GEODE CAPITAL MANAGEMENT, LLC

SEC CIK
0001214717

Holdings, Q1 2023

Positions as of Mar 31, 2023, filed May 15, 2023.SEC

Positions
4,803
−95 vs. Q4 2022
Total value
$770.08B
+$57.52B (+8.1%) vs. Q4 2022

Compare with Q4 2022: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q4 2022.

GEODE CAPITAL MANAGEMENT, LLC holdings in Q1 2023
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AAPLAPPLE INC COMStock285,171,112$46.92B6.09%+2,421,295+0.9%AddedView
MSFTMICROSOFT CORP COMStock144,365,760$41.53B5.39%+1,634,583+1.1%AddedView
AMZNAMAZON COM INC COMStock165,309,180$17.03B2.21%+3,774,390+2.3%AddedView
NVDANVIDIA CORPORATION COMStock46,056,013$12.76B1.66%+267,061+0.6%AddedView
GOOGLALPHABET INC CAP STK CL AStock118,576,618$12.27B1.59%+1,499,107+1.3%AddedView
TSLATESLA INC COMStock50,047,967$10.36B1.35%+938,216+1.9%AddedView
GOOGALPHABET INC CAP STK CL CStock97,334,986$10.1B1.31%−146,048−0.1%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock31,849,381$9.81B1.27%+553,693+1.8%AddedView
METAMETA PLATFORMS INC CL AStock43,938,344$9.29B1.21%−1,220,589−2.7%ReducedView
XOMEXXON MOBIL CORPCOM73,871,122$8.08B1.05%+520,794+0.7%AddedView
UNHUNITEDHEALTH GROUP INC COMStock17,101,395$8.06B1.05%+242,959+1.4%AddedView
JNJJOHNSON & JOHNSON COMStock48,707,500$7.53B0.98%+748,917+1.6%AddedView
VVISA INC COM CL AStock32,222,355$7.25B0.94%+1,2090.0%AddedView
PGPROCTER & GAMBLE CO COMStock46,754,131$6.94B0.90%+510,559+1.1%AddedView
JPMJPMORGAN CHASE & CO COMStock52,310,456$6.8B0.88%+1,061,831+2.1%AddedView
MAMASTERCARD INCORPORATED CL AStock16,368,594$5.94B0.77%+62,380+0.4%AddedView
HDHOME DEPOT INC COMStock19,135,000$5.64B0.73%+126,981+0.7%AddedView
MRKMERCK & CO INC COMStock51,218,756$5.44B0.71%+2,879,481+6.0%AddedView
ABBVABBVIE INC COMStock34,045,021$5.41B0.70%+292,512+0.9%AddedView
CVXCHEVRON CORPORATION COMStock32,632,341$5.31B0.69%−84,058−0.3%ReducedView
LLYELI LILLY & CO COMStock14,867,424$5.09B0.66%+159,964+1.1%AddedView
AVGOBROADCOM INC COMStock7,813,688$5B0.65%+375,418+5.0%AddedView
KOCOCA COLA CO COMStock76,982,020$4.76B0.62%+1,087,974+1.4%AddedView
PEPPEPSICO INC COMStock26,126,523$4.75B0.62%+489,343+1.9%AddedView
PFEPFIZER INC COMStock109,852,779$4.47B0.58%+577,201+0.5%AddedView
CSCOCISCO SYS INC COMStock78,378,278$4.09B0.53%+1,641,294+2.1%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock8,210,385$4.07B0.53%+111,505+1.4%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock6,985,584$4.02B0.52%+106,233+1.5%AddedView
MCDMCDONALDS CORP COMStock13,909,126$3.88B0.50%+206,651+1.5%AddedView
