Holders over time
- NVDA
- AMD
| Quarter | NVDA | AMD |
|---|---|---|
| Q3 2020 | 35 holders, $45.3bn | 34 holders, $19.9bn |
| Q4 2020 | 42 holders, $43.8bn | 34 holders, $23.7bn |
| Q1 2021 | 36 holders, $42.9bn | 34 holders, $18.9bn |
| Q2 2021 | 37 holders, $63.0bn | 33 holders, $20.5bn |
| Q3 2021 | 40 holders, $62.6bn | 31 holders, $22.0bn |
| Q4 2021 | 48 holders, $90.4bn | 37 holders, $29.0bn |
| Q1 2022 | 37 holders, $79.5bn | 36 holders, $23.1bn |
| Q2 2022 | 38 holders, $43.6bn | 34 holders, $15.9bn |
| Q3 2022 | 38 holders, $35.1bn | 37 holders, $12.9bn |
| Q4 2022 | 38 holders, $56.7bn | 38 holders, $13.6bn |
| Q1 2023 | 51 holders, $85.0bn | 33 holders, $21.9bn |
| Q2 2023 | 61 holders, $136bn | 42 holders, $24.3bn |
| Q3 2023 | 58 holders, $136bn | 39 holders, $18.6bn |
| Q4 2023 | 55 holders, $153bn | 40 holders, $28.6bn |
| Q1 2024 | 57 holders, $254bn | 39 holders, $27.7bn |
| Q2 2024 | 57 holders, $322bn | 42 holders, $22.4bn |
| Q3 2024 | 62 holders, $304bn | 38 holders, $22.6bn |
| Q4 2024 | 60 holders, $337bn | 37 holders, $11.7bn |
| Q1 2025 | 62 holders, $266bn | 35 holders, $9.4bn |
| Q2 2025 | 61 holders, $408bn | 36 holders, $14.4bn |
| Q3 2025 | 63 holders, $487bn | 44 holders, $15.9bn |
| Q4 2025 | 64 holders, $513bn | 47 holders, $32.5bn |
| Q1 2026 | 63 holders, $480bn | 43 holders, $28.9bn |
| Q2 2026 | 62 holders, $550bn | 57 holders, $98.0bn |
Nvidia Corporation
- Holders
- 57
- Reported value
- $322bn
- Buyers
- 3
- Sellers
- 3
A share split this quarter: the changes in shares are the split, not buying or selling.
Advanced Micro Devices Inc
- Holders
- 42
- Reported value
- $22.4bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 94 comparable managers.
Who holds both, Q2 2024
Both (40)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only NVDA (17)
Altimeter Capital Management LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, GAMCO Investors Inc, PDT Partners LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Tudor Investment Corp, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
Only AMD (2)
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.