Guru Ownership Over Time
Guru Analysis for Skyworks Solutions, Inc. (SWKS)
Skyworks Solutions, Inc. (SWKS), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $948.34 M.
Top institutional holders include Richard Pzena and Renaissance Technologies.
Institutional sentiment is currently Bullish. This is evidenced by a $3.94 M net inflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Manning & Napier Group reduced exposure by 83.9%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 3.05% | Add 0.5% | 12,272,162 | $944.71 M | Q3 2025 | |
| 0.08% | Add 83.5% | 775,883 | $59.73 M | Q3 2025 | |
| 0.20% | Add 25.8% | 600,530 | $46.23 M | Q3 2025 | |
| 0.03% | Reduce -27.1% | 555,073 | $42.73 M | Q3 2025 | |
| 0.01% | Reduce -65.1% | 39,862 | $3.07 M | Q3 2025 | |
| 0.01% | New Buy | 20,945 | $1.61 M | Q3 2025 | |
| 0.01% | New Buy | 18,265 | $1.41 M | Q3 2025 | |
| 0.00% | Reduce -6.7% | 3,242 | $249,569 | Q3 2025 | |
| 0.00% | Reduce -83.9% | 2,789 | $214,697 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Skyworks Solutions, Inc. (SWKS)
Top Guru holders include Richard Pzena ($944.71 M), Renaissance Technologies ($59.73 M), Joel Greenblatt ($46.23 M). Collectively, tracked Gurus hold 14.29 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $3.94 M, with 5 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of SWKS completely. Total sell value was $40.71 M.
Yes, 2 Gurus opened new positions in SWKS, and 3 added to their existing holdings. Total buy value was $44.65 M.