§ SEMICONDUCTORS
USD · SemiconductorsSWKS
SKYWORKS SOLUTIONS INC
USDSector · SemiconductorsMarket cap · $8.3BBeta · 1.31
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 83.92HIGH 86.53LOW 82.0852W 47.93 — 90.90
EVENTSJUN 30 · EARNINGS +4.3%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
382 increased/new, 239 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 21.0 | P/B | 1.99 |
| EPS (TTM) | 2.60 | Dividend | 5.29% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 21.4M | 0.0% | +10% |
| PZENA INVESTMENT MANAGEMENT LLC | 16.1M | 2.8% | +28% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.1M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.8M | n/a | n/a |
| State Street | 8.4M | 0.0% | +28% |
| Geode Capital Management | 5.8M | 0.0% | +35% |
◇ AC INTELLIGENCE
Top institutional owners for SWKS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER39.5% · 516 holders
PASSIVE / INDEX28.0% · 13 holders
DEALER / BANK20.3% · 60 holders
QUALITY / COMPOUNDER14.6% · 33 holders
DEEP VALUE10.9% · 2 holders
SYSTEMATIC / QUANT2.7% · 15 holders
INCOME / DEFENSIVE1.7% · 34 holders
TACTICAL / MACRO1.0% · 3 holders
GROWTH / MOMENTUM0.7% · 1 holder
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SWKS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SWKS yet.