Super Micro Computer, Inc.
SMCI- 交易所
- Nasdaq
- 產業
- Electronic Computers
- SEC CIK
- 0001375365
近 90 天，Super Micro Computer, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 772 家機構在 13F 申報持有，市值合計 $131.0 億；沒有大師持有。
其他股別SMCIP
2023 年第 2 季 13F 持有人
Super Micro Computer, Inc. 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 460
- 較 2023 年第 1 季 +102 家
- 持有股數
- 3,809 萬
- 較 2023 年第 1 季 −351.7 萬 (−8.5%)
- 總市值
- $94.9 億
- 較 2023 年第 1 季 +$50.9 億 (+116.0%)
- 新進機構
- 151
- 另有 122 家加碼
- 清倉機構
- 49
- 另有 155 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SMCI 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 772 | $131.0 億 |
| 2026 年第 1 季 | 710 | $76.9 億 |
| 2025 年第 4 季 | 759 | $96.6 億 |
| 2025 年第 3 季 | 851 | $153.3 億 |
| 2025 年第 2 季 | 834 | $149.6 億 |
| 2025 年第 1 季 | 762 | $103.6 億 |
| 2024 年第 4 季 | 698 | $94.6 億 |
| 2024 年第 3 季 | 698 | $124.6 億 |
| 2024 年第 2 季 | 1,007 | $257.3 億 |
| 2024 年第 1 季 | 925 | $342.4 億 |
| 2023 年第 4 季 | 656 | $111.1 億 |
| 2023 年第 3 季 | 559 | $101.8 億 |
| 2023 年第 2 季 | 460 | $94.9 億 |
| 2023 年第 1 季 | 361 | $44.0 億 |
| 2022 年第 4 季 | 303 | $34.9 億 |
| 2022 年第 3 季 | 227 | $21.4 億 |
| 2022 年第 2 季 | 210 | $15.2 億 |
| 2022 年第 1 季 | 170 | $14.1 億 |
| 2021 年第 4 季 | 163 | $15.7 億 |
| 2021 年第 3 季 | 147 | $12.9 億 |
| 2021 年第 2 季 | 149 | $12.7 億 |
| 2021 年第 1 季 | 158 | $14.0 億 |
2023 年第 2 季持有機構
每家機構持有 Super Micro Computer, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,474,348 | $13.6 億 | 0.04% | +105,502+2.0% | 加碼 |
| Vanguard Group Inc | 4,825,569 | $12.0 億 | 0.03% | −287,136−5.6% | 減碼 |
| Disciplined Growth Investors Inc | 2,955,521 | $7.37 億 | 16.63% | −1,011,359−25.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,697,687 | $4.23 億 | 0.13% | −378,562−18.2% | 減碼 |
| State Street Corp | 1,525,622 | $3.80 億 | 0.02% | −6,516−0.4% | 減碼 |
| Goldman Sachs Group Inc | 1,046,254 | $2.61 億 | 0.07% | +304,711+41.1% | 加碼 |
| Geode Capital Management, LLC | 967,487 | $2.41 億 | 0.03% | +69,731+7.8% | 加碼 |
| Wolf Hill Capital Management, LP | 869,533 | $2.17 億 | 17.70% | −622,369−41.7% | 減碼 |
| JPMorgan Chase & Co | 859,887 | $2.14 億 | 0.02% | +517,733+151.3% | 加碼 |
| Morgan Stanley | 742,121 | $1.85 億 | 0.02% | +307,026+70.6% | 加碼 |
| Price T Rowe Associates Inc | 615,825 | $1.53 億 | 0.02% | +592,848+2,580.2% | 加碼 |
| Northern Trust Corp | 606,332 | $1.51 億 | 0.03% | −7,284−1.2% | 減碼 |
| Driehaus Capital Management LLC | 513,799 | $1.28 億 | 1.62% | −106,245−17.1% | 減碼 |
| Wellington Management Group LLP | 508,797 | $1.27 億 | 0.02% | +188,907+59.1% | 加碼 |
| Charles Schwab Investment Management Inc | 505,001 | $1.26 億 | 0.04% | −65,200−11.4% | 減碼 |
| Nuveen Asset Management, LLC | 474,804 | $1.18 億 | 0.04% | −42,454−8.2% | 減碼 |
| Bank of New York Mellon Corp | 466,748 | $1.16 億 | 0.02% | +5,474+1.2% | 加碼 |
| Whale Rock Capital Management LLC | 444,783 | $1.11 億 | 1.91% | −346,683−43.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 441,417 | $1.10 億 | 0.13% | +441,417 | 新進 |
| RBF Capital, LLC | 396,307 | $9,876 萬 | 6.16% | −350−0.1% | 減碼 |
| Portolan Capital Management, LLC | 355,401 | $8,858 萬 | 7.84% | −128,840−26.6% | 減碼 |
| Wedge Capital Management L L P | 324,035 | $8,077 萬 | 1.29% | +324,035 | 新進 |
