Year-Over-Year Trends in Institutional Holdings from 2024 to 2025

Findings

214,899 changes recorded in 2025

The quarterly_changes table logs 214,899 rows capturing share adjustments from institutional filers during 2025. NVIDIA Corporation registered a 344 million share variation year-over-year in this dataset, drawn from 259 holders' submissions. First Citizens Financial Corp documented 1,863 shares added to ABBOTT LABS positions, marking a 10% rise across 50 filings in the holdings table. Microsoft Corp tallied 65 million total shares by year-end, based on entries from 272 holders. Granite Group Advisors LLC captured a 5,839 share gain in ABBVIE INC within 94 holding counts. These entries in quarterly_changes enable tracking of adjustments exceeding 1,000 shares, as seen in ABBOTT LABS with a 200 share increment in one quarter from 122,759 reviewed rows. SEC — Form 13F Changes, 2025 Filers like First Citizens averaged 113 holdings per quarter when filing over 50 times, per filer reports. Access the Changes Tracker for raw quarterly_changes data.

NVIDIA's 15% value expansion from 2024 to 2025 appears in 214,899 quarterly_changes rows, linking to securities data. First Citizens Financial Corp reached 166 million dollars in total value that year, up 5% annually across holdings. Granite Group Advisors LLC posted a 1.06 billion dollar asset rise in 2024 tied to 94 holdings. Microsoft securities logged value shifts over 2.6 billion dollars year-over-year in 2025. The holdings table joins filer identifiers to quarterly_changes via security symbols, supporting queries on 259 NVIDIA holders. SEC — Holdings Database, 2025 Review filer patterns in the Filer Directory.

344 million shares for NVIDIA

NVIDIA Corporation hit 344 million total shares in the securities data by 2025, reflecting a 12% climb from the prior year across quarterly_changes. This figure stems from 259 holders' reports in the holdings table. Quarterly_changes rows total 214,899, with NVIDIA's 15% value growth from 2024 to 2025 standing out among top securities. Filers adjusted positions exceeding 1,000 shares in 25% of instances over eight quarters. First Citizens Financial Corp managed ABBOTT LABS at 1,863 shares, up 10% year-over-year in 50 filings. SEC — Form 13F Changes, 2025 The securities table lists NVIDIA alongside Microsoft Corp at 65 million shares from 272 holders.

Granite Group Advisors LLC increased ABBVIE INC by 5,839 shares in 94 holding counts, paralleling NVIDIA trends in quarterly_changes. Microsoft value changes surpassed 2.6 billion dollars year-over-year in 2025 holdings data. First Citizens averaged 113 holdings per quarter with over 50 filings. ABBOTT LABS saw 200 share additions in one quarter from 122,759 rows. NVIDIA's 344 million shares anchor per-filer breakdowns in the holdings table. SEC — Holdings Database, 2025 Explore securities details via the Securities List.

8 quarters of data analyzed

Holdings changes over eight quarters exceeded 1,000 shares in 25% of cases, per quarterly_changes totaling 214,899 rows. NVIDIA Corporation logged 344 million shares by 2025, up 12% from prior year in securities data from 259 holders. Microsoft Corp reached 65 million shares across 272 holders in the holdings table. First Citizens Financial Corp grew ABBOTT LABS to 1,863 shares, a 10% increase over 50 filings from 2024 to 2025. Granite Group Advisors LLC added 5,839 shares to ABBVIE INC in 94 counts. SEC — Filer Reports, 2025

Filers with over 50 submissions, including First Citizens, averaged 113 holdings quarterly. NVIDIA value rose 15% from 2024 to 2025 in 214,899 rows. Microsoft shifts topped 2.6 billion dollars year-over-year. First Citizens total value hit 166 million dollars in 2025, plus 5% annually. ABBOTT LABS gained 200 shares in a single quarter amid 122,759 rows. Granite Group Advisors saw 1.06 billion dollars added in 2024 across 94 holdings. The holdings table aggregates eight quarters' filer-security pairs. SEC — Form 13F Changes, 2025 Check trends at Trends Analysis.

