SMCI
Super Micro Computer, Inc. · Technology · Computer Hardware
Señales de momentum (gestores comparables):
amplitud de titulares -0.6% ·
flujo de acciones +3.8% ·
nuevas posiciones netas -1.3%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 779.60K | $32.19M | n/a | n/a |
| Q2 2026 | 157 | +8 | 368.69M | $10.58B | +13 | −6 |
| Q1 2026 | 153 | -1 | 259.41M | $5.84B | +6 | −8 |
| Q4 2025 | 153 | -1 | 289.61M | $8.48B | +2 | −2 |
| Q3 2025 | 20 | 0 | 190.92M | $9.15B | +1 | −2 |
| Q2 2025 | 18 | -1 | 154.86M | $7.59B | +1 | −2 |
| Q1 2025 | 16 | -1 | 49.73M | $1.70B | +1 | −2 |
| Q4 2024 | 17 | +2 | 55.63M | $1.69B | +3 | −1 |
| Q3 2024 | 14 | -2 | 2.29M | $956.62M | +2 | −4 |
| Q2 2024 | 16 | n/a | 3.21M | $2.62B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 43.36M | +4.2% | $987.32M | 0.0% | ▲ Add | 4 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 32.89M | n/a | $749.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 22.02M | -0.6% | $501.34M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (pasivo) | 14.16M | +2.5% | $321.14M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | UBS Group AG | 12.07M | +62.9% | $274.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Invesco Ltd. | 11.81M | +18.7% | $268.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 7 | Morgan Stanley ✦ | 7.67M | -32.0% | $174.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 8 | Marshall Wace ✦ | 7.19M | +15612.2% | $163.67M | 0.2% | ▲ Add | 8 | SEC ↗ ×3 |
| 9 | Bnp Paribas Financial Markets | 5.43M | +20.5% | $123.71M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 4.97M | +59.6% | $113.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 11 | Jane Street Group, Llc | 4.42M | +3367.9% | $100.63M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Northern Trust Corp | 4.34M | -1.4% | $98.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 13 | Charles Schwab Investment… | 4.16M | +2.7% | $94.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 4.08M | +2.8% | $92.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Legal & General Group Plc | 3.98M | +0.6% | $90.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Bank Of America Corp /De/ | 3.89M | +32.7% | $88.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | UBS AM, a distinct business unit of… | 3.76M | +8.2% | $85.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 18 | Barclays Plc | 3.64M | -19.0% | $82.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Goldman Sachs Group ✦ | 3.44M | -29.6% | $78.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 20 | Citigroup Inc | 2.80M | +25.7% | $63.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 21 | Canada Pension Plan Investment Board | 2.75M | -24.9% | $62.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 2.65M | +12.1% | $60.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Bank of New York Mellon Corp | 2.44M | -3.5% | $55.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×18 |
| 24 | Hrt Financial Lp | 2.41M | +13.4% | $54.78M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Deutsche Bank Ag\ | 1.98M | +14.1% | $45.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 26 | JPMorgan Chase ✦ | 2.01M | +82.2% | $42.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.82M | +138.1% | $41.53M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Amundi | 1.69M | -30.2% | $38.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Citadel Advisors ✦ | 1.63M | -75.6% | $37.06M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 30 | Swiss National Bank | 1.58M | +7.6% | $35.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Hsbc Holdings Plc | 1.50M | -33.9% | $33.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 32 | Nuveen, LLC | 1.37M | -3.1% | $31.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Bank Of Montreal /Can/ | 1.34M | -47.6% | $30.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 34 | Royal Bank Of Canada | 1.30M | -3.4% | $29.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 35 | Mitsubishi UFJ Asset Management… | 1.24M | +8.4% | $28.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Sumitomo Mitsui Trust Group, Inc. | 1.22M | -3.3% | $27.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Rhumbline Advisers | 1.02M | +3.5% | $23.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 906.93K | +462.8% | $20.65M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 39 | LPL Financial LLC | 871.22K | +4.2% | $19.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | California State Teachers… | 812.90K | -2.8% | $18.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Credit Agricole S A | 780.66K | +23.9% | $17.78M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | IMC-Chicago, LLC | 726.40K | -41.0% | $16.54M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 43 | Walleye Trading LLC | 726.24K | +49.8% | $16.54M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 44 | Nomura Holdings Inc | 711.68K | +493.5% | $16.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | T. Rowe Price ✦ | 706.17K | -2.5% | $16.08M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 46 | California Public Employees… | 705.96K | -3.6% | $16.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 657.41K | -72.4% | $14.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Ameriprise Financial Inc | 649.53K | -8.9% | $14.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 49 | Alliancebernstein L.P. | 498.22K | -7.8% | $14.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | First Trust Advisors Lp | 620.54K | -32.1% | $14.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Principal Financial Group Inc | 565.75K | +1.3% | $12.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Group One Trading Llc | 538.97K | +1086.0% | $12.27M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 53 | Toronto Dominion Bank | 522.03K | -4.0% | $11.