NVTS — NAVITAS SEMICONDUCTOR CORP
As of Q2 2026, 34 SEC-registered investment managers reported holding NVTS (NAVITAS SEMICONDUCTOR CORP) in their latest 13F filings, with a combined reported value of $1.27B across 73.42M shares. That is +36.3% by share count (+19.57M shares) versus the previous quarter, while reported value moved +170.2%. Ownership is concentrated: the five largest holders account for 70.3% of reported value and the top ten for 86.7%.
Compared with the prior quarter, 6 opened new positions, 16 added to existing stakes, 11 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NVTS is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 16.24M | $290.97M | 0.01% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 10.29M | $184.45M | 0.10% | Add |
| Citadel Advisors history | Q2 2026 | 9.95M | $178.32M | 0.02% | Add |
| Goldman Sachs Group history | Q2 2026 | 8.41M | $150.74M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 14.69M | $104.90M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 5.04M | $90.27M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 2.78M | $49.79M | 0.01% | Add |
| Two Sigma Investments history | Q2 2026 | 2.75M | $49.26M | 0.04% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 2.20M | $39.21M | 0.01% | New |
| Morgan Stanley history | Q2 2026 | 2.12M | $37.98M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.77M | $31.70M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.64M | $29.31M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.56M | $27.91M | 0.00% | Add |
| Renaissance Technologies history | Q3 2025 | 3.62M | $26.16M | 0.04% | Reduce |
| Millennium Management history | Q2 2026 | 1.07M | $19.14M | 0.01% | Reduce |
| Wellington Management Group history | Q2 2026 | 935.12K | $16.76M | 0.00% | New |
| Point72 Asset Management history | Q2 2026 | 829.62K | $14.87M | 0.02% | Reduce |
| BNY Mellon history | Q2 2026 | 508.72K | $9.12M | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 465.89K | $8.35M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 397.27K | $7.12M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.20M sh · $39.21M
- Wellington Management Group 935.12K sh · $16.76M
- Davidson Kempner Capital Management 250.00K sh · $4.48M
- CPP Investments 145.60K sh · $2.61M
- Lazard Asset Management 104.61K sh · $1.87M
- Principal Global Investors 14.06K sh · $251.88K
Fully Exited (vs previous quarter)
- Marshall Wace sold 273.13K sh · $2.40M
- Janus Henderson Group sold 62.37K sh · $546.65K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | 10.30M | 10.30M | 10.72M | 9.89M | 11.66M | 13.97M | 16.66M | 16.24M |
| D. E. Shaw & Co | — | — | — | — | — | 148.62K | 1.28M | 1.39M | 808.36K | — | — | — | 25.24K | 431.61K | 460.10K | 1.01M | 1.23M | 4.46M | 10.29M |
| Citadel Advisors | 292.36K | 147.04K | 378.97K | 627.19K | 288.30K | 965.18K | 1.59M | 773.18K | 893.98K | 556.44K | 742.93K | 579.05K | 673.84K | 152.30K | 3.97M | 4.95M | 5.98M | 5.34M | 9.95M |
