SKYWORKS SOLUTIONS INC SWKS
COM · Common Stock · CUSIP 83088M102 · ISIN US83088M1027
American semiconductor manufacturer
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersIrvine, CA
- Founded2002
- Websiteskyworksinc.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($77.5m this quarter). Holder counts are more reliable. Shares outstanding: 159.0m as of 2023-01-20, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $91.17. Options: 33 managers hold calls ($346.5m notional), 34 hold puts ($411.0m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 863 |
| Q4 2022 | 888 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $303.7m | $453.7m | 1.49 |
| Q4 2022 | $346.5m | $411.0m | 1.19 |
Biggest buyers
| VICTORY CAPITAL MANAGEMENT INC | Added | +1.2m |
| FIL Ltd | New | +965.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +617.1k |
| LAZARD ASSET MANAGEMENT LLC | Added | +428.4k |
| Amundi | Added | +417.3k |
| DEUTSCHE BANK AG\ | Added | +392.7k |
| Assenagon Asset Management S.A. | Added | +390.0k |
| Invesco Ltd. | Added | +373.2k |
| HRT FINANCIAL LP | New | +330.1k |
| Artemis Investment Management LLP | New | +320.8k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -1.0m |
| CITADEL ADVISORS LLC | Reduced | -785.7k |
| Vulcan Value Partners, LLC | Reduced | -701.9k |
| FIRST TRUST ADVISORS LP | Reduced | -508.9k |
| Schonfeld Strategic Advisors LLC | Reduced | -438.7k |
| BANK OF NOVA SCOTIA | Reduced | -397.8k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -352.8k |
| Albar Capital Ltd | Reduced | -332.8k |
| OAK ASSOCIATES LTD /OH/ | Sold out | -315.1k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -307.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $125.1m1.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $46.6m511.6k shares |
| Squarepoint Ops LLC | Added | $24.1m265.0k shares |
| SIMPLEX TRADING, LLC | Added | $19.7m215.9k shares |
| UBS Group AG | Reduced | $17.4m190.8k shares |
| IMC-Chicago, LLC | Added | $16.6m181.9k shares |
| JANE STREET GROUP, LLC | Reduced | $16.5m181.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $14.3m157.2k shares |
| HSBC HOLDINGS PLC | Added | $10.9m121.4k shares |
| Cubist Systematic Strategies, LLC | Added | $10.0m109.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $74.1m813.1k shares |
| CITADEL ADVISORS LLC | Added | $71.0m778.6k shares |
| Squarepoint Ops LLC | Added | $37.8m414.4k shares |
| SIMPLEX TRADING, LLC | Added | $24.5m269.1k shares |
| PEAK6 Investments LLC | Added | $22.5m246.7k shares |
| UBS Group AG | Reduced | $21.7m238.3k shares |
| JANE STREET GROUP, LLC | Reduced | $20.0m219.8k shares |
| HSBC HOLDINGS PLC | Added | $17.4m192.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $15.8m173.2k shares |
| Walleye Trading LLC | Reduced | $13.4m147.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution new · filed 2026-10-07 | 12.6% |
| Capital World Investors 13G · institution new · filed 2026-10-06 | 10.1% |
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution -2.4 pts · filed 2026-10-19 | 9.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution new · filed 2026-08-14 | 7.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.4% |
| BlackRock, Inc. 13G · institution -4.2 pts · filed 2026-10-27 | 7.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.8% |
| STATE STREET CORP 13G · institution +1.1 pts · filed 2026-05-12 | 5.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 4 | $11.6m | — |
| Q1 2022 | 0 | — | 2 | $7.6m | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $657.6k | — |
| Q4 2022 | 0 | — | 1 | $352.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-13 | TERRY ROBERT JOHN SVP, Gen. Counsel & Secretary | Sold | $352.1k3.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 18.2m $1.7bn | Added +221.8k |
| BlackRock Inc. 0.04% of their portfolio | 13.2m $1.2bn | Reduced -278.4k |
| STATE STREET CORP 0.04% of their portfolio | 7.4m $674.4m | Added +3.4k |
