GEODE CAPITAL MANAGEMENT, LLC

SEC CIK
0001214717

Holdings, Q1 2026

Positions as of Mar 31, 2026, filed May 15, 2026.SEC

Positions
4,513
+44 vs. Q4 2025
Total value
$1.61T
−$12.91B (−0.8%) vs. Q4 2025

Compare with Q4 2025: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q4 2025.

GEODE CAPITAL MANAGEMENT, LLC holdings in Q1 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock601,327,167$104.56B6.50%+12,524,074+2.1%AddedView
AAPLAPPLE INC COMStock368,616,954$93.3B5.80%+10,584,437+3.0%AddedView
MSFTMICROSOFT CORP COMStock188,501,918$69.6B4.33%+5,883,518+3.2%AddedView
AMZNAMAZON COM INC COMStock233,228,057$48.42B3.01%+8,107,063+3.6%AddedView
GOOGLALPHABET INC CAP STK CL AStock151,888,094$43.55B2.71%+5,695,057+3.9%AddedView
AVGOBROADCOM INC COMStock114,280,922$35.28B2.19%+3,003,642+2.7%AddedView
GOOGALPHABET INC CAP STK CL CStock111,658,490$31.89B1.98%+3,540,454+3.3%AddedView
METAMETA PLATFORMS INC CL AStock54,165,192$30.88B1.92%+1,358,480+2.6%AddedView
TSLATESLA INC COMStock68,003,110$25.18B1.57%+2,302,135+3.5%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock41,159,806$19.68B1.22%+1,137,640+2.8%AddedView
LLYELI LILLY & CO COMStock20,191,864$18.51B1.15%+381,799+1.9%AddedView
JPMJPMORGAN CHASE & CO COMStock62,550,814$18.34B1.14%+1,282,126+2.1%AddedView
XOMEXXON MOBIL CORPCOM95,478,649$16.13B1.00%−444,605−0.5%ReducedView
JNJJOHNSON & JOHNSON COMStock59,164,862$14.42B0.90%+1,211,115+2.1%AddedView
VVISA INC COM CL AStock44,883,639$13.54B0.84%+841,053+1.9%AddedView
WMTWALMART INC COMStock105,856,140$13.1B0.81%+2,845,431+2.8%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock10,659,224$10.58B0.66%+270,705+2.6%AddedView
MAMASTERCARD INCORPORATED CL AStock21,071,444$10.5B0.65%+384,839+1.9%AddedView
ABBVABBVIE INC COMStock46,737,581$10.14B0.63%+2,107,601+4.7%AddedView
NFLXNETFLIX INC. COMStock103,528,586$9.92B0.62%+3,929,908+3.9%AddedView
PGPROCTER & GAMBLE CO COMStock64,403,372$9.3B0.58%+1,755,490+2.8%AddedView
MUMICRON TECHNOLOGY INC COMStock27,432,757$9.24B0.57%+1,434,988+5.5%AddedView
CVXCHEVRON CORPORATION COMStock43,677,102$9B0.56%+64,091+0.1%AddedView
HDHOME DEPOT INC COMStock24,937,966$8.19B0.51%+1,181,824+5.0%AddedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock55,871,332$8.15B0.51%+1,671,067+3.1%AddedView
AMDADVANCED MICRO DEVICES INC COMStock39,791,086$8.08B0.50%+2,206,241+5.9%AddedView
CSCOCISCO SYS INC COMStock102,134,942$7.91B0.49%+2,510,076+2.5%AddedView
CATCATERPILLAR INC COMStock11,127,483$7.89B0.49%+517,301+4.9%AddedView
BACBANK OF AMER CORP COMStock157,925,189$7.67B0.48%+3,441,704+2.2%AddedView
LRCXLAM RESEARCH CORP COM NEWStock35,175,926$7.5B0.47%+1,428,558+4.2%AddedView
AMATAPPLIED MATLS INC COMStock21,921,798$7.48B0.47%+3,313,100+17.8%AddedView
GEGE AEROSPACE COM NEWStock25,371,615$7.19B0.45%+596,673+2.4%AddedView
MRKMERCK & CO INC COMStock59,558,154$7.14B0.44%−489,830−0.8%ReducedView
KOCOCA COLA CO COMStock92,954,629$7.05B0.44%+2,970,426+3.3%AddedView
RTXRTX CORPORATION COMStock33,249,665$6.4B0.40%+2,929,783+9.7%AddedView
PMPHILIP MORRIS INTL INC COMStock38,461,183$6.36B0.40%+1,080,652+2.9%AddedView
UNHUNITEDHEALTH GROUP INC COMStock22,768,695$6.14B0.38%+977,105+4.5%AddedView
GSGOLDMAN SACHS GROUP INC COMStock7,114,833$6.01B0.37%+388,112+5.8%AddedView
LINLINDE PLC SHSStock11,832,240$5.87B0.37%+479,229+4.2%AddedView
WFCWELLS FARGO & CO COMStock73,848,013$5.86B0.36%+1,465,445+2.0%AddedView
ORCLORACLE CORP COMStock38,948,218$5.7B0.35%+1,213,274+3.2%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock23,076,329$5.58B0.35%+471,246+2.1%AddedView
MCDMCDONALDS CORP COMStock17,961,915$5.57B0.35%+923,396+5.4%AddedView
GEVGE VERNOVA INC COMStock6,385,078$5.56B0.35%+135,885+2.2%AddedView
AMGNAMGEN INC COMStock15,430,524$5.41B0.34%+1,127,230+7.9%AddedView
KLACKLA CORPCOM NEW3,672,914$5.4B0.34%+162,523+4.6%AddedView
PEPPEPSICO INC COMStock34,611,819$5.37B0.33%+993,882+3.0%AddedView
