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ONTO · 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.

ONTONVDA
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.
  • ONTO
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterONTONVDA
Q3 2020none listed holders, n.a.35 holders, $45.3bn
Q4 20202 holders, $42m42 holders, $43.8bn
Q1 20211 holders, $37m36 holders, $42.9bn
Q2 20211 holders, $77k37 holders, $63.0bn
Q3 20212 holders, $27m40 holders, $62.6bn
Q4 20212 holders, $109m48 holders, $90.4bn
Q1 20222 holders, $110m37 holders, $79.5bn
Q2 20222 holders, $85m38 holders, $43.6bn
Q3 20222 holders, $77m38 holders, $35.1bn
Q4 20222 holders, $90m38 holders, $56.7bn
Q1 20233 holders, $105m51 holders, $85.0bn
Q2 20234 holders, $155m61 holders, $136bn
Q3 20235 holders, $209m58 holders, $136bn
Q4 20237 holders, $468m55 holders, $153bn
Q1 20249 holders, $541m57 holders, $254bn
Q2 202417 holders, $1.5bn57 holders, $322bn
Q3 202412 holders, $667m62 holders, $304bn
Q4 202412 holders, $598m60 holders, $337bn
Q1 20256 holders, $221m62 holders, $266bn
Q2 202511 holders, $371m61 holders, $408bn
Q3 202511 holders, $509m63 holders, $487bn
Q4 202511 holders, $627m64 holders, $513bn
Q1 202614 holders, $959m63 holders, $480bn
Q2 202621 holders, $2.5bn62 holders, $550bn
ONTO

Onto Innovation Inc

Holders
14
Reported value
$959m
Buyers
24
Sellers
11

Breadth +13 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP
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 ONTO (3)

First Eagle Investment Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC

Only NVDA (52)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, 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, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 27 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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