HolderBook

SUPER MICRO COMPUTER INC (SMCI)

Institutional ownership reported to the SEC as of Q3 2026, across 12 quarters.

26
Reporting holders
$8.9M
Reported value
0.2%
Calls
0.8%
Puts
-760
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Integrated Financial Solutions, Inc.$2.5M60,1251.27%6q-2.4%-$61.6K
REX Advisers, LLC$995.5K22,3004.72%newNEW
Sound Income Strategies, LLC$983.4K22,9940.04%newNEW
Valeo Financial Advisors, LLC$961.8K23,3190.02%9q+2.4%+$22.4K
Farther Finance Advisors, LLC$795.0K19,3570.01%8q+137.8%+$460.7K
GAMMA Investing LLC$725.2K17,6570.02%8q+65.0%+$285.6K
CoreCap Advisors, LLC$550.1K13,3930.02%8q+73.7%+$233.3K
FIRST COMMUNITY TRUST NA$480.9K11,7100.16%7qHELD
Strong Retirement Solutions LLC$343.1K8,3530.19%4qHELD
Versant Capital Management, Inc$98.2K2,3910.01%8q+321.7%+$74.9K
MassMutual Private Wealth & Trust, FSB$89.8K2,1870.00%9q+117.4%+$48.5K
Planning Strategies Inc.$89.5K2,1790.05%2q+0.5%
ARMSTRONG ADVISORY GROUP, INC$87.5K2,1300.01%5q-6.3%-$5.9K
Central Pacific Bank - Trust Division$41.1K1,0000.00%7qHELD
EASTERN BANK$34.9K8500.00%7qHELD
GK Wealth Management LLC$24.4K5940.01%newNEW
BURKETT FINANCIAL SERVICES, LLC$20.5K5000.01%8qHELD
Olistico Wealth, LLC$16.4K4000.01%4qHELD
ELEVATION WEALTH PARTNERS, LLC$14.6K3550.00%3q+266.0%+$10.6K
Bullock Wealth Management Group$13.4K3200.01%11q-7.2%-$1.0K
Investors Research Corp$9.3K2260.00%7q+6.1%
Sarver Vrooman Wealth Advisors$2.9K700.00%4qHELD
Retirement Wealth Solutions LLC$2.6K640.00%5q+6.7%
Trust Co$1.1K280.00%2qHELD
Davis Capital Management$945230.00%2q+109.1%
CX Institutional$3267,9280.01%7q-60.4%
GILPIN WEALTH MANAGEMENT, LLC$4210.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/ACapital Ventures Internationalwith 6 co-filers5.1%
2026-08-1313G/AJANE STREET GROUP, LLCwith 3 co-filers7.4%
2026-07-3113GVanguard Portfolio Management5.1%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-082026-10-07Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-10-07Liu Liang Chiu-Chu SaraDirector, 10% ownerSold100,000$4.5M
2026-10-07Liang CharlesPresident and CEOSold100,000$4.5M
2026-09-04Liu Liang Chiu-Chu SaraDirector, 10% ownerSold100,000$4.0M
2026-09-04Liang CharlesPresident and CEOSold100,000$4.0M
2026-09-03Liu Liang Chiu-Chu SaraDirector, 10% ownerSold100,000$3.7M ×2
2026-09-03Liang CharlesPresident and CEOSold100,000$3.7M ×2

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202626$8.9M212,52641131.0%
Q2 2026786$19.9B486,498,60114229722728.2%
Q1 2026722$12.1B343,935,9609125924835.3%
Q4 2025760$15.2B332,368,1747623829135.9%
Q3 2025857$24.9B326,250,63014029029237.2%
Q2 2025841$23.1B307,225,94816330524734.9%
Q1 2025765$15.5B302,464,53717228419933.4%
Q4 2024690$15.6B309,724,19459439739.4%
Q3 202458$689.0M1,630,78857008.8%
Q2 20246$6.8M8,3054200.0%
Q1 20242$120.3K1161000.0%
Q4 20231$561.7K19,1890000.0%