | $179.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Neuberger Berman Group LLC | 788.82K | +18.5% | $174.96M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Janus Henderson Group Plc | 784.12K | +15.5% | $174.11M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Barclays Plc | 734.57K | +27.9% | $163.13M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Charles Schwab Investment… | 660.86K | +3.0% | $146.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Nomura Asset Management… | 635.06K | -14.8% | $141.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 19 | Alliancebernstein L.P. | 789.04K | -25.8% | $135.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 590.57K | +343.6% | $131.15M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 21 | Raymond James Financial Inc | 590.34K | -2.0% | $127.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 22 | Morgan Stanley ✦ | 555.16K | -26.8% | $123.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 23 | Northern Trust Corp | 532.68K | +4.5% | $118.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 24 | Dimensional Fund Advisors Lp | 529.14K | -44.1% | $117.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 25 | Franklin Resources Inc | 501.97K | +3161.0% | $111.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 26 | Bank Of America Corp /De/ | 480.69K | -26.8% | $106.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 27 | Goldman Sachs Group ✦ | 430.80K | -18.8% | $95.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Citigroup Inc | 423.87K | +45.3% | $94.13M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Bank of New York Mellon Corp | 1.45M | +277.0% | $90.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 30 | American Century Companies Inc | 343.29K | -33.1% | $76.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Millennium Management ✦ | 335.21K | -44.4% | $74.44M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 32 | Loomis Sayles & Co L P | 322.46K | -33.4% | $71.61M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Manufacturers Life Insurance… | 305.95K | -36.6% | $67.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jennison Associates Llc | 299.73K | -15.0% | $66.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | New York State Common Retirement… | 242.94K | -16.6% | $53.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Schroder Investment Management Group | 250.05K | — | $52.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | First Trust Advisors Lp | 228.40K | +221.0% | $50.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Td Asset Management Inc | 221.37K | -20.9% | $49.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Sei Investments Co | 219.36K | +1.1% | $48.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | Nuveen, LLC | 212.30K | +5.8% | $47.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | AQR Capital Management ✦ | 212.22K | -32.3% | $46.07M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 42 | Principal Financial Group Inc | 195.15K | +41.8% | $43.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | UBS AM, a distinct business unit of… | 190.79K | +15.7% | $42.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 44 | Amundi | 187.07K | +15.5% | $41.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Squarepoint Ops LLC | 172.15K | +12.5% | $38.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Rhumbline Advisers | 166.17K | +4.7% | $36.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 155.12K | -13.5% | $34.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Bnp Paribas Financial Markets | 146.41K | -26.6% | $32.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Swiss National Bank | 133.55K | +1.0% | $29.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Point72 Asset Management ✦ | 125.72K | -77.2% | $27.92M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 51 | Deutsche Bank Ag\ | 117.56K | +33.4% | $26.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 52 | Envestnet Asset Management Inc | 115.59K | -14.3% | $25.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | California Public Employees… | 110.22K | +3.9% | $24.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Mirae Asset Global Investments Co.… | 106.53K | +7.7% | $23.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 55 | Victory Capital Management Inc | 97.52K | -11.6% | $21.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Balyasny Asset Management L.P. | 95.26K | -27.7% | $21.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Legal & General Group Plc | 89.65K | -8.1% | $19.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 58 | Arrowstreet Capital ✦ | 85.03K | +20.7% | $18.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | California State Teachers… | 79.39K | +24.5% | $17.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 78.00K | -8.3% | $17.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 61 | LMR Partners LLP | 75.00K | Nuevo | $16.66M | 0.2% | New | 1 | SEC ↗ |
| 62 | Gotham Asset Management ✦ | 71.61K | +12.6% | $15.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 63 | Universal- Beteiligungs- und… | 71.29K | -13.1% | $15.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | State Of Wisconsin Investment Board | 70.48K | -5.2% | $15.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Adage Capital Partners ✦ | 70.06K | -65.4% | $15.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Swedbank AB | 58.81K | Nuevo | $13.06M | 0.0% | New | 1 | SEC ↗ |
| 67 | Nomura Asset Management Co Ltd | 57.90K | — | $12.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | State Board Of Administration Of… | 47.06K | 0.0% | $10.45M | 0.0% | Held | 2 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 43.55K | +1.9% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 70 | Two Sigma Investments ✦ | 39.32K | Nuevo | $8.73M | 0.0% | New | 1 | SEC ↗ |
| 71 | Susquehanna International Group, Llp | 37.23K | +66.9% | $8.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | LPL Financial LLC | 30.76K | +59.6% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank Julius Baer & Co. Ltd, Zurich | 30.50K | Nuevo | $6.48M | 0.0% | New | 1 | SEC ↗ |
| 74 | Wells Fargo & Company/Mn | 27.84K | -38.7% | $6.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 75 | Quantinno Capital Management LP | 27.84K | +22.8% | $6.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Zurcher Kantonalbank (Zurich… | 26.11K | +24.5% | $5.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Stifel Financial Corp | 26.03K | -2.8% | $5.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Creative Planning | 25.92K | +6.1% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Marshall Wace ✦ | 24.97K | +869.4% | $5.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 80 | Assenagon Asset Management S.A. | 24.02K | -86.1% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 23.47K | +624.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 82 | Jones Financial Companies Lllp | 22.83K | +3247.2% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Truist Financial Corp | 1.89M | +9239.1% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 84 | BNP Paribas Asset Management… | 21.32K | -1.9% | $4.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Fifth Third Bancorp | 18.47K | +2385.6% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Credit Agricole S A | 17.27K | +53.2% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Cerity Partners LLC | 17.16K | -40.7% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 88 | Capital World Investors ✦ | 14.24K | Nuevo | $3.16M | 0.0% | New | 1 | SEC ↗ |
| 89 | Tidal Investments LLC | 13.18K | Nuevo | $2.93M | 0.0% | New | 1 | SEC ↗ |
| 90 | Pacer Advisors, Inc. | 12.04K | +0.4% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Mercer Global Advisors Inc /Adv | 11.24K | +267.7% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Cetera Investment Advisers | 11.06K | -7.2% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Pictet Asset Management Holding SA | 11.02K | +9.0% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Cibc World Market Inc. | 10.77K | -6.6% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bridgewater Associates ✦ | 10.72K | -37.4% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 10.71K | -92.8% | $2.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 97 | HighTower Advisors, LLC | 10.27K | -69.8% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Captrust Financial Advisors | 10.24K | -10.0% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Baird Financial Group, Inc. | 10.22K | -52.6% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 100 | Voya Investment Management Llc | 10.00K | +25.9% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
«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
| LMR Partners LLP | $16.66M | 0.2% |
| Swedbank AB | $13.06M | 0.0% |
| Two Sigma Investments | $8.73M | 0.0% |
| Bank Julius Baer & Co. Ltd… | $6.48M | 0.0% |
| Capital World Investors | $3.16M | 0.0% |
| Tidal Investments LLC | $2.93M | 0.0% |
Posición cerrada
| Norges Bank | $97.40M | era 0.0% |
| D. E. Shaw & Co. | $15.98M | era 0.0% |
| Tudor Investment Corp Et Al | $9.42M | era 0.1% |
| Caisse De Depot Et Placement… | $5.22M | era 0.0% |
| Lazard Asset Management Llc | $3.84M | era 0.0% |
| Rakuten Investment… | $1.20M | era 0.0% |
| Qube Research & Technologies… | $784,462 | era 0.0% |
| Danske Bank A/S | $137,024 | era 0.0% |
| Walleye Trading LLC | $59,777 | 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