NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionRetirement Planning Group
Latest Disclosed Ownership62,044 shares
Latest Disclosed Value $ 10,820,443
Retirement Planning Group reports 6.81% decrease in ownership of NVDA / NVIDIA Corporation

On May 4, 2026 - Retirement Planning Group filed a 13F-HR form disclosing ownership of 62,044 shares of NVIDIA Corporation (MX:NVDA) valued at $10,820,443 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F NVIDIA COM 67066G104 62,044 -4,535 -6.81 10,820 -12.85 0.3353
2026-02-03 2025-12-31 13F NVIDIA COM 67066G104 66,579 12,769 23.73 12,417 23.68 0.4079
2025-10-27 2025-09-30 13F NVIDIA COM 67066G104 53,810 3,001 5.91 10,040 25.07 0.3486
2025-07-30 2025-06-30 13F NVIDIA COM 67066G104 50,809 5,645 12.50 8,027 64.02 0.3415
2025-04-10 2025-03-31 13F NVIDIA COM 67066G104 45,164 30,750 213.33 4,895 152.92 0.2295
2025-02-18 2024-12-31 13F NVIDIA COM 67066G104 14,414 2,142 17.45 1,936 29.87 0.0974
2024-10-10 2024-09-30 13F NVIDIA COM 67066G104 12,272 1,141 10.25 1,490 8.36 0.0812
2024-07-12 2024-06-30 13F NVIDIA COM 67066G104 11,131 10,501 1,666.83 1,375 142.08 0.0874
2024-04-12 2024-03-31 13F NVIDIA COM 67066G104 630 36 6.06 569 93.20 0.0436
2024-01-16 2023-12-31 13F NVIDIA COM 67066G104 594 56 10.41 294 25.64 0.0264
2023-10-25 2023-09-30 13F NVIDIA COM 67066G104 538 538 234 0.0249
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.