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 ($36.6m this quarter). Holder counts are more reliable. Shares outstanding: 150.1m as of 2025-05-02, 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 ≈ $64.59. Options: 33 managers hold calls ($189.2m notional), 34 hold puts ($245.6m).
Trends to Q1 2025
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 |
| Q2 2024 | 880 |
| Q3 2024 | 883 |
| Q4 2024 | 847 |
| Q1 2025 | 743 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 394 | 461 |
| Q3 2023 | 374 | 422 |
| Q4 2023 | 370 | 451 |
| Q1 2024 | 445 | 406 |
| Q2 2024 | 381 | 463 |
| Q3 2024 | 386 | 431 |
| Q4 2024 | 313 | 487 |
| Q1 2025 | 350 | 429 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $361.1m | $340.8m | 0.94 |
| Q3 2024 | $288.9m | $339.9m | 1.18 |
| Q4 2024 | $310.3m | $326.9m | 1.05 |
| Q1 2025 | $189.2m | $245.6m | 1.30 |
Biggest buyers
| BlackRock, Inc. | Added | +3.1m |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +2.1m |
| TWO SIGMA ADVISERS, LP | Added | +1.4m |
| COATUE MANAGEMENT LLC | New | +1.3m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +1.0m |
| Invesco Ltd. | Added | +980.0k |
| BARCLAYS PLC | Added | +871.2k |
| JPMORGAN CHASE & CO | Added | +645.8k |
| BANK OF AMERICA CORP /DE/ | Added | +579.1k |
Biggest sellers
| Vulcan Value Partners, LLC | Reduced | -3.5m |
| Pacer Advisors, Inc. | Reduced | -3.1m |
| FMR LLC | Reduced | -2.1m |
| MARSHALL WACE, LLP | Sold out | -1.4m |
| Clearbridge Investments, LLC | Sold out | -890.7k |
| UBS Group AG | Reduced | -598.0k |
| Rokos Capital Management LLP | Sold out | -553.1k |
| NICHOLAS COMPANY, INC. | Reduced | -531.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -472.7k |
| Amundi | Reduced | -437.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $44.1m682.3k shares |
| CITADEL ADVISORS LLC | Reduced | $21.1m327.1k shares |
| JANE STREET GROUP, LLC | Added | $13.0m200.6k shares |
| IMC-Chicago, LLC | Reduced | $12.6m194.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $12.1m186.7k shares |
| UBS Group AG | Reduced | $12.0m186.0k shares |
| CITIGROUP INC | Reduced | $11.2m174.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.8m151.9k shares |
| Walleye Trading LLC | Added | $7.1m110.4k shares |
| PEAK6 LLC | Added | $6.9m106.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $40.9m633.1k shares |
| CITIGROUP INC | Reduced | $30.2m468.0k shares |
| CITADEL ADVISORS LLC | Added | $26.9m416.6k shares |
| UBS Group AG | Reduced | $17.0m262.6k shares |
| JANE STREET GROUP, LLC | Added | $11.7m181.5k shares |
| SIMPLEX TRADING, LLC | Added | $11.2m173.8k shares |
| Walleye Trading LLC | Added | $9.2m141.7k shares |
| IMC-Chicago, LLC | Reduced | $9.1m140.6k shares |
| PEAK6 LLC | Added | $9.0m139.7k shares |
| Squarepoint Ops LLC | Added | $7.3m112.5k 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 2025
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 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 4 | $6.2m | $1.5m |
| Q4 2023 | 0 | — | 4 | $3.0m | $1.9m |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 1 | $1.0m | 1 | $2.3m | — |
| Q3 2024 | 0 | — | 3 | $1.3m | $1.3m |
| Q4 2024 | 0 | — | 3 | $3.6m | $3.6m |
| Q1 2025 | 1 | $661.3k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-25 | BRACE PHILIP G CEO and President, director | Bought | $661.3k10.0k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 20.7m $1.3bn | Added +397.6k |
| BlackRock, Inc. 0.03% of their portfolio | 20.0m $1.3bn | Added +3.1m |
| STATE STREET CORP 0.02% of their portfolio | 7.8m $501.8m | Reduced -119.6k |
| PZENA INVESTMENT MANAGEMENT LLC 1.75% of their portfolio | 7.8m $501.7m | Added +2.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 5.5m $355.9m | Added +408.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.3m $277.4m | Added +88.1k |
| Invesco Ltd. 0.05% of their portfolio | 4.1m $267.7m | Added +980.0k |
| FIL Ltd 0.22% of their portfolio | 3.5m $226.4m | Added +140 |
| MORGAN STANLEY 0.01% of their portfolio | 2.9m $184.7m | Added +503.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.7m $175.8m | Reduced -45.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.5m $160.7m | Added +179.7k |
| NORGES BANK 0.02% of their portfolio | 2.2m $140.9m | Reduced -397.7k |
| BARCLAYS PLC 0.06% of their portfolio | 2.1m $132.6m | Added +871.2k |
| Vulcan Value Partners, LLC 2.16% of their portfolio | 1.8m $115.1m | Reduced -3.5m |
| LONDON CO OF VIRGINIA 0.63% of their portfolio | 1.7m $111.0m | Reduced -74.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.6m $104.2m | Reduced -319.7k |
| TWO SIGMA ADVISERS, LP 0.23% of their portfolio | 1.6m $103.5m | Added +1.4m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.6m $101.1m | Reduced -150.9k |
| VAN ECK ASSOCIATES CORP 0.13% of their portfolio | 1.6m $101.0m | Added +89 |
| LSV ASSET MANAGEMENT 0.24% of their portfolio | 1.5m $98.2m | Reduced -37.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.5m $97.1m | Added +579.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.33% of their portfolio | 1.4m $88.9m | Added +1.0m |
| Pacer Advisors, Inc. 0.21% of their portfolio | 1.4m $88.0m | Reduced -3.1m |
| Rafferty Asset Management, LLC 0.37% of their portfolio | 1.3m $86.0m | Reduced -95.5k |
| Legal & General Group Plc 0.02% of their portfolio | 1.3m $84.2m | Reduced -23.0k |
| TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio | 1.3m $83.1m | Added +1.1m |
| COATUE MANAGEMENT LLC 0.36% of their portfolio | 1.3m $82.3m | New |
| UBS Group AG 0.02% of their portfolio | 1.3m $82.0m | Reduced -598.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.2m $79.8m | Added +645.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.2m $77.7m | Added +24.3k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 1.2m $76.4m | Added +565.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.2m $75.2m | Reduced -406.3k |