Coverage and limitations

The quarterly_changes table covers 214,899 rows from SEC Form 13F-HR filings, submitted by qualified institutional investors managing over 100 million dollars in assets under management. Upstream data originates from the SEC's EDGAR system, with quarterly release cadence tied to 45-day post-quarter deadlines for initial reports. Revisions appear as amended 13F forms in subsequent vintages, flagged via amendment indicators in filer reports; plainfunddata ingests these updates to reflect latest snapshots without overwriting historical quarterly_changes entries. The 2025 vintage in holdings table captures year-end positions like NVIDIA at 344 million shares from 259 holders, distinct from real-time API feeds that incorporate post-2025 amendments. Coverage excludes non-qualified filers below AUM thresholds, small advisory firms under 100 million dollars, and foreign entities exempt from 13F mandates, limiting visibility into retail-heavy or offshore positions. SEC — Holdings Database, 2025

Snapshots in securities data preserve 2024-2025 transitions, such as Microsoft Corp's 65 million shares across 272 holders, without blending revision histories that could alter prior quarters. Data pipeline normalizes security identifiers via CUSIP and ticker symbols, joining to filer CIKs in holdings table for eight-quarter spans where 25% of changes topped 1,000 shares. Gaps arise from delayed filings or waivers granted by SEC staff under delegated authority, omitting some hedge funds during grace periods. Vintage controls ensure quarterly_changes rows like First Citizens Financial Corp's 1,863 ABBOTT LABS shares—up 10% over 50 filings—remain fixed to original submission dates. Cross-references to Holdings Overview reveal per-filer averages, such as 113 holdings for those with over 50 reports. SEC — Filer Reports, 2025

EDGAR's public dissemination includes XML parses for value columns, enabling 15% NVIDIA growth computations from 2024 baselines in 214,899 rows, though amendments may supersede initial 13F values post-ingest. Limitations stem from aggregation rules: 13F aggregates across related persons, masking intra-group transfers, and reports market values at quarter-end without intraday marks. Filers like Granite Group Advisors LLC appear with 94 holdings and 1.06 billion dollar 2024 increases, but exclude passive index trackers below reporting lines. Methodology details normalization steps, revision flagging via sequence numbers, and exclusion of confidential treatments requested under SEC Rule 13f-1(b). Coverage edges omit 13F-NT notices for extensions, ensuring holdings table prioritizes complete datasets like Microsoft’s 2.6 billion dollar shifts. Pipeline vocab includes harvest cycles matching SEC quarterly batches, with de-duplication by accession numbers. SEC — Form 13F Changes, 2025

Interlinking to Changes Tracker exposes joins between quarterly_changes and securities table, highlighting ABBVIE INC’s 5,839 share gains or ABBOTT LABS 200-share quarterly bumps from 122,759 rows. Vintage distinctions separate 2025 endpoints—First Citizens at 166 million dollars total, up 5%—from evolving amendment streams. Regulatory terms like "beneficial ownership" govern share counts over 10,000 or 5% stakes, with FOIA requests unavailable for proprietary blocks. Data freshness lags 45-90 days post-quarter due to filing windows, contrasting live market feeds. Exclusion of derivatives like options stems from 13F equity-only focus, directing users to Form 13D/G for activists. Eight-quarter analysis in holdings table thus bounds trends without forward revisions, preserving integrity for 259 NVIDIA holders.

Quarterly_changes at 214,899 rows, NVIDIA's 344 million shares from 259 holders, Microsoft’s 65 million across 272 entities, and eight-quarter patterns exceeding 1,000 shares in 25% of cases demonstrate institutional shifts in top securities, as tracked in plainfunddata's holdings table and filer reports from SEC Form 13F sources; coverage limitations underscore the value of vintage snapshots for reproducible year-over-year comparisons like First Citizens Financial Corp's 10% ABBOTT LABS growth over 50 filings.