GEODE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1214717
Location

BOSTON, MA

📋 What this filing means

GEODE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 4584 equity positions with a total reported market value of $1.14T. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

4584
Positions
$1.14T
Total AUM (reported)
12.43B
Total Shares

Allocation by class

TOTAL AUM$1.14T4584 positions
COM$913.26B80.1%
CL A$65.86B5.8%
COM NEW$28.69B2.5%
CAP STK CL A$23.87B2.1%
CAP STK CL C$18.89B1.7%
SHS$18.74B1.6%
COM CL A$17.88B1.6%

Portfolio Concentration

Top 317.9%4–1013.0%11–2510.8%Rest58.3%TOP 1030.9%0%100%
Top 3$203.83B17.9%
4–10$148.54B13.0%
11–25$123.27B10.8%
Rest$663.84B58.3%

Top 3 weight

17.9%

Top 10 weight

30.9%

Voting Authority Distribution

Total shares with voting rights: 12.43B

Sole

Full voting authority

12.41B

shares

% of voting shares99.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

23.35M

shares

% of voting shares0.2%

Investment Discretion (by position count)

Sole0
Shared0
Other4584
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings4584
Rows:

MICROSOFT CORP

DFND
COM
Shares161.76M
TypeSH
Market value$72.12B
6.33%
Sole
161.51M
Shared
0.00
None
248.34K

NVIDIA CORP

DFND
COM
Shares534.55M
TypeSH
Market value$65.87B
5.78%
Sole
533.73M
Shared
0.00
None
821.92K

APPLE INC

DFND
COM
Shares313.37M
TypeSH
Market value$65.84B
5.78%
Sole
312.89M
Shared
0.00
None
488.16K

AMAZON.COM INC

DFND
COM
Shares193.37M
TypeSH
Market value$37.26B
3.27%
Sole
193.05M
Shared
0.00
None
314.87K

ALPHABET INC-CL A

DFND
CAP STK CL A
Shares131.40M
TypeSH
Market value$23.87B
2.09%
Sole
131.21M
Shared
0.00
None
196.31K

META PLATFORMS INC-CLASS A

DFND
CL A
Shares47.46M
TypeSH
Market value$23.86B
2.09%
Sole
47.38M
Shared
0.00
None
82.42K

ALPHABET INC-CL C

DFND
CAP STK CL C
Shares103.30M
TypeSH
Market value$18.89B
1.66%
Sole
103.13M
Shared
0.00
None
168.43K

ELI LILLY & CO

DFND
COM
Shares17.01M
TypeSH
Market value$15.35B
1.35%
Sole
16.98M
Shared
0.00
None
21.01K

BROADCOM INC

DFND
COM
Shares9.21M
TypeSH
Market value$14.75B
1.29%
Sole
9.19M
Shared
0.00
None
19.96K

BERKSHIRE HATHAWAY INC-CL B

DFND
CL B NEW
Shares35.83M
TypeSH
Market value$14.54B
1.28%
Sole
35.78M
Shared
0.00
None
47.64K

JPMORGAN CHASE & CO

DFND
COM
Shares57.84M
TypeSH
Market value$11.67B
1.02%
Sole
57.76M
Shared
0.00
None
75.56K

TESLA INC

DFND
COM
Shares58.33M
TypeSH
Market value$11.51B
1.01%
Sole
58.23M
Shared
0.00
None
107.29K

EXXON MOBIL CORP

DFND
COM
Shares90.57M
TypeSH
Market value$10.40B
0.91%
Sole
90.45M
Shared
0.00
None
118.04K

UNITEDHEALTH GROUP INC

DFND
COM
Shares19.32M
TypeSH
Market value$9.81B
0.86%
Sole
19.29M
Shared
0.00
None
24.22K

VISA INC-CLASS A SHARES

DFND
COM CL A
Shares35.88M
TypeSH
Market value$9.40B
0.82%
Sole
35.84M
Shared
0.00
None
41.42K

PROCTER & GAMBLE CO/THE

DFND
COM
Shares51.59M
TypeSH
Market value$8.49B
0.75%
Sole
51.52M
Shared
0.00
None
62.10K

JOHNSON & JOHNSON

DFND
COM
Shares55.10M
TypeSH
Market value$8.03B
0.71%
Sole
55.04M
Shared
0.00
None
63.33K

COSTCO WHOLESALE CORP

DFND
COM
Shares9.32M
TypeSH
Market value$7.90B
0.69%
Sole
9.31M
Shared
0.00
None
19.80K

MASTERCARD INC - A

DFND
CL A
Shares17.92M
TypeSH
Market value$7.89B
0.69%
Sole
17.90M
Shared
0.00
None
21.60K

HOME DEPOT INC

DFND
COM
Shares21.27M
TypeSH
Market value$7.30B
0.64%
Sole
21.24M
Shared
0.00
None
26.08K

MERCK & CO. INC.

DFND
COM
Shares57.02M
TypeSH
Market value$7.04B
0.62%
Sole
56.95M
Shared
0.00
None
66.64K

ABBVIE INC

DFND
COM
Shares36.68M
TypeSH
Market value$6.28B
0.55%
Sole
36.64M
Shared
0.00
None
46.47K

NETFLIX INC

DFND
COM
Shares9.03M
TypeSH
Market value$6.07B
0.53%
Sole
9.01M
Shared
0.00
None
19.24K

ADOBE INC

DFND
COM
Shares10.38M
TypeSH
Market value$5.75B
0.50%
Sole
10.36M
Shared
0.00
None
20K

WALMART INC

DFND
COM
Shares84.83M
TypeSH
Market value$5.73B
0.50%
Sole
84.72M
Shared
0.00
None
112.40K
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