| CITIGROUP INC 0.06% of their portfolio | 1.1m $72.9m | Reduced -201.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 1.0m $67.0m | Reduced -2.3k |
| KBC Group NV 0.20% of their portfolio | 1.0m $64.8m | Reduced -245.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 919.1k $59.4m | First filing |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 877.6k $56.7m | Added +73.9k |
| DNB Asset Management AS 0.25% of their portfolio | 841.9k $54.4m | Reduced -12.4k |
| Amundi 0.02% of their portfolio | 827.9k $50.4m | Reduced -437.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 796.4k $51.1m | Added +62.5k |
| LETKO, BROSSEAU & ASSOCIATES INC 1.00% of their portfolio | 731.1k $47.3m | Reduced -21.6k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 723.8k $46.8m | Reduced -34.4k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 674.2k $43.6m | Added +444.0k |
| EARNEST PARTNERS LLC 0.20% of their portfolio | 639.6k $41.3m | Reduced -13.2k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 617.3k $39.9m | Reduced -70.7k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 612.5k $39.5m | Reduced -375.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.07% of their portfolio | 501.9k $32.4m | Added +1.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 474.9k $30.7m | Added +226.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 463.2k $29.9m | Reduced -2.0k |
| Gotham Asset Management, LLC 0.25% of their portfolio | 457.7k $29.6m | Added +213.1k |
| Swiss National Bank 0.02% of their portfolio | 451.1k $29.2m | Unchanged |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 447.7k $28.9m | Added +424.7k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 405.4k $26.2m | Added +47.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio | 393.5k $25.4m | Added +18.1k |
| Mirae Asset Global Investments Co., Ltd. 0.10% of their portfolio | 387.3k $24.8m | Added +44.1k |
| FMR LLC 0.00% of their portfolio | 377.3k $24.4m | Reduced -2.1m |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 377.0k $24.4m | Added +72.5k |
| Caisse de depot et placement du Quebec 0.05% of their portfolio | 374.1k $24.2m | Added +238.7k |
| Nuveen, LLC 0.01% of their portfolio | 373.6k $24.1m | First filing |
| ALPS ADVISORS INC 0.14% of their portfolio | 360.4k $23.3m | Added +83.7k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 351.7k $22.7m | Added +50.1k |
| First Horizon Advisors, Inc. 0.58% of their portfolio | 317.9k $20.5m | Added +269.7k |
| AXA S.A. 0.07% of their portfolio | 316.0k $20.4m | Added +55.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 296.1k $19.1m | Reduced -3.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 283.0k $18.3m | Added +6.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 272.7k $17.6m | Added +127 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio | 272.4k $17.6m | Added +92.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 268.7k $17.4m | Added +130.5k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 263.1k $17.0m | Added +259.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 255.2k $16.5m | Added +83.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 230.7k $14.9m | Added +2.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 230.0k $14.9m | Added +11.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 213.5k $13.8m | Reduced -10.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 213.4k $13.8m | Added +111.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 203.5k $13.2m | Added +17.0k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 201.3k $13.0m | Reduced -14.1k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 195.7k $12.7m | Reduced -9.4k |
| Quantbot Technologies LP 0.40% of their portfolio | 194.3k $12.6m | Added +121.3k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% of their portfolio | 193.3k $12.5m | Added +107.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 192.2k $12.4m | Reduced -472.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 188.6k $12.2m | Added +3.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 186.0k $12.0m | Reduced -10.6k |
| Skandinaviska Enskilda Banken AB (publ) 0.06% of their portfolio | 182.6k $11.8m | Added +7.3k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 179.6k $11.6m | Added +12.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 174.8k $11.3m | Added +22.9k |
| ExodusPoint Capital Management, LP 0.15% of their portfolio | 173.6k $11.2m | New |
| Aware Super Pty Ltd as trustee of Aware Super 0.19% of their portfolio | 168.8k $10.9m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 158.2k $10.2m | Reduced -27.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 152.1k $9.8m | Reduced -274.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 149.9k $9.7m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 146.8k $9.5m | Added +110.5k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 145.1k $9.4m | Reduced -51.2k |
| NICHOLAS COMPANY, INC. 0.16% of their portfolio | 143.6k $9.3m | Reduced -531.4k |
| Aberdeen Group plc 0.02% of their portfolio | 143.6k $9.1m | Added +68.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 143.2k $9.3m | Reduced -35.9k |
| GLENMEDE TRUST CO NA 0.05% of their portfolio | 141.9k $9.2m | Added +69.9k |
| Kestra Investment Management, LLC 0.12% of their portfolio | 137.3k $6.8m | Added +130.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 136.1k $8.8m | Added +14.8k |
| PDT Partners, LLC 0.59% of their portfolio | 129.3k $8.4m | Added +75.5k |
| ProShare Advisors LLC 0.02% of their portfolio | 127.9k $8.3m | Reduced -13.7k |