13F data shows net institutional selling of $3.21B — 405 sellers vs 375 buyers, 135 exits vs 99 new buys. Insider trading activity is nonexistent over the past 30 days, removing any bullish counterweight.

Confirmation

Sustained institutional net distribution in the next 13F quarter would confirm the bearish trajectory.

Invalidation Risk

A sudden insider buying cluster or a reversal to institutional net accumulation invalidates this bearish call.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Feb 25

Jul 25

Nov 25

BuySell

操作	內部人	職稱	交易日	金額
賣出	TUAN SHERMAN	Director	2025-11-26	$1.60M
賣出	KAO GEORGE	SVP, OPERATIONS	2025-11-24	$1.87M
賣出	WEIGAND DAVID E	SVP, Chief Financial Officer	2025-09-15	$1.13M
賣出	WEIGAND DAVID E	SVP, Chief Financial Officer	2025-09-03	$995K
賣出	WEIGAND DAVID E	SVP, Chief Financial Officer	2025-09-03	$12K
賣出	KAO GEORGE	SVP, OPERATIONS	2025-08-22	$1.76M
賣出	Liu Liang Chiu-Chu Sara	Director	2025-07-28	$12.00M
賣出	Liang Charles	President and CEO	2025-07-28	$12.00M

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SUPER MICRO COMPUTER INC (SMCI)?

Major stakeholders currently include BlackRock, Inc. ($987.3M), Susquehanna International Group, LLP ($968.3M), Jane Street Group, LLC ($826.7M). Based on the latest 13F filings, there are a total of 742 tracked investment funds and institutions maintaining positions in SMCI.

What is the overall institutional sentiment toward SMCI recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $3.2B, driven by 375 managers accumulating shares while 406 reduced their exposure.

Which institutions have been selling or reducing their SMCI positions?

In the latest period, 270 funds trimmed their holdings, and 136 managers completely exited their positions. The aggregate reported sell value was $7.1B.

Are there any notable investors adding SMCI to their portfolios?

Yes, buying activity remains notable. 99 institutions opened new positions in {ticker}, and 276 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.3B.