MTSI

Macom Technology Solutions H$275.49 5.98%
Information TechnologyUSCUSIP 55405Y100· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
372
+31 QoQ
13F Value (tracked)
$13.1B
Insider Net · 180d
-$213.4M
0↑ 9↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)23 adding · 36 trimming
Insider net (180d)-$213.4M

Price & smart-money activity

$275.49 5.98%5Y +384.9%
$17.42$119.14$220.87$322.60$424.32202120222023202420252026303590354037414413437521003841503934542642446545475050275554335963806269915796599384120102894611910267169
Hover for who · click for detailEnd-of-day closing prices52w $118.35 – $409.68
Build

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.

Top institutional holders

372 tracked 13F filers
2 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
New
+3.6M sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$664.6M
3.0M
New
+3.0M sh
Q1 2026
6STATE STREET CORP
$478.1M
2.2M
+1.6%
Added · +34K sh
Q1 2026
7JPMORGAN CHASE & CO
$422.3M
2.0M
+82%
Added · +909K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$302.0M
1.4M
+7.3%
Added · +92K sh
Q1 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
11Polar Capital Holdings Plc
$206.7M
931K
New
+931K sh
Q1 2026
12PRICE T ROWE ASSOCIATES INC /MD/
$203.2M
915K
−53%
Reduced · −1.0M sh
Q1 2026
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$184.0M
828K
+77%
Added · +361K sh
Q1 2026
14UBS Group AG
$179.7M
809K
−11%
Reduced · −100K sh
Q1 2026
15ALLIANCEBERNSTEIN L.P.
$135.1M
789K
−26%
Reduced · −274K sh
Q1 2026
16Neuberger Berman Group LLC
$175.0M
789K
+19%
Added · +123K sh
Q1 2026
17JANUS HENDERSON GROUP PLC
$174.1M
784K
+15%
Added · +105K sh
Q1 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
20CITADEL ADVISORS LLC
$131.1M
591K
+344%
Added · +457K sh
Q1 2026
21RAYMOND JAMES FINANCIAL INC
$127.0M
590K
−2.0%
Reduced · −12K sh
Q1 2026
22NORGES BANK
$97.4M
569K
−28%
Reduced · −227K sh
Q4 2025
23MORGAN STANLEY
$123.3M
555K
−27%
Reduced · −203K sh
Q1 2026
24NORTHERN TRUST CORP
$118.3M
533K
+4.5%
Added · +23K sh
Q1 2026
25DIMENSIONAL FUND ADVISORS LP
$117.5M
529K
−44%
Reduced · −418K 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.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
19
funds
Reduced
36
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$213.4M
9 insiders
Net
-$213.4M
113 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
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
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)100$38K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)420$160K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)300$115K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)9$3K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)400$155K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)200$77K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)400$155K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)291$113K
Jun 25, 2026Hwang Donghyun ThomasSVP, Global SalesSell (S)100$39K

Institutional ownership over time

362 funds+133 since Q3 2024
0181362Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $13.0B · 2 values withheld

Funds that own MTSI also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT172 funds$67.4B
ALPHABET INC-CL AGOOGL171 funds$46.0B
NVIDIA CORPNVDA169 funds$93.5B
APPLE INCAAPL169 funds$75.2B
AMAZON.COM INCAMZN169 funds$48.4B
META PLATFORMS INC-CLASS AMETA169 funds$30.7B
BROADCOM INCAVGO167 funds$37.4B
ELI LILLY & COLLY165 funds$18.1B
TESLA INCTSLA165 funds$17.7B
MASTERCARD INC - AMA165 funds$13.3B
ALPHABET INC-CL CGOOG164 funds$29.6B
VISA INC-CLASS A SHARESV164 funds$14.0B

Ranked by how many of MTSI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.