| Vulcan Value Partners, LLC 4.83% of their portfolio | 3.9m $359.7m | Reduced -701.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.38% of their portfolio | 3.6m $330.5m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 3.5m $316.2m | Added +28.3k |
| LAZARD ASSET MANAGEMENT LLC 0.41% of their portfolio | 3.3m $299.4m | Added +428.4k |
| MILLENNIUM MANAGEMENT LLC 0.23% of their portfolio | 2.3m $208.4m | Added +617.1k |
| Invesco Ltd. 0.06% of their portfolio | 2.2m $200.0m | Added +373.2k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.0m $179.9m | Reduced -47.2k |
| FMR LLC 0.02% of their portfolio | 1.9m $170.7m | Reduced -107.2k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 1.8m $168.4m | Reduced -34.6k |
| LONDON CO OF VIRGINIA 0.97% of their portfolio | 1.8m $164.1m | Reduced -28.2k |
| NORGES BANK 0.04% of their portfolio | 1.7m $152.1m | Added +144.6k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.6m $146.4m | Added +78.6k |
| MORGAN STANLEY 0.02% of their portfolio | 1.6m $143.3m | Reduced -113.2k |
| Legal & General Group Plc 0.05% of their portfolio | 1.3m $118.0m | Reduced -60.4k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 1.1m $104.6m | Added +392.7k |
| D. E. Shaw & Co., Inc. 0.18% of their portfolio | 1.1m $104.3m | Added +143.4k |
| CONGRESS ASSET MANAGEMENT CO 0.95% of their portfolio | 1.0m $95.1m | Added +65.6k |
| VAN ECK ASSOCIATES CORP 0.25% of their portfolio | 1.0m $94.9m | Added +39.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.0m $93.5m | Reduced -70.4k |
| FIL Ltd 0.11% of their portfolio | 965.3k $88.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 911.1k $83.0m | Added +28.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 910.3k $83.0m | Reduced -10.6k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 898.0k $81.8m | Reduced -23.3k |
| Point72 Asset Management, L.P. 0.31% of their portfolio | 890.4k $81.1m | Added +124.9k |
| Man Group plc 0.29% of their portfolio | 875.3k $79.8m | Added +81.8k |
| Assenagon Asset Management S.A. 0.32% of their portfolio | 848.2k $77.3m | Added +390.0k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 834.3k $76.1m | Added +223.4k |
| HSBC HOLDINGS PLC 0.09% of their portfolio | 810.1k $73.5m | Added +225.0k |
| Amundi 0.04% of their portfolio | 776.0k $78.0m | Added +417.3k |
| TWO SIGMA ADVISERS, LP 0.18% of their portfolio | 707.4k $64.5m | Added +70.9k |
| TWO SIGMA INVESTMENTS, LP 0.19% of their portfolio | 657.7k $59.9m | Reduced -129.7k |
| Swiss National Bank 0.04% of their portfolio | 652.1k $59.4m | Reduced -45.3k |
| Rafferty Asset Management, LLC 0.50% of their portfolio | 651.9k $59.4m | Reduced -2.8k |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 606.9k $55.3m | Reduced -508.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.08% of their portfolio | 581.3k $52.3m | Reduced -352.8k |
| LETKO, BROSSEAU & ASSOCIATES INC 0.91% of their portfolio | 554.0k $50.5m | Reduced -45 |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 553.3k $50.4m | Reduced -785.7k |
| Woodline Partners LP 0.68% of their portfolio | 545.2k $49.7m | Reduced -88.5k |
| EARNEST PARTNERS LLC 0.27% of their portfolio | 482.0k $43.9m | Added +6.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 480.5k $43.8m | Reduced -50.0k |
| NICHOLAS COMPANY, INC. 0.93% of their portfolio | 478.6k $43.6m | Added +10.8k |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 475.0k $42.7m | Added +188.8k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 440.1k $40.1m | Reduced -19.1k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 439.5k $40.1m | Reduced -4.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 419.2k $38.2m | Reduced -82.1k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 410.6k $37.4m | Added +253.8k |
| Select Equity Group, L.P. 0.14% of their portfolio | 403.3k $36.7m | Reduced -305.7k |
| CITIGROUP INC 0.05% of their portfolio | 390.3k $35.6m | Reduced -37.3k |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 389.8k $35.5m | Added +33.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.08% of their portfolio | 373.1k $34.0m | Added +239.7k |
