879 tracked 13F filers disclose a position in NBIS as of the latest SEC 13F filings, a combined $17.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.0B | 9.9M | ▲+5.4% Added · +506K sh | Q1 2026 | |
| 2 | FRED ALGER MANAGEMENT, LLC | $996.0M | 9.6M | ▲+21% Added · +1.7M sh | Q1 2026 | |
| 3 | Orbis Allan Gray Ltd | $1.8B | 6.5M | ▼−22% Reduced · −1.8M sh | Q2 2026 | |
| 4 | Value Aligned Research Advisors, LLC | $603.2M | 5.8M | ▲+76% Added · +2.5M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $1.1B | 4.1M | ▲+16% Added · +568K sh | Q2 2026 | |
| 6 | Altshuler Shaham Ltd | Withheld | 3.7M | ▼−29% Reduced · −1.5M sh | Q2 2026 | |
| 7 | MORGAN STANLEY | $380.3M | 3.7M | ▼−1.1% Reduced · −40K sh | Q1 2026 | |
| 8 | Accel Leaders 4 Associates L.P. | $1.0B | 3.7M | ▼−20% Reduced · −916K sh | Q2 2026 | |
| 9 | Clear Street Group Inc. | $999.4M | 3.6M | ▲+18% Added · +560K sh | Q2 2026 | |
| 10 | JANUS HENDERSON GROUP PLC | $334.3M | 3.2M | ▲+15% Added · +417K sh | Q1 2026 | |
| 11 | UBS Group AG | $323.7M | 3.1M | ▼−32% Reduced · −1.5M sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $320.0M | 3.1M | ▲+16% Added · +419K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $290.0M | 2.8M | ▲32× Added · +2.7M sh | Q1 2026 | |
| 14 | Accel Leaders 3 Associates L.P. | $621.9M | 2.3M | —Held | Q2 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $578.7M | 2.1M | ▲+1.1% Added · +24K sh | Q2 2026 | |
| 16 | Rovida Investment Management Ltd | $550.9M | 2.0M | ▲+5.4% Added · +103K sh | Q2 2026 | |
| 17 | JENNISON ASSOCIATES LLC | $176.4M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $161.0M | 1.6M | ▲+6.2% Added · +90K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $155.5M | 1.5M | ▲+50% Added · +497K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $134.6M | 1.5M | ▲+12% Added · +160K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $150.7M | 1.5M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 22 | Amundi | $139.4M | 1.3M | ▲+11% Added · +128K sh | Q1 2026 | |
| 23 | NVIDIA CORP | $123.5M | 1.2M | —Held | Q1 2026 | |
| 24 | Legal & General Group Plc | $123.2M | 1.2M | ▲+8.7% Added · +95K sh | Q1 2026 | |
| 25 | Anatole Investment Management Ltd | $302.1M | 1.1M | ▲New +1.1M sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in NBIS and 26 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 527 funds | $403.1B |
| AMAZON.COM INCAMZN | 519 funds | $205.6B |
| ALPHABET INC-CL AGOOGL | 515 funds | $169.0B |
| MICROSOFT CORPMSFT | 508 funds | $267.1B |
| APPLE INCAAPL | 506 funds | $309.3B |
| BROADCOM INCAVGO | 505 funds | $161.1B |
| META PLATFORMS INC-CLASS AMETA | 505 funds | $113.9B |
| MICRON TECHNOLOGY INCMU | 490 funds | $48.7B |
| ALPHABET INC-CL CGOOG | 489 funds | $128.2B |
| ADVANCED MICRO DEVICESAMD | 483 funds | $43.0B |
| TESLA INCTSLA | 475 funds | $74.6B |
| ELI LILLY & COLLY | 474 funds | $81.8B |
Ranked by how many of NBIS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Alonso Sanchez Maria del Dado | CFO | Sell (S) | 470 | $92K |
| Aug 14, 2026 | Ryan Charles E | Director | Sell (S) | 3K | $719K |
| Aug 14, 2026 | Ryan Charles E | Director | Sell (S) | 5K | $1.3M |
| Aug 14, 2026 | Ryan Charles E | Director | Sell (S) | 10K | $2.6M |
| Aug 14, 2026 | Ryan Charles E | Director | Sell (S) | 10K | $2.7M |
| Aug 14, 2026 | Ryan Charles E | Director | Sell (S) | 9K | $2.5M |
| Aug 14, 2026 | Ryan Charles E | Director | Sell (S) | 13K | $3.5M |
| Aug 14, 2026 | Boynton John Wilson IV | Director | Sell (S) | 196 | $54K |
| Aug 14, 2026 | Boynton John Wilson IV | Director | Sell (S) | 400 | $111K |
| Aug 14, 2026 | Boynton John Wilson IV | Director | Sell (S) | 300 | $83K |
| Aug 14, 2026 | Boynton John Wilson IV | Director | Sell (S) | 500 | $137K |
| Aug 14, 2026 | Boynton John Wilson IV | Director | Sell (S) | 1K | $273K |
Connected entities for NBIS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NBIS/capital-change-brief"
Use Arkolith's capital_change_brief for NBIS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NBIS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.