WMTWALMART INC COMStock25,104,994$3.69B0.48%+249,501+1.0%AddedView
TXNTEXAS INSTRS INC COMStock19,821,810$3.68B0.48%+41,299+0.2%AddedView
ADBEADOBE INC COMStock9,461,123$3.64B0.47%−46,095−0.5%ReducedView
BACBANK OF AMER CORP COMStock125,467,577$3.58B0.46%+1,830,802+1.5%AddedView
CRMSALESFORCE INC COMStock17,749,285$3.54B0.46%+332,375+1.9%AddedView
LINLINDE PLC SHSStock9,335,306$3.31B0.43%+9,335,306NewView
ACNACCENTURE PLC IRELAND SHS CLASS AStock11,463,180$3.27B0.42%+191,640+1.7%AddedView
DISDISNEY WALT CO COMStock32,495,462$3.25B0.42%+671,806+2.1%AddedView
DHRDANAHER CORP DEL COMStock12,900,685$3.24B0.42%+126,062+1.0%AddedView
ABTABBOTT LABORATORIES COMStock31,196,788$3.15B0.41%+598,164+2.0%AddedView
VZVERIZON COMMUNICATIONS INC COMStock80,022,393$3.11B0.40%+339,775+0.4%AddedView
CMCSACOMCAST CORP NEW CL AStock79,275,856$3B0.39%−1,174,109−1.5%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock29,631,077$2.9B0.38%+517,755+1.8%AddedView
NFLXNETFLIX INC. COMStock8,207,971$2.83B0.37%+149,714+1.9%AddedView
AMGNAMGEN INC COMStock11,430,259$2.76B0.36%+54,692+0.5%AddedView
NKENIKE INC CL BStock22,478,963$2.75B0.36%+116,877+0.5%AddedView
NEENEXTERA ENERGY INC COMStock35,233,291$2.71B0.35%+749,254+2.2%AddedView
PMPHILIP MORRIS INTL INC COMStock27,825,384$2.7B0.35%−2,471,038−8.2%ReducedView
INTCINTEL CORP COMStock82,728,971$2.7B0.35%+512,209+0.6%AddedView
BMYBRISTOL-MYERS SQUIBB CO COMStock38,809,276$2.68B0.35%+85,162+0.2%AddedView
QCOMQUALCOMM INC COMStock21,033,199$2.68B0.35%+433,886+2.1%AddedView
TAT&T INC COMStock134,387,114$2.58B0.34%+530,478+0.4%AddedView
ORCLORACLE CORP COMStock27,753,778$2.57B0.33%+136,383+0.5%AddedView
WFCWELLS FARGO & CO COMStock68,746,622$2.56B0.33%+929,727+1.4%AddedView
RTXRTX CORPORATION COMStock26,237,984$2.56B0.33%+696,262+2.7%AddedView
UPSUNITED PARCEL SVCS INC CL BStock13,202,727$2.56B0.33%+414,934+3.2%AddedView
HONHoneywell TechnologiesCOM12,617,604$2.41B0.31%+270,260+2.2%AddedView
INTUINTUIT COMStock5,183,078$2.31B0.30%+73,118+1.4%AddedView
PLDPROLOGIS INC. COMREIT18,463,712$2.3B0.30%+358,431+2.0%AddedView
UNPUNION PAC CORP COMStock11,164,765$2.24B0.29%+223,827+2.0%AddedView
SBUXSTARBUCKS CORP COMStock21,506,132$2.23B0.29%+330,954+1.6%AddedView
COPCONOCOPHILLIPS COMStock22,421,868$2.22B0.29%+29,847+0.1%AddedView
LOWLOWES COS INC COMStock10,857,127$2.17B0.28%−102,567−0.9%ReducedView
CATCATERPILLAR INC COMStock9,375,637$2.14B0.28%+244,930+2.7%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock16,209,322$2.12B0.28%+235,143+1.5%AddedView
MDTMEDTRONIC PLC SHSStock26,194,928$2.11B0.27%−1,027,372−3.8%ReducedView
BABOEING CO COMStock9,908,984$2.1B0.27%+224,280+2.3%AddedView
LMTLOCKHEED MARTIN CORP COMStock4,344,702$2.05B0.27%−42,982−1.0%ReducedView
SPGIS&P GLOBAL INC COMStock5,940,550$2.04B0.27%+23,949+0.4%AddedView
MSMORGAN STANLEY COM NEWStock23,203,306$2.03B0.26%−54,842−0.2%ReducedView
BKNGBOOKING HOLDINGS INC COMStock760,277$2.01B0.26%+58,850+8.4%AddedView
ADPAUTOMATIC DATA PROCESSING INC COMStock9,021,232$2.01B0.26%−24,223−0.3%ReducedView
AMTAMERICAN TOWER CORP COMREIT9,733,814$1.99B0.26%+131,933+1.4%AddedView
GSGOLDMAN SACHS GROUP INC COMStock6,070,182$1.98B0.26%+22,635+0.4%AddedView
DEDEERE & CO COMStock4,807,126$1.98B0.26%+14,732+0.3%AddedView
GILDGILEAD SCIENCES INC COMStock23,765,051$1.97B0.26%−83,426−0.3%ReducedView
ELVELEVANCE HEALTH INC FORMERLY A COMStock4,278,337$1.96B0.25%+59,126+1.4%AddedView
AMATAPPLIED MATLS INC COMStock15,871,387$1.95B0.25%−39,726−0.2%ReducedView
ADIANALOG DEVICES INC COMStock9,393,867$1.85B0.24%+67,674+0.7%AddedView
GEGE AEROSPACE COM NEWStock19,272,027$1.84B0.24%+319,196+1.7%AddedView
REGNREGENERON PHARMACEUTICALSCOM2,217,993$1.82B0.24%+10,003+0.5%AddedView
BLKBLACKROCK INCCOM2,664,331$1.78B0.23%+41,280+1.6%AddedView
MDLZMONDELEZ INTL INC CL AStock25,228,205$1.75B0.23%+241,380+1.0%AddedView
AXPAMERICAN EXPRESS CO COMStock10,602,539$1.74B0.23%+144,135+1.4%AddedView
TMUST-MOBILE US INC COMStock12,063,727$1.74B0.23%−42,727−0.4%ReducedView
MRSHMARSH & MCLENNAN COS INC COMStock10,290,517$1.71B0.22%−15,853−0.2%ReducedView
CVSCVS HEALTH CORP COMStock22,961,903$1.7B0.22%−369,195−1.6%ReducedView
VRTXVERTEX PHARMACEUTICALS INC COMStock5,409,257$1.7B0.22%+26,538+0.5%AddedView
SYKSTRYKER CORPORATION COMStock5,954,038$1.7B0.22%+117,786+2.0%AddedView
NOWSERVICENOW INC COMStock3,589,941$1.66B0.22%+79,037+2.3%AddedView
CCITIGROUP INC COM NEWStock35,179,006$1.65B0.21%+519,202+1.5%AddedView
ISRGINTUITIVE SURGICAL INCCOM NEW6,444,995$1.64B0.21%+61,659+1.0%AddedView
TJXTJX COS INC NEW COMStock20,891,507$1.63B0.21%+209,152+1.0%AddedView
ZTSZOETIS INC CL AStock9,739,370$1.62B0.21%+27,097+0.3%AddedView
MOALTRIA GROUP INC COMStock35,856,051$1.6B0.21%+671,929+1.9%AddedView
PYPLPAYPAL HLDGS INC COMStock20,947,345$1.59B0.21%+235,651+1.1%AddedView
PGRPROGRESSIVE CORP COMStock10,979,903$1.57B0.20%−324,428−2.9%ReducedView
CBCHUBB LIMITED COMStock7,833,334$1.52B0.20%+60,630+0.8%AddedView
EQIXEQUINIX INCCOM2,004,008$1.44B0.19%+23,150+1.2%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock27,050,168$1.41B0.18%+391,238+1.5%AddedView
FISVFISERV INC COMStock12,421,876$1.4B0.18%+149,811+1.2%AddedView

Sold out since Q4 2022 (213)

Positions held at the end of Q4 2022 that are no longer in this filing.

Showing the largest 100 of 213 by value.

GEODE CAPITAL MANAGEMENT, LLC positions sold out since Q4 2022
SecurityClassShares, Q4 2022Value, Q4 2022% of portfolio, Q4 2022
LINLINDE PLCSHS9,233,015$3.01B0.42%
SVB FINANCIAL GROUP78486Q101COM1,251,764$287.58M0.04%
SIGNATURE BK NEW YORK N Y82669G104COM1,369,231$157.5M0.02%
STORE CAP CORP862121100COM4,082,272$130.88M0.02%
LHC GROUP INC50187A107COM562,826$91M0.01%
COUPA SOFTWARE INC22266L106COM1,068,385$84.58M0.01%
SOUTH JERSEY INDS INC838518108COM2,208,528$78.47M0.01%
ALTRA INDL MOTION CORP02208R106COM1,239,773$74.08M0.01%
IAA INC449253103COM1,796,939$71.88M0.01%
UMPQUA HLDGS CORP904214103COM3,666,367$65.44M0.01%
1LIFE HEALTHCARE INC68269G107COM3,348,725$55.96M0.01%
ATLAS AIR WORLDWIDE HLDGS IN049164205COM NEW508,826$51.29M0.01%
SHAW COMMUNICATIONS INC82028K200CL B CONV1,466,764$42.04M0.01%
KNOWBE4 INC49926T104CL A1,488,688$36.89M0.01%
EVO PMTS INC26927E104CL A COM869,902$29.44M0.00%
MERIDIAN BIOSCIENCE INC589584101COM880,543$29.24M0.00%
SIGNIFY HEALTH INC82671G100CL A COM935,633$26.82M0.00%
COWEN INC223622606CL A NEW494,932$19.11M0.00%
NEW YORK MTG TR INC649604501COM PAR $.027,350,959$18.82M0.00%
RESOLUTE FST PRODS INC76117W109COM827,063$17.86M0.00%
DUCK CREEK TECHNOLOGIES INC264120106SHS1,441,745$17.37M0.00%
IMAGO BIOSCIENCES INC45250K107COM467,992$16.82M0.00%
POSHMARK INC73739W104COM CL A869,606$15.55M0.00%
SAFESAFEHOLD INCCOM535,036$15.31M0.00%
VIVINT SMART HOME INC928542109COM CL A1,261,917$15.02M0.00%
PAYA HOLDINGS INC70434P103COM CL A1,819,580$14.32M0.00%
FROFRONTLINE LTDSHS NEW1,120,999$13.52M0.00%
ISTAR INC45031U101COM1,616,658$12.34M0.00%
MYOVANT SCIENCES LTDG637AM102COM403,529$10.88M0.00%
SILVERGATE CAP CORP82837P408CL A556,509$9.68M0.00%
SORRENTO THERAPEUTICS INC83587F202COM NEW8,905,936$7.89M0.00%
ALBIREO PHARMA INC01345P106COM333,211$7.2M0.00%
PROFESSIONAL HLDG CORP743139107CL A COM241,190$6.69M0.00%
USERTESTING INC91734E101COM777,406$5.84M0.00%
BENEFITFOCUS INC08180D106COM512,227$5.36M0.00%
CINCOR PHARMA INC17240Y109COM420,310$5.17M0.00%
PCSB FINL CORP69324R104COM252,730$4.87M0.00%
AVEO PHARMACEUTICALS INC053588307COM NEW275,892$4.12M0.00%
WEBER INC94770D102CL A419,442$3.38M0.00%
VELODYNE LIDAR INC92259F101COM3,877,744$2.86M0.00%
YAMANA GOLD INC98462Y100COM463,816$2.58M0.00%
CONCERT PHARMACEUTICALS INC206022105COM417,858$2.44M0.00%
BPRNBANK PRINCETON NEW JERSEYCOM54,651$1.71M0.00%
GENIUS BRANDS INTL INC37229T301COM3,049,098$1.42M0.00%
SESEN BIO INC817763105COM2,294,948$1.4M0.00%
SVF INVESTMENT CORPG8601L102CL A SHS120,732$1.22M0.00%
CI FINL CORP125491100COM105,361$1.18M0.00%
F-STAR THERAPEUTICS INC30315R107COM185,982$1.18M0.00%
EARGO INC270087109COM1,968,644$1.13M0.00%
VIA RENEWABLES INC92556D106CL A COM218,797$1.12M0.00%
CAJPYCANON INCSPONSORED ADR45,920$995K0.00%
OPIANT PHARMACEUTICALS INC683750103COM48,591$985K0.00%
SIERRA WIRELESS INC826516106COM33,881$981K0.00%
PIONEER MERGER CORPG7S24C103CL A SHS93,416$947K0.00%
ATLAS CORPY0436Q109SHARES61,457$942K0.00%
LOYALTY VENTURES INC54911Q107COMMON STOCK371,894$896K0.00%
KAIROS ACQUISITION CORPG52110114CL A SHS82,728$833K0.00%
VOLTA INC92873V102COM CL A2,251,033$800K0.00%
FTAC HERA ACQUISITION CORPG3728Y103CLASS A ORD SHS76,967$778K0.00%
PARTY CITY HOLDCO INC702149105COM1,892,335$691K0.00%
MSD ACQUISITION CORPG5709C109CLASS A ORD SHS58,137$587K0.00%
IMARA INC45249V107COM137,726$563K0.00%
LAZARD GROWTH ACQUISITION COG54035103SHS51,149$517K0.00%
DRAGONEER GROWTH OPT CORP IIG28315102CL A SHS52,306$515K0.00%
VEONVEON LTDSPONSORED ADR970,358$475K0.00%
EMCLAIRE FINL CORP290828102COM14,452$473K0.00%
DAVEDAVE INCCOMMON STOCK1,472,322$427K0.00%
FFBW INC MD30260M103COM36,308$422K0.00%
IG ACQUISITION CORP449534106COM CL A41,208$414K0.00%
TATA MTRS LTD876568502SPONSORED ADR17,673$408K0.00%
DAVAENDAVA PLCADS5,285$404K0.00%
PINE TECHNOLOGY ACQUISITN CO722850104CLASS A COM40,041$404K0.00%
TECH AND ENERGY TRANSITION87823R102CLASS A COM38,470$385K0.00%
INDEPENDENCE HOLDINGS CORPG4761A101CLASS A ORD SHS34,694$350K0.00%
KALAKALA PHARMACEUTICALS INCCOMM STK8,936$340K0.00%
SRAX INC78472M106CL A205,644$314K0.00%
AVAYA HLDGS CORP05351X101COM1,511,734$296K0.00%
EPIPHANY TECHNOLOGY ACQUISIT29429X109COM CL A29,000$290K0.00%
KINS TECHNOLOGY GROUP INC49714K109COM CL A28,603$288K0.00%
ELEVATE CREDIT INC28621V101COM163,684$286K0.00%
SVF INVESTMENT CORP 2G8601M100CL A SHS26,630$268K0.00%
CARNEY TECHNOLOGY ACQU CORP143636108CL A COMMON STK26,127$267K0.00%
MARLIN TECHNOLOGY CORPG58411102CL A SHS26,389$267K0.00%
SEAPORT CALIBRE MATLS ACQUIS812204105CLASS A COM25,959$266K0.00%
AMERICAN VIRTUAL CLOUD TECHNOLOG ORD030382204COM215,088$247K0.00%
ISOPLEXIS CORP465005106COM153,706$238K0.00%
DTRT HEALTH ACQUISITION CORP23344T103COM CL A22,501$233K0.00%
POWERED BRANDSG7209M108CL A21,975$222K0.00%
Peak Bio Inc70470P108COM51,092$214K0.00%
JACK CREEK INVESTMENT CORPG4989X115CL A SHS20,697$209K0.00%
SCION TECH GROWTH IIG31070108CL A SHS20,634$208K0.00%
NYCNEW YORK CITY REIT INCCOM116,568$206K0.00%
NORTH ATLANTIC ACQUISITN CORG66139109CL A SHS20,192$204K0.00%
SILCSILICOM LTDORD4,848$204K0.00%
ROCKLEY PHOTONICS HOLDINGS LG7614L109ORDINARY SHARES1,456,321$204K0.00%
WTERALKALINE WTR CO INCCOM NEW1,155,725$201K0.00%
DIAMONDHEAD HOLDINGS CORP25278L105CL A20,014$201K0.00%
DECARBONIZATION PLUS ACQUISIG2773W103COM CL A19,641$200K0.00%
APTORUM GROUP LIMITEDG6096M106CL A ORD SHS353,302$194K0.00%
KALEYRA INC483379103COM252,532$190K0.00%

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