Ficha del valor
MTSI
MACOM Technology Solutions Holdings, Inc. · Technology · Semiconductors
144Tenedores rastreados
+14Δ titulares
55.76MAcciones mantenidas
$20.87BValor declarado
+18Nuevas posiciones
−5Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +10.8% ·
flujo de acciones -2.1% ·
nuevas posiciones netas +9.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| 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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 10.53M | -0.8% | $4.00B | 0.2% | ▼ Trim | 5 | SEC ↗ ×9 |
| 2 | BlackRock ✦ (pasivo) | 9.51M | +11.1% | $3.62B | 0.1% | ▲ Add | 5 | SEC ↗ ×20 |
| 3 | Vanguard Capital Management Llc | 3.06M | +2.4% | $1.17B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 2.26M | +5.1% | $860.49M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Invesco Ltd. | 2.15M | -41.5% | $817.64M | 0.1% | ▼ Trim | 3 | SEC ↗ ×12 |
| 6 | JPMorgan Chase ✦ | 2.13M | +5.4% | $792.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 7 | Geode Capital Management ✦ (pasivo) | 1.41M | +3.7% | $536.34M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Wellington Management ✦ | 1.21M | -22.1% | $458.62M | 0.1% | ▼ Trim | 7 | SEC ↗ ×7 |
| 9 | Massachusetts Financial Services Co… | 1.17M | +40.8% | $443.58M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 10 | Capital Research Global Investors | 1.09M | -11.2% | $413.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (pasivo) | 996.73K | Nuevo | $379.13M | 0.0% | New | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 980.13K | +7.1% | $372.81M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 13 | Neuberger Berman Group LLC | 826.97K | +4.8% | $314.39M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 812.42K | +88.6% | $309.02M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 15 | Franklin Resources Inc | 798.89K | +59.1% | $303.87M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 16 | Qube Research & Technologies Ltd | 790.68K | Nuevo | $300.75M | 0.3% | New | 1 | SEC ↗ |
| 17 | Charles Schwab Investment… | 666.66K | +0.9% | $253.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Bank Of America Corp /De/ | 651.29K | +35.5% | $247.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 19 | Artisan Partners Limited Partnership | 627.85K | -40.0% | $238.82M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 627.80K | +6.3% | $238.80M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 21 | Northern Trust Corp | 558.72K | +4.9% | $212.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 22 | Bank of New York Mellon Corp | 1.09M | -25.0% | $205.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 23 | Jane Street Group, Llc | 534.56K | +22579.8% | $203.33M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Barclays Plc | 467.34K | -36.4% | $177.76M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 25 | Clearbridge Investments, LLC | 441.22K | Nuevo | $167.83M | 0.1% | New | 1 | SEC ↗ |
| 26 | Millennium Management ✦ | 430.40K | +28.4% | $163.71M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 27 | Citigroup Inc | 410.18K | -3.2% | $156.02M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | UBS Group AG | 389.95K | -51.8% | $148.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 29 | Morgan Stanley ✦ | 380.49K | -31.5% | $144.73M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 30 | Deutsche Bank Ag\ | 362.73K | +208.5% | $137.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | American Century Companies Inc | 334.96K | -2.4% | $127.41M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Allspring Global Investments… | 362.06K | Nuevo | $126.95M | 0.2% | New | 1 | SEC ↗ ×3 |
| 33 | Alliancebernstein L.P. | 569.51K | -27.8% | $126.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Arrowstreet Capital ✦ | 321.34K | +277.9% | $122.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | First Trust Advisors Lp | 311.38K | +36.3% | $118.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Nomura Asset Management… | 307.23K | -51.6% | $116.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 37 | Dimensional Fund Advisors Lp | 286.46K | -45.9% | $108.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 38 | Assenagon Asset Management S.A. | 274.47K | +1042.7% | $104.40M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Jennison Associates Llc | 269.63K | -10.0% | $102.56M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Nuveen, LLC | 260.42K | +22.7% | $99.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 41 | Federated Hermes, Inc. | 249.29K | +5362.1% | $94.82M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | AQR Capital Management ✦ | 234.07K | +10.3% | $88.01M | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 43 | Loomis Sayles & Co L P | 206.61K | -35.9% | $78.59M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 44 | UBS AM, a distinct business unit of… | 188.99K | -0.9% | $71.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 45 | Rhumbline Advisers | 177.46K | +6.8% | $67.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Td Asset Management Inc | 177.21K | -19.9% | $67.41M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | Principal Financial Group Inc | 171.61K | -12.1% | $65.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 48 | Schroder Investment Management Group | 169.31K | -32.3% | $63.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Sei Investments Co | 165.74K | -24.4% | $63.04M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 50 | Susquehanna International Group, Llp | 153.60K | +312.6% | $58.43M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Wells Fargo & Company/Mn | 145.25K | +421.7% | $55.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 52 | Manufacturers Life Insurance… | 143.18K | -53.2% | $54.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Swiss National Bank | 136.75K | +2.4% | $52.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Squarepoint Ops LLC | 136.58K | -20.7% | $51.95M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | CIBC Bancorp USA Inc. | 114.82K | Nuevo | $43.66M | 0.1% | New | 1 | SEC ↗ ×2 |
