SK hynix Inc.

What the filings say against what the research found

Every holding above was also resolved directly from EDGAR through a precedence rule: the company's own filing outranks a 13D or 13G, which outranks a 13F, which outranks hand research. A 13F reports only US listed, long, US custodied positions, so it is a floor rather than a level. Where sources disagree the higher one leads and the lower is kept beside it.

No position here shows a material gap between sources.

• No SEC CIK for SK Hynix (000660.KS). It is a foreign issuer without a US listing under this ticker, so EDGAR has nothing to ingest. Its curated research is unaffected.

What a reader needs to know to read these numbers

• Who holds whom, in order. SK hynix is not held directly by SK Group's holding company. The chain, all as of 31 March 2026 per the prospectus, is: Mr. Tae Won Chey held 17.90% of SK Inc., the listed holding company of the SK Group; SK Inc. held 32.14% of SK square Co., Ltd., also listed; SK square held 20.50% of SK hynix. The Korea Fair Trade Commission names Mr. Chey as the person controlling the SK Group and deems SK hynix a member company of the group. Mr. Jung Kyu Kim, chief executive of SK square, sits on the SK hynix board as a non-executive director. Neither Mr. Chey nor SK Inc. holds SK hynix shares directly, so they do not appear in the register above.
• SK square's 20.50% is not a comfortable control block, it is a regulatory floor. Under Korea's Monopoly Regulation and Fair Trade Act, SK square is required to maintain ownership of at least 20% of SK hynix's issued and outstanding shares. After the July 2026 ADS offering issued 17,790,000 new common shares, total issued shares rose to 730,492,365 and SK square's unchanged 146,100,000 shares work out at 20.0002% of issued shares (146,100,000 / 730,492,365). That is derived arithmetic from two prospectus figures, not a disclosed percentage, and it sits fractionally above the statutory minimum.
• The register percentages above are taken verbatim from the prospectus table and are stated as a percentage of 712,702,365 issued common shares, the pre-offering count. Every one of them dilutes by about 2.4% relative after the offering. On the post-offering 730,492,365 issued shares the same holdings would be roughly: SK square 20.00%, National Pension Service 7.86%, BlackRock 4.98%, Capital Research 3.44%. Those recalculated figures are derived, not disclosed.
• The National Pension Service figure is the weakest date in the register. The prospectus footnotes it as of 31 December 2025. Korean press reporting in mid 2026 put the NPS stake at about 7.45% to 7.50% for the first and second quarters of 2026, which is lower. The 8.06% filed figure is recorded here because it is the one SK hynix itself put in a US registration statement; the lower press figures are noted rather than substituted because the primary DART disclosure behind them was not fetched.
• SK hynix's own investor relations page gives SK square 146,124,531 shares at 20.5% as of 6 May 2026, versus 146,100,000 in the prospectus. The 24,531 share difference is almost certainly the nine affiliated persons the IR page lists alongside SK square, each holding under 0.01%. The prospectus figure is used above because it is the cleaner single-entity number.
• Register value_usd figures are derived, not disclosed. Each is the share count multiplied by the KRX close of KRW 1,645,000 on 14 August 2026, converted at USD/KRW 1,411.27 on the same date, which gives USD 1,165.62 per common share. Sources: stockanalysis.com for the close, Frankfurter ECB reference rates for the FX.
• Foreign exchange rates used throughout, both from the ECB reference set for 14 August 2026: USD/KRW 1,411.27 and USD/JPY 159.01. Separately, the 31 March 2026 balance sheet figures use SK hynix's own convenience translation rate of KRW 1,523.5 to USD 1.00, which is implied by the prospectus itself (total assets KRW 222,829 billion shown as USD 146,261 million, and total equity KRW 164,380 billion shown as USD 107,896 million, both giving 1,523.5).
• Market cap check. KRW 1,198.98 trillion at 14 August 2026 divided by 1,411.27 gives USD 849.58bn. That KRW figure reconciles exactly to 728,865,500 shares times KRW 1,645,000, which is the post-offering share count excluding treasury, so the quoted market cap is on the current share base and not the stale one. An earlier reading on companiesmarketcap.com showed USD 825.10bn on 7 August 2026; the difference is the price move, not a different share count.
• Share count history matters here. At 31 December 2025 SK hynix had 728,002,365 issued shares of which 26,310,845 were treasury. By 31 March 2026 issued shares were 712,702,365 with only 4,405,344 treasury, so roughly 15.3m treasury shares were cancelled in the first quarter of 2026. The July 2026 ADS offering then issued 17,790,000 new common shares, taking issued shares to 730,492,365 and outstanding shares excluding treasury to 728,865,500.
