GEODE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1214717
Location

BOSTON, MA

📋 What this filing means

GEODE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 4475 equity positions with a total reported market value of $1.27T. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

4475
Positions
$1.27T
Total AUM (reported)
13.55B
Total Shares

Allocation by class

TOTAL AUM$1.27T4475 positions
COM$1.00T78.7%
CL A$82.50B6.5%
COM NEW$37.16B2.9%
COM CL A$24.10B1.9%
CAP STK CL A$21.18B1.7%
CL B NEW$20.94B1.6%
SHS$20.45B1.6%

Portfolio Concentration

Top 316.1%4–1012.8%11–2512.1%Rest59.0%TOP 1028.9%0%100%
Top 3$204.88B16.1%
4–10$162.60B12.8%
11–25$153.42B12.1%
Rest$751.10B59.0%

Top 3 weight

16.1%

Top 10 weight

28.9%

Voting Authority Distribution

Total shares with voting rights: 13.55B

Sole

Full voting authority

13.52B

shares

% of voting shares99.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

22.68M

shares

% of voting shares0.2%

Investment Discretion (by position count)

Sole0
Shared0
Other4475
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings4475
Rows:

APPLE INC

DFND
COM
Shares349.81M
TypeSH
Market value$77.49B
6.09%
Sole
349.36M
Shared
0.00
None
448.12K

MICROSOFT CORP

DFND
COM
Shares175.47M
TypeSH
Market value$65.70B
5.17%
Sole
175.25M
Shared
0.00
None
221.76K

NVIDIA CORP

DFND
COM
Shares570.69M
TypeSH
Market value$61.68B
4.85%
Sole
569.96M
Shared
0.00
None
729.96K

AMAZON.COM INC

DFND
COM
Shares213M
TypeSH
Market value$40.39B
3.18%
Sole
212.71M
Shared
0.00
None
289.02K

META PLATFORMS INC-CLASS A

DFND
CL A
Shares50.89M
TypeSH
Market value$29.24B
2.30%
Sole
50.83M
Shared
0.00
None
65.33K

ALPHABET INC-CL A

DFND
CAP STK CL A
Shares137.39M
TypeSH
Market value$21.18B
1.67%
Sole
137.22M
Shared
0.00
None
174.01K

BERKSHIRE HATHAWAY INC-CL B

DFND
CL B NEW
Shares39.37M
TypeSH
Market value$20.92B
1.64%
Sole
39.32M
Shared
0.00
None
42.64K

BROADCOM INC

DFND
COM
Shares106.38M
TypeSH
Market value$17.77B
1.40%
Sole
106.22M
Shared
0.00
None
159.96K

ALPHABET INC-CL C

DFND
CAP STK CL C
Shares107.32M
TypeSH
Market value$16.71B
1.31%
Sole
107.17M
Shared
0.00
None
146.07K

TESLA INC

DFND
COM
Shares63.50M
TypeSH
Market value$16.40B
1.29%
Sole
63.41M
Shared
0.00
None
88.97K

ELI LILLY & CO

DFND
COM
Shares18.53M
TypeSH
Market value$15.25B
1.20%
Sole
18.51M
Shared
0.00
None
18.33K

JPMORGAN CHASE & CO

DFND
COM
Shares60.83M
TypeSH
Market value$14.87B
1.17%
Sole
60.76M
Shared
0.00
None
65.04K

VISA INC-CLASS A SHARES

DFND
COM CL A
Shares42.03M
TypeSH
Market value$14.69B
1.16%
Sole
41.99M
Shared
0.00
None
40.09K

EXXON MOBIL CORP

DFND
COM
Shares95.96M
TypeSH
Market value$11.39B
0.90%
Sole
95.86M
Shared
0.00
None
101.25K

UNITEDHEALTH GROUP INC

DFND
COM
Shares20.64M
TypeSH
Market value$10.78B
0.85%
Sole
20.62M
Shared
0.00
None
21.41K

MASTERCARD INC - A

DFND
CL A
Shares19.22M
TypeSH
Market value$10.50B
0.83%
Sole
19.20M
Shared
0.00
None
18.94K

PROCTER & GAMBLE CO/THE

DFND
COM
Shares58.36M
TypeSH
Market value$9.93B
0.78%
Sole
58.30M
Shared
0.00
None
54.55K

JOHNSON & JOHNSON

DFND
COM
Shares59.38M
TypeSH
Market value$9.83B
0.77%
Sole
59.33M
Shared
0.00
None
56.01K

COSTCO WHOLESALE CORP

DFND
COM
Shares10.12M
TypeSH
Market value$9.55B
0.75%
Sole
10.11M
Shared
0.00
None
17.50K

NETFLIX INC

DFND
COM
Shares9.70M
TypeSH
Market value$9.01B
0.71%
Sole
9.68M
Shared
0.00
None
16.86K

HOME DEPOT INC

DFND
COM
Shares22.65M
TypeSH
Market value$8.28B
0.65%
Sole
22.63M
Shared
0.00
None
23.11K

WALMART INC

DFND
COM
Shares94.29M
TypeSH
Market value$8.25B
0.65%
Sole
94.19M
Shared
0.00
None
100.91K

ABBVIE INC

DFND
COM
Shares38.25M
TypeSH
Market value$7.99B
0.63%
Sole
38.21M
Shared
0.00
None
41.06K

COCA-COLA CO/THE

DFND
COM
Shares95.94M
TypeSH
Market value$6.86B
0.54%
Sole
95.85M
Shared
0.00
None
90.06K

CHEVRON CORP

DFND
COM
Shares37.35M
TypeSH
Market value$6.23B
0.49%
Sole
37.31M
Shared
0.00
None
38.88K
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