13FPulse
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MC

MCHP MICROCHIP TECHNOLOGY INC

2026Q2 · CUSIP 595017104 · Analog & Power · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,255
Institutions that reported holding it to the SEC
Net increase in holders
+91
Last quarter 1,164 → now 1,255
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

1,255 funds held MCHP at the end of 2026Q2, up 91 from the quarter before. That is stronger buying than 97.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $5.1B(YoY +20.9%), the P/E is 107.0x, return on equity is 7.4%. MCHP has had 28 buying rushes in its history, and the price moved +4.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Analog & Power.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=500 2013Q4: holders=553 2014Q1: holders=562 2014Q2: holders=588 2014Q3: holders=578 2014Q4: holders=563 2015Q1: holders=567 2015Q2: holders=549 2015Q3: holders=538 2015Q4: holders=567 2016Q1: holders=582 2016Q2: holders=617 2016Q3: holders=635 2016Q4: holders=674 2017Q1: holders=717 2017Q2: holders=729 2017Q3: holders=748 2017Q4: holders=799 2018Q1: holders=800 2018Q2: holders=825 2018Q3: holders=783 2018Q4: holders=756 2019Q1: holders=807 2019Q2: holders=783 2019Q3: holders=779 2019Q4: holders=829 2020Q1: holders=748 2020Q2: holders=790 2020Q3: holders=810 2020Q4: holders=922 2021Q1: holders=936 2021Q2: holders=963 2021Q3: holders=954 2021Q4: holders=1069 2022Q1: holders=1026 2022Q2: holders=992 2022Q3: holders=1008 2022Q4: holders=1093 2023Q1: holders=1156 2023Q2: holders=1148 2023Q3: holders=1148 2023Q4: holders=1226 2024Q1: holders=1206 2024Q2: holders=1252 2024Q3: holders=1188 2024Q4: holders=1129 2025Q1: holders=1041 2025Q2: holders=1116 2025Q3: holders=1117 2025Q4: holders=1132 2026Q1: holders=1164 2026Q2: holders=1255 -115 -57.5 +0 +57.5 +115 4508841318 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 28 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 10% -5.1% —
2025Q2 Top 5% +1.6% -17.9%
2024Q2 Top 5% -2.7% -18.4%
2023Q4 Top 10% +6.3% +16.2%
2023Q1 Top 1% in the market +16.0% +3.8%
2022Q4 Top 5% -3.1% -7.1%
2022Q3 Top 10% -3.4% +14.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
344
Change in large funds
+33
Total value they hold
$49.3B
Funds buying for the first time
224
Funds that sold out entirely
133
Price change that quarter
-21.2%
Funds holding puts (bearish)
35
Funds holding calls (bullish)
34

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
107.0
EPS (TTM)
$0.68
EPS YoY
—
Revenue (TTM)
$5.1B
Revenue YoY
+20.9%
Net margin
9.3%
ROE
7.4%
Debt ratio
55.2%
FCF (TTM)
$1.1B
Dividend (TTM)
$1.82
Quarterly Revenue & EPS
2021-09-30: EPS 0.43 2021-12-31: EPS 0.62 2022-03-31: EPS 0.77 2022-06-30: EPS 0.90 2022-09-30: EPS 0.98 2022-12-31: EPS 1.04 2023-03-31: EPS 1.10 2023-06-30: EPS 1.21 2023-09-30: EPS 1.21 2023-12-31: EPS 0.77 2024-03-31: EPS 0.29 2024-06-30: EPS 0.24 2024-09-30: EPS 0.14 2024-12-31: EPS -0.10 2025-03-31: EPS -0.29 2025-06-30: EPS -0.09 2025-09-30: EPS 0.03 2025-12-31: EPS 0.06 2026-03-31: EPS 0.22 2026-06-30: EPS 0.37 0B 1.1B 2.3B $B -0.32 0.51 1.33 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 25 15 230 446 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K568M1.1B 20162017201820192020202120222023202420252026
Latest quarter $243M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.