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 ($81.9m this quarter). Holder counts are more reliable. Shares outstanding: 160.4m as of 2024-04-25, 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 ≈ $108.25. Options: 38 managers hold calls ($421.6m notional), 37 hold puts ($364.2m).
Trends to Q1 2024
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 |
| Q4 2023 | 912 |
| Q1 2024 | 902 |
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 |
| Q4 2023 | 370 | 451 |
| Q1 2024 | 445 | 406 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $281.6m | $433.3m | 1.54 |
| Q3 2023 | $236.4m | $382.3m | 1.62 |
| Q4 2023 | $350.7m | $370.3m | 1.06 |
| Q1 2024 | $421.6m | $364.2m | 0.86 |
Biggest buyers
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +3.7m |
| MORGAN STANLEY | Added | +3.3m |
| BANK OF AMERICA CORP /DE/ | Added | +1.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +1.0m |
| Swedbank AB | Added | +924.5k |
| GOLDMAN SACHS GROUP INC | Added | +785.5k |
| VANGUARD GROUP INC | Added | +745.4k |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +740.0k |
| BlackRock Inc. | Added | +689.4k |
| JPMORGAN CHASE & CO | Added | +672.7k |
Biggest sellers
| LAZARD ASSET MANAGEMENT LLC | Reduced | -1.1m |
| FMR LLC | Reduced | -903.6k |
| BARCLAYS PLC | Reduced | -660.0k |
| DekaBank Deutsche Girozentrale | Reduced | -599.9k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -447.7k |
| Squarepoint Ops LLC | Reduced | -421.4k |
| Select Equity Group, L.P. | Sold out | -396.7k |
| DEUTSCHE BANK AG\ | Reduced | -385.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -310.3k |
| NORGES BANK | Reduced | -277.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $116.0m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $51.3m473.2k shares |
| UBS Group AG | Reduced | $32.4m299.5k shares |
| SIMPLEX TRADING, LLC | Added | $29.1m268.8k shares |
| WOLVERINE TRADING, LLC | Added | $26.8m247.0k shares |
| IMC-Chicago, LLC | Added | $21.4m197.6k shares |
| Oribel Capital Management, LP | New | $19.4m178.8k shares |
| JPMORGAN CHASE & CO | Added | $19.2m177.4k shares |
| JANE STREET GROUP, LLC | Added | $12.6m116.0k shares |
| Parallax Volatility Advisers, L.P. | Added | $9.8m90.5k shares |
Biggest puts
| UBS Group AG | Reduced | $73.3m676.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $54.7m504.6k shares |
| CITADEL ADVISORS LLC | Reduced | $37.9m350.2k shares |
| JANE STREET GROUP, LLC | Added | $33.9m312.6k shares |
| Balyasny Asset Management L.P. | New | $19.0m175.7k shares |
| JPMORGAN CHASE & CO | Added | $15.8m146.2k shares |
| SIMPLEX TRADING, LLC | Added | $15.3m141.4k shares |
| CITIGROUP INC | Added | $15.2m140.0k shares |
| Eisler Capital (UK) Ltd. | Reduced | $12.5m115.4k shares |
| IMC-Chicago, LLC | Reduced | $12.0m110.9k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2023 | 0 | — | 4 | $3.0m | $1.9m |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 19.4m $2.1bn | Added +745.4k |
| BlackRock Inc. 0.04% of their portfolio | 15.4m $1.7bn | Added +689.4k |
| STATE STREET CORP 0.04% of their portfolio | 7.8m $841.9m | Added +67.3k |
| MORGAN STANLEY 0.02% of their portfolio | 6.7m $729.6m | Added +3.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.11% of their portfolio | 4.6m $495.0m | Added +3.7m |
| VICTORY CAPITAL MANAGEMENT INC 0.46% of their portfolio | 4.4m $474.4m | Added +254.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 4.0m $433.5m | Added +214.7k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.32% of their portfolio | 3.6m $391.2m | Reduced -48.1k |
| PZENA INVESTMENT MANAGEMENT LLC 1.28% of their portfolio | 3.4m $371.4m | Added +740.0k |
| Vulcan Value Partners, LLC 5.12% of their portfolio | 3.3m $352.5m | Added +364.5k |
| FIL Ltd 0.32% of their portfolio | 3.0m $321.3m | Added +220.5k |
| Invesco Ltd. 0.06% of their portfolio | 2.8m $298.8m | Reduced -171.8k |
| FMR LLC 0.02% of their portfolio | 2.6m $278.5m | Reduced -903.6k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 2.5m $271.0m | Added +785.5k |
| Pacer Advisors, Inc. 0.56% of their portfolio | 2.2m $243.2m | Added +643.3k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.0m $220.9m | Reduced -48.4k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.0m $216.8m | Added +1.2m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.9m $209.2m | Added +672.7k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.8m $195.9m | Added +2.2k |
| LONDON CO OF VIRGINIA 1.00% of their portfolio | 1.8m $189.9m | Added +22.1k |
| NORGES BANK 0.03% of their portfolio | 1.7m $188.0m | Reduced -277.2k |
| LSV ASSET MANAGEMENT 0.38% of their portfolio | 1.7m $185.6m | Reduced -35.7k |
| Rafferty Asset Management, LLC 0.60% of their portfolio | 1.5m $160.8m | Added +418.9k |
| Legal & General Group Plc 0.04% of their portfolio | 1.2m $134.4m | Added +34.9k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.2m $133.3m | Reduced -74.4k |
| DNB Asset Management AS 0.68% of their portfolio | 1.2m $130.4m | Reduced -221.3k |
| VAN ECK ASSOCIATES CORP 0.20% of their portfolio | 1.2m $130.4m | Added +243.8k |
| AQR CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 1.1m $121.0m | Added +78.3k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 1.1m $116.8m | Added +566.3k |
| BARCLAYS PLC 0.05% of their portfolio | 1.1m $116.2m | Reduced -660.0k |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 1.1m $115.2m | Reduced -157.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 1.0m $113.6m | New |
| Swedbank AB 0.16% of their portfolio | 1.0m $110.1m | Added +924.5k |
