GEODE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1214717
Location

BOSTON, MA

📋 What this filing means

GEODE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 4470 equity positions with a total reported market value of $1.29T. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

4470
Positions
$1.29T
Total AUM (reported)
13.10B
Total Shares

Allocation by class

TOTAL AUM$1.29T4470 positions
COM$1.02T79.1%
CL A$80.45B6.2%
COM NEW$35.49B2.8%
CAP STK CL A$24.91B1.9%
COM CL A$24.02B1.9%
SHS$20.07B1.6%
CAP STK CL C$19.89B1.5%

Portfolio Concentration

Top 317.8%4–1014.2%11–2511.0%Rest57.0%TOP 1032.1%0%100%
Top 3$230.16B17.8%
4–10$183.76B14.2%
11–25$141.32B11.0%
Rest$735.33B57.0%

Top 3 weight

17.8%

Top 10 weight

32.1%

Voting Authority Distribution

Total shares with voting rights: 13.10B

Sole

Full voting authority

13.08B

shares

% of voting shares99.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

22.89M

shares

% of voting shares0.2%

Investment Discretion (by position count)

Sole0
Shared0
Other4470
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings4470
Rows:

APPLE INC

DFND
COM
Shares340.16M
TypeSH
Market value$85.00B
6.59%
Sole
339.70M
Shared
0.00
None
468.32K

NVIDIA CORP

DFND
COM
Shares555.55M
TypeSH
Market value$74.44B
5.77%
Sole
554.79M
Shared
0.00
None
759.71K

MICROSOFT CORP

DFND
COM
Shares168.13M
TypeSH
Market value$70.72B
5.48%
Sole
167.90M
Shared
0.00
None
230.36K

AMAZON.COM INC

DFND
COM
Shares204.93M
TypeSH
Market value$44.84B
3.47%
Sole
204.63M
Shared
0.00
None
297.94K

META PLATFORMS INC-CLASS A

DFND
CL A
Shares49.18M
TypeSH
Market value$28.72B
2.23%
Sole
49.11M
Shared
0.00
None
67.54K

ALPHABET INC-CL A

DFND
CAP STK CL A
Shares131.94M
TypeSH
Market value$24.91B
1.93%
Sole
131.76M
Shared
0.00
None
181.01K

TESLA INC

DFND
COM
Shares61.01M
TypeSH
Market value$24.57B
1.90%
Sole
60.92M
Shared
0.00
None
92.30K

BROADCOM INC

DFND
COM
Shares102.21M
TypeSH
Market value$23.65B
1.83%
Sole
102.04M
Shared
0.00
None
165.85K

ALPHABET INC-CL C

DFND
CAP STK CL C
Shares104.78M
TypeSH
Market value$19.89B
1.54%
Sole
104.62M
Shared
0.00
None
152.83K

BERKSHIRE HATHAWAY INC-CL B

DFND
CL B NEW
Shares37.96M
TypeSH
Market value$17.18B
1.33%
Sole
37.92M
Shared
0.00
None
44.11K

JPMORGAN CHASE & CO

DFND
COM
Shares59.22M
TypeSH
Market value$14.16B
1.10%
Sole
59.15M
Shared
0.00
None
67.75K

ELI LILLY & CO

DFND
COM
Shares17.38M
TypeSH
Market value$13.39B
1.04%
Sole
17.36M
Shared
0.00
None
18.96K

VISA INC-CLASS A SHARES

DFND
COM CL A
Shares40.35M
TypeSH
Market value$12.73B
0.99%
Sole
40.30M
Shared
0.00
None
41.59K

UNITEDHEALTH GROUP INC

DFND
COM
Shares19.96M
TypeSH
Market value$10.07B
0.78%
Sole
19.93M
Shared
0.00
None
22.14K

EXXON MOBIL CORP

DFND
COM
Shares93.30M
TypeSH
Market value$10.02B
0.78%
Sole
93.19M
Shared
0.00
None
105.80K

MASTERCARD INC - A

DFND
CL A
Shares18.66M
TypeSH
Market value$9.80B
0.76%
Sole
18.64M
Shared
0.00
None
19.73K

PROCTER & GAMBLE CO/THE

DFND
COM
Shares56.47M
TypeSH
Market value$9.46B
0.73%
Sole
56.42M
Shared
0.00
None
56.69K

COSTCO WHOLESALE CORP

DFND
COM
Shares9.74M
TypeSH
Market value$8.90B
0.69%
Sole
9.72M
Shared
0.00
None
18.21K

HOME DEPOT INC

DFND
COM
Shares21.96M
TypeSH
Market value$8.53B
0.66%
Sole
21.93M
Shared
0.00
None
23.90K

JOHNSON & JOHNSON

DFND
COM
Shares57.67M
TypeSH
Market value$8.32B
0.64%
Sole
57.61M
Shared
0.00
None
57.93K

NETFLIX INC

DFND
COM
Shares9.32M
TypeSH
Market value$8.29B
0.64%
Sole
9.31M
Shared
0.00
None
17.57K

WALMART INC

DFND
COM
Shares90.64M
TypeSH
Market value$8.17B
0.63%
Sole
90.53M
Shared
0.00
None
104.48K

SALESFORCE INC

DFND
COM
Shares19.96M
TypeSH
Market value$6.66B
0.52%
Sole
19.93M
Shared
0.00
None
23K

ABBVIE INC

DFND
COM
Shares37.14M
TypeSH
Market value$6.59B
0.51%
Sole
37.10M
Shared
0.00
None
42.52K

BANK OF AMERICA CORP

DFND
COM
Shares142.29M
TypeSH
Market value$6.24B
0.48%
Sole
142.13M
Shared
0.00
None
160.66K
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