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 ($99.6m this quarter). Holder counts are more reliable. Shares outstanding: 148.4m as of 2025-07-31, 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 ≈ $74.54. Options: 31 managers hold calls ($199.5m notional), 35 hold puts ($248.2m).
Trends to Q2 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 |
| Q2 2025 | 759 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 355 | 406 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $288.9m | $339.9m | 1.18 |
| Q4 2024 | $310.3m | $326.9m | 1.05 |
| Q1 2025 | $189.2m | $245.6m | 1.30 |
| Q2 2025 | $199.5m | $248.2m | 1.24 |
Biggest buyers
| PZENA INVESTMENT MANAGEMENT LLC | Added | +4.4m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.4m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.1m |
| ROYAL BANK OF CANADA | Added | +1.0m |
| CITADEL ADVISORS LLC | Added | +819.7k |
| Rafferty Asset Management, LLC | Added | +693.4k |
| WORLDQUANT MILLENNIUM ADVISORS LLC | New | +650.0k |
| JANE STREET GROUP, LLC | Added | +537.1k |
| BANK OF AMERICA CORP /DE/ | Added | +517.3k |
| Amundi | Added | +474.1k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.7m |
| BlackRock, Inc. | Reduced | -2.6m |
| LONDON CO OF VIRGINIA | Sold out | -1.7m |
| STATE STREET CORP | Reduced | -1.1m |
| VANGUARD GROUP INC | Reduced | -983.5k |
| Vulcan Value Partners, LLC | Reduced | -974.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -635.9k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -579.6k |
| KBC Group NV | Reduced | -490.9k |
| Legal & General Group Plc | Reduced | -484.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $30.4m407.8k shares |
| CITADEL ADVISORS LLC | Added | $30.2m405.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $18.7m250.5k shares |
| IMC-Chicago, LLC | Reduced | $13.3m178.3k shares |
| Squarepoint Ops LLC | Added | $12.1m162.8k shares |
| Twin Tree Management, LP | New | $10.3m138.4k shares |
| CITIGROUP INC | Reduced | $9.7m130.0k shares |
| PEAK6 LLC | Added | $9.2m122.8k shares |
| JANE STREET GROUP, LLC | Reduced | $6.4m86.3k shares |
| UBS Group AG | Reduced | $6.0m80.1k shares |
Biggest puts
| PEAK6 LLC | Added | $29.2m391.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $28.0m375.9k shares |
| CITADEL ADVISORS LLC | Reduced | $23.8m319.5k shares |
| MARSHALL WACE, LLP | New | $13.8m184.6k shares |
| CITIGROUP INC | Reduced | $11.7m157.5k shares |
| UBS Group AG | Reduced | $11.0m148.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.5m140.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $9.9m133.0k shares |
| BANK OF AMERICA CORP /DE/ | Added | $8.0m108.0k shares |
| IMC-Chicago, LLC | Reduced | $7.6m101.6k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 19.8m $1.5bn | Reduced -983.5k |
| BlackRock, Inc. 0.02% of their portfolio | 17.4m $1.3bn | Reduced -2.6m |
| PZENA INVESTMENT MANAGEMENT LLC 2.96% of their portfolio | 12.2m $909.7m | Added +4.4m |
| STATE STREET CORP 0.02% of their portfolio | 6.7m $499.3m | Reduced -1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 5.3m $397.8m | Reduced -169.2k |
| Invesco Ltd. 0.05% of their portfolio | 4.2m $313.9m | Added +71.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.1m $306.7m | Reduced -180.3k |
| FIL Ltd 0.22% of their portfolio | 3.5m $259.7m | Reduced -17.5k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.7m $204.5m | Added +1.1m |
| MORGAN STANLEY 0.01% of their portfolio | 2.7m $201.2m | Reduced -157.5k |
| BARCLAYS PLC 0.07% of their portfolio | 2.3m $172.0m | Added +257.1k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.3m $171.8m | Reduced -181.8k |
| Rafferty Asset Management, LLC 0.50% of their portfolio | 2.0m $150.8m | Added +693.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.0m $150.5m | Added +517.3k |
| NORGES BANK 0.02% of their portfolio | 1.9m $140.8m | Reduced -291.2k |
| LSV ASSET MANAGEMENT 0.29% of their portfolio | 1.7m $124.9m | Added +157.7k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.6m $120.7m | Added +55.7k |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 1.5m $115.2m | Added +1.4m |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 1.5m $111.3m | Added +819.7k |
| VAN ECK ASSOCIATES CORP 0.13% of their portfolio | 1.5m $110.6m | Reduced -79.2k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.5m $108.7m | Added +295.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.37% of their portfolio | 1.4m $101.3m | Reduced -16.8k |
| TWO SIGMA ADVISERS, LP 0.20% of their portfolio | 1.3m $98.9m | Reduced -273.8k |
| Amundi 0.03% of their portfolio | 1.3m $95.9m | Added +474.1k |
| UBS Group AG 0.02% of their portfolio | 1.3m $95.2m | Added +9.1k |
| COATUE MANAGEMENT LLC 0.26% of their portfolio | 1.3m $94.9m | Unchanged |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 1.3m $94.5m | Added +230.3k |
| Pacer Advisors, Inc. 0.22% of their portfolio | 1.2m $88.3m | Reduced -176.1k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.2m $86.8m | Added +1.0m |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 1.2m $86.4m | Added +281.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.1m $84.5m | Reduced -100.2k |
| CITIGROUP INC 0.05% of their portfolio | 1.0m $76.2m | Reduced -105.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.0m $74.6m | Reduced -201.0k |
| EARNEST PARTNERS LLC 0.32% of their portfolio | 959.7k $71.5m | Added +320.1k |
