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WDC · NVDA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

WDCNVDA
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • WDC
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterWDCNVDA
Q3 202010 holders, $336m35 holders, $45.3bn
Q4 202012 holders, $799m42 holders, $43.8bn
Q1 202117 holders, $1.4bn36 holders, $42.9bn
Q2 202117 holders, $1.6bn37 holders, $63.0bn
Q3 202110 holders, $749m40 holders, $62.6bn
Q4 202117 holders, $1.3bn48 holders, $90.4bn
Q1 202214 holders, $726m37 holders, $79.5bn
Q2 202212 holders, $878m38 holders, $43.6bn
Q3 202211 holders, $833m38 holders, $35.1bn
Q4 202210 holders, $1.2bn38 holders, $56.7bn
Q1 202314 holders, $1.8bn51 holders, $85.0bn
Q2 202313 holders, $1.7bn61 holders, $136bn
Q3 202316 holders, $2.7bn58 holders, $136bn
Q4 202324 holders, $4.0bn55 holders, $153bn
Q1 202428 holders, $4.4bn57 holders, $254bn
Q2 202431 holders, $6.0bn57 holders, $322bn
Q3 202421 holders, $3.9bn62 holders, $304bn
Q4 202422 holders, $3.5bn60 holders, $337bn
Q1 202517 holders, $2.3bn62 holders, $266bn
Q2 202521 holders, $4.5bn61 holders, $408bn
Q3 202531 holders, $7.7bn63 holders, $487bn
Q4 202524 holders, $11.6bn64 holders, $513bn
Q1 202630 holders, $20.7bn63 holders, $480bn
Q2 202638 holders, $47.7bn62 holders, $550bn
WDC

Western Digital Corp

Holders
28
Reported value
$4.4bn
Buyers
13
Sellers
15

Breadth -2 among 93 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
NVDA

Nvidia Corporation

Holders
57
Reported value
$254bn
Buyers
17
Sellers
39

Breadth -22 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2024

Among the 59 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WDC (2)

Davidson Kempner Capital Management LP, Discovery Capital Management LLC

Only NVDA (31)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Steadfast Capital Management LP, and 6 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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