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NVDA · AMD 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.

NVDAAMD
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.
  • NVDA
  • AMD
020406080202120222023202420252026
Holders and value by quarter
QuarterNVDAAMD
Q3 202035 holders, $45.3bn34 holders, $19.9bn
Q4 202042 holders, $43.8bn34 holders, $23.7bn
Q1 202136 holders, $42.9bn34 holders, $18.9bn
Q2 202137 holders, $63.0bn33 holders, $20.5bn
Q3 202140 holders, $62.6bn31 holders, $22.0bn
Q4 202148 holders, $90.4bn37 holders, $29.0bn
Q1 202237 holders, $79.5bn36 holders, $23.1bn
Q2 202238 holders, $43.6bn34 holders, $15.9bn
Q3 202238 holders, $35.1bn37 holders, $12.9bn
Q4 202238 holders, $56.7bn38 holders, $13.6bn
Q1 202351 holders, $85.0bn33 holders, $21.9bn
Q2 202361 holders, $136bn42 holders, $24.3bn
Q3 202358 holders, $136bn39 holders, $18.6bn
Q4 202355 holders, $153bn40 holders, $28.6bn
Q1 202457 holders, $254bn39 holders, $27.7bn
Q2 202457 holders, $322bn42 holders, $22.4bn
Q3 202462 holders, $304bn38 holders, $22.6bn
Q4 202460 holders, $337bn37 holders, $11.7bn
Q1 202562 holders, $266bn35 holders, $9.4bn
Q2 202561 holders, $408bn36 holders, $14.4bn
Q3 202563 holders, $487bn44 holders, $15.9bn
Q4 202564 holders, $513bn47 holders, $32.5bn
Q1 202663 holders, $480bn43 holders, $28.9bn
Q2 202662 holders, $550bn57 holders, $98.0bn
NVDA

Nvidia Corporation

Holders
63
Reported value
$480bn
Buyers
29
Sellers
36

Breadth -7 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AMD

Advanced Micro Devices Inc

Holders
43
Reported value
$28.9bn
Buyers
24
Sellers
30

Breadth -6 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.

Both (40)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd, Woodline Partners LP

Only NVDA (23)

Altimeter Capital Management LP, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Dragoneer Investment Group LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Moore Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC

Only AMD (3)

Freestone Grove Partners LP, Glenview Capital Management LLC, Voloridge Investment Management LLC

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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