PDF SolutionsPDFS
Semiconductors & chip supply chain
Institutional holders
Positions as reported by institutional investment managers at the quarter end. A manager files within 45 days of the quarter, so these lag the market.
- Reporting holders
- 283
- Shares held
- 38.9M
- Value
- $2.75B
- Of shares outstanding
- 92.2%
As of Jun 30, 2026
| Holder | Shares | Value | % of institutional | Change on quarter |
|---|---|---|---|---|
| BLACKROCK INC | 5.6M | $392.9M | 14.25% | ▲ 684,100 (14.1%) |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 2.1M | $146.2M | 5.30% | ▲ 42,300 (2.1%) |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $117.8M | 4.27% | ▲ 276,200 (19.9%) |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $103.2M | 3.74% | ▲ 57,000 (4.1%) |
| STATE STREET CORP | 1.4M | $98.2M | 3.56% | ▲ 194,100 (16.3%) |
| WASATCH ADVISORS LP | 1.4M | $97.7M | 3.55% | ▲ 873,000 (172.0%) |
| BARROW HANLEY MEWHINNEY STRAUSS LLC | 1.3M | $93.4M | 3.39% | ▲ 179,100 (15.7%) |
| RANGER INVESTMENT MANAGEMENT LP | 1.1M | $81.4M | 2.95% | ▼ 130,000 (10.2%) |
| SNYDER CAPITAL MANAGEMENT L P | 1.0M | $73.2M | 2.66% | ▼ 26,500 (2.5%) |
| JUPITER TOPCO LLC | 927,800 | $65.7M | 2.38% | New position |
| GEODE CAPITAL MANAGEMENT LLC | 918,000 | $65.0M | 2.36% | ▲ 115,800 (14.4%) |
| EMERALD ADVISERS LLC | 884,300 | $62.6M | 2.27% | ▲ 23,500 (2.7%) |
| JPMORGAN CHASE CO | 927,300 | $61.1M | 2.38% | New position |
| DIMENSIONAL FUND ADVISORS LP | 841,200 | $59.5M | 2.16% | ▼ 4,500 (0.5%) |
| JENNISON ASSOCIATES LLC | 716,100 | $50.7M | 1.84% | New position |
| ATREIDES MANAGEMENT LP | 658,500 | $46.6M | 1.69% | New position |
| LOOMIS SAYLES CO L P | 643,300 | $45.5M | 1.65% | ▼ 183,800 (22.2%) |
| OPHIR ASSET MANAGEMENT PTY LTD | 607,300 | $43.0M | 1.56% | ▼ 530,000 (46.6%) |
| POINT72 ASSET MANAGEMENT LP | 598,900 | $42.4M | 1.54% | New position |
| EMERALD MUTUAL FUND ADVISERS TRUST | 566,400 | $40.1M | 1.45% | ▼ 28,200 (4.7%) |
| WILLIAM BLAIR INVESTMENT MANAGEMENT LLC | 554,200 | $39.2M | 1.42% | ▼ 701,400 (55.9%) |
| SAMJO MANAGEMENT LLC | 548,300 | $38.8M | 1.41% | ▼ 371,700 (40.4%) |
| SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 465,800 | $33.0M | 1.20% | ▼ 7,100 (1.5%) |
| OBERWEIS ASSET MANAGEMENT INC | 426,400 | $30.2M | 1.09% | New position |
| INVESCO LTD | 422,900 | $29.9M | 1.09% | ▲ 278,600 (193.1%) |