SMCI in the 13F filings
Super Micro Computer Inc · CUSIP 86800U302
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 14 Nov 2025
- latest of these filings; the earliest 13 Nov 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 2 listed it in both
- Shares listed
- 21,700,855
- combined, among listed positions
- Reported value
- $1.0bn
- combined, at the quarter end
Among the 95 comparable managers: 6 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SMCI in Q3 2025
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Invesco Ltd | 8,215,031 | $394m | 0.06% | Trimmed | -424,753 | 13 Nov 2025 (the filing on sec.gov) |
| D. E. Shaw & Co. | 4,552,290 | $218m | 0.12% | Added | n.a. | 14 Nov 2025 (the filing on sec.gov) |
| Citadel Advisors LLC | 4,237,939 | $203m | under 0.1% | Added | n.a. | 14 Nov 2025 (the filing on sec.gov) |
| Marshall Wace LLP | 2,821,488 | $135m | 0.14% | Trimmed | -616,226 | 13 Nov 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 1,094,334 | $52m | 0.08% | Added | n.a. | 14 Nov 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 302,300 | $14m | under 0.1% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Walleye Capital LLC | 249,398 | $12m | under 0.1% | Added | n.a. | 14 Nov 2025 (the filing on sec.gov) |
| Woodline Partners LP | 228,075 | $11m | 0.05% | New | new | 14 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Two Sigma Advisers LPnew position · 302,300 shares now+302,300
- Woodline Partners LPnew position · 228,075 shares now+228,075
Reductions
- Marshall Wace LLPexisting position · 2,821,488 shares now-616,226
- Invesco Ltdexisting position · 8,215,031 shares now-424,753
New positions and exits
New (2)
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2024 | 1 | $21m | 1 | 0 |
| Q4 2024 | 14 | $774m | 14 | 0 |
| Q1 2025 | 5 | $342m | 3 | 6 |
| Q2 2025 | 7 | $851m | 7 | 1 |
| Q3 2025 | 8 | $1.0bn | 6 | 3 |
| Q4 2025 | 4 | $205m | 12 | 19 |
| Q1 2026 | 3 | $182m | 14 | 15 |
| Q2 2026 | 10 | $1.8bn | 20 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SMCI and NVDA →SMCI and AVGO →SMCI and MU →Choose a stock to compare with SMCI →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SMCI, latest filings →Back to the 13F Explorer →