SMCI
Super Micro Computer, Inc. · Technology · Computer Hardware
Señales de momentum (gestores comparables):
amplitud de titulares +5.3% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +5.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | +8 | 370.39M | $10.63B | +13 | −4 |
| 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 | — | 3.21M | $2.62B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 36.36M | +10.5% | $1.07B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 28.79M | +551.4% | $844.33M | 0.5% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (pasivo) | 24.64M | +11.9% | $722.56M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 5 | UBS Group AG | 19.69M | +63.1% | $577.51M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Geode Capital Management ✦ (pasivo) | 15.51M | +9.6% | $453.15M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 8 | Goldman Sachs Group ✦ | 11.09M | +221.9% | $325.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 9 | Two Sigma Investments ✦ | 9.78M | +978.8% | $286.96M | 0.2% | ▲ Add | 7 | SEC ↗ ×3 |
| 10 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 11 | Bnp Paribas Financial Markets | 7.68M | +41.4% | $225.33M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Renaissance Technologies ✦ | 6.79M | +11323.6% | $199.02M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 13 | Norges Bank ✦ (pasivo) | 6.31M | Nuevo | $185.14M | 0.0% | New | 1 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 4.76M | +14760.3% | $139.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Charles Schwab Investment… | 4.72M | +13.4% | $138.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Marshall Wace ✦ | 4.62M | -35.7% | $135.46M | 0.1% | ▼ Trim | 9 | SEC ↗ ×3 |
| 17 | Northern Trust Corp | 4.61M | +6.3% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 18 | Bank Of America Corp /De/ | 4.46M | +14.5% | $130.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Assenagon Asset Management S.A. | 4.35M | +3640.9% | $127.58M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | UBS AM, a distinct business unit of… | 4.16M | +10.6% | $121.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 21 | Dimensional Fund Advisors Lp | 3.57M | -12.6% | $104.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 22 | Citadel Advisors ✦ | 3.54M | +117.6% | $103.90M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 23 | National Bank Of Canada /Fi/ | 3.37M | +26.8% | $98.73M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | IMC-Chicago, LLC | 3.32M | +357.1% | $97.39M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 25 | Citigroup Inc | 3.24M | +15.7% | $95.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 26 | D. E. Shaw & Co. ✦ | 3.24M | +784.1% | $94.99M | 0.1% | ▲ Add | 6 | SEC ↗ ×4 |
| 27 | Legal & General Group Plc | 3.19M | -19.8% | $93.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Barclays Plc | 2.95M | -18.8% | $86.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Balyasny Asset Management L.P. | 2.84M | Nuevo | $83.34M | 0.2% | New | 1 | SEC ↗ ×2 |
| 30 | Fidelity (FMR) ✦ | 2.76M | +672.0% | $80.85M | 0.0% | ▲ Add | 5 | SEC ↗ ×9 |
| 31 | Healthcare Of Ontario Pension Plan… | 2.64M | +2741.3% | $77.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.60M | +42.6% | $76.29M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | AQR Capital Management ✦ | 2.48M | +1190.0% | $72.60M | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 34 | Bank of New York Mellon Corp | 2.43M | -0.3% | $71.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 35 | Alyeska Investment Group, L.P. | 2.41M | Nuevo | $70.67M | 0.2% | New | 1 | SEC ↗ |
| 36 | Hrt Financial Lp | 2.40M | -0.1% | $70.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 37 | First Trust Advisors Lp | 2.30M | +270.9% | $67.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Deutsche Bank Ag\ | 2.21M | +11.4% | $64.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 39 | Bank Of Montreal /Can/ | 2.01M | +50.6% | $59.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 40 | Millennium Management ✦ | 1.77M | +265.8% | $52.00M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 41 | Amundi | 1.66M | -2.1% | $48.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Optiver Holding B.V. | 1.63M | +737.5% | $47.92M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 43 | Connor, Clark & Lunn Investment… | 1.63M | Nuevo | $47.91M | 0.1% | New | 1 | SEC ↗ |
| 44 | Swiss National Bank | 1.59M | +1.1% | $46.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Hsbc Holdings Plc | 1.56M | +4.3% | $46.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 46 | Nuveen, LLC | 1.52M | +10.9% | $44.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Mitsubishi UFJ Asset Management… | 1.48M | +19.3% | $43.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.52M | -24.2% | $42.78M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 49 | Canada Pension Plan Investment Board | 1.43M | -47.8% | $42.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 1.19M | +81.0% | $34.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Sumitomo Mitsui Trust Group, Inc. | 1.14M | -6.3% | $33.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Royal Bank Of Canada | 1.10M | -15.4% | $32.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 53 | Tidal Investments LLC | 1.07M | +637.1% | $31.34M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 54 | Rhumbline Advisers | 1.02M | +0.4% | $29.