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Aberdeen Group plc | 486.72K | +4.0% | $11.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Millennium Management ✦ | 484.72K | -43.8% | $11.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | State Board Of Administration Of… | 459.17K | -0.7% | $10.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Aviva Plc | 438.03K | +3.3% | $9.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Peak6 Llc | 431.66K | -78.7% | $9.83M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 432.62K | +22.6% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 60 | Stifel Financial Corp | 423.61K | +50.3% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 61 | State Of Wisconsin Investment Board | 3.29M | +772.0% | $9.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 62 | Adage Capital Partners ✦ | 388.90K | -3.4% | $8.86M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 63 | Korea Investment CORP | 388.77K | +56.5% | $8.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | D. E. Shaw & Co. ✦ | 366.32K | -56.3% | $8.34M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 65 | Ensign Peak Advisors, Inc | 363.43K | +4.4% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 357.07K | -20.2% | $8.13M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 67 | Commonwealth Equity Services, Llc | 340.92K | +16.6% | $7.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Cetera Investment Advisers | 339.04K | +2.0% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Raymond James Financial Inc | 325.70K | -13.8% | $7.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | New York State Common Retirement… | 277.09K | -1.8% | $6.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Parallax Volatility Advisers, L.P. | 268.62K | +7.5% | $6.12M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 266.26K | -7.9% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Osaic Holdings, Inc. | 259.90K | +18.5% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 74 | Td Asset Management Inc | 256.73K | +4.9% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 75 | Chevy Chase Trust Holdings, LLC | 247.87K | -2.5% | $5.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 76 | Danske Bank A/S | 238.99K | -9.0% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 77 | Prudential Financial Inc | 238.82K | -4.0% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Asset Management One Co., Ltd. | 225.53K | +1.6% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Zurcher Kantonalbank (Zurich… | 222.49K | +11.8% | $5.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Universal- Beteiligungs- und… | 222.23K | -22.5% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Allianz Asset Management GmbH | 220.14K | +0.8% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | Mitsubishi UFJ Trust & Banking Corp | 214.52K | +1.2% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Storebrand Asset Management As | 212.60K | -28.5% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Pictet Asset Management Holding SA | 208.51K | -2.5% | $4.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank Of Nova Scotia | 201.81K | -79.9% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Capstone Investment Advisors, Llc | 201.49K | +1.0% | $4.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Optiver Holding B.V. | 195.10K | -45.3% | $4.44M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 88 | Grantham, Mayo, Van Otterloo & Co.… | 192.09K | +128.7% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Cibc World Market Inc. | 190.11K | +98.3% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Nomura Asset Management Co Ltd | 183.25K | +0.2% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | AQR Capital Management ✦ | 192.21K | +1864.2% | $4.16M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 92 | Gotham Asset Management ✦ | 180.70K | +120.9% | $4.11M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 93 | Victory Capital Management Inc | 170.38K | +6.1% | $3.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | American Century Companies Inc | 166.85K | -24.0% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Northwestern Mutual Wealth… | 164.52K | +28.7% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Rockefeller Capital Management L.P. | 160.69K | -12.0% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 97 | Quantinno Capital Management LP | 155.22K | +49.0% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Tidal Investments LLC | 144.97K | -72.2% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 99 | Sei Investments Co | 144.24K | +134.8% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | CIBC Bancorp USA Inc. | 142.96K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $136.57M | era 0.0% |
| Belvedere Trading LLC | $36.73M | era 6.8% |
| Ctc Llc | $4.36M | era 0.4% |
| Caisse De Depot Et Placement… | $4.36M | era 0.0% |
| Tudor Investment Corp Et Al | $2.08M | era 0.0% |
| Focus Partners Wealth | $781,006 | era 0.0% |
| Baird Financial Group, Inc. | $414,346 | era 0.0% |
| Balyasny Asset Management L.P. | $226,374 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 699 tenedores, 335.40M acciones, $7.51B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director, 10% owner · 100.00K acc. · $4.50M
Director, 10% owner · 100.00K acc. · $4.50M
Director, 10% owner · 100.00K acc. · $4.00M
Officer, Director, 10% owner · 100.00K acc. · $4.00M
Officer, Director, 10% owner · 42.56K acc. · $1.56M
Director, 10% owner · 57.44K acc. · $2.16M
Director, 10% owner · 42.56K acc. · $1.56M
Officer, Director, 10% owner · 57.44K acc. · $2.16M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología