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State of Michigan Retirement System’s Super Micro Computer SMCI Stock Holding History

State of Michigan Retirement System’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5M Buy
153,400
+13,000
+9% +$414K 0.02% 482
2026
Q1 		$3.2M Buy
140,400
+100
+0.1% +$3K 0.02% 532
2025
Q4 		$4.11M Buy
140,300
+4,700
+3% +$194K 0.02% 471
2025
Q3 		$6.5M Sell
135,600
-4,000
-3% -$191K 0.03% 375
2025
Q2 		$6.84M Buy
139,600
+3,000
+2% +$116K 0.04% 359
2025
Q1 		$4.68M Sell
136,600
-100
-0.1% -$3.79K 0.03% 428
2024
Q4 		$4.17M Sell
136,700
-691,300
-83% -$25.1M 0.02% 464
2024
Q3 		$34.5M Sell
828,000
-171,000
-17% -$10.4M 0.17% 98
2024
Q2 		$81.9M Buy
999,000
+332,000
+50% +$28.4M 0.42% 40
2024
Q1 		$67.4M Buy
667,000
+549,000
+465% +$40.2M 0.36% 52
2023
Q4 		$3.35M Buy
118,000
+9,000
+8% +$249K 0.02% 487
2023
Q3 		$2.99M Sell
109,000
-3,000
-3% -$83.7K 0.02% 486
2023
Q2 		$2.79M Sell
112,000
-6,000
-5% -$101K 0.02% 523
2023
Q1 		$1.26M Buy
118,000
+1,000
+0.9% +$9.02K 0.01% 741
2022
Q4 		$961K Buy
+117,000
New +$891K 0.01% 816

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State of Michigan Retirement System's SMCI Position: Q2 2026 in Review

State of Michigan Retirement System increased its Super Micro Computer (SMCI) stake by 9.3% in Q2 2026, buying an estimated $414K and bringing the position to 153,400 shares worth $4.5M. The position accounts for 0.02% of the portfolio, ranked #482.

State of Michigan Retirement System first reported a position in SMCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $81.9M in Q2 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • State of Michigan Retirement System held 153,400 shares of Super Micro Computer worth $4.5M as of Q2 2026.
  • State of Michigan Retirement System bought 13,000 Super Micro Computer shares in Q2 2026, an estimated $414K.
  • Super Micro Computer made up 0.02% of State of Michigan Retirement System's portfolio in Q2 2026, its #482 holding.
  • State of Michigan Retirement System first reported a position in Super Micro Computer in Q4 2022 and has held it in 15 quarters since.
  • State of Michigan Retirement System's Super Micro Computer position peaked at $81.9M in Q2 2024.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on State of Michigan Retirement System's 13F filing for Q2 2026, filed 30 Jul 2026.