Who owns Silicom (SILC)
Which tracked institutional funds hold SILC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SILC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SILC is one-sided between 2026-Q1 and 2026-Q2: 23 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SILC’s largest tracked holder by dollar value, SYSTEMATIC FINANCIAL MANAGEMENT LP, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SILC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 45 tracked filers holding SILC, 29 increased or opened the position and 17 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SILC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Portolan Capital Management, LLC$8M
- Hood River Capital Management LLC$8M
- Palisades Investment Partners, LLC$4M
- Granahan Investment Management, LLC$3M
- Apis Capital Advisors, LLC$2M
- Trexquant Investment LP$1M
Full exits 2
- ACADIAN ASSET MANAGEMENT LLC$1M
- NORTHERN TRUST CORP$880K
Largest adds
- SYSTEMATIC FINANCIAL MANAGEMENT LP$13M
- FIRST WILSHIRE SECURITIES MANAGEMENT INC$7M
- JANE STREET GROUP, LLC$6M
- NANO CAP NEW MILLENNIUM GROWTH FUND L P$5M
- RENAISSANCE TECHNOLOGIES LLC$4M
- Connor, Clark & Lunn Investment Management Ltd.$3M
Largest trims
- MARSHALL WACE, LLP$280K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 506,475 | $24M | 20.1% | 2026-Q2 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC trimmed | 284,287 | $14M | 11.3% | 2026-Q2 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P trimmed | 186,500 | $9M | 7.4% | 2026-Q2 |
| Portolan Capital Management, LLC new | 162,466 | $8M | 6.4% | 2026-Q2 |
| Hood River Capital Management LLC new | 157,343 | $8M | 6.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 122,531 | $6M | 4.9% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 95,800 | $5M | 3.7% | 2026-Q2 |
| Palisades Investment Partners, LLC new | 90,281 | $4M | 3.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 86,800 | $4M | 3.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 69,016 | $3M | 2.7% | 2026-Q2 |
| Granahan Investment Management, LLC new | 68,454 | $3M | 2.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 58,815 | $3M | 2.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 50,310 | $2M | 2.0% | 2026-Q2 |
| XTX Topco Ltd added | 48,551 | $2M | 1.9% | 2026-Q2 |
| Yelin Lapidot Holdings Management Ltd. trimmed | 44,537 | $2M | 1.8% | 2026-Q2 |
| Apis Capital Advisors, LLC new | 44,000 | $2M | 1.7% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 32,041 | $2M | 1.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 29,866 | $1M | 1.2% | 2026-Q2 |
| Trexquant Investment LP new | 27,927 | $1M | 1.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 23,985 | $1M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 21,995 | $922K | 0.8% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 12,405 | $595K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 12,006 | $576K | 0.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 11,789 | $565K | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 11,300 | $542K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,506 | $456K | 0.4% | 2026-Q2 |
| Hidden Cove Wealth Management, LLC new | 9,016 | $432K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,672 | $368K | 0.3% | 2026-Q2 |
| Aristides Capital LLC new | 6,976 | $334K | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 6,297 | $302K | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 5,352 | $257K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 5,300 | $254K | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 5,194 | $250K | 0.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 4,848 | $232K | 0.2% | 2026-Q2 |
| UBS Group AG added | 3,242 | $155K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 2,962 | $142K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,717 | $82K | 0.1% | 2026-Q2 |
| State of Wyoming new | 892 | $43K | 0.0% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL new | 700 | $34K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. | 239 | $11K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 223 | $11K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 57 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 26 | $1K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd | 1 | $48 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 1 | $48 | 0.0% | 2026-Q2 |
| ACADIAN ASSET MANAGEMENT LLC | 56,346 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHERN TRUST CORP trimmed | 41,700 | $880K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Analyst IMS Investment Management Services Ltd. | 20,680 | $436K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 12,503 | $264K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 121 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA | 23 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Hudson Bay Capital Management LP new | 224,905 | $3M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| Walleye Capital LLC trimmed | 16,272 | $239K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| RBF Capital, LLC | 12,700 | $187K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC added | 2,058 | $30K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TSFG, LLC trimmed | 1,050 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 803 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BROWN BROTHERS HARRIMAN & CO new | 90 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wellington Grp LLC new | 3 | $44 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Worth Venture Partners, LLC trimmed | 76,547 | $1M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Acuitas Investments, LLC trimmed | 27,435 | $486K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 15,622 | $277K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Tower Research Capital LLC (TRC) trimmed | 248 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| TWO SIGMA ADVISERS, LP trimmed | 42,100 | $651K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Invesco Ltd. trimmed | 11,366 | $176K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.