2026-09-02
No AI summary for this filing type
View Full Filing (SEC EDGAR)Skyworks Solutions Inc
$66.62+1.4%
+$2.9B
Net Activity
+24.70% total shares
Institutions Holding
723
Popularity Rank
#745
Avg Weight
0.06%
Total Value
$13.8B
Market Cap
$10.3B
723 institutions currently hold SWKS, with 370 net buyers and 331 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
331
Net Buying Institutions
370
Top 5 by Value
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Across its top 20 institutional holders, SWKS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 37/100).
SWKS ranks #745 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
723 institutions disclose a position in SWKS, but none treat it as a major bet — even Pzena Investment Management LLC, its most concentrated holder, allocates just 3.2% of its own portfolio to it.
Pzena Investment Management LLC has added to its SWKS position for two straight quarters, increasing it by $282.3M to reach $1.1B today.
Capital Fund Management S.a. has trimmed its SWKS position for two straight quarters, cutting it by $34.5M while still holding $5.0M.
SWKS is up 1.4% today, and institutions have been net buyers of $2.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
SWKS posted net income of $290.1M over the trailing twelve months, and currently trades at a P/E of 35.6.
+$3.8B
Total Buy Value
$1.1B
Total Sell Value
370
Net Buyers
331
Net Sellers
SWKS
Q2 2026
Top 5 Institutional Movers
+$782.5M
+$332.1M
+$245.4M
+$220.4M
Institutions accumulate SWKS; insider confirmation still missing
Signal Basis
For the quarter ended 2026-06-30, 720 institutional holders reported $13.79B in aggregate value with a net increase of roughly $2.88B, alongside 367 net buyers versus 329 net sellers and 121 new positions against 89 exits — a pattern consistent with ongoing accumulation. However, insider Form 4 data is entirely absent this period, so the bullish read rests on institutional flows alone and lacks the insider-side confirmation typical of a full smart-money setup.
Confirmation
A subsequent Form 4 window showing net insider purchases — particularly a 3+ buyer cluster alert — would materially strengthen this verdict.
Invalidation Risk
A reversal in the next 13F cycle toward net distribution (sellers outnumbering buyers) or the emergence of concentrated insider selling would invalidate this call.
AI-generated from institutional holders' SEC EDGAR disclosures and limited to historical data. Should not be relied upon as the sole basis for any investment decision.
See the institutional 13F filings behind this signalSWKS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | TERRY ROBERT JOHN | 2025-11-19 | $31K |
| Sell | TERRY ROBERT JOHN | 2025-11-19 | $277K |
| Sell | Kasnavi Reza | 2025-11-19 | $42K |
| Sell | Kasnavi Reza | 2025-11-19 | $415K |
| Buy | BRACE PHILIP G | 2025-02-25 | $661K |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Alan Armstrong Senate | 2026-03-27 | $1K–$15K |
| Sell (Full) | John Boozman Senate | 2024-11-20 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-05-08 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-05-08 | $1K–$15K |
| Buy | Thomas H Tuberville Senate | 2024-04-29 | $15K–$50K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-04-05 | $15K–$50K |
| Buy | Thomas H Tuberville Senate | 2024-04-05 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2023-10-17 | $1K–$15K |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
6
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)Skyworks Solutions issued $2 billion in new senior notes on August 10, 2026: $800 million of 5.000% notes due 2028, $600 million of 5.750% notes due 2032, and $600 million of 6.250% notes due 2036. The company says it plans to use the proceeds, along with existing cash, to fund the roughly $3.0 billion cash consideration for its proposed merger with Qorvo. If the merger doesn't close by November 3, 2027, or is abandoned, the 2028 and 2036 notes are subject to a special mandatory redemption; the 2032 notes are not.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)Skyworks Solutions (ticker SWKS) issued a press release on July 28, 2026, regarding its proposed merger with Qorvo. This 8-K filing serves as a routine update—it reminds investors that the related registration statement and joint proxy statement were already filed and mailed to shareholders back in December 2025, and it directs readers to those documents for full details about the deal.
View Full Filing (SEC EDGAR)Skyworks Solutions (SWKS) filed an 8-K on July 27, 2026, to announce that it will release its financial results for the three and nine months ended July 3, 2026, via a press release on July 28, 2026. The full press release is attached as Exhibit 99.1.
View Full Filing (SEC EDGAR)83088M102, 83088M902, 83088M952, 83088m102
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Articles
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Access SWKS's institutional ownership data programmatically:
REST API
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