DOSSIER · 13F Holders · Q2 2026Technology · Semiconductors & Related Devices
MRVL

MARVELL TECHNOLOGY INC

2,283 institutions still hold MARVELL TECHNOLOGY INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 573874104·Semiconductors & Related Devices·2,283 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$146.6B
visible holders
Holders
2,283
filers reporting
Concentration
17.40%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

Marvell Technology Inc (MRVL), the data-center semiconductor and connectivity chipmaker whose custom ASIC and Ethernet switching franchises ride the AI-infrastructure build-out, now carries nearly $72 billion in institutional ownership spread across 1,488 filers — a population size that places it among the most broadly held large-cap semiconductor names in the 13F universe. The Q1 2026 register tells a coherent and broadly bullish story: FMR (Fidelity) added roughly $2.2 billion and became the single largest holder at $13 billion, BlackRock added $1.2 billion to its $6.3 billion position, and two simultaneous Vanguard passive entries — from Vanguard Capital Management and Vanguard Portfolio Management — together added $7.2 billion in newly-created index positions, signaling that Marvell crossed a market-cap or liquidity threshold that triggered index inclusion during the quarter. Offsetting that inflow, UBS trimmed roughly $224 million and Franklin Resources reduced by $145 million, but these are minor notes against the direction of the register. The single most distinctive feature of the Q/Q flow is the absence of any meaningful selling pressure from the active discretionary cohort: Ameriprise, Goldman Sachs, Invesco, and Millennium all added, while market-maker inventory (Jane Street and Susquehanna) also built positions. The net read on the register is that Marvell's AI-adjacent data-center exposure has made it a mandatory-buy name for both passive and active large-cap growth managers — and that positioning is not yet showing signs of rotation fatigue.

The FMR (Fidelity) entry is both the largest absolute holder and the largest Q/Q addition: FMR lifted its position by roughly $2.2 billion, from $10.8 billion to $13 billion, on a 4.4 billion-share increase. FMR's Research Growth and other flagship flagships are among the largest discretionary technology allocators in the institutional universe, and a $2B+ addition in a single quarter signals conviction rather than index drift. BlackRock added $1.2 billion to its already-large $5.0 billion position. Both names' seeing material additions from both the active and the passive layers is notable: it suggests the consensus on Marvell's AI infrastructure optionality is broad-based, not limited to one strategy type.

The Vanguard dual-entry is the most theoretically interesting move in the file. Vanguard Capital Management added a new $3.9 billion position and Vanguard Portfolio Management added a new $3.3 billion position simultaneously — two separate Vanguard fund sleeves entering in the same quarter, suggesting a portfolio-wide rebalance where multiple Vanguard index products crossed the eligibility threshold for Marvell's market-cap tier. Vanguard's two separate fund-company entries — Vanguard Capital Management LLC and Vanguard Portfolio Management — are operationally distinct arms of the same house; both appearing simultaneously typically signals that multiple Vanguard broad-market or sector index products received an index inclusion or weight increase at the same review cycle. This is not a discretionary buy decision — it's mechanical — but the mechanical nature of the entry is itself a signal: the index governance committee (S&P, MSCI, etc.) concluded that Marvell's float and liquidity now satisfied inclusion criteria, which is a threshold event.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$25.5B85.6M0.38%Q2 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$17.2B57.9M0.37%Q2 2026
03
FMR LLC
CIK 0000315066
$17.0B56.9M0.74%Q2 2026
04
STATE STREET CORP
CIK 0000093751
$12.5B41.8M0.37%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$9.7B32.5M0.75%Q2 2026
06
Invesco Ltd.
CIK 0000914208
$9.0B30.3M0.71%Q2 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$6.3B21.1M0.33%Q2 2026
08
Vanguard Portfolio Management
CIK 0002100121· Index
$6.3B21.0M0.28%Q2 2026
09
CITADEL ADVISORS LLC
CIK 0001423053
$5.4B18.2M0.62%Q2 2026
10
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4.9B16.6M0.43%Q2 2026
11
NORGES BANK
CIK 0001374170· Sovereign
$4.2B14.2M0.42%Q2 2026
12
VAN ECK ASSOCIATES CORP
CIK 0000869178
$3.9B13.1M2.38%Q2 2026
13
JPMORGAN CHASE & CO
CIK 0000019617
$3.9B13.9M0.21%Q2 2026
14
UBS Group AG
CIK 0001610520
$3.7B12.5M0.47%Q2 2026
15
CANTOR FITZGERALD, L. P.
CIK 0001024896
$3.5B11.9M19.12%Q2 2026
16
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2.9B29.4M0.38%Q1 2026
17
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$2.7B9.1M0.49%Q2 2026
18
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2.7B9.1M0.55%Q2 2026
19
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.6B8.8M0.17%Q2 2026
20
MORGAN STANLEY
CIK 0000895421
$2.6B8.7M0.14%Q2 2026
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Insiders at MARVELL TECHNOLOGY INC
Murphy Matthew JBharathi SandeepKoopmans ChrisCasper MarkScarpulla Justin