SMCI — SUPER MICRO COMPUTER INC
Index member: S&P 500
As of Q2 2026, 43 SEC-registered investment managers reported holding SMCI (SUPER MICRO COMPUTER INC) in their latest 13F filings, with a combined reported value of $2.55B across 140.22M shares. That is -39.6% by share count (-92.05M shares) versus the previous quarter, while reported value moved +21.2%. Ownership is concentrated: the five largest holders account for 65.2% of reported value and the top ten for 89.2%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 21 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SMCI is a constituent of the S&P 500 and is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 68.03M | $1.99B | 0.03% | Reduce |
| Citadel Advisors history | Q2 2026 | 20.37M | $597.38M | 0.07% | Reduce |
| Geode Capital Management history | Q2 2026 | 15.51M | $453.15M | 0.02% | Add |
| Coatue Management history | Q1 2025 | 8.87M | $303.60M | 1.34% | Hold |
| Point72 Asset Management history | Q2 2026 | 7.72M | $226.38M | 0.26% | Reduce |
| Renaissance Technologies history | Q2 2026 | 6.79M | $199.02M | 0.27% | Add |
| Norges Bank Investment Management history | Q2 2026 | 6.31M | $185.14M | 0.02% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 4.72M | $138.45M | 0.02% | Add |
| Marshall Wace history | Q2 2026 | 4.62M | $135.46M | 0.11% | Reduce |
| Northern Trust Corp history | Q2 2026 | 4.61M | $135.21M | 0.02% | Add |
| Soros Fund Management history | Q2 2026 | 2.18M | $111.47M | 1.56% | New |
| Legal & General Investment Management America history | Q2 2026 | 3.19M | $93.64M | 0.02% | Reduce |
| AQR Capital Management history | Q2 2026 | 2.48M | $72.60M | 0.03% | Add |
| Amundi US history | Q2 2026 | 1.66M | $48.55M | 0.01% | Reduce |
| CPP Investments history | Q2 2026 | 1.43M | $42.02M | 0.02% | Reduce |
| Whale Rock Capital Management history | Q2 2025 | 556.52K | $27.27M | 0.38% | New |
| Principal Global Investors history | Q2 2026 | 551.21K | $16.17M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 14.28M | $13.96M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 14.75M | $13.55M | 0.01% | Reduce |
| Prudential Financial history | Q2 2026 | 263.62K | $7.73M | 0.01% | Add |
New Positions (Q2 2026)
- Soros Fund Management 2.18M sh · $111.47M
- CDPQ (Caisse de Depot) 10.68K sh · $313.21K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 51.58K sh · $1.17M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | — | — | — | — | — | — | 42.97M | 26.53M | 24.64M | 26.01M | 27.81M | 21.02M | 20.37M |
| Geode Capital Management | — | — | — | — | — | — | — | 12.85M | 13.39M | 13.75M | 13.77M | 13.81M | 14.16M | 15.51M |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | 1.81M | 1.28M | 3.99M | 12.50M | 7.72M |
| Renaissance Technologies | — | — | — | — | — | — | — | 1.64M | — | — | — | — | 59.40K | 6.79M |
| Norges Bank Investment Management | — | — | — | — | — | — | — | 344.94K | — | 3.07M | — | 4.67M | — | 6.31M |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | 3.65M | 3.77M | 3.97M | 4.05M | 4.05M | 4.16M | 4.72M |
| Marshall Wace | — | — | — | — | — | — | 900 | 3.75M | 493.67K | 3.44M | 2.82M | 45.75K | 7.19M | 4.62M |
| Northern Trust Corp | — | — | — | — | — | — | — | 4.90M | 4.90M | 4.83M | 4.80M | 4.40M | 4.34M | 4.61M |
| Soros Fund Management | — | — | — | — | — | — | — | 238.50K | — | — | — | — | — | 2.18M |
| Legal & General Investment Management America | — | — | — | — | — | — | — | 3.74M | 3.94M | 3.70M | 3.89M | 3.96M | 3.98M | 3.19M |
| AQR Capital Management | — | — | — | — | — | — | — | 25.08K | 12.00K | 12.04K | 197.55K | 9.79K | 192.21K | 2.48M |
| Amundi US | — | — | — | — | — | — | — | 1.27M | 852.39K | 400.00K | 838.66K | 2.42M | 1.69M | 1.66M |
| CPP Investments | — | — | — | — | — | — | — | 612.91K | 175.71K | 538.24K | 823.57K | 3.66M | 2.75M | 1.43M |
| Principal Global Investors | — | — | — | — | — | — | — | 625.34K | 615.47K | 597.88K | 580.53K | 558.37K | 565.75K | 551.21K |
| BlackRock Inc | — | — | — | — | — | — | — | 41.54M | 17.88M | 16.68M | 54.93M | 23.57M | 11.43M | 14.28M |
| D. E. Shaw & Co | — | — | — | — | — | — | — | 8.95M | 52.72M | 160.12M | 45.25M | 11.11M | 29.75M | 14.75M |
| Prudential Financial | — | — | — | — | — | — | — | 255.84K | 255.64K | 291.04K | 282.60K | 248.65K | 238.82K | 263.62K |
| Manulife Financial | — | — | — | — | — | — | — | 303.48K | 296.88K | 294.07K | 293.10K | 288.98K | 266.26K | 255.70K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 9.61M | 19.53M | 19.53M | 18.57M | 447.29K | 7.22M | 7.49M |
| Invesco Ltd | — | — | — | — | — | — | — | 7.54M | 6.57M | 8.64M | 8.22M | 9.95M | 11.81M | 135.00K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details