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 ($58.3m this quarter). Holder counts are more reliable. Shares outstanding: 160.0m as of 2023-11-10, 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 ≈ $98.59. Options: 35 managers hold calls ($236.4m notional), 37 hold puts ($382.3m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 863 |
| Q4 2022 | 888 |
| Q1 2023 | 934 |
| Q2 2023 | 892 |
| Q3 2023 | 862 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 355 | 453 |
| Q1 2023 | 467 | 400 |
| Q2 2023 | 394 | 461 |
| Q3 2023 | 374 | 422 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $346.5m | $411.0m | 1.19 |
| Q1 2023 | $337.1m | $295.8m | 0.88 |
| Q2 2023 | $281.6m | $433.3m | 1.54 |
| Q3 2023 | $236.4m | $382.3m | 1.62 |
Biggest buyers
| DNB Asset Management AS | Added | +508.8k |
| Squarepoint Ops LLC | Added | +487.0k |
| GOLDMAN SACHS GROUP INC | Added | +483.5k |
| Pacer Advisors, Inc. | Added | +387.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +338.8k |
| LSV ASSET MANAGEMENT | Added | +338.8k |
| Invesco Ltd. | Added | +321.2k |
| Woodline Partners LP | New | +314.1k |
| KBC Group NV | Added | +265.4k |
| BlackRock Inc. | Added | +260.6k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.1m |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -861.6k |
| CONGRESS ASSET MANAGEMENT CO | Reduced | -507.3k |
| Vulcan Value Partners, LLC | Reduced | -398.3k |
| TRUIST FINANCIAL CORP | Reduced | -354.2k |
| Contour Asset Management LLC | Sold out | -343.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -338.9k |
| STATE STREET CORP | Reduced | -308.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -284.0k |
| DEUTSCHE BANK AG\ | Reduced | -243.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $49.7m504.3k shares |
| CITADEL ADVISORS LLC | Reduced | $47.5m482.0k shares |
| UBS Group AG | Added | $30.5m309.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.1m142.8k shares |
| Walleye Trading LLC | Added | $10.8m109.5k shares |
| IMC-Chicago, LLC | Reduced | $10.4m105.0k shares |
| JANE STREET GROUP, LLC | Reduced | $8.9m89.9k shares |
| Walleye Capital LLC | Added | $7.9m80.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $7.8m79.0k shares |
| HSBC HOLDINGS PLC | Added | $7.0m71.4k shares |
Biggest puts
| UBS Group AG | Added | $76.6m777.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $45.3m459.5k shares |
| Walleye Trading LLC | Added | $40.7m413.0k shares |
| CITADEL ADVISORS LLC | Reduced | $36.6m371.3k shares |
| Elliott Investment Management L.P. | New | $24.6m250.0k shares |
| Eisler Capital (UK) Ltd. | Reduced | $22.7m230.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $22.2m225.4k shares |
| Portman Square Capital LLP | Added | $13.9m140.5k shares |
| PEAK6 Investments LLC | Added | $12.6m127.6k shares |
| IMC-Chicago, LLC | Added | $11.6m117.3k 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 Q3 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 2 | $658.9k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 4 | $6.2m | $1.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-08-29 | Kasnavi Reza SVP, Tech. & Manufacturing | Sold plan | $94.8k900 shares |
| 2023-08-24 | Sennesael Kris SVP & Chief Financial Officer | Sold | $4.3m40.0k shares |
| 2023-08-17 | GRIFFIN LIAM Chairman, CEO and President, director | Sold plan | $1.4m13.2k shares |
| 2023-08-17 | BEEBE KEVIN L Director | Sold | $504.4k4.9k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 18.5m $1.8bn | Added +53.4k |
| BlackRock Inc. 0.04% of their portfolio | 13.7m $1.4bn | Added +260.6k |
| STATE STREET CORP 0.04% of their portfolio | 7.4m $727.2m | Reduced -308.5k |
| FMR LLC 0.04% of their portfolio | 5.3m $517.8m | Reduced -13.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.47% of their portfolio | 4.1m $407.5m | Added +136.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 3.7m $363.9m | Added +94.0k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.31% of their portfolio | 3.5m $342.5m | Added +107.3k |