| 56 | Envestnet Asset Management Inc | 111.64K | -3.4% | $42.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | California Public Employees… | 110.93K | +0.7% | $42.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | New York State Common Retirement… | 108.89K | -55.2% | $41.42M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 59 | Mirae Asset Global Investments Co.… | 101.68K | -4.5% | $38.67M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 100.44K | -31.4% | $38.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 61 | Nomura Holdings Inc | 97.96K | +1294.6% | $37.26M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | Royal Bank Of Canada | 95.58K | +22.5% | $36.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 63 | Legal & General Group Plc | 95.15K | +6.1% | $36.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | Gotham Asset Management ✦ | 92.35K | +29.0% | $35.13M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 65 | Victory Capital Management Inc | 80.84K | -17.1% | $30.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Adage Capital Partners ✦ | 80.06K | +14.3% | $30.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 72.02K | +65.3% | $27.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 68 | Point72 Asset Management ✦ | 67.46K | -46.3% | $25.66M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 69 | Ameriprise Financial Inc | 65.20K | -58.0% | $24.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 70 | State Of Wisconsin Investment Board | 64.94K | -7.9% | $24.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 71 | Nomura Asset Management Co Ltd | 62.50K | +7.9% | $23.77M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 72 | Tudor Investment Corp Et Al | 60.94K | Nuevo | $23.18M | 0.1% | New | 1 | SEC ↗ |
| 73 | Two Sigma Investments ✦ | 52.97K | +34.7% | $20.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Universal- Beteiligungs- und… | 50.18K | -29.6% | $19.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | State Board Of Administration Of… | 49.94K | +6.1% | $19.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Caisse De Depot Et Placement Du… | 49.40K | Nuevo | $18.79M | 0.0% | New | 1 | SEC ↗ |
| 77 | Swedbank AB | 45.95K | -21.9% | $17.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Citadel Advisors ✦ | 43.70K | -92.6% | $16.62M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 79 | BNP Paribas Asset Management… | 42.12K | +97.6% | $16.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 80 | LPL Financial LLC | 42.01K | +36.6% | $15.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Canada Pension Plan Investment Board | 39.81K | +784.7% | $15.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Bank Julius Baer & Co. Ltd, Zurich | 35.96K | +17.9% | $13.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Stifel Financial Corp | 33.45K | +28.5% | $12.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 84 | Creative Planning | 29.83K | +15.1% | $11.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 85 | Zurcher Kantonalbank (Zurich… | 27.48K | +5.2% | $10.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Quantinno Capital Management LP | 26.96K | -3.1% | $10.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Ensign Peak Advisors, Inc | 25.99K | +630.9% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Balyasny Asset Management L.P. | 22.83K | -76.0% | $8.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 89 | Jones Financial Companies Lllp | 22.89K | +0.3% | $8.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 90 | Voya Investment Management Llc | 20.53K | +105.3% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 91 | Osaic Holdings, Inc. | 20.12K | -14.3% | $7.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 92 | Cerity Partners LLC | 18.35K | +7.0% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 93 | Fifth Third Bancorp | 18.23K | -1.3% | $6.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Pacer Advisors, Inc. | 17.76K | +47.5% | $6.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Credit Agricole S A | 17.32K | +0.3% | $6.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 96 | Tidal Investments LLC | 15.99K | +21.3% | $6.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Capital World Investors ✦ | 14.24K | 0.0% | $5.42M | 0.0% | Held | 2 | SEC ↗ |
| 98 | Focus Partners Wealth | 12.78K | +67.9% | $4.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Mercer Global Advisors Inc /Adv | 12.65K | +12.5% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Corient Private Wealth LP | 11.36K | +181.3% | $4.32M | 0.0% | ▲ Add | 3 | 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 | $379.13M | 0.0% |
| Qube Research & Technologies… | $300.75M | 0.3% |
| Clearbridge Investments, LLC | $167.83M | 0.1% |
| Allspring Global Investments… | $126.95M | 0.2% |
| CIBC Bancorp USA Inc. | $43.66M | 0.1% |
| Tudor Investment Corp Et Al | $23.18M | 0.1% |
| Caisse De Depot Et Placement… | $18.79M | 0.0% |
Posición cerrada
| Amundi | $41.54M | era 0.0% |
| Bridgewater Associates | $2.38M | era 0.0% |
| HighTower Advisors, LLC | $2.28M | era 0.0% |
| Connor, Clark & Lunn… | $1.43M | era 0.0% |
| Hrt Financial Lp | $629,000 | 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.
Frecuentemente cotituladas
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)
Aug 28
Dennehy Robert
Officer · 252 acc. · $69,350
Aug 17
Kober John
Officer · 400 acc. · $129,588
Aug 17
Kober John
Officer · 900 acc. · $292,734
Aug 17
Kober John
Officer · 500 acc. · $163,255
Aug 17
Kober John
Officer · 1.59K acc. · $509,706
Aug 17
Kober John
Officer · 1.60K acc. · $526,048
Aug 17
Kober John
Officer · 300 acc. · $98,925
Aug 17
Kober John
Officer · 400 acc. · $132,268
Aug 17
Kober John
Officer · 1.70K acc. · $556,898
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 14
SC 13G/A — T. Rowe Price Investment Management…
Aug 12
SC 13G/A — OCAMPO SUSAN
Jul 08
SC 13G/A — BlackRock, Inc.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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