GEODE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1214717
Location

BOSTON, MA

📋 What this filing means

GEODE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 4534 equity positions with a total reported market value of $1.23T. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

4534
Positions
$1.23T
Total AUM (reported)
12.83B
Total Shares

Allocation by class

TOTAL AUM$1.23T4534 positions
COM$987.93B80.0%
CL A$74.56B6.0%
COM NEW$31.83B2.6%
CAP STK CL A$22.15B1.8%
SHS$20.29B1.6%
COM CL A$19.92B1.6%
CAP STK CL C$17.25B1.4%

Portfolio Concentration

Top 317.4%4–1012.4%11–2511.3%Rest59.0%TOP 1029.8%0%100%
Top 3$214.43B17.4%
4–10$153.38B12.4%
11–25$138.95B11.3%
Rest$728.19B59.0%

Top 3 weight

17.4%

Top 10 weight

29.8%

Voting Authority Distribution

Total shares with voting rights: 12.83B

Sole

Full voting authority

12.81B

shares

% of voting shares99.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

24.16M

shares

% of voting shares0.2%

Investment Discretion (by position count)

Sole0
Shared0
Other4534
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings4534
Rows:

APPLE INC

DFND
COM
Shares333.86M
TypeSH
Market value$77.54B
6.28%
Sole
333.36M
Shared
0.00
None
493.66K

MICROSOFT CORP

DFND
COM
Shares165.02M
TypeSH
Market value$70.79B
5.73%
Sole
164.78M
Shared
0.00
None
241.34K

NVIDIA CORP

DFND
COM
Shares546.08M
TypeSH
Market value$66.10B
5.35%
Sole
545.28M
Shared
0.00
None
798.25K

AMAZON.COM INC

DFND
COM
Shares199.92M
TypeSH
Market value$37.12B
3.01%
Sole
199.60M
Shared
0.00
None
311.22K

META PLATFORMS INC-CLASS A

DFND
CL A
Shares48.16M
TypeSH
Market value$27.47B
2.22%
Sole
48.08M
Shared
0.00
None
79.81K

ALPHABET INC-CL A

DFND
CAP STK CL A
Shares134.03M
TypeSH
Market value$22.15B
1.79%
Sole
133.84M
Shared
0.00
None
190.23K

ALPHABET INC-CL C

DFND
CAP STK CL C
Shares103.56M
TypeSH
Market value$17.25B
1.40%
Sole
103.40M
Shared
0.00
None
161.32K

BROADCOM INC

DFND
COM
Shares99.19M
TypeSH
Market value$17.06B
1.38%
Sole
98.99M
Shared
0.00
None
201.40K

BERKSHIRE HATHAWAY INC-CL B

DFND
CL B NEW
Shares36.73M
TypeSH
Market value$16.86B
1.37%
Sole
36.69M
Shared
0.00
None
46.89K

TESLA INC

DFND
COM
Shares59.36M
TypeSH
Market value$15.47B
1.25%
Sole
59.25M
Shared
0.00
None
104.25K

ELI LILLY & CO

DFND
COM
Shares17.09M
TypeSH
Market value$15.09B
1.22%
Sole
17.07M
Shared
0.00
None
20.19K

JPMORGAN CHASE & CO

DFND
COM
Shares58.34M
TypeSH
Market value$12.26B
0.99%
Sole
58.27M
Shared
0.00
None
72.83K

UNITEDHEALTH GROUP INC

DFND
COM
Shares19.64M
TypeSH
Market value$11.44B
0.93%
Sole
19.61M
Shared
0.00
None
23.64K

EXXON MOBIL CORP

DFND
COM
Shares92.19M
TypeSH
Market value$10.78B
0.87%
Sole
92.08M
Shared
0.00
None
113.72K

VISA INC-CLASS A SHARES

DFND
COM CL A
Shares38.66M
TypeSH
Market value$10.60B
0.86%
Sole
38.61M
Shared
0.00
None
42.76K

PROCTER & GAMBLE CO/THE

DFND
COM
Shares55.20M
TypeSH
Market value$9.54B
0.77%
Sole
55.14M
Shared
0.00
None
60.26K

JOHNSON & JOHNSON

DFND
COM
Shares56.11M
TypeSH
Market value$9.06B
0.73%
Sole
56.05M
Shared
0.00
None
61.62K

MASTERCARD INC - A

DFND
CL A
Shares18.38M
TypeSH
Market value$9.04B
0.73%
Sole
18.35M
Shared
0.00
None
21.12K

HOME DEPOT INC

DFND
COM
Shares21.70M
TypeSH
Market value$8.77B
0.71%
Sole
21.68M
Shared
0.00
None
25.38K

COSTCO WHOLESALE CORP

DFND
COM
Shares9.49M
TypeSH
Market value$8.38B
0.68%
Sole
9.47M
Shared
0.00
None
19.22K

ABBVIE INC

DFND
COM
Shares36.16M
TypeSH
Market value$7.12B
0.58%
Sole
36.12M
Shared
0.00
None
45.21K

WALMART INC

DFND
COM
Shares87.62M
TypeSH
Market value$7.05B
0.57%
Sole
87.51M
Shared
0.00
None
111.18K

MERCK & CO. INC.

DFND
COM
Shares59.16M
TypeSH
Market value$6.70B
0.54%
Sole
59.09M
Shared
0.00
None
64.88K

COCA-COLA CO/THE

DFND
COM
Shares92.96M
TypeSH
Market value$6.66B
0.54%
Sole
92.86M
Shared
0.00
None
99.29K

NETFLIX INC

DFND
COM
Shares9.15M
TypeSH
Market value$6.46B
0.52%
Sole
9.13M
Shared
0.00
None
18.60K
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