| Legal & General Group Plc 0.02% of their portfolio | 818.0k $61.0m | Reduced -484.9k |
| Vulcan Value Partners, LLC 1.16% of their portfolio | 806.8k $65.8m | Reduced -974.5k |
| LETKO, BROSSEAU & ASSOCIATES INC 1.10% of their portfolio | 769.6k $57.4m | Added +38.5k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 761.7k $56.7m | Reduced -436.1k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 705.9k $52.6m | Reduced -579.6k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 676.3k $50.4m | Added +59.0k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.24% of their portfolio | 650.0k $48.4m | New |
| FMR LLC 0.00% of their portfolio | 620.0k $46.2m | Added +242.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 606.6k $45.2m | Reduced -312.4k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 589.7k $43.9m | Added +537.1k |
| DNB Asset Management AS 0.18% of their portfolio | 578.2k $43.1m | Reduced -263.6k |
| Robeco Institutional Asset Management B.V. 0.06% of their portfolio | 529.4k $39.4m | Added +177.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 526.3k $39.2m | Added +51.5k |
| KBC Group NV 0.10% of their portfolio | 511.6k $38.1m | Reduced -490.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.08% of their portfolio | 506.0k $37.7m | Added +4.1k |
| Gotham Asset Management, LLC 0.21% of their portfolio | 477.4k $35.6m | Added +19.7k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 465.3k $34.7m | Added +202.2k |
| AXA S.A. 0.10% of their portfolio | 460.7k $34.3m | Added +144.7k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 452.5k $33.7m | Added +256.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 422.8k $31.5m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 415.6k $31.0m | Reduced -308.2k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 397.9k $29.7m | Reduced -7.5k |
| Nuveen, LLC 0.01% of their portfolio | 391.4k $29.2m | Added +17.8k |
| Mirae Asset Global Investments Co., Ltd. 0.10% of their portfolio | 390.6k $29.1m | Added +3.3k |
| Quantinno Capital Management LP 0.12% of their portfolio | 376.9k $28.1m | Added +254.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 358.4k $26.7m | New |
| ALPS ADVISORS INC 0.15% of their portfolio | 341.4k $25.4m | Reduced -19.0k |
| First Horizon Advisors, Inc. 0.65% of their portfolio | 338.0k $25.2m | Added +20.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 310.4k $23.1m | Added +14.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 306.1k $22.8m | Added +120.1k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 296.4k $22.1m | Reduced -316.1k |
| Swiss National Bank 0.01% of their portfolio | 293.0k $21.8m | Reduced -158.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio | 280.9k $20.9m | Added +8.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 280.6k $20.9m | Added +159.6k |
| HRT FINANCIAL LP 0.11% of their portfolio | 266.0k $19.8m | New |
| OSSIAM 0.20% of their portfolio | 242.4k $18.1m | Added +215.9k |
| TUDOR INVESTMENT CORP ET AL 0.14% of their portfolio | 240.8k $17.9m | New |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 225.5k $16.8m | Added +24.2k |
| Glenmede Investment Management, LP 0.08% of their portfolio | 221.3k $16.5m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 221.3k $16.5m | Reduced -9.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 207.7k $15.5m | Reduced -169.3k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 190.4k $14.2m | Reduced -39.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 187.5k $14.0m | Reduced -16.0k |
| AE Wealth Management LLC 0.10% of their portfolio | 179.5k $13.4m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 174.3k $13.0m | Added +106.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 165.4k $12.3m | Reduced -9.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 163.3k $12.2m | Reduced -109.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 160.6k $12.0m | Reduced -635.9k |
| Aberdeen Group plc 0.02% of their portfolio | 158.1k $11.8m | Added +14.5k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 151.0k $11.3m | Added +98.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 150.0k $11.2m | Reduced -133.0k |
| KLP KAPITALFORVALTNING AS 0.05% of their portfolio | 149.6k $11.1m | Added +51.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 147.8k $11.0m | Reduced -120.9k |
| ProShare Advisors LLC 0.02% of their portfolio | 144.4k $10.8m | Added +16.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 143.3k $10.7m | Reduced -14.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 142.4k $10.6m | Reduced -7.5k |
| Illinois Municipal Retirement Fund 0.14% of their portfolio | 140.0k $10.4m | Added +12.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 138.8k $10.3m | Reduced -74.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 137.6k $10.3m | Reduced -9.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 136.2k $10.2m | Reduced -7.0k |
| Penserra Capital Management LLC 0.14% of their portfolio | 130.0k $9.7m | Added +123.5k |
| GUGGENHEIM CAPITAL LLC 0.08% of their portfolio | 128.3k $9.6m | Added +3.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 122.9k $9.2m | Reduced -399 |
| Skandinaviska Enskilda Banken AB (publ) 0.04% of their portfolio | 119.6k $8.9m | Reduced -63.1k |
| Advisors Asset Management, Inc. 0.16% of their portfolio | 117.5k $8.8m | Added +36.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio | 114.1k $8.5m | Reduced -279.3k |