| Herald Investment Management Ltd | 309,900 | $7,720 萬 | 14.99% | −90,200−22.5% | 減碼 |
| Invesco Ltd. | 306,103 | $7,630 萬 | 0.02% | −32,484−9.6% | 減碼 |
| Jane Street Group, LLC | 291,473 | $7,265 萬 | 0.10% | +263,890+956.7% | 加碼 |
| Marshall Wace, LLP | 263,120 | $6,558 萬 | 0.14% | −207,182−44.1% | 減碼 |
| Cannell Peter B & Co Inc | 236,392 | $5,892 萬 | 1.96% | −118,623−33.4% | 減碼 |
| Hennessy Advisors Inc | 218,800 | $5,454 萬 | 3.93% | +4,900+2.3% | 加碼 |
| Needham Investment Management LLC | 218,500 | $5,446 萬 | 8.97% | −31,500−12.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 209,400 | $5,219 萬 | 0.30% | +19,422+10.2% | 加碼 |
| Allianz Asset Management GmbH | 208,310 | $5,192 萬 | 0.11% | −79,178−27.5% | 減碼 |
| Emerald Advisers, LLC | 204,736 | $5,103 萬 | 2.23% | −195,263−48.8% | 減碼 |
| Davidson Kempner Capital Management LP | 192,104 | $4,786 萬 | 1.01% | +192,104 | 新進 |
| Principal Financial Group Inc | 186,113 | $4,639 萬 | 0.03% | +936+0.5% | 加碼 |
| Ameriprise Financial Inc | 185,568 | $4,625 萬 | 0.01% | +13,469+7.8% | 加碼 |
| FMR LLC | 183,503 | $4,574 萬 | 0.00% | +134,665+275.7% | 加碼 |
| LSV Asset Management | 181,600 | $4,526 萬 | 0.10% | −14,600−7.4% | 減碼 |
| Renaissance Technologies LLC | 179,540 | $4,475 萬 | 0.06% | −518,000−74.3% | 減碼 |
| Assetmark, Inc | 175,543 | $4,375 萬 | 0.17% | +172,776+6,244.2% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 175,200 | $4,367 萬 | 8.63% | +175,200 | 新進 |
| Emerald Mutual Fund Advisers Trust | 168,514 | $4,200 萬 | 2.28% | −157,147−48.3% | 減碼 |
| Trivest Advisors Ltd | 159,800 | $3,983 萬 | 1.37% | +159,800 | 新進 |
| Wells Fargo & Company | 150,424 | $3,749 萬 | 0.01% | +57,780+62.4% | 加碼 |
| Rhumbline Advisers | 147,056 | $3,665 萬 | 0.04% | −1,431−1.0% | 減碼 |
| Loomis Sayles & Co L P | 146,237 | $3,645 萬 | 0.06% | −121,127−45.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 125,542 | $3,129 萬 | 0.16% | +104,644+500.7% | 加碼 |
| Keystone Investors Pte Ltd | 123,453 | $3,077 萬 | 5.34% | +120,934+4,800.9% | 加碼 |
| Holocene Advisors, LP | 122,149 | $3,045 萬 | 0.13% | +122,149 | 新進 |
| UBS Group AG | 122,128 | $3,044 萬 | 0.01% | +80,554+193.8% | 加碼 |
| Twin Tree Management, LP | 113,744 | $2,835 萬 | 0.58% | +4,374+4.0% | 加碼 |
| Summit Partners Public Asset Management, LLC | 113,507 | $2,829 萬 | 1.44% | +113,507 | 新進 |
| Legal & General Group Plc | 113,198 | $2,821 萬 | 0.01% | +39,932+54.5% | 加碼 |
| Macquarie Group Ltd | 109,738 | $2,735 萬 | 0.03% | +109,738 | 新進 |
| Clear Street LLC | 107,500 | $2,679 萬 | 0.64% | +107,500 | 新進 |
| Alliancebernstein L.P. | 105,635 | $2,633 萬 | 0.01% | +269+0.3% | 加碼 |
| AQR Capital Management LLC | 105,513 | $2,612 萬 | 0.06% | −43,413−29.2% | 減碼 |
| Swiss National Bank | 103,300 | $2,575 萬 | 0.02% | +500+0.5% | 加碼 |
| Capital Fund Management S.A. | 101,899 | $2,540 萬 | 0.40% | −62,423−38.0% | 減碼 |
| Norges Bank | 97,164 | $2,422 萬 | 0.00% | +97,164 | 新進 |
| Cowbird Capital LP | 92,913 | $2,316 萬 | 9.59% | +92,913 | 新進 |
| California Public Employees Retirement System | 91,190 | $2,273 萬 | 0.02% | +20,107+28.3% | 加碼 |
| American International Group, Inc. | 90,811 | $2,263 萬 | 0.14% | −3,370−3.6% | 減碼 |
