SMCI
Super Micro Computer, Inc. · Technology · Computer Hardware
Dados de momentum (gestores comparáveis):
amplitude de detentores -0.6% ·
fluxo de ações +3.8% ·
novas posições líquidas -1.3%
· fórmula
Acumulação concentrada: participações crescentes entre um número menor de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 779.60K | $32.19M | n/a | −1 |
| 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 | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 22.02M | -0.6% | $501.34M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passivo) | 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 |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nenhum novo comprador rastreado neste trimestre. |
Encerrado
| 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 os filers 13F (dados estruturados da SEC, Q1 2026): 699 detentores, 335.40M ações, $7.51B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Officer, Director, 10% owner · 100.00K ações · $4.50M
Director, 10% owner · 100.00K ações · $4.50M
Director, 10% owner · 100.00K ações · $4.00M
Officer, Director, 10% owner · 100.00K ações · $4.00M
Officer, Director, 10% owner · 42.56K ações · $1.56M
Director, 10% owner · 57.44K ações · $2.16M
Director, 10% owner · 42.56K ações · $1.56M
Officer, Director, 10% owner · 57.44K ações · $2.16M
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia