GEODE CAPITAL MANAGEMENT, LLC

SEC CIK
0001214717

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 12, 2026.SEC

Positions
4,447
−66 vs. Q1 2026
Total value
$1.88T
+$267.78B (+16.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

GEODE CAPITAL MANAGEMENT, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock606,216,492$120.96B6.45%+4,889,325+0.8%AddedView
AAPLAPPLE INC COMStock371,336,543$107.17B5.72%+2,719,589+0.7%AddedView
MSFTMICROSOFT CORP COMStock189,632,090$70.57B3.76%+1,130,172+0.6%AddedView
AMZNAMAZON COM INC COMStock233,211,684$55.4B2.95%−16,3730.0%ReducedView
GOOGLALPHABET INC CAP STK CL AStock150,078,198$53.47B2.85%−1,809,896−1.2%ReducedView
AVGOBROADCOM INC COMStock116,394,795$43.86B2.34%+2,113,873+1.8%AddedView
GOOGALPHABET INC CAP STK CL CStock114,777,169$40.38B2.15%+3,118,679+2.8%AddedView
MUMICRON TECHNOLOGY INC COMStock27,705,797$31.88B1.70%+273,040+1.0%AddedView
METAMETA PLATFORMS INC CL AStock54,949,893$30.84B1.64%+784,701+1.4%AddedView
TSLATESLA INC COMStock68,914,720$28.86B1.54%+911,610+1.3%AddedView
LLYELI LILLY & CO COMStock20,310,858$24.28B1.29%+118,994+0.6%AddedView
AMDADVANCED MICRO DEVICES INC COMStock39,568,601$22.93B1.22%−222,485−0.6%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock41,525,290$20.74B1.11%+365,484+0.9%AddedView
JPMJPMORGAN CHASE & CO COMStock61,707,794$20.13B1.07%−843,020−1.3%ReducedView
AMATAPPLIED MATLS INC COMStock22,007,983$15.88B0.85%+86,185+0.4%AddedView
VVISA INC COM CL AStock45,285,275$15.53B0.83%+401,636+0.9%AddedView
INTCINTEL CORP COMStock110,339,857$15.36B0.82%+805,220+0.7%AddedView
JNJJOHNSON & JOHNSON COMStock59,086,417$14.97B0.80%−78,445−0.1%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock34,506,240$14.92B0.80%−669,686−1.9%ReducedView
XOMEXXON MOBIL CORPCOM98,426,986$13.4B0.71%+2,948,337+3.1%AddedView
WMTWALMART INC COMStock106,449,749$12B0.64%+593,609+0.6%AddedView
CATCATERPILLAR INC COMStock11,175,493$11.92B0.64%+48,010+0.4%AddedView
CSCOCISCO SYS INC COMStock101,007,196$11.84B0.63%−1,127,746−1.1%ReducedView
ABBVABBVIE INC COMStock46,998,433$11.81B0.63%+260,852+0.6%AddedView
MAMASTERCARD INCORPORATED CL AStock21,512,085$11.04B0.59%+440,641+2.1%AddedView
KLACKLA CORPCOM NEW36,488,344$10.99B0.59%+32,815,430+893.4%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock10,627,472$9.9B0.53%−31,752−0.3%ReducedView
PGPROCTER & GAMBLE CO COMStock66,458,472$9.74B0.52%+2,055,100+3.2%AddedView
GEGE AEROSPACE COM NEWStock24,828,857$9.27B0.49%−542,758−2.1%ReducedView
UNHUNITEDHEALTH GROUP INC COMStock21,751,937$9.01B0.48%−1,016,758−4.5%ReducedView
BACBANK OF AMER CORP COMStock157,607,251$8.94B0.48%−317,938−0.2%ReducedView
HDHOME DEPOT INC COMStock25,263,448$8.9B0.47%+325,482+1.3%AddedView
KOCOCA COLA CO COMStock105,977,991$8.6B0.46%+13,023,362+14.0%AddedView
SNDKSANDISK CORPCOM3,591,499$8.15B0.43%−621,273−14.7%ReducedView
NFLXNETFLIX INC. COMStock110,312,736$7.85B0.42%+6,784,150+6.6%AddedView
MRKMERCK & CO INC COMStock60,744,214$7.79B0.42%+1,186,060+2.0%AddedView
GEVGE VERNOVA INC COMStock6,346,988$7.44B0.40%−38,090−0.6%ReducedView
CVXCHEVRON CORPORATION COMStock44,535,812$7.35B0.39%+858,710+2.0%AddedView
TXNTEXAS INSTRS INC COMStock24,038,147$7.15B0.38%+449,330+1.9%AddedView
PMPHILIP MORRIS INTL INC COMStock39,038,598$7.06B0.38%+577,415+1.5%AddedView
GSGOLDMAN SACHS GROUP INC COMStock6,948,585$7.02B0.37%−166,248−2.3%ReducedView
PANWPALO ALTO NETWORKS INC COMStock19,615,573$6.67B0.36%+292,058+1.5%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock23,448,500$6.58B0.35%+372,171+1.6%AddedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock55,334,968$6.43B0.34%−536,364−1.0%ReducedView
RTXRTX CORPORATION COMStock33,183,061$6.28B0.34%−66,604−0.2%ReducedView
MRVLMARVELL TECHNOLOGY INCCOM21,126,096$6.27B0.33%+8,541,544+67.9%AddedView
LINLINDE PLC SHSStock11,943,013$6.2B0.33%+110,773+0.9%AddedView
WFCWELLS FARGO & CO COMStock73,893,386$6.08B0.32%+45,373+0.1%AddedView
CCITIGROUP INC COM NEWStock41,054,866$5.74B0.31%−1,257,916−3.0%ReducedView
ORCLORACLE CORP COMStock39,248,959$5.73B0.31%+300,741+0.8%AddedView
MSMORGAN STANLEY COM NEWStock27,346,327$5.69B0.30%−356,347−1.3%ReducedView
AMGNAMGEN INC COMStock15,696,068$5.67B0.30%+265,544+1.7%AddedView
QCOMQUALCOMM INC COMStock29,645,446$5.47B0.29%−88,615−0.3%ReducedView
APHAMPHENOL CORP NEWCL A31,068,834$5.47B0.29%−227,133−0.7%ReducedView
WDCWESTERN DIGITAL CORPCOM8,411,628$5.35B0.29%−1,065,573−11.2%ReducedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS5,155,435$4.96B0.26%+94,607+1.9%AddedView
ADIANALOG DEVICES INC COMStock12,422,798$4.93B0.26%+252,042+2.1%AddedView
MCDMCDONALDS CORP COMStock18,114,553$4.89B0.26%+152,638+0.8%AddedView
PEPPEPSICO INC COMStock34,977,755$4.73B0.25%+365,936+1.1%AddedView
AXPAMERICAN EXPRESS CO COMStock14,019,549$4.73B0.25%−146,925−1.0%ReducedView
GLWCORNING INCCOM18,363,394$4.67B0.25%−2,601,285−12.4%ReducedView
ANETARISTA NETWORKS INC COM SHSStock27,505,753$4.66B0.25%+276,473+1.0%AddedView
CRWDCROWDSTRIKE HLDGS INC CL AStock6,083,339$4.62B0.25%+85,991+1.4%AddedView
VZVERIZON COMMUNICATIONS INC COMStock106,820,018$4.51B0.24%+611,651+0.6%AddedView
NEENEXTERA ENERGY INC COMStock49,963,310$4.4B0.23%+1,643,226+3.4%AddedView
UNPUNION PAC CORP COMStock16,122,702$4.38B0.23%+260,095+1.6%AddedView
TJXTJX COS INC NEW COMStock28,894,377$4.36B0.23%−299,682−1.0%ReducedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock8,382,401$4.18B0.22%−25,490−0.3%ReducedView
WELLWELLTOWER INC COMREIT17,685,516$4B0.21%−82,373−0.5%ReducedView
DISDISNEY WALT CO COMStock41,318,206$3.96B0.21%−269,471−0.6%ReducedView
BKNGBOOKING HOLDINGS INC COMStock21,923,074$3.92B0.21%+21,031,935+2,360.1%AddedView
BABOEING CO COMStock17,976,472$3.87B0.21%+402,743+2.3%AddedView
ETNEATON CORP PLC SHSStock8,956,719$3.8B0.20%+104,178+1.2%AddedView
GILDGILEAD SCIENCES INC COMStock30,065,642$3.8B0.20%+339,590+1.1%AddedView
APPAPPLOVIN CORPCOM CL A7,362,995$3.78B0.20%+74,623+1.0%AddedView
PGRPROGRESSIVE CORP COMStock17,009,978$3.71B0.20%+753,134+4.6%AddedView
TAT&T INC COMStock177,038,673$3.65B0.19%+2,021,522+1.2%AddedView
DEDEERE & CO COMStock5,713,643$3.61B0.19%+27,680+0.5%AddedView
ABTABBOTT LABORATORIES COMStock39,219,337$3.54B0.19%+70,542+0.2%AddedView
MOALTRIA GROUP INC COMStock47,721,870$3.44B0.18%+699,212+1.5%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock37,293,274$3.43B0.18%−1,398,992−3.6%ReducedView
RYROYAL BK CDA COMStock16,045,736$3.43B0.18%+1,690,738+11.8%AddedView
ISRGINTUITIVE SURGICAL INCCOM NEW8,534,767$3.38B0.18%+67,916+0.8%AddedView
DELLDELL TECHNOLOGIES INC CL CStock7,651,858$3.3B0.18%−71,104−0.9%ReducedView
UBERUBER TECHNOLOGIES INC COMStock45,812,652$3.29B0.18%−2,069,856−4.3%ReducedView
PFEPFIZER INC COMStock135,275,782$3.25B0.17%+1,714,040+1.3%AddedView
BMYBRISTOL-MYERS SQUIBB CO COMStock56,443,077$3.24B0.17%+1,156,903+2.1%AddedView
PLDPROLOGIS INC. COMREIT23,889,351$3.22B0.17%+278,318+1.2%AddedView
BLKBLACKROCK INC COMStock3,284,684$3.14B0.17%+30,889+0.9%AddedView
LOWLOWES COS INC COMStock14,291,229$3.14B0.17%+179,142+1.3%AddedView
CBCHUBB LIMITED COMStock9,145,154$3.11B0.17%+25,949+0.3%AddedView
CRMSALESFORCE INC COMStock19,814,297$3.1B0.17%−2,410,860−10.8%ReducedView
CVSCVS HEALTH CORP COMStock29,899,653$3.08B0.16%+440,611+1.5%AddedView
VRTVERTIV HOLDINGS COCOM CL A9,028,475$3.02B0.16%−1,851,375−17.0%ReducedView
VRTXVERTEX PHARMACEUTICALS INC COMStock6,017,848$2.98B0.16%−121,773−2.0%ReducedView
COPCONOCOPHILLIPS COMStock28,693,740$2.97B0.16%+116,522+0.4%AddedView
SBUXSTARBUCKS CORP COMStock28,569,031$2.91B0.16%+552,852+2.0%AddedView
COFCAPITAL ONE FINL CORP COMStock14,360,681$2.88B0.15%+66,700+0.5%AddedView
SOSOUTHERN CO COMStock29,315,285$2.82B0.15%+960,236+3.4%AddedView
PHPARKER-HANNIFIN CORP COMStock2,890,496$2.81B0.15%−28,548−1.0%ReducedView

Sold out since Q1 2026 (235)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 235 by value.

GEODE CAPITAL MANAGEMENT, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM16,250,601$3.67B0.23%
CCLCARNIVAL CORPUNIT 99/99/999932,569,014$847.81M0.05%
COTERRA ENERGY INC COM127097103Stock21,756,192$761.86M0.05%
DDDUPONT DE NEMOURS INCCOM11,127,945$507.73M0.03%
HOLOGIC INC436440101COM6,058,845$456.3M0.03%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR2,229,967$202.96M0.01%
MASIMO CORP574795100COM956,736$170.21M0.01%
CLEARWATER ANALYTICS HLDGS I185123106CL A6,801,369$160.88M0.01%
AIR LEASE CORP00912X302CL A2,182,506$141.76M0.01%
AMICUS THERAPEUTICS INC03152W109COM8,535,918$123.45M0.01%
TERNS PHARMACEUTICALS INC880881107COM2,316,544$122.15M0.01%
