undamentalytics Newsletter

Skyworks Solutions, Inc.: which funds bought and sold

Institutions that bought and sold Skyworks Solutions shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 350 institutions that filed 13F reports for both quarters added to or opened positions in Skyworks Solutions, and 316 cut or closed them. Together they added a net 13.8M shares, +8.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 13.1M shares (+30.4%); index fund managers were net sellers of 993K shares (−1.5%). 111 opened a new position and 80 sold out entirely.

Bought, Q2 2026 350 institutions, 111 of them new holders Sold, Q2 2026 316 institutions, 80 of them sold out
Net change, all compared +13.8M shares (+8.3%)
Net change, active managers +13.1M shares (+30.4%), 33 bought, 40 sold

Buyers versus sellers

institutions compared, 773
Active managers and hedge funds 33 bought · 40 sold · +13.1M
Index fund managers 6 bought · 6 sold · −993K
Other institutions 311 bought · 270 sold · +1.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager +11.5M +5408.3% 11.7M $794M
Capital World Investors Active manager +2.9M New position 2.9M $198M
Capital Research Global Investors Active manager +2.4M +116.9% 4.4M $297M
DNB Asset Management As +1.8M +137.2% 3.2M $216M
Goldman Sachs Group Inc +1.5M +68.5% 3.6M $243M
UBS Group AG +797K +37.9% 2.9M $197M
Dimensional Fund Advisors LP +765K +16.6% 5.4M $365M
Bank Of America Corp +539K +25.3% 2.7M $181M
Cable Car Capital, LP Hedge fund +502K New position 502K $34M
Charles Schwab Investment Management Inc Index funds +490K +9.9% 5.4M $368M
American Century Companies Inc Active manager +459K +310.2% 607K $41.2M
State Street Corp Index funds +407K +4.8% 8.8M $600M
Assenagon Asset Management S.A. +375K +346.0% 483K $32.8M
Jpmorgan Chase & Co +355K +25.3% 1.8M $120M
Rafferty Asset Management, LLC Index funds +346K +31.9% 1.4M $96.9M
Letko, Brosseau & Associates Inc Active manager +322K +35.3% 1.2M $83.7M
Ameriprise Financial Inc +317K +63.8% 815K $55.2M
Quantinno Capital Management LP +297K +31.3% 1.2M $84.5M
Antipodes Partners Ltd Hedge fund +280K New position 280K $19M
Balyasny Asset Management L.P. Hedge fund +277K New position 277K $18.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Portfolio Management LLC Index funds −1.4M −14.1% 8.7M $589M
Two Sigma Investments, LP Hedge fund −1.3M −38.2% 2.1M $146M
Invesco Ltd. −1.2M −19.3% 5.1M $344M
AQR Capital Management LLC Hedge fund −1.1M −64.7% 618K $41.9M
Canada Pension Plan Investment Board −1.0M −62.6% 622K $42.2M
Pacer Advisors, Inc. −1.0M −97.7% 25K $1.7M
Blackrock, Inc. Index funds −887K −4.1% 20.6M $1.4B
Marshall Wace, LLP Hedge fund −695K Sold out 0 —
Citadel Advisors LLC Hedge fund −662K −90.2% 72K $4.9M
Citigroup Inc −579K −36.1% 1.0M $69.5M
Eurizon Capital Sgr S.P.A. −537K −99.4% 3,405 $230,859
Barclays PLC −500K −25.6% 1.5M $98.4M
Los Angeles Capital Management LLC Active manager −387K −70.2% 164K $11.1M
Gotham Asset Management, LLC Hedge fund −319K −45.1% 388K $26.3M
Man Group PLC Hedge fund −309K −55.9% 244K $16.5M
Deutsche Bank Ag\ −300K −38.9% 472K $32M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −289K −34.5% 548K $37.2M
Russell Investments Group, Ltd. −227K −20.4% 888K $60.2M
Acadian Asset Management LLC Active manager −218K −92.8% 17K $1.1M
Voloridge Investment Management, LLC Hedge fund −208K −17.3% 995K $67.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Capital World InvestorsActive manager 2.9M $198M
Cable Car Capital, LPHedge fund 502K $34M
Antipodes Partners LtdHedge fund 280K $19M
Balyasny Asset Management L.P.Hedge fund 277K $18.8M
Clark Capital Management Group, Inc. 164K $11.1M
Alberta Investment Management Corp 139K $9.4M
Nfj Investment Group, LLC 137K $9.3M
Canyon Capital Advisors LLCHedge fund 122K $8.3M
Adage Capital Partners Gp, L.L.C.Hedge fund 99K $6.7M
Moody Aldrich Partners LLC 99K $6.7M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Marshall Wace, LLPHedge fund 695K $37.2M
Candriam S.C.A. 80K $4.3M
Axq Capital, LP 67K $3.6M
Mubadala Investment Co Pjsc 67K $3.6M
APG Asset Management N.V. 72K $3.3M
Occudo Quantitative Strategies LP 44K $3.1M
HRT Financial LP 56K $3M
Caxton Associates LLPHedge fund 49K $2.6M
Vinva Investment Management Ltd 26K $2M
Numerai Gp LLC 36K $2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
709
Ten largest holders
53.2%
of 13F-reported shares
Index fund managers
34.7%
of 13F-reported shares
Active managers and hedge funds
30.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 33 40 13 11 +13.1M +30.4%
Index fund managers 6 6 0 0 −993K −1.5%
Other institutions 311 270 98 69 +1.7M +2.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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