Who owns SIMO (SIMO)
Which tracked institutional funds hold SIMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIMO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
108 tracked funds added or opened SIMO while 58 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
SIMO’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes SIMO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SIMO 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 2025-Q4 and 2026-Q1, across 272 tracked filers holding SIMO, 153 increased or opened the position and 125 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 SIMO between the 2025-Q4 and 2026-Q1 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 27
- Analog Century Management LP$60M
- VOYA INVESTMENT MANAGEMENT LLC$43M
- AIGH Capital Management LLC$22M
- LOOMIS SAYLES & CO L P$21M
- FRED ALGER MANAGEMENT, LLC$18M
- BAHL & GAYNOR INC$17M
Full exits 22
- Think Investments LP$27M
- CRAMER ROSENTHAL MCGLYNN LLC$13M
- Clearline Capital LP$12M
- TWO SIGMA ADVISERS, LP$12M
- D. E. Shaw & Co., Inc.$9M
- SG Capital Management LLC$8M
Largest adds
- FMR LLC$63M
- HAWK RIDGE CAPITAL MANAGEMENT LP$59M
- MILLENNIUM MANAGEMENT LLC$31M
- Qube Research & Technologies Ltd$31M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$29M
- CastleKnight Management LP$29M
Largest trims
- Pertento Partners LLP$60M
- WELLINGTON MANAGEMENT GROUP LLP$31M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$28M
- FRONTIER CAPITAL MANAGEMENT CO LLC$17M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$16M
- Invesco Ltd.$12M
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 |
|---|---|---|---|---|
| FMR LLC trimmed | 3,364,679 | $378M | 12.1% | 2026-Q1 |
| REINHART PARTNERS, LLC. trimmed | 1,314,039 | $148M | 4.7% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,293,710 | $145M | 4.6% | 2026-Q1 |
| HAWK RIDGE CAPITAL MANAGEMENT LP added | 1,173,315 | $132M | 4.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 962,139 | $108M | 3.5% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 781,981 | $88M | 2.8% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 631,581 | $71M | 2.3% | 2026-Q1 |
| Wolf Hill Capital Management, LP trimmed | 580,852 | $65M | 2.1% | 2026-Q1 |
| Man Group plc added | 560,103 | $63M | 2.0% | 2026-Q1 |
| Analog Century Management LP added | 538,748 | $60M | 1.9% | 2026-Q1 |
| Driehaus Capital Management LLC added | 509,975 | $57M | 1.8% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 506,725 | $57M | 1.8% | 2026-Q1 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 456,375 | $51M | 1.6% | 2026-Q1 |
| Kite Lake Capital Management (UK) LLP trimmed | 452,574 | $51M | 1.6% | 2026-Q1 |
| HIGHLAND PEAK CAPITAL, LLC trimmed | 444,515 | $50M | 1.6% | 2026-Q1 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 428,188 | $48M | 1.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 425,697 | $48M | 1.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 414,745 | $47M | 1.5% | 2026-Q1 |
| Pertento Partners LLP trimmed | 412,536 | $46M | 1.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 395,789 | $44M | 1.4% | 2026-Q1 |
| UBS Group AG added | 391,926 | $44M | 1.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 381,854 | $43M | 1.4% | 2026-Q1 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 367,700 | $41M | 1.3% | 2026-Q1 |
| Ophir Asset Management Pty Ltd trimmed | 357,044 | $40M | 1.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 351,522 | $39M | 1.3% | 2026-Q1 |
| CastleKnight Management LP added | 323,475 | $36M | 1.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 302,782 | $34M | 1.1% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 300,000 | $34M | 1.1% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 282,550 | $32M | 1.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 276,600 | $31M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 274,577 | $31M | 1.0% | 2026-Q1 |
| Boston Partners trimmed | 272,797 | $31M | 1.0% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 272,356 | $31M | 1.0% | 2026-Q1 |
| HEARTLAND ADVISORS INC trimmed | 252,084 | $28M | 0.9% | 2026-Q1 |
| Apis Capital Advisors, LLC added | 249,200 | $28M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 244,387 | $27M | 0.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 210,294 | $24M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 210,974 | $24M | 0.8% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 210,302 | $24M | 0.8% | 2026-Q1 |
