GEODE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1214717
Location

BOSTON, MA

📋 What this filing means

GEODE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 4803 equity positions with a total reported market value of $770.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

4803
Positions
$770.08B
Total AUM (reported)
10.21B
Total Shares

Allocation by class

TOTAL AUM$770.08B4803 positions
COM$623.27B80.9%
CL A$40.15B5.2%
COM NEW$20.36B2.6%
SHS$13.38B1.7%
CAP STK CL A$12.27B1.6%
COM CL A$11.78B1.5%
CAP STK CL C$10.10B1.3%

Portfolio Concentration

Top 313.7%4–109.4%11–2511.5%Rest65.4%TOP 1023.1%0%100%
Top 3$105.48B13.7%
4–10$72.68B9.4%
11–25$88.40B11.5%
Rest$503.52B65.4%

Top 3 weight

13.7%

Top 10 weight

23.1%

Voting Authority Distribution

Total shares with voting rights: 10.21B

Sole

Full voting authority

10.18B

shares

% of voting shares99.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

23.39M

shares

% of voting shares0.2%

Investment Discretion (by position count)

Sole0
Shared0
Other4803
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings4803
Rows:

APPLE INC

DFND
COM
Shares285.17M
TypeSH
Market value$46.92B
6.09%
Sole
284.53M
Shared
0.00
None
638.65K

MICROSOFT CORP

DFND
COM
Shares144.37M
TypeSH
Market value$41.53B
5.39%
Sole
144.03M
Shared
0.00
None
334.26K

AMAZON.COM INC

DFND
COM
Shares165.31M
TypeSH
Market value$17.03B
2.21%
Sole
164.89M
Shared
0.00
None
419.50K

NVIDIA CORP

DFND
COM
Shares46.06M
TypeSH
Market value$12.76B
1.66%
Sole
45.93M
Shared
0.00
None
121.03K

ALPHABET INC-CL A

DFND
CAP STK CL A
Shares118.58M
TypeSH
Market value$12.27B
1.59%
Sole
118.31M
Shared
0.00
None
269.25K

TESLA INC

DFND
COM
Shares50.05M
TypeSH
Market value$10.36B
1.35%
Sole
49.92M
Shared
0.00
None
127.58K

ALPHABET INC-CL C

DFND
CAP STK CL C
Shares97.33M
TypeSH
Market value$10.10B
1.31%
Sole
97.09M
Shared
0.00
None
244.49K

BERKSHIRE HATHAWAY INC-CL B

DFND
CL B NEW
Shares31.85M
TypeSH
Market value$9.81B
1.27%
Sole
31.79M
Shared
0.00
None
55.79K

META PLATFORMS INC-CLASS A

DFND
CL A
Shares43.94M
TypeSH
Market value$9.29B
1.21%
Sole
43.83M
Shared
0.00
None
109.34K

EXXON MOBIL CORP

DFND
COM
Shares73.87M
TypeSH
Market value$8.08B
1.05%
Sole
73.74M
Shared
0.00
None
127.52K

UNITEDHEALTH GROUP INC

DFND
COM
Shares17.10M
TypeSH
Market value$8.06B
1.05%
Sole
17.07M
Shared
0.00
None
28.93K

JOHNSON & JOHNSON

DFND
COM
Shares48.71M
TypeSH
Market value$7.53B
0.98%
Sole
48.63M
Shared
0.00
None
80.95K

VISA INC-CLASS A SHARES

DFND
COM CL A
Shares32.22M
TypeSH
Market value$7.25B
0.94%
Sole
32.17M
Shared
0.00
None
50.31K

PROCTER & GAMBLE CO/THE

DFND
COM
Shares46.75M
TypeSH
Market value$6.94B
0.90%
Sole
46.68M
Shared
0.00
None
73.03K

JPMORGAN CHASE & CO

DFND
COM
Shares52.31M
TypeSH
Market value$6.80B
0.88%
Sole
52.22M
Shared
0.00
None
90.82K

MASTERCARD INC - A

DFND
CL A
Shares16.37M
TypeSH
Market value$5.94B
0.77%
Sole
16.34M
Shared
0.00
None
26.13K

HOME DEPOT INC

DFND
COM
Shares19.14M
TypeSH
Market value$5.64B
0.73%
Sole
19.10M
Shared
0.00
None
31.55K

MERCK & CO. INC.

DFND
COM
Shares51.22M
TypeSH
Market value$5.44B
0.71%
Sole
51.14M
Shared
0.00
None
78.51K

ABBVIE INC

DFND
COM
Shares34.05M
TypeSH
Market value$5.41B
0.70%
Sole
33.99M
Shared
0.00
None
54.76K

CHEVRON CORP

DFND
COM
Shares32.63M
TypeSH
Market value$5.31B
0.69%
Sole
32.58M
Shared
0.00
None
55.09K

ELI LILLY & CO

DFND
COM
Shares14.87M
TypeSH
Market value$5.09B
0.66%
Sole
14.84M
Shared
0.00
None
24.42K

BROADCOM INC

DFND
COM
Shares7.81M
TypeSH
Market value$5.00B
0.65%
Sole
7.79M
Shared
0.00
None
20.51K

COCA-COLA CO/THE

DFND
COM
Shares76.98M
TypeSH
Market value$4.76B
0.62%
Sole
76.86M
Shared
0.00
None
120.51K

PEPSICO INC

DFND
COM
Shares26.13M
TypeSH
Market value$4.75B
0.62%
Sole
26.06M
Shared
0.00
None
67.66K

PFIZER INC

DFND
COM
Shares109.85M
TypeSH
Market value$4.47B
0.58%
Sole
109.68M
Shared
0.00
None
173.81K
Page 1 of 193