ARCELLX INC03940C100COMMON STOCK1,028,666$118.14M0.01%
SEALED AIR CORP NEW81211K100COM2,596,052$109.19M0.01%
TRI POINTE HOMES INC87265H109COM2,147,152$100.36M0.01%
APELLIS PHARMACEUTICALS INC03753U106COM2,075,075$83.5M0.01%
CSG SYS INTL INC126349109COM848,423$67.83M0.00%
THERMON GROUP HLDGS INC88362T103COM832,516$41.97M0.00%
DAY ONE BIOPHARMACEUTICALS INC COM23954D109Stock1,954,735$41.92M0.00%
SOLENO THERAPEUTICS INC834203309COM1,237,550$41.44M0.00%
MACK CALI RLTY CORP554489104COM2,143,850$40.46M0.00%
SILA REALTY TRUST INC146280508COMMON STOCK1,608,944$38.11M0.00%
NVRIHARSCO CORPCOM1,904,439$37.37M0.00%
KENNEDY-WILSON HOLDINGS INC489398107COM3,183,567$34.45M0.00%
PROASSURANCE CORP74267C106COM1,211,429$29.95M0.00%
GREAT LAKES DREDGE & DOCK CO390607109COM1,678,166$28.53M0.00%
CWENCLEARWAY ENERGY INCCL A679,487$26.62M0.00%
ONESTREAM INC68278B107CL A1,099,122$26.39M0.00%
SUN CTRY AIRLS HLDGS INC866683105COM1,294,905$21.4M0.00%
KALVISTA PHARMACEUTICALS INC483497103COM996,235$20.06M0.00%
Griffin Cap Essntl Ast Reit II Com Cl E39818P799Common Stock954,330$19.94M0.00%
HERITAGE COMM CORP426927109COM1,571,964$19.62M0.00%
MISTER CAR WASH INC60646V105COM2,680,951$18.69M0.00%
Cantaloupe Inc138103106COM1,719,649$18.59M0.00%
ENHABIT INC29332G102COM1,221,715$17.22M0.00%
ASNDASCENDIS PHARMA A/SSPONSORED ADR72,941$16.68M0.00%
SUNOPTA INC8676EP108COM2,411,122$15.63M0.00%
AMERICAN WOODMARK CORPORATIO030506109COM364,688$14.53M0.00%
SEMRUSH HLDGS INC81686C104CL A COM1,110,773$13.27M0.00%
DIAMOND HILL INVT GROUP INC25264R207COM NEW76,521$13.17M0.00%
GOLDEN ENTMT INC381013101COM492,711$13.15M0.00%
FLUSHING FINL CORP343873105COM841,531$12.93M0.00%
CALAVO GROWERS INC128246105COM417,509$10.77M0.00%
UDEMY INC902685106COM2,230,809$10.31M0.00%
FIRST FNDTN INC32026V104COM1,563,637$9.01M0.00%
ON24 INC68339B104COM894,720$7.24M0.00%
SVCSERVICE PPTYS TRCOM SH BEN INT4,365,360$5.92M0.00%
BITFARMS LTD COM09173B107Stock3,016,967$5.92M0.00%
BLUE FOUNDRY BANCORP09549B104COM421,058$5.58M0.00%
LINKBANCORP INC53578P105COMMON STOCK588,694$4.91M0.00%
EUROPEAN WAX CTR INC29882P106CLASS A COM741,444$4.29M0.00%
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS107,778$4.28M0.00%
UNITED SEC BANCSHARES CALIF911460103COM302,780$3.18M0.00%
VTEXVTEXSHS CL A645,281$2.58M0.00%
DMRCDIGIMARC CORP NEWCOM426,311$2.09M0.00%
MARINE PRODS CORP568427108COM260,637$1.9M0.00%
TGBTASEKO MINES LTDCOM263,712$1.74M0.00%
SASEABRIDGE GOLD INCCOM59,272$1.72M0.00%
IMUXIMMUNIC INCCOM1,525,769$1.69M0.00%
PSOPEARSON PLCSPONSORED ADR115,179$1.51M0.00%
ASSERTIO HOLDINGS INC04546C304COM NEW76,314$1.46M0.00%
FONAR CORP344437405COM NEW71,065$1.32M0.00%
BARKTHE ORIGINAL BARK COMPANYCOM2,552,042$1.31M0.00%
SWK HLDGS CORP78501P203COM NEW72,886$1.24M0.00%
SGMOQSANGAMO THERAPEUTICS INCCOM4,570,862$1.13M0.00%
NAKAKINDLY MD INCCOM5,067,248$1.12M0.00%
SNBRQSLEEP NUMBER CORPCOM521,469$936.26K0.00%
