MCHPP · Microchip Technology Inc · Holdings

$66.22 +0.37 (+0.56%)

S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$41.19B

543.01M

Volume · Oct 21 28.18K Avg daily vol (3M) 170.17K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of MCHPP: 13F, 13D and 13G, insiders and funds →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 7

Total Value: $58,828,134

Total Shares: 883,438

Institutional Ownership Trend

7 quarters

Superinvestors Holding MCHPP

All superinvestors →

Ray Dalio $25,160,438 George Soros $20,775,360 Joel Greenblatt $11,079,614 Mario Gabelli $460,260 Christopher Bloomstran $220,521

Holder Concentration

Across 7 13F filers · Δ vs Jun 30, 2026

Top Holder

72.9%

+54.2 pts

Top 5

98.4%

+47.4 pts

Top 10

100.0%

+33.8 pts

HHI

5,729

Highly concentrated+4,996

Who Holds MCHPP

Last 7 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 79 filers, like-for-like change -1.0%; actively managed books +1.1%; index-like books -12.1%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	49.7%	34	+3.1%	5	8
Adviser	19.6%	6	-16.9%	0	0
Bank	4.1%	9	+2.9%	0	0
Broker-dealer	0.0%	1	-5.6%	0	0
Non-US	1.1%	1	0.0%	0	0
Holding company	10.5%	5	-14.1%	0	0
Unknown	14.9%	23	+26.1%	8	2

Style	Share	Filers	Change	New	Exited
Index-like	14.2%	6	-12.1%	0	0
Systematic-like	5.2%	5	+134.7%	3	1
Concentrated	20.3%	11	+5.4%	2	3
Diversified active	60.2%	57	-4.9%	8	6
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	44.9%	44	-16.1%	5	3
Medium turnover	37.3%	15	+9.6%	1	2
High turnover	17.7%	18	+32.6%	7	5
Unknown	0.0%	2	-37.9%	0	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	15.3%	9	+7.8%	2	3
Medium horizon	15.9%	9	-9.1%	2	1
Long horizon	57.4%	50	-10.3%	5	4
Unknown	11.5%	11	+112.5%	4	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	10.1%	15	-20.2%	2	6
$1B to $10B	17.7%	21	+62.3%	6	2
$10B to $100B	11.7%	14	-2.4%	3	1
$100B or more	60.5%	29	-7.6%	2	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	1.1%	15	-5.3%	2	3
Pooled investment vehicles	20.3%	10	+16.5%	2	3
Registered funds and BDCs	9.4%	4	-10.5%	1	1
Insurance companies	18.2%	1	+0.7%	0	0
Diversified	0.7%	4	-13.3%	0	0
Other investment advisers	0.0%	0	-100.0%	0	1
Unknown	50.3%	45	-4.8%	8	2

Private funds	Share	Filers	Change	New	Exited
Hedge funds	21.3%	14	+20.2%	3	4
Private equity funds	0.0%	1	-82.1%	0	0
Other private funds	5.8%	2	-22.0%	0	2
Private funds, type not stated	2.7%	1	-7.2%	0	0
No private funds	19.9%	16	-0.6%	2	2
Real estate funds	0.0%	0	—	0	0
Securitized asset funds	0.0%	0	—	0	0
Unknown	50.3%	45	-4.8%	8	2

Location	Share	Filers	Change	New	Exited
United States	94.0%	70	+2.8%	13	10
Outside the US	6.0%	9	-37.5%	0	0

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Conviction and Crowding

79 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

12.7% of filers hold it in their top 10

Mar 31, 2026: 7

Holders above 5%

median weight 0.010%

Mar 31, 2026: 6

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

64.9%

of 13F shares, Herfindahl 0.070

Active holders

+1.1%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 4.7 quarters

Under 1 year 28.2% 1 to 3 years 71.8% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$68.99

estimated per share

Mar 31, 2026: $62.85

Quarter-end price

$74.15

implied by 13F values

Estimated gain or loss

+7.5%

price against the estimated cost

Estimated at a loss

0.000%

of costed 13F value

Estimated cost covers 31.3% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies MCHPP's active holders also own, quarter ended Jun 30, 2026