VZVERIZON COMMUNICATIONS INC COMStock106,208,367$5.31B0.33%+3,575,858+3.5%AddedView
TAT&T INC COMStock175,017,151$5.06B0.31%+4,013,379+2.3%AddedView
INTCINTEL CORP COMStock109,534,637$4.82B0.30%+7,603,125+7.5%AddedView
CCITIGROUP INC COM NEWStock42,312,782$4.79B0.30%−939,590−2.2%ReducedView
TJXTJX COS INC NEW COMStock29,194,059$4.65B0.29%+2,182,955+8.1%AddedView
TXNTEXAS INSTRS INC COMStock23,588,817$4.57B0.28%+723,505+3.2%AddedView
MSMORGAN STANLEY COM NEWStock27,702,674$4.54B0.28%+632,117+2.3%AddedView
NEENEXTERA ENERGY INC COMStock48,320,084$4.47B0.28%+1,048,065+2.2%AddedView
AXPAMERICAN EXPRESS CO COMStock14,166,474$4.27B0.27%+1,458,338+11.5%AddedView
CRMSALESFORCE INC COMStock22,225,157$4.14B0.26%+442,601+2.0%AddedView
GILDGILEAD SCIENCES INC COMStock29,726,052$4.14B0.26%+30,050+0.1%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock8,407,891$4.11B0.26%+211,414+2.6%AddedView
ABTABBOTT LABORATORIES COMStock39,148,795$4B0.25%+741,296+1.9%AddedView
DISDISNEY WALT CO COMStock41,587,677$3.99B0.25%+999,073+2.5%AddedView
APHAMPHENOL CORP NEWCL A31,295,967$3.95B0.25%+977,315+3.2%AddedView
ISRGINTUITIVE SURGICAL INCCOM NEW8,466,851$3.89B0.24%+241,160+2.9%AddedView
ADIANALOG DEVICES INC COMStock12,170,756$3.86B0.24%+229,621+1.9%AddedView
UNPUNION PAC CORP COMStock15,862,607$3.85B0.24%+501,939+3.3%AddedView
QCOMQUALCOMM INC COMStock29,734,061$3.82B0.24%+836,982+2.9%AddedView
BKNGBOOKING HOLDINGS INC COMStock891,139$3.76B0.23%+33,933+4.0%AddedView
COPCONOCOPHILLIPS COMStock28,577,218$3.76B0.23%+663,477+2.4%AddedView
PFEPFIZER INC COMStock133,561,742$3.74B0.23%+3,369,661+2.6%AddedView
HONHoneywell TechnologiesCOM16,250,601$3.67B0.23%+533,954+3.4%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock38,692,266$3.62B0.23%+1,024,626+2.7%AddedView
WELLWELLTOWER INC COMREIT17,767,889$3.51B0.22%+760,518+4.5%AddedView
BABOEING CO COMStock17,573,729$3.48B0.22%+548,294+3.2%AddedView
UBERUBER TECHNOLOGIES INC COMStock47,882,508$3.44B0.21%−53,695−0.1%ReducedView
BMYBRISTOL-MYERS SQUIBB CO COMStock55,286,174$3.34B0.21%+2,647,828+5.0%AddedView
ANETARISTA NETWORKS INC COM SHSStock27,229,280$3.34B0.21%+781,651+3.0%AddedView
LOWLOWES COS INC COMStock14,112,087$3.32B0.21%+785,506+5.9%AddedView
PGRPROGRESSIVE CORP COMStock16,256,844$3.22B0.20%+644,260+4.1%AddedView
DEDEERE & CO COMStock5,685,963$3.19B0.20%+85,411+1.5%AddedView
ETNEATON CORP PLC SHSStock8,852,541$3.15B0.20%+195,677+2.3%AddedView
NEMNEWMONT CORP COMStock28,265,025$3.12B0.19%+1,253,941+4.6%AddedView
BLKBLACKROCK INC COMStock3,253,795$3.11B0.19%+86,335+2.7%AddedView
PLDPROLOGIS INC. COMREIT23,611,033$3.11B0.19%+598,093+2.6%AddedView
MOALTRIA GROUP INC COMStock47,022,658$3.11B0.19%+1,037,940+2.3%AddedView
PANWPALO ALTO NETWORKS INC COMStock19,323,515$3.09B0.19%+3,334,258+20.9%AddedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock15,550,627$3.08B0.19%+894,191+6.1%AddedView
LMTLOCKHEED MARTIN CORP COMStock5,072,402$3.07B0.19%+177,853+3.6%AddedView
CBCHUBB LIMITED COMStock9,119,205$2.97B0.18%+235,030+2.6%AddedView
INTUINTUIT COMStock6,792,421$2.93B0.18%+177,882+2.7%AddedView
SPGIS&P GLOBAL INC COMStock6,917,960$2.93B0.18%+60,385+0.9%AddedView
APPAPPLOVIN CORPCOM CL A7,288,372$2.9B0.18%+121,369+1.7%AddedView
ADBEADOBE INC COMStock11,726,888$2.85B0.18%+195,210+1.7%AddedView
GLWCORNING INCCOM20,964,679$2.84B0.18%+552,855+2.7%AddedView
SOSOUTHERN CO COMStock28,355,049$2.75B0.17%+1,095,924+4.0%AddedView
VRTXVERTEX PHARMACEUTICALS INC COMStock6,139,621$2.73B0.17%+157,716+2.6%AddedView
VRTVERTIV HOLDINGS COCOM CL A10,879,850$2.72B0.17%+3,813,938+54.0%AddedView
CMECME GROUP INCCOM9,146,888$2.7B0.17%−180,699−1.9%ReducedView
SNDKSANDISK CORPCOM4,212,772$2.67B0.17%+556,912+15.2%AddedView
DHRDANAHER CORP DEL COMStock14,145,758$2.67B0.17%+371,316+2.7%AddedView
HWMHOWMET AEROSPACE INC COMStock11,580,901$2.67B0.17%+273,363+2.4%AddedView

