SUPER MICRO COMPUTER INC
826 institutions still hold SUPER MICRO COMPUTER INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Super Micro Computer Inc. (SMCI, CUSIP 86800U302) arrived at Q1 2026 carrying $10.7B of institutional 13F value across 695 holders — a stock whose institutional background is inseparable from the late-2024 accounting and auditor controversies that produced the company's delisting notice from Nasdaq and a subsequent restatement process that remains unresolved. On the front of structural institutional identity, SMCI is a high-margin data-center hardware and liquid-cooling play for AI training and inference infrastructure, both of which remain structurally expanding demand drivers regardless of one company's governance. The defining Q1 signal from the 13F file: BlackRock reduced by $230M and Millennium Management added $60M, a pattern most consistent with institutional managers repricing governance-liquidity risk (BlackRock trimming per compliance/risk-grade downgrade) while systematic/event-driven managers (Millennium) see mispricing within the post-scandal drawdown. For smart-money trackers, SMCI's Q1 change set is worth reading as a governance-risk rotation signal rather than a fundamental AI-valuation decision — BlackRock's exit is governance-quota driven; Millennium's entry is a mispricing/dislocation bet. The 695-holder holder base remains broad and is not unravelling despite the delisting history.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.