Super Micro Computer Inc (SMCI) Institutional Ownership & 13F Filings (Q2 2026)

SMCI ranks #643 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SMCI is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

810 institutions disclose a position in SMCI, but none treat it as a major bet — even Highbridge Capital Management LLC, its most concentrated holder, allocates just 2.7% of its own portfolio to it.

Jane Street Group, LLC has added to its SMCI position for two straight quarters, increasing it by $672.4M to reach $1.5B today.

Disciplined Growth Investors Inc /mn has trimmed its SMCI position for two straight quarters, cutting it by $204.0M while still holding $78.1M.

SMCI is down 2.8% today, but institutions show net buying of $4.5B this quarter — a divergence between today's price move and the underlying institutional flow.

SMCI posted net income of $2.2B over the trailing twelve months, and currently trades at a P/E of 11.7.

• Profitable — net income of $2.2B over the trailing twelve months
• Revenue grew 77.8% year over year
• Net income improved year over year, from $1.0B to $2.2B
• Operating cash flow was negative, using $6.8B in cash
• Current ratio of 3.87x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.07x equity — within a conventional range