| Goldman Sachs Group | 288.45K | 34.32K | 102.70K | 190.30K | 75.11K | 321.52K | 759.75K | 488.85K | 357.41K | 313.84K | 2.65M | 5.48M | 1.35M | 919.32K | 775.01K | 530.72K | 1.17M | 3.54M | 8.41M |
| Geode Capital Management | 756.43K | 784.30K | 754.53K | 759.52K | 859.00K | 898.95K | 1.94M | 2.48M | 2.65M | 2.77M | 2.98M | 2.97M | 3.08M | 3.22M | 3.34M | 3.92M | 4.42M | 5.08M | 5.04M |
| UBS Group AG | 2.00K | 2.71K | 4.06K | 1.70K | 19.03K | 43.69K | 32.58K | 57.13K | 126.92K | 107.45K | 49.92K | 107.04K | 867.92K | 890.35K | 997.02K | 1.43M | 3.31M | 2.21M | 2.78M |
| Two Sigma Investments | — | — | 250.50K | — | — | — | 1.03M | 487.09K | — | — | — | — | — | 21.85K | 21.45K | 345.73K | 1.73M | 428.06K | 2.75M |
| JPMorgan Chase & Co | — | — | 29.91K | 28.89K | 47.95K | 961 | 130.38K | 142.17K | 150.53K | 87.82K | 117.30K | 116.42K | 65.14K | 77.53K | 1.43M | 545.30K | 1.18M | — | 2.20M |
| Morgan Stanley | 53.76K | 25.65K | 134.25K | 170.71K | 102.62K | 219.38K | 238.26K | 263.64K | 2.25M | 2.86M | 1.59M | 839.42K | 1.35M | 632.29K | 2.32M | 707.02K | 1.31M | 2.80M | 2.12M |
| Northern Trust Corp | 132.51K | 130.12K | 154.18K | 150.59K | 204.03K | 215.92K | 905.47K | 1.04M | 1.05M | 1.04M | 1.02M | 1.10M | 1.21M | 1.18M | 1.08M | 1.30M | 1.40M | 1.69M | 1.77M |
| Charles Schwab Investment Management | 366.75K | 377.04K | 385.59K | 388.64K | 393.83K | 406.86K | 657.38K | 905.52K | 940.05K | 959.91K | 1.01M | 969.88K | 1.05M | 999.98K | 1.12M | 1.43M | 1.56M | 1.64M | 1.64M |
| Fidelity Management & Research (FMR) | — | — | — | — | 1.53K | 3.14K | 3.27K | 3.41K | 4.36K | 3.92K | 2.33K | 114.33K | 117.11K | 16.16K | 11.77K | 181.58K | 400.27K | 81.85K | 1.56M |
| Millennium Management | 94.68K | — | 288.22K | 121.45K | — | 1.25M | 3.44M | 6.90M | 5.88M | 7.47M | 5.96M | — | 14.43K | 862.09K | 4.20M | 852.64K | 142.92K | 1.29M | 1.07M |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 935.12K |
| Point72 Asset Management | 512.70K | 380.70K | 207.60K | — | — | 892.60K | 503.00K | — | 248.00K | 155.41K | 4.28M | 8.03M | 7.30M | 3.28M | — | — | 1.97M | 3.47M | 829.62K |
| BNY Mellon | 33.75K | 33.34K | 33.05K | 33.05K | 33.05K | 33.05K | 359.42K | 392.74K | 413.80K | 378.52K | 486.64K | 390.88K | 498.71K | 490.36K | 392.73K | 411.76K | 465.08K | 566.47K | 508.72K |
| Invesco Ltd | 1.38M | 2.03M | 2.82M | 2.84M | 3.40M | 1.99M | 2.04M | 1.03M | 3.57M | 1.11M | 1.18M | 2.03M | 1.50M | 1.83M | 3.21M | 1.32M | 4.74M | 1.95M | 465.89K |
| Bank of America Corp | 3.87K | 262.50K | 76.14K | 265.29K | 197.07K | 235.21K | 68.64K | 103.19K | 145.94K | 121.90K | 138.89K | 440.00K | 1.23M | 3.79M | 3.25M | 1.18M | 705.51K | 826.67K | 397.27K |
| Wells Fargo & Co | 2.74K | 4.48K | 4.55K | 48.11K | 6.16K | 11.79K | 44.12K | 31.94K | 38.59K | 45.17K | 62.17K | 62.01K | 78.15K | 81.18K | 237.65K | 253.33K | 295.59K | 172.81K | 336.14K |
| Citigroup Inc | — | 69.14K | 35.31K | 27.01K | 36.65K | 26.70K | 69.74K | 47.92K | 61.99K | 95.03K | 80.59K | 134.35K | 129.87K | 112.66K | 113.25K | 43.55K | 36.27K | 451.79K | 301.09K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details