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ADI · 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.

ADINVDA
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.
  • ADI
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterADINVDA
Q3 202030 holders, $7.0bn35 holders, $45.3bn
Q4 202031 holders, $9.1bn42 holders, $43.8bn
Q1 202128 holders, $9.8bn36 holders, $42.9bn
Q2 202134 holders, $11.9bn37 holders, $63.0bn
Q3 202137 holders, $14.1bn40 holders, $62.6bn
Q4 202130 holders, $12.5bn48 holders, $90.4bn
Q1 202230 holders, $11.6bn37 holders, $79.5bn
Q2 202228 holders, $10.2bn38 holders, $43.6bn
Q3 202228 holders, $9.7bn38 holders, $35.1bn
Q4 202230 holders, $10.8bn38 holders, $56.7bn
Q1 202327 holders, $13.0bn51 holders, $85.0bn
Q2 202324 holders, $13.6bn61 holders, $136bn
Q3 202323 holders, $11.9bn58 holders, $136bn
Q4 202325 holders, $12.8bn55 holders, $153bn
Q1 202423 holders, $11.8bn57 holders, $254bn
Q2 202418 holders, $13.3bn57 holders, $322bn
Q3 202421 holders, $13.2bn62 holders, $304bn
Q4 202426 holders, $11.7bn60 holders, $337bn
Q1 202530 holders, $11.1bn62 holders, $266bn
Q2 202529 holders, $12.0bn61 holders, $408bn
Q3 202532 holders, $11.4bn63 holders, $487bn
Q4 202531 holders, $14.7bn64 holders, $513bn
Q1 202634 holders, $17.3bn63 holders, $480bn
Q2 202631 holders, $20.3bn62 holders, $550bn
ADI

Analog Devices Inc

Holders
34
Reported value
$17.3bn
Buyers
26
Sellers
17

Breadth +9 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
NVDA

Nvidia Corporation

Holders
63
Reported value
$480bn
Buyers
29
Sellers
36

Breadth -7 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2026

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ADI (3)

First Eagle Investment Management LLC, Markel Group Inc, Voloridge Investment Management LLC

Only NVDA (32)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dragoneer Investment Group LLC, Egerton Capital UK LLP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Maverick Capital Ltd, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Third Point LLC, and 7 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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