| Retirement Systems of Alabama | 90,348 | $2,252 萬 | 0.10% | −17,124−15.9% | 減碼 |
| Point72 Asset Management, L.P. | 88,513 | $2,206 萬 | 0.08% | +88,513 | 新進 |
| CloudAlpha Capital Management Limited/Hong Kong | 86,000 | $2,144 萬 | 4.22% | +86,000 | 新進 |
| Eagle Asset Management Inc | 84,438 | $2,105 萬 | 0.12% | +84,438 | 新進 |
| Royal Bank of Canada | 84,338 | $2,102 萬 | 0.01% | −59,461−41.4% | 減碼 |
| Analog Century Management LP | 84,240 | $2,100 萬 | 5.83% | −76,221−47.5% | 減碼 |
| Walleye Trading LLC | 83,648 | $2,085 萬 | 1.09% | +53,065+173.5% | 加碼 |
| Voya Investment Management LLC | 82,240 | $2,050 萬 | 0.02% | +51,299+165.8% | 加碼 |
| United Capital Management of KS, Inc. | 75,633 | $1,885 萬 | 6.04% | −11,852−13.5% | 減碼 |
| Deutsche Bank AG | 73,848 | $1,841 萬 | 0.01% | −36,177−32.9% | 減碼 |
| Man Group plc | 73,046 | $1,821 萬 | 0.06% | – | – |
| Boston Partners | 72,078 | $1,798 萬 | 0.02% | −163,736−69.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 71,730 | $1,788 萬 | 0.15% | +64,067+836.1% | 加碼 |
| Russell Investments Group, Ltd. | 70,190 | $1,749 萬 | 0.03% | +14,372+25.7% | 加碼 |
| State of Wisconsin Investment Board | 69,748 | $1,738 萬 | 0.05% | −15,047−17.7% | 減碼 |
| Oppenheimer & Co Inc | 64,689 | $1,612 萬 | 0.32% | −1,691−2.5% | 減碼 |
| Putnam Investments LLC | 61,667 | $1,537 萬 | 0.02% | +39,138+173.7% | 加碼 |
| Two Sigma Investments, LP | 60,950 | $1,519 萬 | 0.04% | +41,050+206.3% | 加碼 |
| G2 Investment Partners Management LLC | 58,000 | $1,446 萬 | 3.54% | +11,780+25.5% | 加碼 |
| Millennium Management LLC | 57,684 | $1,438 萬 | 0.02% | +14,107+32.4% | 加碼 |
| California State Teachers Retirement System | 57,211 | $1,426 萬 | 0.02% | −2,092−3.5% | 減碼 |
| First Trust Advisors LP | 56,082 | $1,398 萬 | 0.02% | +6,699+13.6% | 加碼 |
| New York State Teachers Retirement System | 55,973 | $1,395 萬 | 0.03% | +11,778+26.7% | 加碼 |
| Credit Suisse AG | 51,599 | $1,286 萬 | 0.01% | +4,767+10.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 51,322 | $1,279 萬 | 0.01% | −1,775−3.3% | 減碼 |
| MetLife Investment Management | 50,977 | $1,271 萬 | 0.09% | −1,103−2.1% | 減碼 |
| Advisor Group Holdings, Inc. | 44,551 | $1,111 萬 | 0.02% | +21,485+93.1% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 44,090 | $1,099 萬 | 0.04% | −55,380−55.7% | 減碼 |
| Janus Henderson Group PLC | 43,849 | $1,093 萬 | 0.01% | −23,030−34.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 43,048 | $1,073 萬 | 0.02% | −18,624−30.2% | 減碼 |
| Mutual of America Capital Management LLC | 42,840 | $1,068 萬 | 0.12% | +5,305+14.1% | 加碼 |
| Neuberger Berman Group LLC | 42,811 | $1,067 萬 | 0.01% | +19,702+85.3% | 加碼 |
| Easterly Investment Partners LLC | 42,613 | $1,062 萬 | 0.95% | −134,623−76.0% | 減碼 |
| Texas Permanent School Fund | 40,207 | $1,002 萬 | 0.09% | −1,642−3.9% | 減碼 |
| Gotham Asset Management, LLC | 39,174 | $976.4 萬 | 0.21% | −10,144−20.6% | 減碼 |
| Great West Life Assurance Co | 38,507 | $961.9 萬 | 0.02% | +37+0.1% | 加碼 |
| Panagora Asset Management Inc | 37,967 | $946.3 萬 | 0.06% | +34,191+905.5% | 加碼 |
| Franchise Capital Ltd | 37,932 | $945.5 萬 | 2.96% | +37,932 | 新進 |