• SK hynix listed American Depositary Shares on Nasdaq under the symbol SKHY in July 2026, at USD 149.00 per ADS, with each ADS representing one tenth of a common share. Net proceeds were about USD 26.2 billion. This is why the company now has an SEC CIK, 0002120882, and files 6-Ks. Its common shares remain primary listed on the KRX KOSPI Market under code 000660, and it also has depositary receipts listed in Luxembourg. Before July 2026 there were no SEC filings at all, and the Korean business report and quarterly earnings materials remain the underlying disclosure.
• Solidigm is a wholly owned subsidiary, not a holding, so it is excluded from the holdings list per the brief. SK hynix agreed in October 2020 to buy Intel's NAND flash memory and storage business, paying USD 6.6 billion in December 2021 and USD 2.2 billion in March 2025, USD 8.8 billion in total, and created a US subsidiary to run it under the Solidigm brand. In January 2026 SK hynix committed to invest up to USD 10 billion in SK hynix NAND Product Solutions Corp., Solidigm's parent. In an August 2026 regulatory filing responding to reports of a possible stake sale, SK hynix said Solidigm was reviewing various options but that no decision had been made. If a pre-IPO stake sale or a Nasdaq listing happens, Solidigm becomes a holding rather than a subsidiary; as of today it is not.
• Other wholly owned subsidiaries excluded from holdings: SK keyfoundry, acquired in August 2022 for KRW 576 billion from the foundry division of Magnachip Semiconductor, and SK hynix system ic Inc. in Korea, both foundry businesses.
• The Kioxia position had two legs and only one survives. SPC 1, BCPE Pangea Intermediate Holdings Cayman, L.P., in which SK hynix held a limited partnership interest with a book value of KRW 6,616 billion at 31 March 2026 (about USD 4.34bn at 1,523.5), completed the sale of all of its remaining Kioxia equity in June 2026. Only the SPC 2 convertible bond leg remains as a Kioxia claim, and that is the position recorded in holdings.
• Two sources describe the Kioxia conversion differently and neither is discarded. SK hynix's own July 2026 prospectus says the SPC 2 convertible bond is convertible into an approximately 15.0% equity interest in SPC 2. Kioxia's August 2026 shareholder disclosure, as reported by the Korea Herald, the Japan Times and Bloomberg, says SPC 2 holds 77.4m Kioxia shares or 14.19% and that SK hynix's bonds are convertible into substantially all of SPC 2's voting rights. The two readings imply very different look-through stakes, roughly 2% versus roughly 14%. The 14.19% look-through is recorded because it matches the concurrent reporting that SK hynix has become Kioxia's effective top shareholder and matches SK hynix's own separately reported 15% cap; the prospectus wording is flagged here as the disagreement.
• SK hynix has undertaken to keep its interest at or below 15% of Kioxia's voting rights until 2028 unless Kioxia agrees otherwise, which is why the 14.19% figure sits just under the ceiling rather than anywhere convenient.
• Toshiba Corporation is the other large Kioxia holder at 77,040,000 shares or 14.12% as of 3 August 2026, marginally behind the SK hynix vehicle. This is context for the Kioxia holding, not an SK hynix register entry.
• SK hynix has a single class of common stock, par value KRW 5,000, one share one vote. There is no dual class structure and no founder share block, so control runs entirely through the SK Inc. to SK square chain rather than through voting rights.
• The two Korean private equity investment trusts in the holdings list are fund vehicles rather than operating companies. They are included because SK hynix equity accounts them as joint ventures and they are its channel into domestic semiconductor suppliers, but their underlying portfolio companies are not disclosed.
• Spot-check, 16 August 2026. The Kioxia holding was re-verified against its cited sources and the figures were deliberately left unchanged. Confirmed first-hand: the 424B4 prospectus states the SPC 2 convertible bond is convertible into an approximately 15.0% equity interest in SPC 2, and the Korea Herald states SPC 2 holds 77,400,000 Kioxia shares at 14.19% and that SK hynix has no direct voting rights in Kioxia. NOT confirmed: the claim that the bonds carry substantially all of SPC 2's voting rights, which is the bridge the 14.19% look-through rests on. It appears in neither URL cited on the holding. It is attributed above to the Japan Times and Bloomberg, both of which refused automated access, and a third report (TechSpot) describes the structure differently again, saying SPC 2 holds convertible bonds exchangeable for Kioxia common shares. Independently confirmed and supporting the 14.19% reading: SK hynix agreed not to hold more than 15% of Kioxia's voting rights until 2028, a ceiling that only constrains anything if the interest is measured against Kioxia's voting rights rather than against SPC 2's equity, which is why 14.19% sits just under it. Next pass: obtain the Japan Times or Bloomberg text and cite it directly on the holding, or downgrade the look-through to unsized. Until then this is the single largest number on the site resting on an unverified bridge claim.