SILICON MOTION TECHNOLOGY CO
398 institutions still hold SILICON MOTION TECHNOLOGY CO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Silicon Motion Technology Corporation (SIMO, CUSIP 82706C108) entered Q1 2026 with $2.7B of institutional 13F value across 262 institutional accounts — a holder profile appropriate for a fabless semiconductor company specializing in NAND flash controllers, SSD (solid-state drive) controller SoCs, and embedded storage and display products for consumer electronics, enterprise storage, and mobile applications. The defining Q1 signal is FMR LLC adding $67M alongside Pertento Partners reducing $60M — a near-neutral rotation within the storage-controller and SoC sleeve that reflects fundamental-analyst conviction rotation rather than a thesis revision. For smart-money trackers, SIMO's institutional footprint is best read as a proxy for NAND/SSD market dynamics and mobile-storage SoC demand — the stock's performance is highly correlated with NAND bit pricing, SSD adoption rates in client and enterprise computing, and smartphone storage content growth, making Q/Q flows a useful read on whether institutional managers are building or trimming exposure to the storage-controller tier of the semiconductor complex.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.