Who owns Super Micro Computer (SMCI)
Which tracked institutional funds hold SMCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMCI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 SMCI is one-sided between 2026-Q1 and 2026-Q2: 305 added or opened and 85 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
SMCI’s largest tracked holder by dollar value, BlackRock, Inc., 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 SMCI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SMCI 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 752 tracked filers holding SMCI, 462 increased or opened the position and 339 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 SMCI 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 76
- SUSQUEHANNA ADVISORS GROUP, INC.$302M
- Aequim Alternative Investments LP$223M
- Ghisallo Capital Management LLC$174M
- ARISTEIA CAPITAL, L.L.C.$166M
- HIGHBRIDGE CAPITAL MANAGEMENT LLC$131M
- Hudson Bay Capital Management LP$114M
Full exits 49
- Defiance ETFs, LLC$142M
- HRT FINANCIAL LP$55M
- HAWK RIDGE CAPITAL MANAGEMENT LP$53M
- Amundi$39M
- SG Americas Securities, LLC$20M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9M
Largest adds
- JANE STREET GROUP, LLC$1.3B
- BlackRock, Inc.$896M
- TWO SIGMA INVESTMENTS, LP$430M
- GOLDMAN SACHS GROUP INC$326M
- VANGUARD CAPITAL MANAGEMENT LLC$317M
- UBS Group AG$305M
Largest trims
- WELLS FARGO & COMPANY/MN$69M
- WHITEBOX ADVISORS LLC$38M
- DISCIPLINED GROWTH INVESTORS INC /MN$35M
- CANADA PENSION PLAN INVESTMENT BOARD$21M
- Walleye Trading LLC$16M
- NOMURA HOLDINGS INC$12M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TUDOR INVESTMENT CORP ET AL trimmed | 65,000,000 | $60M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 47,686,321 | $1.4B | 9.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 36,356,823 | $1.1B | 7.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 32,864,645 | $964M | 6.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 28,787,183 | $844M | 5.9% | 2026-Q2 |
| STATE STREET CORP added | 24,635,554 | $723M | 5.1% | 2026-Q2 |
| UBS Group AG added | 19,689,932 | $578M | 4.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 15,510,079 | $453M | 3.2% | 2026-Q2 |
| Invesco Ltd. added | 11,716,747 | $344M | 2.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 11,085,764 | $325M | 2.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 9,783,845 | $287M | 2.0% | 2026-Q2 |
| MORGAN STANLEY added | 9,049,474 | $265M | 1.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 7,682,632 | $225M | 1.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 6,785,600 | $199M | 1.4% | 2026-Q2 |
| NORGES BANK added | 6,312,211 | $185M | 1.3% | 2026-Q2 |
| SUSQUEHANNA ADVISORS GROUP, INC. new | 5,811,200 | $302M | 2.1% | 2026-Q2 |
| Weiss Asset Management LP added | 4,850,000 | $249M | 1.7% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 4,755,283 | $139M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,720,498 | $138M | 1.0% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 4,618,753 | $135M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 4,609,883 | $135M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,459,298 | $131M | 0.9% | 2026-Q2 |
| Ghisallo Capital Management LLC new | 4,365,060 | $128M | 0.9% | 2026-Q2 |
| Aequim Alternative Investments LP new | 4,300,000 | $223M | 1.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,158,896 | $122M | 0.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,568,972 | $105M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 3,542,512 | $104M | 0.7% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 3,366,183 | $99M | 0.7% | 2026-Q2 |
| IMC-Chicago, LLC added | 3,320,429 | $97M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 3,252,332 | $167M | 1.2% | 2026-Q2 |
| CITIGROUP INC added | 3,242,161 | $95M | 0.7% | 2026-Q2 |
| ARISTEIA CAPITAL, L.L.C. new | 3,220,000 | $166M | 1.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 3,200,000 | $164M | 1.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 3,192,568 | $94M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 3,155,931 | $93M | 0.6% | 2026-Q2 |
| Quadrature Capital Ltd added | 2,990,604 | $88M | 0.6% | 2026-Q2 |
| Clear Street Group Inc. added | 2,989,651 | $88M | 0.6% | 2026-Q2 |
| BARCLAYS PLC trimmed | 2,954,109 | $87M | 0.6% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 2,881,318 | $85M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,841,577 | $83M | 0.6% | 2026-Q2 |
| FMR LLC added | 2,756,523 | $81M | 0.6% | 2026-Q2 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 2,663,417 | $78M | 0.5% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 2,635,196 | $77M | 0.5% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,601,807 | $76M | 0.5% | 2026-Q2 |
| Marex Group Ltd added | 2,597,473 | $76M | 0.5% | 2026-Q2 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 2,550,000 | $131M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,479,580 | $73M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,429,301 | $71M | 0.5% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 2,409,339 | $71M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,301,397 | $67M | 0.5% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 2,225,000 | $114M | 0.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 2,211,791 | $65M | 0.5% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC added | 2,175,408 | $111M | 0.8% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 2,174,863 | $64M | 0.4% | 2026-Q2 |
| Sculptor Capital LP new | 2,150,000 | $110M | 0.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 2,013,916 | $59M | 0.4% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 1,924,254 | $99M | 0.7% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,873,503 | $97M | 0.7% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 1,858,500 | $55M | 0.4% | 2026-Q2 |
| Optiver Holding B.V. added | 1,633,923 | $48M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. new | 1,633,372 | $48M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 1,594,200 | $47M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,564,866 | $46M | 0.3% | 2026-Q2 |
| Context Capital Management, LLC new | 1,525,000 | $79M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 1,519,936 | $45M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,519,636 | $43M | 0.3% | 2026-Q2 |
| Calamos Advisors LLC added | 1,513,992 | $79M | 0.6% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,476,461 | $43M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 1,432,740 | $42M | 0.3% | 2026-Q2 |
| WHITEBOX ADVISORS LLC trimmed | 1,400,000 | $73M | 0.5% | 2026-Q2 |
| Walleye Capital LLC added | 1,350,000 | $69M | 0.5% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. added | 1,240,548 | $36M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 1,214,668 | $36M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,190,223 | $35M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,138,826 | $33M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,102,298 | $32M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 1,068,645 | $31M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,034,982 | $30M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 1,021,333 | $30M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 903,997 | $27M | 0.2% | 2026-Q2 |
| CSS LLC/IL added | 878,227 | $45M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 876,385 | $26M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 854,815 | $25M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 772,174 | $23M | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A trimmed | 761,861 | $22M | 0.2% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC new | 750,000 | $39M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 734,644 | $22M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 690,808 | $20M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 676,073 | $20M | 0.1% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 659,800 | $19M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 646,325 | $19M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 622,768 | $18M | 0.1% | 2026-Q2 |
| DNB Asset Management AS added | 610,388 | $18M | 0.1% | 2026-Q2 |
| Magnetar Financial LLC added | 570,680 | $29M | 0.2% | 2026-Q2 |
| Aberdeen Group plc added | 564,300 | $17M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK added | 557,752 | $16M | 0.1% | 2026-Q2 |
| O'Connor Alternative Investments LLC new | 550,000 | $28M | 0.2% | 2026-Q2 |
| Graham Capital Management, L.P. added | 500,000 | $26M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 449,100 | $23M | 0.2% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP added | 400,000 | $31M | 0.2% | 2026-Q2 |
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.