#	Company	Shared holders	Similarity
1	GOOGL Alphabet Inc.	310	0.213
2	CSCO Cisco Systems, Inc.	238	0.209
3	AVGO Broadcom Inc.	263	0.209
4	AMZN Amazon Com Inc	299	0.208
5	MSFT Microsoft Corp	301	0.208
6	JPM Jpmorgan Chase & Co	270	0.207
7	NVDA Nvidia Corp	292	0.207
8	CVX Chevron Corp	232	0.206
9	AAPL Apple Inc.	295	0.205
10	META Meta Platforms, Inc.	258	0.200

Shareholder Targets

13F filers that own its peers but not MCHPP, quarter ended Jun 30, 2026

Found through its holder-overlap peers: GOOGL, CSCO, AVGO, AMZN, MSFT, JPM, NVDA, CVX, AAPL, META, V, JNJ, ABBV, LLY, AMAT, HD, MRK, RTX, PG, XOM. 6,000 filers in all.

#	Filer	In peers	Of book	Largest peers
1	Capital Research Global Investors Adviser, Diversified active	$317,378,545,830 20 held	44.1%	AVGO, NVDA, GOOGL
2	Capital World Investors Adviser, Diversified active	$238,554,888,963 18 held	28.3%	AVGO, GOOGL, META
3	Berkshire Hathaway Inc Insurer, Concentrated	$117,700,527,192 3 held	39.3%	AAPL, GOOGL, CVX
4	LILLY ENDOWMENT INC Unknown, Unknown	$108,400,867,760 1 held	100.0%	LLY
5	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Insurer, Diversified active	$49,967,141,927 14 held	34.2%	LLY, JNJ, AAPL
6	Sanders Capital, LLC Registered adviser, Concentrated	$48,482,087,424 13 held	48.6%	GOOGL, AMZN, META
7	PRIMECAP MANAGEMENT CO/CA/ Registered adviser, Diversified active	$32,722,259,585 16 held	19.4%	LLY, GOOGL, NVDA
8	LOOMIS SAYLES & CO L P Registered adviser, Diversified active	$30,355,609,443 20 held	38.4%	NVDA, GOOGL, AMZN
9	Robeco Institutional Asset Management B.V. Unknown, Diversified active	$28,654,195,444 20 held	35.2%	NVDA, GOOGL, AAPL
10	Fayez Sarofim & Co Registered adviser, Diversified active	$22,332,472,329 20 held	52.6%	AAPL, MSFT, GOOGL

Fund Ownership of MCHPP by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 3,516,040 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	3,516,040	4
Active ETFs	14,460	1
Active funds	1,888,711	19
Unclassified	0	0
All registered funds	5,419,211	24

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -77

Institutional value: -97.1%

Shares held: -96.8%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds	Open
Small MACKAY SHIELDS LLC	+40,854	644,345
Large Farther Finance Advisors, LLC	+1,731	8,295

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds	Open
Mid Portman Square Capital LLP	−274,500	175,500
Small TRED AVON FAMILY WEALTH, LLC	−245	10,495

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)	Open
Small BOURGEON CAPITAL MANAGEMENT LLC	29,500	$1,964,405
Small Williams & Novak, LLC	6,163	$410,394

Top Sold-Out Positions

vs Jun 30, 2026

No fully closed positions this quarter.

Filter: New 2 Increased 2 Reduced 2 Sold out 0 Unchanged 1

Holder type: Registered adviser 4 Adviser 1 Unknown 2

Showing 7 of 7

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MACKAY SHIELDS LLC MCHPP

$42,906,932

72.94%

644,345

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	94,440	$6,288,759	14.7%	Defined
OPPENHEIMER ASSET MANAGEMENT INC.	3,060	$203,765	0.5%	Other
Held directly	546,845	$36,414,408	84.9%	Other

Portman Square Capital LLP MCHPP

$11,686,545

19.87%

175,500

BOURGEON CAPITAL MANAGEMENT LLC MCHPP

$1,964,405

3.34%

29,500

TRED AVON FAMILY WEALTH, LLC MCHPP

$698,862

1.19%

10,495

Central Pacific Bank - Trust Division MCHPP

$608,632

1.03%

9,140

Farther Finance Advisors, LLC MCHPP

$552,364

0.94%

8,295

Williams & Novak, LLC MCHPP

$410,394

0.70%

6,163

Key facts CIK 827054 CUSIP 595017104 13F (30d) 9 filings 9 filers Visit website Investor relations