Published: 2026-09-23 · Data: 2026-Q2 13F Filings
A record 5,953 institutional filers reported holding NVIDIA Corporation (NVDA) in Q2 2026, up 2.8% from the 5,793 that held it in Q1. The holder count has now climbed for four straight quarters, and is up 15.6% from the 5,150 filers who owned the stock in Q2 2025.
Holder count: five quarters of steady growth
The number of 13F filers reporting an NVDA position has risen every quarter for a year, though the pace of growth has been uneven. The biggest single jump came in Q4 2025, when the holder base grew 8.9% in one quarter. Growth slowed sharply in Q1 2026 before reaccelerating in Q2.
| Quarter | Holders | QoQ change |
|---|---|---|
| 2025 Q2 | 5,150 | — |
| 2025 Q3 | 5,262 | +2.2% |
| 2025 Q4 | 5,730 | +8.9% |
| 2026 Q1 | 5,793 | +1.1% |
| 2026 Q2 | 5,953 | +2.8% |
Across all 8,732 firms that filed a 13F for Q2 2026, NVDA now sits among the more widely owned names by sheer filer count — a reminder that "who owns it" and "who owns a lot of it" are different questions, which is why the tables below separate raw new-money flow from conviction.
New positions vs. closed positions
Among the 8,521 managers that filed both a Q1 and a Q2 2026 13F, 216 opened a brand-new NVDA position last quarter while 119 closed out entirely — a net of 97 more openers than closers. That new/closed comparison only covers managers present in both quarters, so it will not reconcile exactly with the 160-filer increase in the total holder count above; the difference includes first-time 13F filers and other filers entering or leaving the dataset.
Largest new positions, by % of the buyer's own portfolio
Some of the new entrants made NVDA a meaningful slice of their book on day one. Agave Capital Management Ltd put nearly a quarter of its reported portfolio into the stock.
| Manager | NVDA as % of their portfolio |
|---|---|
| Agave Capital Management Ltd | 24.3% |
| Torno Capital, LLC | 14.0% |
| Wahed Invest LLC | 11.4% |
| Pelham Capital Ltd. | 9.7% |
| Employees Provident Fund Board | 7.9% |
| Arrow Capital Pty Ltd | 7.2% |
Full exits, by prior conviction
On the other side, a handful of managers walked away from positions that had been sizable parts of their portfolios. M & L Capital Management Ltd had over half its Q1 book in NVDA before exiting completely — the largest conviction unwind in this dataset.
| Manager | NVDA as % of their Q1 portfolio |
|---|---|
| M & L Capital Management Ltd | 50.2% |
| Dragoneer Investment Group, LLC | 21.7% |
| Fourier Capital Management Ltd | 16.6% |
| Weiss Asset Management LP | 16.5% |
| JAT Capital Mgmt LP | 15.9% |
| New Paradigm Capital Management, LLC | 15.6% |
Worth noting: Dragoneer Investment Group shows up as a full NVDA exit here — the kind of divergence fund overlap tools can help contextualize against what similar managers did the same quarter.
Highest-conviction holders
These are the managers with the largest share of their own portfolio in NVDA as of Q2 2026. Some are large, diversified institutions; several others are small, concentrated vehicles where a single position can dominate a short 13F. Concentration here is a fact about the filer's book, not a signal about NVDA's quality or an endorsement to buy.
| Manager | NVDA as % of their portfolio |
|---|---|
| Discovery Value Fund | 100.0% |
| Donor Advised Charitable Giving, Inc. | 98.7% |
| Ivory Union Consulting Ltd | 67.9% |
| Ghe, LLC | 54.9% |
| Golden Unicorn (BVI) Ltd | 53.5% |
| Palidye Holdings (Caymans) Ltd | 53.0% |
| Mindset Wealth Management, LLC | 45.6% |
| Ketron Financial | 43.3% |
A fund reporting 100% of its portfolio in a single stock, like Discovery Value Fund, is almost certainly a small, single-stock vehicle rather than a diversified institution making a broad bet — 13F filings don't disclose fund size or strategy, so treat concentration figures like these as a data point about the filer's book, not a signal to follow.
What to watch next season
Q3 2026 13F filings are due by 2026-11-16. That filing round will show whether the acceleration in new NVDA holders that showed up in Q2 continued, and whether any of the largest new positions listed above got built out further or trimmed. Filers only have to disclose long U.S. equity positions up to 45 days after quarter-end, so by the time any of this data is public, positioning may already have shifted again — one reason to watch fund rankings and crowding scores alongside raw ownership counts rather than in isolation.
The mix of new buyers in Q2 — spanning a hedge fund, a robo-advisor platform, and a pension board — doesn't point to one obvious trade. Readers can check the sector heatmap to see whether semiconductor ownership broadly moved with NVDA's or whether this was more stock-specific.
How to Use This Data
- See the full holder list: every 13F filer in NVDA, with position changes by quarter. All institutional holders of NVDA →
- Check who is worth following: a buyer only matters if its record is good. Funds ranked by alpha, Sharpe and drawdown →
- Catch the next move early: Q3 2026 13F filings are due on 2026-11-16. See the first funds to file each season →
Frequently Asked Questions
How many institutions own NVDA stock?
5,953 institutional 13F filers reported holding NVDA as of Q2 2026, up from 5,793 in Q1 2026.
Is institutional ownership of NVDA growing?
Yes. The holder count has increased every quarter over the last five quarters tracked, from 5,150 in Q2 2025 to 5,953 in Q2 2026, a 15.6% increase over that span.
How many new NVDA positions were opened in Q2 2026?
Among managers that filed 13Fs in both Q1 and Q2 2026, 216 opened new NVDA positions and 119 closed existing ones.
Which fund made NVDA the largest part of its portfolio in Q2 2026?
Discovery Value Fund reported NVDA as 100.0% of its portfolio, the highest conviction figure in this dataset, though such a concentrated filer is likely a small, single-stock vehicle rather than a diversified institution.
When will Q3 2026 NVDA ownership data be available?
The Q3 2026 13F filing deadline is 2026-11-16; ownership changes for that quarter will become visible after filers submit by that date.
Methodology: Counts include every 13F filer (hedge funds, asset managers, banks, advisers). New/closed positions compare only managers that filed both Q1 and Q2 2026. Options (puts/calls) excluded. Conviction is measured as a position's share of the manager's own reported portfolio. Stocks whose CUSIP changed this quarter are excluded from buy/sell rankings. 13F filings cover U.S. long equity positions only, are filed up to 45 days after quarter-end, and exclude shorts, cash and bonds. Source data: SEC EDGAR 13F filings, processed by 13Foresight.
Explore full institutional ownership data for NVDA →Source: 13Foresight analysis of SEC Form 13F filings. 13F data reflects long US equity positions held at quarter-end and is filed up to 45 days after quarter close. This article is for information only and is not investment advice.