NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionO'Connor Financial Group LLC
Latest Disclosed Ownership8,470 shares
Latest Disclosed Value $ 1,477,168
O'Connor Financial Group LLC reports 0.91% increase in ownership of NVDA / NVIDIA Corporation

On April 23, 2026 - O'Connor Financial Group LLC filed a 13F-HR form disclosing ownership of 8,470 shares of NVIDIA Corporation (MX:NVDA) valued at $1,477,168 USD as of March 31, 2026.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-23 2026-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 8,470 76 0.91 1,477 -6.22 0.6044
2026-01-26 2025-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 8,394 330 4.09 1,575 4.72 0.6282
2025-10-27 2025-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 8,064 166 2.10 1,505 19.55 0.6309
2025-07-07 2025-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 7,898 601 8.24 1,258 59.24 0.5551
2025-04-07 2025-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 7,297 406 5.89 791 -14.59 0.4111
2025-01-06 2024-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 6,891 101 1.49 925 12.26 0.4836
2024-10-08 2024-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 6,790 122 1.83 825 0.12 0.4332
2024-08-13 2024-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 6,668 5,994 889.32 824 35.14 0.4791
2024-04-11 2024-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 674 10 1.51 609 85.67 0.3629
2024-01-17 2023-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 664 9 1.37 329 15.49 0.2032
2023-10-20 2023-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 655 27 4.30 285 7.17 0.1951
2023-07-14 2023-06-30 13F NVIDIA CORPORATION COM ETF 67066G104 628 628 266 0.1832
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.