Sustainable Growth Advisers 13F: Adds $215M to NVDA Stake

Sustainable Growth Advisers added to its investment in NVIDIA Corporation (NasdaqGS: NVDA), growing its holdings during the quarter. Institutional investors detail their quarterly stock trades in Form 13F filings submitted to the Securities and Exchange Commission, which provide a look at portfolio shifts after the period closes. Because these reports look backward, they reflect holdings as of the reporting date and might not match the fund's current position.

What Changed in Sustainable Growth Advisers's NVIDIA Position

Sustainable Growth Advisers boosted its position by 940,946 shares, marking a 19.9% increase from the prior period. The fund owned 4,720,144 shares previously and wrapped up the quarter with 5,661,090 shares. The reported value of the stake reached $1,292,879,734.

Other Institutional Activity in NVIDIA

Blackrock Inc. grew its holdings by 16,367,185 shares, ending with 1,941,918,386 shares worth about $415,822,993,476. Vanguard Capital Management LLC grew its holdings by 2,307,763 shares, ending with 1,540,816,358 shares worth about $329,935,014,262. FMR, LLC grew its holdings by 32,200,765 shares, ending with 1,026,051,548 shares worth about $219,708,422,983. State Street Corporation grew its holdings by 15,902,101 shares, ending with 1,009,783,437 shares worth about $216,224,932,295. Geode Capital Management, LLC grew its holdings by 4,870,899 shares, ending with 606,216,492 shares worth about $129,809,140,392.

NVIDIA Corporation Stock Down 2.9%

NVIDIA shares recently traded around $214.93 as of October 16, 2026. The stock sits about 6.0% above its 200-day moving average of $202.84, but remains roughly 11.7% below its 52-week high of $243.37. The company commands a market capitalization above $5.2 trillion.

Recent Earnings

NVIDIA reported trailing-twelve-month revenue of $302,970,011,648 alongside trailing earnings of $7.91 per share. The company posted a net profit margin of 63.7% and a return on equity of 117.2%. Year-over-year revenue growth reached 105.9%. The company's next earnings report is scheduled for November 17, 2026.

Dividend

NVIDIA pays an annual dividend yielding 0.46%, backed by a dividend payout ratio of 3.5%.

Insider Buying and Selling at NVIDIA Corporation

Director Mark A Stevens sold 1,848,501 shares on September 2, 2026, for a total value of $410,843,671. Mark A Stevens later sold 1,022,239 shares on September 4, 2026, valued at $235,636,867. Mark A Stevens sold another 1,366,000 shares on September 18, 2026, worth $300,147,095. General Counsel Timothy S Teter sold 30,460 shares on September 21, 2026, valued at $6,786,533.

Analysts Set New Price Targets

On September 4, 2026, Rosenblatt maintained a Buy rating on the stock with a price target of $390.00. On September 4, 2026, Needham reiterated a Buy rating with a target of $300.00. On September 10, 2026, Piper Sandler initiated coverage with an Overweight rating and a $300.00 price target. On September 29, 2026, Rosenblatt maintained a Buy rating with a $390.00 target. On October 1, 2026, Cantor Fitzgerald reiterated its Overweight rating and $350.00 target. Wall Street maintains a consensus Strong Buy recommendation on the stock with a mean price target of $328.72 across 59 analyst opinions.

About NVIDIA

NVIDIA Corporation designs accelerated computing platforms, graphics processors, and networking systems used heavily in data centers and artificial intelligence workloads. The company supplies foundational hardware and software for autonomous vehicles, robotics, and cloud computing globally. Institutional moves into the stock reflect ongoing portfolio adjustments around the technology sector's leading AI infrastructure provider.

Bottom Line

Sustainable Growth Advisers expanded its commitment to NVIDIA during the period, mirroring widespread institutional interest in the chipmaker. Investors will look toward the company's upcoming earnings release on November 17, 2026, for further updates on financial performance and data center demand. Regulatory filings remain backward-looking snapshots, so ongoing portfolio changes may have occurred since the report date.