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | LPL Financial LLC | 904.00K | +3.8% | $26.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | T. Rowe Price ✦ | 772.17K | +9.3% | $22.65M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 57 | Credit Agricole S A | 761.86K | -2.4% | $22.35M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 58 | BNP Paribas Asset Management… | 734.64K | +1023.8% | $21.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Wells Fargo & Company/Mn | 695.55K | -86.0% | $20.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 60 | California Public Employees… | 676.07K | -4.2% | $19.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Ameriprise Financial Inc | 646.33K | -0.5% | $18.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 62 | Aberdeen Group plc | 564.30K | +15.9% | $16.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 63 | Toronto Dominion Bank | 557.75K | +6.8% | $16.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | State Of Wisconsin Investment Board | 8.30M | +152.5% | $16.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 65 | Principal Financial Group Inc | 551.21K | -2.6% | $16.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | State Board Of Administration Of… | 451.57K | -1.7% | $13.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Adage Capital Partners ✦ | 431.60K | +11.0% | $12.66M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 68 | Aviva Plc | 427.23K | -2.5% | $12.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Holocene Advisors, LP | 425.58K | Nuevo | $12.48M | 0.0% | New | 1 | SEC ↗ |
| 70 | Raymond James Financial Inc | 412.01K | +26.5% | $12.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Alliancebernstein L.P. | 521.55K | +4.7% | $11.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Parallax Volatility Advisers, L.P. | 403.45K | +50.2% | $11.83M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 400.82K | -7.3% | $11.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 74 | Peak6 Llc | 390.78K | -9.5% | $11.46M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 75 | Stifel Financial Corp | 366.67K | -13.4% | $10.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 76 | Cetera Investment Advisers | 342.44K | +1.0% | $10.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | New York State Common Retirement… | 315.59K | +13.9% | $9.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Allianz Asset Management GmbH | 288.14K | +30.9% | $8.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | Chevy Chase Trust Holdings, LLC | 271.80K | +9.7% | $7.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 80 | Prudential Financial Inc | 263.62K | +10.4% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 81 | Osaic Holdings, Inc. | 255.77K | -1.6% | $7.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 82 | Manufacturers Life Insurance… | 255.70K | -4.0% | $7.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Storebrand Asset Management As | 255.19K | +20.0% | $7.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Universal- Beteiligungs- und… | 250.81K | +12.9% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 85 | Danske Bank A/S | 246.97K | +3.3% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 86 | Asset Management One Co., Ltd. | 237.51K | +5.3% | $6.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Capstone Investment Advisors, Llc | 223.57K | +11.0% | $6.56M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 88 | Belvedere Trading LLC | 222.04K | Nuevo | $6.51M | 0.5% | New | 1 | SEC ↗ |
| 89 | Zurcher Kantonalbank (Zurich… | 220.39K | -0.9% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 90 | Commonwealth Equity Services, Llc | 217.66K | -36.2% | $6.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Pictet Asset Management Holding SA | 213.16K | +2.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Mitsubishi UFJ Trust & Banking Corp | 211.56K | -1.4% | $6.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | LMR Partners LLP | 197.62K | +1876.2% | $5.80M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 94 | Group One Trading Llc | 196.70K | -63.5% | $5.77M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 95 | Pacer Advisors, Inc. | 194.80K | +91.7% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Td Asset Management Inc | 190.85K | -25.7% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Nomura Asset Management Co Ltd | 185.61K | +1.3% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Victory Capital Management Inc | 180.63K | +6.0% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Northwestern Mutual Wealth… | 173.09K | +5.2% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | American Century Companies Inc | 171.48K | +2.8% | $5.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $185.14M | 0.0% |
| Balyasny Asset Management L.P. | $83.34M | 0.2% |
| Alyeska Investment Group, L.P. | $70.67M | 0.2% |
| Connor, Clark & Lunn… | $47.91M | 0.1% |
| Holocene Advisors, LP | $12.48M | 0.0% |
| Belvedere Trading LLC | $6.51M | 0.5% |
Posición cerrada
| Grantham, Mayo, Van Otterloo… | $4.37M | era 0.0% |
| Robeco Institutional Asset… | $690,660 | era 0.0% |
| Simplex Trading, Llc | $120,658 | era 0.0% |
| Kayne Anderson Rudnick… | $250 | 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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, 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