| Vulcan Value Partners, LLC 4.85% of their portfolio | 3.2m $318.6m | Reduced -398.3k |
| Invesco Ltd. 0.08% of their portfolio | 3.0m $299.2m | Added +321.2k |
| FIL Ltd 0.31% of their portfolio | 2.7m $264.4m | Added +220.0k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.1m $206.2m | Added +160.2k |
| NORGES BANK 0.04% of their portfolio | 1.9m $185.7m | Added +119.8k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 1.7m $172.5m | Added +483.5k |
| LSV ASSET MANAGEMENT 0.40% of their portfolio | 1.7m $171.7m | Added +338.8k |
| LONDON CO OF VIRGINIA 1.01% of their portfolio | 1.7m $167.6m | Added +24.2k |
| MORGAN STANLEY 0.02% of their portfolio | 1.7m $166.2m | Added +58.8k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.6m $159.8m | Reduced -12.9k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.5m $147.6m | Reduced -64.3k |
| LAZARD ASSET MANAGEMENT LLC 0.20% of their portfolio | 1.5m $145.2m | Reduced -861.6k |
| DNB Asset Management AS 0.79% of their portfolio | 1.3m $132.5m | Added +508.8k |
| Legal & General Group Plc 0.04% of their portfolio | 1.2m $122.9m | Reduced -13.3k |
| FIRST TRUST ADVISORS LP 0.13% of their portfolio | 1.2m $113.6m | Added +257.5k |
| AQR CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 1.1m $113.0m | Added +338.8k |
| Pacer Advisors, Inc. 0.43% of their portfolio | 1.1m $112.1m | Added +387.7k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.0m $101.7m | Reduced -243.5k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 970.8k $95.7m | Reduced -166.6k |
| DekaBank Deutsche Girozentrale 0.21% of their portfolio | 947.3k $92.4m | Reduced -84.6k |
| Rafferty Asset Management, LLC 0.53% of their portfolio | 921.7k $90.9m | Reduced -62.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 900.5k $88.8m | Added +1.1k |
| VAN ECK ASSOCIATES CORP 0.18% of their portfolio | 816.0k $80.4m | Reduced -31.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 787.2k $77.6m | Reduced -338.9k |
| UBS Group AG 0.04% of their portfolio | 778.4k $76.7m | Added +174.4k |
| BARCLAYS PLC 0.05% of their portfolio | 737.6k $72.7m | Reduced -80.8k |
| TWO SIGMA ADVISERS, LP 0.17% of their portfolio | 679.1k $67.0m | Added +88.2k |
| LETKO, BROSSEAU & ASSOCIATES INC 1.28% of their portfolio | 662.9k $65.4m | Added +91.9k |
| TRUIST FINANCIAL CORP 0.11% of their portfolio | 660.4k $65.1m | Reduced -354.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 624.7k $61.6m | Reduced -206.1k |
| PRUDENTIAL FINANCIAL INC 0.09% of their portfolio | 599.3k $59.1m | Added +205.4k |
| Squarepoint Ops LLC 0.26% of their portfolio | 536.1k $52.9m | Added +487.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 535.7k $52.8m | Reduced -186.4k |
| NICHOLAS COMPANY, INC. 1.03% of their portfolio | 521.3k $51.4m | Unchanged |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 515.6k $50.8m | Reduced -144.1k |
| Russell Investments Group, Ltd. 0.10% of their portfolio | 515.2k $50.7m | Added +37.8k |
| Select Equity Group, L.P. 0.21% of their portfolio | 513.1k $50.6m | Reduced -143.3k |
| Swiss National Bank 0.04% of their portfolio | 512.0k $50.5m | Reduced -62.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.07% of their portfolio | 506.8k $50.3m | Reduced -160.4k |
| EARNEST PARTNERS LLC 0.28% of their portfolio | 487.2k $48.0m | Added +10.5k |
| CITIGROUP INC 0.07% of their portfolio | 471.9k $46.5m | Reduced -47.0k |
| Amundi 0.02% of their portfolio | 471.5k $44.6m | Added +107.6k |
| Ceredex Value Advisors LLC 0.81% of their portfolio | 468.8k $46.2m | Reduced -64.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 424.0k $41.8m | Reduced -71.8k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 421.4k $41.5m | Reduced -6.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 417.0k $41.1m | Reduced -7.0k |
| Mirae Asset Global Investments Co., Ltd. 0.09% of their portfolio | 404.9k $39.9m | Reduced -24.9k |
| Haverford Trust Co 0.48% of their portfolio | 399.2k $39.4m | Reduced -12.3k |
| Qube Research & Technologies Ltd 0.12% of their portfolio | 396.9k $39.1m | Added +132.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio | 387.7k $38.2m | Added +16.4k |
| National Pension Service 0.05% of their portfolio | 352.4k $33.8m | Added +9.4k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 350.4k $34.6m | Added +12.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 348.8k $34.4m | Reduced -284.0k |
| SEIZERT CAPITAL PARTNERS, LLC 1.74% of their portfolio | 333.5k $32.9m | Added +5.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 321.2k $31.7m | Added +9.7k |
| Woodline Partners LP 0.36% of their portfolio | 314.1k $31.0m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 308.3k $30.4m | Reduced -2.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 297.2k $29.3m | Added +210.2k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 296.0k $29.2m | Added +257.4k |
| KBC Group NV 0.11% of their portfolio | 285.1k $28.1m | Added +265.4k |
| LGT Group Foundation 0.67% of their portfolio | 274.7k $27.0m | Added +160.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 270.3k $26.7m | Added +941 |
| Caisse de depot et placement du Quebec 0.08% of their portfolio | 269.6k $26.6m | Added +229.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.12% of their portfolio | 265.8k $26.2m | Added +31.9k |
| TORONTO DOMINION BANK 0.02% of their portfolio | 264.8k $26.1m | Reduced -51.0k |
| Creative Planning 0.03% of their portfolio | 263.0k $25.9m | Added +115.7k |
| Skandinaviska Enskilda Banken AB (publ) 0.17% of their portfolio | 261.6k $25.8m | Added +125.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 251.9k $24.8m | Reduced -8.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 242.0k $23.9m | Reduced -44.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 235.8k $23.2m | Reduced -13.4k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 227.7k $22.4m | Reduced -107.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 226.5k $22.3m | Added +58.5k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 217.6k $21.5m | Reduced -9.1k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 214.3k $21.1m | Added +9.4k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 212.3k $20.9m | Added +29.8k |
| PANAGORA ASSET MANAGEMENT INC 0.13% of their portfolio | 208.0k $20.5m | Reduced -105.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 207.7k $20.5m | Added +3.2k |
| ASSETMARK, INC 0.08% of their portfolio | 204.4k $20.2m | Reduced -3.2k |
| Gotham Asset Management, LLC 0.41% of their portfolio | 202.9k $20.0m | Added +84.0k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 200.8k $19.8m | Added +190.9k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 186.2k $18.4m | Reduced -256 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% of their portfolio | 179.2k $17.7m | Reduced -14.4k |
| SCOUT INVESTMENTS, INC. 0.40% of their portfolio | 178.9k $17.6m | Reduced -8.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 176.2k $17.4m | Reduced -637 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 171.8k $16.9m | Reduced -13.0k |
| EQUITABLE TRUST CO 1.37% of their portfolio | 168.0k $16.6m | Reduced -48.6k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 163.2k $16.1m | Added +1.7k |
| TUDOR INVESTMENT CORP ET AL 0.23% of their portfolio | 162.2k $16.0m | New |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 161.2k $15.9m | Added +139.4k |
| TD Asset Management Inc 0.02% of their portfolio | 154.2k $15.2m | Reduced -172 |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 153.0k $15.2m | Reduced -5.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 152.4k $15.0m | Added +18.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 146.5k $14.4m | Reduced -19.3k |