SWKS

Skyworks Solutions Inc Cross-source read$75.38 1.84%
Information TechnologyCUSIP 83088M102· EOD Sep 8, 2026

Among active 13F managers last quarter, 6 opened and 23 added, while 19 reduced; the largest holder to move was Pzena Investment Management LLC (−0.8%). No open-market insider trades in the last 180 days.

Tracked 13F holders
615
401 in Q2 2026 filings
13F value (tracked)
$10.1B
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
29 adding · 19 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$75.38 1.84%5Y -58.4%
$38.64$76.92$115.21$153.50$191.78202120222023202420252026124123311131401331181121332109121104131214710212013971231177116127143113108148221261381014220215919017717515917441711901811831341232
Hover for who · click for detailEnd-of-day closing prices52w $52.50 – $83.42

Who owns SWKS?

615 tracked 13F filers · ranked by shares held

615 tracked 13F filers disclose a position in SWKS as of the latest SEC 13F filings, a combined $10.1B 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.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.20.6M
$1.4B
−4.1%
Reduced · −887K sh
Q2 2026
2Pzena Investment Management LLC16.0M
$1.1B
−0.8%
Reduced · −135K sh
Q2 2026
3Price T Rowe Associates Inc11.7M
$793.9M
55×
Added · +11.5M sh
Q2 2026
4Vanguard Capital Management LLC9.8M
$665.4M
+0.4%
Added · +38K sh
Q2 2026
5State Street Corp8.8M
$599.7M
+4.8%
Added · +407K sh
Q2 2026
6Vanguard Portfolio Management LLC8.7M
$588.8M
−14%
Reduced · −1.4M sh
Q2 2026
7Geode Capital Management, LLC6.0M
$407.1M
+2.5%
Added · +143K sh
Q2 2026
8FIL Ltd5.2M
$278.8M
+0.3%
Added · +15K sh
Q1 2026
9Charles Schwab Investment Management Inc4.9M
$264.1M
−16%
Reduced · −970K sh
Q1 2026
10Dimensional Fund Advisors LP4.6M
$247.0M
+20%
Added · +753K sh
Q1 2026
11Two Sigma Investments, LP3.5M
$186.0M
+58%
Added · +1.3M sh
Q1 2026
12Morgan Stanley2.7M
$146.8M
−1.9%
Reduced · −54K sh
Q1 2026
13First Trust Advisors LP2.2M
$118.8M
+52%
Added · +756K sh
Q1 2026
14Bank Of America Corp2.1M
$114.0M
+23%
Added · +396K sh
Q1 2026
15Goldman Sachs Group Inc2.1M
$113.7M
−13%
Reduced · −307K sh
Q1 2026
16UBS Group AG2.1M
$112.6M
+8.2%
Added · +159K sh
Q1 2026
17Bank of New York Mellon Corp2.1M
$112.3M
+0.2%
Added · +5K sh
Q1 2026
18Van Eck Associates Corp2.1M
$140.9M
+11%
Added · +199K sh
Q2 2026
19Barclays PLC2.0M
$104.5M
+11%
Added · +196K sh
Q1 2026
20Norges Bank1.9M
$121.3M
+1.2%
Added · +24K sh
Q4 2025
21AQR Capital Management LLC1.7M
$93.3M
+142%
Added · +1.0M sh
Q1 2026
22Northern Trust Corp1.7M
$91.0M
−12%
Reduced · −224K sh
Q1 2026
23Canada Pension Plan Investment Board1.7M
$89.2M
+325%
Added · +1.3M sh
Q1 2026
24Citigroup Inc1.6M
$85.9M
+62%
Added · +611K sh
Q1 2026
25Rafferty Asset Management, LLC1.4M
$96.9M
+32%
Added · +346K sh
Q2 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is SWKS being bought or sold by institutions?

Last quarter, 6 funds opened a new position in SWKS and 23 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
23
added to an existing position
Reduced
19
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own SWKS also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT370 funds$273.8B
Nvidia CorpNVDA368 funds$434.6B
Apple IncAAPL364 funds$313.1B
Meta Platforms Inc-Class AMETA364 funds$115.5B
Amazon.com IncAMZN363 funds$209.2B
Alphabet Inc-CL AGOOGL361 funds$192.3B
Broadcom IncAVGO356 funds$173.2B
Visa Inc-Class A SharesV355 funds$63.8B
Abbvie IncABBV355 funds$38.0B
JPMorgan Chase & CoJPM354 funds$70.6B
Eli Lilly & CoLLY353 funds$85.2B
Merck & Co. Inc.MRK353 funds$29.4B

Ranked by how many of SWKS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWKS.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Nov 19, 2025Terry Robert JohnSVP, Gen. Counsel & SecretarySell (S)
2 lots, same day
5K$308K
Nov 19, 2025Kasnavi RezaEVP, Chief Ops & Tech OfficerSell (S)
2 lots, same day
7K$457K
Feb 25, 2025Brace Philip GCEO and President, DirectorBuy (P)10K$661K
Nov 12, 2024Terry Robert JohnSVP, Gen. Counsel & SecretarySell (S)2K$166K
Nov 11, 2024Kasnavi RezaSVP, Tech. & ManufacturingSell (S)
2 lots, same day
3K$269K
Nov 11, 2024Terry Robert JohnSVP, Gen. Counsel & SecretarySell (S)
2 lots, same day
11K$926K
Nov 8, 2024Kasnavi RezaSVP, Tech. & ManufacturingSell (S)
2 lots, same day
12K$1.1M
Nov 8, 2024Terry Robert JohnSVP, Gen. Counsel & SecretarySell (S)2K$164K
Oct 14, 2024Bori Carlos SSVP, Sales & MarketingSell (S)
2 lots, same day
10K$994K
Sep 13, 2024Bori Carlos SSVP, Sales & MarketingSell (S)9K$950K
Aug 16, 2024Kasnavi RezaSVP, Tech. & ManufacturingSell (S)2K$198K
Jul 16, 2024Carter Philip MatthewVP, Corp. ControllerSell (S)452$54K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
6032
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
SWKS is in Information Technology, which smart money is rotating INTO
+$84.4B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

401 tracked filers in Q2 2026 filingsstill filing
0308615Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $2.8B · 2 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
SWKSthis pagecs615 funds$10.1B
83088M952PUT1 funds$34.0M
83088MAL6Corporate Bond - Domestic1 funds$152K

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

Recent filings

15 most recent

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Connected entities for SWKS

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Ask your agent what changed in SWKS

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/SWKS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SWKS.
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 SWKS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.