GRSDGAMBLING COM GROUP LIMITEDORDINARY SHARES239,815$930.48K0.00%
CDLXCARDLYTICS INCCOM734,232$771.16K0.00%
COEPTIS THERAPEUTICS HLDGS I19207A207COM NEW53,093$596.12K0.00%
UPWHEELS UP EXPERIENCE INCCOM CL A1,040,722$537.79K0.00%
LIVE OAK ACQUISITION CORP VG5509P102CL A SHS47,807$497.19K0.00%
NMTCNEUROONE MED TECHNOLOGIES COCOM NEW615,606$478.08K0.00%
PRTSCARPARTS COM INCCOM599,069$470.86K0.00%
EKSO BIONICS HLDGS INC282644400COM NEW43,587$464.92K0.00%
KEZAR LIFE SCIENCES INC49372L209COM60,988$452.64K0.00%
SCYXSCYNEXIS INCCOM NEW486,368$446.04K0.00%
HDRNGIGCAPITAL7 CORPORD SHS CL A39,838$424.27K0.00%
FORIAN INC34630N106COM193,235$400.1K0.00%
GOHEALTH INC38046W204CL A NEW236,873$357.7K0.00%
YYAIAIRWA INCCOM NEW409,912$342.83K0.00%
MOBXMOBIX LABS INCCOM CL A991,919$331.44K0.00%
PLUS THERAPEUTICS INC72941H509COM2,016,314$327.98K0.00%
FLZHURBAN-GRO INCCOM NEW13,776$304.19K0.00%
FARMER BROS CO307675108COM237,514$301.71K0.00%
UPLDUPLAND SOFTWARE INCCOM450,094$299.82K0.00%
AIREREALPHA TECH CORPCOM1,230,504$299K0.00%
CENNCENNTRO INCCOM2,390,014$286.8K0.00%
A PARADISE ACQUISITION CORPG04819101COM CL A26,165$266.1K0.00%
ENGNENGENE HOLDINGS INCCOM38,802$264.24K0.00%
SMSISMITH MICRO SOFTWARE INC COM SHSStock362,981$261.22K0.00%
FEMYFEMASYS INCCOM621,366$261.12K0.00%
VNRXVOLITIONRX LTDCOM1,230,083$248.51K0.00%
CUECUE BIOPHARMA INCCOM1,064,690$244.8K0.00%
DITAMCON DISTRG COCOM NEW2,639$234.75K0.00%
OPADOFFERPAD SOLUTIONS INCCOM CL A355,192$232.74K0.00%
AMODALPHA MODUS HLDGS INCCL A599,148$220.31K0.00%
VOYAGER ACQUISITION CORPG93A7H104CL A16,042$200.36K0.00%
UNITED HOMES GROUP INC91060H108CL A172,058$199.65K0.00%
Banzai International Inc A06682J407COM184,770$175.73K0.00%
KITTNAUTICUS ROBOTICS INCCOM343,103$171.11K0.00%

13F filings by quarter

GEODE CAPITAL MANAGEMENT, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 12, 20264,447$1.88Tvs. Q1 2026SEC
Q1 2026May 15, 20264,513$1.61Tvs. Q4 2025SEC
Q4 2025Feb 9, 20264,469$1.62Tvs. Q3 2025SEC
Q3 2025Nov 12, 20254,473$1.57Tvs. Q2 2025SEC
Q2 2025Aug 8, 20254,444$1.43Tvs. Q1 2025SEC
Q1 2025May 13, 20254,475$1.27Tvs. Q4 2024SEC
Q4 2024Feb 12, 20254,470$1.29Tvs. Q3 2024SEC
Q3 2024Nov 12, 20244,534$1.23Tvs. Q2 2024SEC
Q2 2024Aug 9, 20244,584$1.14Tvs. Q1 2024SEC
Q1 2024May 13, 20244,609$1.08Tvs. Q4 2023SEC
Q4 2023Feb 13, 20244,652$955.85Bvs. Q3 2023SEC
Q3 2023Nov 13, 20234,758$839.58Bvs. Q2 2023SEC
Q2 2023Aug 11, 20234,753$850.99Bvs. Q1 2023SEC
Q1 2023May 15, 20234,803$770.08Bvs. Q4 2022SEC
Q4 2022Feb 13, 20234,898$712.57Bvs. Q3 2022SEC
Q3 2022Nov 14, 20225,029$659.25Bvs. Q2 2022SEC
Q2 2022Aug 12, 20225,015$682.64Bvs. Q1 2022SEC
Q1 2022May 13, 20224,975$801.12Bvs. Q4 2021SEC
Q4 2021Feb 11, 20224,976$830.26Bvs. Q3 2021SEC
Q3 2021Nov 12, 20214,856$742.82Bvs. Q2 2021SEC
Q2 2021Aug 13, 20214,716$725.8Bvs. Q1 2021SEC
Q1 2021May 12, 20214,449$653.8B–SEC