| AIGH Capital Management LLC trimmed | 200,000 | $22M | 0.7% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 203,353 | $22M | 0.7% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 195,252 | $22M | 0.7% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 188,653 | $21M | 0.7% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 175,687 | $20M | 0.6% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 168,439 | $19M | 0.6% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC new | 160,891 | $18M | 0.6% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 157,665 | $18M | 0.6% | 2026-Q1 |
| BAHL & GAYNOR INC added | 155,565 | $17M | 0.6% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 138,585 | $15M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 124,980 | $14M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 117,028 | $13M | 0.4% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. added | 116,878 | $13M | 0.4% | 2026-Q1 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC added | 113,554 | $13M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 109,073 | $12M | 0.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 107,240 | $12M | 0.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 103,179 | $12M | 0.4% | 2026-Q1 |
| M&G PLC trimmed | 92,229 | $10M | 0.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 90,153 | $10M | 0.3% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 86,171 | $10M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 84,968 | $10M | 0.3% | 2026-Q1 |
| Prospect Capital Advisors, LLC trimmed | 82,240 | $9M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 80,396 | $9M | 0.3% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 77,322 | $9M | 0.3% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO new | 77,000 | $9M | 0.3% | 2026-Q1 |
| BlackRock, Inc. added | 75,680 | $8M | 0.3% | 2026-Q1 |
| Walleye Capital LLC added | 73,468 | $8M | 0.3% | 2026-Q1 |
| ABN AMRO INVESTMENT SOLUTIONS trimmed | 73,116 | $8M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 72,965 | $8M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 71,957 | $8M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 68,617 | $8M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 64,590 | $7M | 0.2% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 64,024 | $7M | 0.2% | 2026-Q1 |
| ODDO BHF ASSET MANAGEMENT SAS trimmed | 60,000 | $7M | 0.2% | 2026-Q1 |
| SORA INVESTORS LLC trimmed | 58,166 | $7M | 0.2% | 2026-Q1 |
| Melqart Asset Management (UK) Ltd trimmed | 55,124 | $6M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 54,687 | $6M | 0.2% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 52,977 | $6M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 49,442 | $6M | 0.2% | 2026-Q1 |
| Skylands Capital, LLC trimmed | 49,169 | $6M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 49,037 | $6M | 0.2% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 48,059 | $5M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 46,978 | $5M | 0.2% | 2026-Q1 |
| THAMES CAPITAL MANAGEMENT LLC new | 46,344 | $5M | 0.2% | 2026-Q1 |
| Ramirez Asset Management, Inc. added | 32,384 | $5M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 700,048 | $66M | 2.1% | 2025-Q3 stale |
| Rubric Capital Management LP added | 700,882 | $35M | 1.1% | 2025-Q1 stale |
| Think Investments LP | 289,300 | $27M | 0.9% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 296,700 | $15M | 0.5% | 2025-Q1 stale |
| CRAMER ROSENTHAL MCGLYNN LLC new | 143,604 | $13M | 0.4% | 2025-Q4 stale |
| ARDSLEY ADVISORY PARTNERS LP added | 133,000 | $13M | 0.4% | 2025-Q3 stale |
| Clearline Capital LP trimmed | 132,911 | $12M | 0.4% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 124,681 | $12M | 0.4% | 2025-Q4 stale |
| NORGES BANK added | 190,000 | $12M | 0.4% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. added | 102,038 | $9M | 0.3% | 2025-Q4 stale |
| SG Capital Management LLC trimmed | 90,411 | $8M | 0.3% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC added | 83,900 | $8M | 0.2% | 2025-Q4 stale |
| Cinctive Capital Management LP trimmed | 77,968 | $7M | 0.2% | 2025-Q3 stale |
| Concentric Capital Strategies, LP trimmed | 69,044 | $6M | 0.2% | 2025-Q4 stale |
| Jain Global LLC added | 61,789 | $6M | 0.2% | 2025-Q4 stale |
| Potrero Capital Research LLC new | 51,858 | $5M | 0.2% | 2025-Q3 stale |
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.