| 42.5M |
| $1.25B |
| -0.1% |
| 6.568% |
| 0.10% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 36.4M | $1.07B | +10.5% | 5.620% | 0.02% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 32.9M | $963.9M | +11.1% | 5.081% | 0.04% |
| 6 | STATE STREET CORP | 24.6M | $722.6M | +11.9% | 3.808% | 0.01% |
| 7 | UBS Group AG | 21.3M | $624.4M | +59.5% | 3.291% | 0.08% |
| 8 | CITADEL ADVISORS LLC | 20.4M | $597.4M | -3.1% | 3.149% | 0.03% |
| 9 | GOLDMAN SACHS GROUP INC | 17.3M | $506.4M | +369.5% | 2.669% | 0.04% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 15.5M | $453.2M | +9.6% | 2.398% | 0.02% |
| 11 | BNP PARIBAS FINANCIAL MARKETS | 7.7M | $386.5M | +41.1% | 1.196% | 0.13% |
| 12 | Invesco Ltd. | 11.7M | $343.7M | -0.8% | 1.811% | 0.03% |
| 13 | D. E. Shaw & Co., Inc. | 10.9M | $318.7M | +18.2% | 1.680% | 0.15% |
| 14 | TWO SIGMA INVESTMENTS, LP | 10.7M | $313.8M | +410.9% | 1.654% | 0.23% |
| 15 | MORGAN STANLEY | 9.0M | $265.4M | +18.0% | 1.399% | 0.01% |
| 16 | Point72 Asset Management, L.P. | 7.7M | $226.4M | +66.6% | 1.193% | 0.25% |
| 17 | Weiss Asset Management LP | 7.2M | $210.8M | +279.0% | 1.111% | 2.21% |
| 18 | CITIGROUP INC | 7.1M | $207.2M | +81.7% | 1.092% | 0.07% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 6.8M | $199.0M | +11323.6% | 1.049% | 0.27% |
| 20 | NORGES BANK | 6.3M | $185.1M | — | 0.976% | 0.02% |
| 21 | BARCLAYS PLC | 4.9M | $143.3M | -25.1% | 0.755% | 0.03% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.7M | $138.5M | +13.4% | 0.730% | 0.02% |
| 23 | MARSHALL WACE, LLP | 4.6M | $135.5M | -35.7% | 0.714% | 0.11% |
| 24 | NORTHERN TRUST CORP | 4.6M | $135.2M | +6.3% | 0.713% | 0.02% |
| 25 | MILLENNIUM MANAGEMENT LLC | 4.5M | $133.2M | -23.6% | 0.702% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SMCI — a direct measure of their conviction.
| 54.89% |
| 7.46 pp |
| $11.94B |
| 0.9% |
| Q4 2024 | 630 | +900% | 62.35% | +59.99 pp | $12.05B | +1831% |
| Q3 2024 | 63 | — | 2.36% | — | $624M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
136 institutions opened new positions in SMCI during Q2 2026, while 84 fully exited. 512 added to existing positions and 105 trimmed.
SMCI institutional ownership rose by 15.62 percentage points quarter-over-quarter, with a net change of +69 holders.
The top 10 institutions account for 50.9% of all reported 13F value in SMCI, and the top 25 account for 69.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.