| CITIGROUP INC 0.12% of their portfolio | 1.0m $108.6m | Added +385.8k |
| Amundi 0.04% of their portfolio | 947.8k $94.1m | Added +217.8k |
| UBS Group AG 0.03% of their portfolio | 926.9k $100.4m | Reduced -39.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 867.1k $93.9m | Added +22.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio | 851.4k $92.2m | Added +225.4k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 758.1k $82.1m | Reduced -385.2k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 740.0k $80.2m | Added +8.5k |
| Qube Research & Technologies Ltd 0.14% of their portfolio | 722.2k $78.2m | Added +248.7k |
| LETKO, BROSSEAU & ASSOCIATES INC 1.24% of their portfolio | 660.9k $71.6m | Added +852 |
| Russell Investments Group, Ltd. 0.11% of their portfolio | 660.4k $71.5m | Added +120.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 654.9k $70.9m | Added +223.8k |
| EARNEST PARTNERS LLC 0.31% of their portfolio | 634.4k $68.7m | Added +151.6k |
| Squarepoint Ops LLC 0.25% of their portfolio | 570.5k $61.8m | Reduced -421.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.22% of their portfolio | 557.2k $60.4m | Added +270.9k |
| NICHOLAS COMPANY, INC. 0.93% of their portfolio | 521.3k $56.5m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.13% of their portfolio | 507.0k $54.9m | Reduced -238.2k |
| Swiss National Bank 0.04% of their portfolio | 479.0k $51.9m | Reduced -19.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 462.7k $50.1m | Added +287.9k |
| KBC Group NV 0.16% of their portfolio | 460.5k $49.9m | Added +20.1k |
| Mirae Asset Global Investments Co., Ltd. 0.11% of their portfolio | 455.5k $50.3m | Added +66.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 450.9k $48.8m | Added +43.4k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 442.9k $48.0m | Reduced -310.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 414.6k $44.9m | Reduced -9.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.55% of their portfolio | 410.3k $44.4m | Added +207.7k |
| National Pension Service 0.05% of their portfolio | 361.2k $39.1m | Added +8.8k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 357.2k $38.7m | New |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 352.8k $38.2m | Reduced -946 |
| Skandinaviska Enskilda Banken AB (publ) 0.17% of their portfolio | 329.1k $35.6m | Added +38.2k |
| Andra AP-fonden 0.63% of their portfolio | 325.5k $35.3m | Added +254.0k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.12% of their portfolio | 317.1k $34.3m | Reduced -82.8k |
| Haverford Trust Co 0.36% of their portfolio | 314.3k $34.0m | Added +36.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 309.1k $33.5m | Reduced -77.1k |
| Caisse de depot et placement du Quebec 0.08% of their portfolio | 301.9k $32.7m | Reduced -59.9k |
| California Public Employees Retirement System 0.02% of their portfolio | 300.5k $32.6m | Reduced -8.5k |
| GLENMEDE TRUST CO NA 0.16% of their portfolio | 296.9k $32.2m | Added +174.1k |
| SEIZERT CAPITAL PARTNERS, LLC 1.37% of their portfolio | 274.0k $29.7m | Added +4.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 270.7k $29.3m | Reduced -208.5k |
| TRUIST FINANCIAL CORP 0.04% of their portfolio | 268.6k $29.1m | Reduced -237.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 259.9k $28.2m | Added +3.4k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 259.1k $28.1m | Added +189.3k |
| PINEBRIDGE INVESTMENTS, L.P. 0.22% of their portfolio | 254.8k $27.6m | Added +93.5k |
| APG Asset Management N.V. 0.04% of their portfolio | 234.9k $23.6m | Added +55.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 224.2k $24.3m | Reduced -838 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 218.8k $23.7m | Added +163.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 212.4k $23.0m | Reduced -3.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 208.3k $22.4m | Reduced -374 |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 204.4k $22.1m | Reduced -206.7k |
| PANAGORA ASSET MANAGEMENT INC 0.11% of their portfolio | 203.5k $22.0m | Reduced -89.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 203.3k $22.0m | Added +88.6k |
| ASSETMARK, INC 0.07% of their portfolio | 202.8k $22.0m | Added +2.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 201.4k $23.8m | Added +32.6k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 199.5k $21.6m | Reduced -11.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 197.9k $21.4m | Reduced -7.3k |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 197.4k $21.4m | Reduced -3.2k |
| Gotham Asset Management, LLC 0.32% of their portfolio | 194.5k $21.1m | Added +80.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 187.8k $20.3m | Added +36.0k |
| Empowered Funds, LLC 0.18% of their portfolio | 185.0k $20.0m | Added +102.2k |
| AXA S.A. 0.06% of their portfolio | 180.8k $19.6m | Reduced -54.0k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 179.6k $19.5m | Added +59.1k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 179.2k $19.4m | Added +9.5k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 177.0k $19.2m | New |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 175.7k $19.0m | Reduced -166.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 174.6k $18.9m | Reduced -2.6k |
| Vident Advisory, LLC 0.38% of their portfolio | 169.9k $18.4m | Added +46.3k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 164.3k $17.7m | Reduced -133.5k |
| Varma Mutual Pension Insurance Co 0.15% of their portfolio | 160.0k $17.3m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 159.1k $17.2m | Reduced -7.2k |