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Morningstar Investment Management LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on NVDA, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 227,923 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,923 shares
    Change vs previous 13F 0 shares

    2.45% of the 13F portfolio, value $39,749,771.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 227,923 shares
    Change vs previous 13F +7,032 shares

    2.46% of the 13F portfolio, value $39,749,771.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 220,891 shares
    Change vs previous 13F -351,399 shares

    2.43% of the 13F portfolio, value $41,196,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 572,290 shares
    Change vs previous 13F +233,989 shares

    3.93% of the 13F portfolio, value $106,778,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 338,301 shares
    Change vs previous 13F +72,912 shares

    4.69% of the 13F portfolio, value $53,448,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 265,389 shares
    Change vs previous 13F +103,219 shares

    1.67% of the 13F portfolio, value $28,763,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 2,888 shares
    • Morningstar Investment Management LLC: 262,501 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 162,170 shares
    Change vs previous 13F -87,485 shares

    0.92% of the 13F portfolio, value $21,778,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 3,266 shares
    • Morningstar Investment Management LLC: 158,904 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 249,655 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $32,624,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 110,679 shares
    • Morningstar Investment Management LLC: 138,976 shares

    Acceptance time not in the bulk data set (spec §4.2).