MTSI

Macom Technology Solutions H
Information TechnologyUSCUSIP 55405Y100◍ Confluence graph
Tracked 13F Holders
551
-106 QoQ
13F Value (tracked)
$14.5B
Insider Net · 180d
-$31.2M
0↑ 7↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)23 adding · 35 trimming
Insider net (180d)-$31.2M

Who owns MTSI?

551 tracked 13F filers

551 tracked 13F filers disclose a position in MTSI as of the latest SEC 13F filings, a combined $14.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
4 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$2.4B
10.6M
+64%
Added · +4.1M sh
Q1 2026
2BlackRock, Inc.
$1.9B
8.6M
+14%
Added · +1.0M sh
Q1 2026
3T. Rowe Price Investment Management, Inc.
Withheld
4.5M
−17%
Reduced · −914K sh
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$796.6M
3.6M
First observed position
No prior filed position
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$664.6M
3.0M
First observed position
No prior filed position
Q1 2026
6STATE STREET CORP
$860.5M
2.3M
+5.1%
Added · +109K sh
Q2 2026
7JPMORGAN CHASE & CO
$422.3M
2.0M
+82%
Added · +909K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$536.3M
1.4M
+3.7%
Added · +50K sh
Q2 2026
9Whale Rock Capital Management LLC
$260.9M
1.2M
+50%
Added · +392K sh
Q1 2026
10Artisan Partners Limited Partnership
$232.5M
1.0M
−16%
Reduced · −200K sh
Q1 2026
11PRICE T ROWE ASSOCIATES INC /MD/
$203.2M
915K
−53%
Reduced · −1.0M sh
Q1 2026
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$184.0M
828K
+77%
Added · +361K sh
Q1 2026
13UBS Group AG
$179.7M
809K
−11%
Reduced · −100K sh
Q1 2026
14ALLIANCEBERNSTEIN L.P.
$135.1M
789K
−26%
Reduced · −274K sh
Q1 2026
15Neuberger Berman Group LLC
$175.0M
789K
+19%
Added · +123K sh
Q1 2026
16Janus Henderson Group Ltd.
$174.1M
784K
+15%
Added · +105K sh
Q1 2026
17Polar Capital Holdings Plc
$285.5M
751K
−19%
Reduced · −180K sh
Q2 2026
18BARCLAYS PLC
$163.1M
735K
+28%
Added · +160K sh
Q1 2026
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$146.8M
661K
+3.0%
Added · +19K sh
Q1 2026
20Rafferty Asset Management, LLC
$240.7M
633K
+35%
Added · +165K sh
Q2 2026
21CITADEL ADVISORS LLC
$131.1M
591K
+344%
Added · +457K sh
Q1 2026
22RAYMOND JAMES FINANCIAL INC
$127.0M
590K
−2.0%
Reduced · −12K sh
Q1 2026
23NORGES BANK
$97.4M
569K
−28%
Reduced · −227K sh
Q4 2025
24MORGAN STANLEY
$123.3M
555K
−27%
Reduced · −203K sh
Q1 2026
25NORTHERN TRUST CORP
$118.3M
533K
+4.5%
Added · +23K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MTSI being bought or sold by institutions?

Last quarter, 3 funds opened a new position in MTSI and 20 added to an existing one, while 35 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
20
funds
Reduced
35
funds
Exited
0
funds

Funds that own MTSI also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA324 funds$413.4B
MICROSOFT CORPMSFT320 funds$280.0B
AMAZON.COM INCAMZN318 funds$214.1B
ALPHABET INC-CL AGOOGL317 funds$181.5B
META PLATFORMS INC-CLASS AMETA315 funds$120.9B
APPLE INCAAPL311 funds$300.8B
BROADCOM INCAVGO308 funds$165.7B
ELI LILLY & COLLY307 funds$79.8B
ADVANCED MICRO DEVICESAMD307 funds$40.6B
MICRON TECHNOLOGY INCMU305 funds$43.6B
APPLIED MATERIALS INCAMAT300 funds$31.7B
ALPHABET INC-CL CGOOG299 funds$126.6B

Ranked by how many of MTSI's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$31.2M
7 insiders
Net
-$31.2M
76 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 28, 2026Dennehy RobertSenior VP and COOSell (S)252$69K
Aug 17, 2026Kober JohnSenior VP and CFOSell (S)400$132K
Aug 17, 2026Kober JohnSenior VP and CFOSell (S)300$99K
Aug 17, 2026Kober JohnSenior VP and CFOSell (S)2K$526K
Aug 17, 2026Kober JohnSenior VP and CFOSell (S)2K$557K
Aug 17, 2026Kober JohnSenior VP and CFOSell (S)500$163K
Aug 17, 2026Kober JohnSenior VP and CFOSell (S)900$293K
Aug 17, 2026Kober JohnSenior VP and CFOSell (S)400$130K
Aug 17, 2026Kober JohnSenior VP and CFOSell (S)2K$510K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)100$37K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)100$37K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)200$75K

Institutional ownership over time

337 funds+82 since Q3 2024
0222443Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.2B · 3 values withheld

Share classes

Class13F holdersValue held
MTSIthis pagecs551 funds$14.5B
MTSI 0 12/15/29NOTE12/122 funds$466.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for MTSI

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Ask your agent what changed in MTSI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MTSI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MTSI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MTSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.