MACOM Technology Solutions Holdings, Inc.

NasdaqGS:MTSI Stock Report

Market Cap: US$16.4b

MACOM Technology Solutions Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:MTSI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
09 Dec 25SellUS$23,011,205Estate of OCAMPO JOHN LCompany121,067US$190.07
05 Dec 25SellUS$15,004,934Estate of OCAMPO JOHN LCompany78,933US$190.10
03 Dec 25SellUS$18,005,750Estate of OCAMPO JOHN LCompany100,000US$180.06
24 Nov 25SellUS$660,000Charles BlandIndividual4,000US$165.00
14 Nov 25SellUS$157,790Charles BlandIndividual1,000US$157.79
10 Nov 25SellUS$33,072,136Estate of OCAMPO JOHN LCompany200,000US$173.31
29 Oct 25SellUS$19,684,494Estate of OCAMPO JOHN LCompany132,873US$150.01
27 Oct 25SellUS$15,554,750Estate of OCAMPO JOHN LCompany107,376US$147.02
20 Oct 25SellUS$5,183,810Estate of OCAMPO JOHN LCompany36,762US$141.01
08 Oct 25SellUS$28,277,553Estate of OCAMPO JOHN LCompany212,476US$133.22
18 Sep 25SellUS$19,963,500Estate of OCAMPO JOHN LCompany150,000US$133.09
17 Sep 25SellUS$28,226,049Estate of OCAMPO JOHN LCompany212,859US$133.11
12 Sep 25SellUS$29,337,150Estate of OCAMPO JOHN LCompany221,120US$133.35
09 Sep 25SellUS$21,337,019Estate of OCAMPO JOHN LCompany162,456US$132.36
22 Aug 25SellUS$199,048Jihye RosenbandIndividual1,600US$125.00
21 May 25SellUS$12,949,836Estate of OCAMPO JOHN LCompany104,449US$124.26
16 May 25SellUS$579,709Estate of OCAMPO JOHN LCompany4,694US$123.50
13 May 25SellUS$55,653,937Estate of OCAMPO JOHN LCompany450,000US$125.19
27 Feb 25SellUS$232Estate of OCAMPO JOHN LCompany2US$115.82
21 Feb 25SellUS$13,522,868Estate of OCAMPO JOHN LCompany108,986US$124.08
19 Feb 25SellUS$41,815,567Estate of OCAMPO JOHN LCompany336,884US$124.13
14 Feb 25SellUS$44,507,906Estate of OCAMPO JOHN LCompany361,107US$124.04
12 Feb 25SellUS$809,436Geoffrey RibarIndividual6,656US$121.61
11 Feb 25SellUS$8,820,843Estate of OCAMPO JOHN LCompany70,776US$126.05

Insider Trading Volume

Insider Buying: MTSI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MTSI?
Owner TypeNumber of SharesOwnership Percentage
State or Government51,3590.0643%
Individual Insiders1,200,3881.5%
Private Companies7,055,6578.84%
Institutions71,513,93889.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 76.76% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.7%
T. Rowe Price Group, Inc.
7,272,353US$1.6b45%0.13%
9.42%
The Vanguard Group, Inc.
7,067,757US$1.5b5.88%0.02%
9.41%
Estate of OCAMPO JOHN L
7,055,657US$1.5b-9.42%no data
9.4%
BlackRock, Inc.
7,051,486US$1.5b20.8%0.02%
7.36%
FMR LLC
5,519,180US$1.2b2.31%0.06%
4.34%
Invesco Ltd.
3,254,936US$713.7m2.76%0.17%
2.89%
State Street Global Advisors, Inc.
2,165,430US$474.8m4%0.01%
2.66%
Artisan Partners Limited Partnership
1,992,958US$437.0m-3.04%0.29%
2.04%
Capital Research and Management Company
1,532,860US$336.1m-8.54%0.01%
1.99%
AllianceBernstein L.P.
1,494,736US$327.7m11.7%0.09%
1.64%
Geode Capital Management, LLC
1,229,881US$269.7m6.71%0.01%
1.61%
JP Morgan Asset Management
1,208,939US$265.1m-6.37%0.02%
1.53%
GW&K Investment Management, LLC
1,147,768US$251.7m-6.23%2.05%
1.32%
Wellington Management Group LLP
986,438US$216.3m181%0.03%
1.29%
Dimensional Fund Advisors LP
968,018US$212.2m-0.96%0.03%
1.25%
Susan Ocampo
938,571US$205.8m-37.4%no data
1.22%
Neuberger Berman Investment Advisers LLC
918,844US$201.5m3.57%0.14%
1.15%
Nomura Investment Management Business Trust
859,784US$188.5m2.84%0.23%
1.13%
UBS Asset Management AG
850,339US$186.4m3.34%0.01%
1.06%
Norges Bank Investment Management
795,146US$174.3m0%0.01%
0.92%
Manulife Asset Management
688,323US$150.9m2.85%0.1%
0.91%
Analog Century Management, LP
684,774US$150.1m6.37%6.2%
0.9%
Bank of America Corporation
678,133US$148.7m620%0.04%
0.85%
Charles Schwab Investment Management, Inc.
635,910US$139.4m0%0.02%
0.78%
Point72 Asset Management, L.P.
583,088US$127.8m-45.4%0.21%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/25 01:58
End of Day Share Price 2026/01/23 00:00
Earnings2025/10/03
Annual Earnings2025/10/03

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

MACOM Technology Solutions Holdings, Inc. is covered by 23 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Blayne CurtisBarclays
Thomas O'MalleyBarclays
Ruben RoyBenchmark Company