Monitor for any future conversion to Schedule 13D, which would signal activist intent. The large passive stake from a major asset manager suggests long-term conviction but no near-term catalyst.
Price Chart
Executive Summary
Capital World Investors disclosed a 10.1% passive stake in Skyworks Solutions via Schedule 13G, holding 15,174,123 shares as of September 30, 2026. This is a new filing for this investor, indicating a significant passive position in the semiconductor company.
Key Financial Metrics
Key Facts
- Capital World Investors filed a Schedule 13G disclosing beneficial ownership of 15,174,123 shares of Skyworks Solutions common stock.
- The stake represents 10.1% of the 150,472,782 shares believed to be outstanding.
- The filing is made under Rule 13d-1(b), confirming a passive investment intent with no control or influence objectives.
- Capital World Investors is a division of Capital Research and Management Company, a major asset manager.
Financial Impact
10.1% stake valued at approximately $1.5 billion based on current market price (estimated from share count and typical SWKS valuation).
Risk Factors
- Passive filing status could change if Capital World Investors later engages with management or seeks board representation.
- A large passive stake may limit liquidity for other institutional investors.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001422849-26-000156 |
| Document: 0001422849-26-000156-index.html | 0001422849-26-000156 |
| Document: 0001422849-26-000156.txt | 0001422849-26-000156 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | SC 13G/A | $80.23 $83.34 | ▲ +3.88% | ▲ +4.02% | $83.34 (+3.88%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | 8-K | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $83.34 (+3.21%) |
Oct 7, 2026 19d ago | SC 13G | $83.43 $76.89 | ▼ −7.84% | ▼ −6.86% | $83.34 (−0.11%) |
Oct 6, 2026 20d ago | SC 13G | $83.43 $76.89 | ▼ −7.84% | ▼ −6.86% | $83.34 (−0.11%) |
Oct 5, 2026 21d ago | 8-K | $83.91 $74.70 | ▼ −10.98% | ▼ −11.40% | $83.34 (−0.68%) |
Oct 5, 2026 21d ago | Press Release | $83.91 $74.70 | ▼ −10.98% | ▼ −11.40% | $83.34 (−0.68%) |
US Market Status
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