| BARCLAYS PLC 0.03% of their portfolio | 372.9k $34.0m | First filing |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.18% of their portfolio | 353.8k $32.2m | Reduced -160.4k |
| Haverford Trust Co 0.40% of their portfolio | 353.6k $32.2m | Reduced -6.4k |
| California Public Employees Retirement System 0.03% of their portfolio | 351.4k $32.0m | Reduced -12.8k |
| Mirae Asset Global Investments Co., Ltd. 0.08% of their portfolio | 349.4k $31.8m | Reduced -126.6k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 347.5k $31.7m | Added +10.1k |
| UBS Group AG 0.01% of their portfolio | 338.5k $30.8m | Reduced -186.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 333.0k $30.3m | Added +110.8k |
| HRT FINANCIAL LP 0.44% of their portfolio | 330.1k $30.1m | New |
| Artemis Investment Management LLP 0.33% of their portfolio | 320.8k $29.3m | New |
| Contour Asset Management LLC 1.80% of their portfolio | 319.9k $29.2m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 318.6k $29.0m | Reduced -327 |
| SEIZERT CAPITAL PARTNERS, LLC 1.48% of their portfolio | 306.7k $28.0m | Reduced -2.1k |
| GLENMEDE TRUST CO NA 0.16% of their portfolio | 298.4k $27.2m | Added +169.3k |
| National Pension Service 0.05% of their portfolio | 294.8k $26.9m | Added +9.3k |
| SCOUT INVESTMENTS, INC. 0.54% of their portfolio | 289.4k $26.4m | Reduced -67.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 276.5k $25.2m | Reduced -25.1k |
| BANK OF NOVA SCOTIA 0.07% of their portfolio | 276.1k $25.2m | Reduced -397.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 269.6k $24.6m | Added +4.2k |
| Epoch Investment Partners, Inc. 0.14% of their portfolio | 264.9k $24.1m | Reduced -15.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 257.0k $23.4m | Added +6.4k |
| EQUITABLE TRUST CO 1.85% of their portfolio | 257.0k $23.4m | Reduced -41.4k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 247.0k $22.5m | Reduced -45.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 245.2k $22.3m | Reduced -10.9k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.50% of their portfolio | 243.1k $22.1m | New |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 242.5k $22.1m | Added +232.3k |
| AVIVA PLC 0.11% of their portfolio | 239.2k $21.8m | Reduced -63.6k |
| CANADA LIFE ASSURANCE Co 0.06% of their portfolio | 231.6k $21.2m | Added +7.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 215.2k $19.6m | Reduced -307.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 212.9k $19.4m | Reduced -713 |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 208.2k $19.0m | Reduced -29.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 207.1k $18.9m | Reduced -208.3k |
| Penserra Capital Management LLC 0.41% of their portfolio | 206.8k $18.8m | Added +58.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 206.0k $18.8m | Added +850 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 203.7k $18.6m | Reduced -8.1k |
| NATIXIS 0.11% of their portfolio | 203.5k $18.5m | Added +174.4k |
| APG Asset Management N.V. 0.03% of their portfolio | 193.7k $17.6m | Added +173.1k |
| ASSETMARK, INC 0.07% of their portfolio | 188.2k $17.2m | Reduced -5.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 187.7k $17.1m | Added +10.4k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.09% of their portfolio | 185.0k $16.9m | Added +63.1k |
| TRUIST FINANCIAL CORP 0.03% of their portfolio | 179.8k $16.4m | Reduced -60.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 177.7k $16.2m | Reduced -12.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 174.9k $15.9m | Reduced -1.5k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 165.8k $15.1m | Reduced -5.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 162.0k $14.8m | Added +365 |
| Cubist Systematic Strategies, LLC 0.13% of their portfolio | 159.9k $14.6m | Added +54.5k |
| Ergoteles LLC 0.53% of their portfolio | 157.7k $14.4m | Added +129.9k |