SMCI Super Micro Computer, Inc.
Super Micro Computer, Inc. (SMCI) Institutional Ownership
What the institutions did with SMCI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FINANCIAL CONSULATE, INC | 1.1M | 12.6% |
| Assenagon Asset Management S.A. | 645.7K | 7.4% |
| HB Wealth Management, LLC | 563.2K | 6.4% |
| Nepsis Inc. | 423.6K | 4.8% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 396.2K | 4.5% |
| OPPENHEIMER & CO INC | 361.1K | 4.1% |
| RPG Investment Advisory, LLC | 301.8K | 3.4% |
| Diversify Advisory Services, LLC | 300.1K | 3.4% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 300.1K | 3.4% |
| Annex Advisory Services, LLC | 250.3K | 2.9% |
| Asset Management One Co., Ltd. | 249.7K | 2.8% |
| Inspire Investing, LLC | 247.5K | 2.8% |
| Czech National Bank | 161.7K | 1.8% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 160.7K | 1.8% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 141.2K | 1.6% |
| IFM Investors Pty Ltd | 127.0K | 1.4% |
| J. Safra Sarasin Holding AG | 113.2K | 1.3% |
| Oak Thistle LLC | 110.8K | 1.3% |
| UniSuper Management Pty Ltd | 109.3K | 1.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 108.4K | 1.2% |
| KBC Group NV | 101.3K | 1.2% |
| AMALGAMATED BANK | 95.6K | 1.1% |
| NISA INVESTMENT ADVISORS, LLC | 87.0K | 1.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 84.2K | 1.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81.2K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Reduced | 4.3M | 645.7K | -3.7M |
| FINANCIAL CONSULATE, INC | Increased | 2.2K | 1.1M | +1.1M |
| HB Wealth Management, LLC | Increased | 14.6K | 563.2K | +548.6K |
| Annex Advisory Services, LLC | New | 0 | 250.3K | +250.3K |
| RPG Investment Advisory, LLC | Reduced | 521.3K | 301.8K | -219.5K |
| Counterpoint Mutual Funds LLC | Reduced | 235.3K | 31.6K | -203.7K |
| GATEWAY INVESTMENT ADVISERS LLC | New | 0 | 108.4K | +108.4K |
| CenterStar Asset Management, LLC | Sold Out | 107.5K | 0 | -107.5K |
| Oak Thistle LLC | Increased | 21.8K | 110.8K | +89.0K |
| DekaBank Deutsche Girozentrale | New | 0 | 57.8K | +57.8K |
| Diversify Advisory Services, LLC | Reduced | 357.0K | 300.1K | -57.0K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Reduced | 357.0K | 300.1K | -57.0K |
| Inspire Investing, LLC | Increased | 191.7K | 247.5K | +55.8K |
| FNY Investment Advisers, LLC | New | 0 | 48.3K | +48.3K |
| Royal Fund Management, LLC | Sold Out | 37.1K | 0 | -37.1K |
| Brookstone Capital Management | New | 0 | 35.6K | +35.6K |
| Nepsis Inc. | Increased | 389.1K | 423.6K | +34.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 38.8K | 68.7K | +29.9K |
| T3 Companies, LLC | Sold Out | 28.4K | 0 | -28.4K |
| UniSuper Management Pty Ltd | Increased | 83.9K | 109.3K | +25.4K |
| BURNEY CO/ | Increased | 37.6K | 62.0K | +24.4K |
| Sound Income Strategies, LLC | New | 0 | 23.0K | +23.0K |
| Vontobel Holding Ltd. | Increased | 18.5K | 41.1K | +22.7K |
| REX Advisers, LLC | New | 0 | 22.3K | +22.3K |
| Apollon Wealth Management, LLC | Increased | 26.8K | 48.1K | +21.2K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Increased | 62.9K | 84.2K | +21.2K |
| J. Safra Sarasin Holding AG | Reduced | 131.4K | 113.2K | -18.2K |
| TD Waterhouse Canada Inc. | Reduced | 83.1K | 65.3K | -17.8K |
| Y-Intercept (Hong Kong) Ltd | Increased | 12.0K | 29.8K | +17.8K |
| Mezzasalma Advisors, LLC | Sold Out | 17.1K | 0 | -17.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | Increased | 19.4K | 35.8K | +16.4K |
| ABN AMRO INVESTMENT SOLUTIONS | Increased | 30.9K | 46.5K | +15.6K |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | Reduced | 156.5K | 141.2K | -15.3K |
| Capstone Capital Management Ltd | Increased | 28.1K | 41.8K | +13.8K |
| Legacy Capital Wealth Partners, LLC | Sold Out | 13.7K | 0 | -13.7K |
| Maxi Investments CY Ltd | Reduced | 31.1K | 17.8K | -13.3K |
| Perigon Wealth Management, LLC | Increased | 26.6K | 39.6K | +13.0K |
| Asset Management One Co., Ltd. | Increased | 237.5K | 249.7K | +12.2K |
| CX Institutional | Reduced | 20.0K | 7.9K | -12.1K |
| Swedbank AB | Increased | 28.9K | 40.9K | +12.0K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 75.6K | 87.0K | +11.4K |
| Farther Finance Advisors, LLC | Increased | 8.1K | 19.4K | +11.2K |
| MATHER GROUP, LLC. | Increased | 3.4K | 13.4K | +10.0K |
| IFM Investors Pty Ltd | Increased | 117.6K | 127.0K | +9.4K |
| OPPENHEIMER & CO INC | Reduced | 370.3K | 361.1K | -9.2K |
| SteelPeak Wealth, LLC | Increased | 7.3K | 16.4K | +9.1K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 72.4K | 81.2K | +8.8K |
| WEDBUSH SECURITIES INC | Reduced | 20.7K | 11.9K | -8.8K |
| Redhawk Wealth Advisors, Inc. | Sold Out | 8.6K | 0 | -8.6K |
| KBC Group NV | Increased | 93.0K | 101.3K | +8.3K |
| VestGen Advisors, LLC | New | 0 | 8.1K | +8.1K |
| Concurrent Investment Advisors, LLC | Increased | 12.1K | 19.8K | +7.7K |
| MINDSET WEALTH MANAGEMENT, LLC | New | 0 | 7.4K | +7.4K |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Increased | 153.4K | 160.7K | +7.3K |
| GAMMA Investing LLC | Increased | 10.7K | 17.7K | +7.0K |
| BI Asset Management Fondsmaeglerselskab A/S | Increased | 20.3K | 27.3K | +6.9K |
| Crestwood Advisors Group, LLC | New | 0 | 6.9K | +6.9K |
| First Bank & Trust | New | 0 | 6.9K | +6.9K |
| Archford Capital Strategies, LLC | New | 0 | 6.8K | +6.8K |
| PensionDanmark Pensionsforsikringsaktieselskab | Increased | 15.5K | 22.2K | +6.7K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.