Sold out since Q4 2025 (169)

Positions held at the end of Q4 2025 that are no longer in this filing.

Showing the largest 100 of 169 by value.

GEODE CAPITAL MANAGEMENT, LLC positions sold out since Q4 2025
SecurityClassShares, Q4 2025Value, Q4 2025% of portfolio, Q4 2025
AMCRAMCOR PLCORD64,202,708$533.49M0.03%
EXACT SCIENCES CORP30063P105COM3,331,580$338.43M0.02%
CERIDIAN HCM HLDG INC15677J108COM4,071,011$281.05M0.02%
AVIDITY BIOSCIENCES INC05370A108COM3,120,780$225.14M0.01%
CYBERARK SOFTWARE LTDM2682V108SHS496,638$220.3M0.01%
COMERICA INC200340107COM2,452,550$213.24M0.01%
CADENCE BANK12740C103EQUITY US CM4,626,569$198.23M0.01%
FRONTIER COMMUNICATIONS PARE35909D109COM4,912,743$187.06M0.01%
CONFLUENT INC20717M103CLASS A COM5,713,499$172.81M0.01%
PNFPPINNACLE FINL PARTNERS INCCOM1,576,459$153.68M0.01%
PIPRPIPER SANDLER COMPANIESCOM395,876$134.5M0.01%
SYNOVUS FINL CORP87161C501COM NEW2,329,394$119.6M0.01%
CIDARA THERAPEUTICS INC171757206COM NEW520,591$115.02M0.01%
INDVINDIVIOR PLCORD2,837,824$101.84M0.01%
TEGNA INC87901J105COM5,064,389$98.31M0.01%
REV GROUP INC749527107COM1,442,064$87.7M0.01%
POTLATCHDELTIC CORPORATION737630103COM2,104,739$83.74M0.01%
HILLENBRAND INC431571108COM1,674,287$53.12M0.00%
QGENQIAGEN NVCOMMON STOCK1,085,993$49.22M0.00%
CIVITAS RESOURCES INC17888H103EQUITY US CM1,778,718$48.2M0.00%
AVADEL PHARMACEUTICALS PLCG29687103Stock2,156,356$46.48M0.00%
AZNASTRAZENECA PLCSPONSORED ADR486,246$44.7M0.00%
ELMEELME COMMUNITIESSH BEN INT2,285,171$39.77M0.00%
ALEXANDER & BALDWIN INC NEW014491104COM1,901,393$39.25M0.00%
REALOGY HLDGS CORP75605Y106COM2,628,895$37.23M0.00%
DYNAVAX TECHNOLOGIES CORP268158201COM NEW2,415,065$37.15M0.00%
DEFINIUM THERAPEUTICS INC COM SHS60255C885Stock2,332,938$31.24M0.00%
PLYMOUTH INDL REIT INC729640102COM1,242,942$27.2M0.00%
TREEHOUSE FOODS INC89469A104COM1,125,240$26.55M0.00%
JAMF HLDG CORP47074L105COM1,995,995$25.97M0.00%
FUBOFUBOTV INCCOM7,867,171$19.83M0.00%
MIDWESTONE FINL GROUP INC NE598511103COM454,812$17.52M0.00%
ASTRIA THERAPEUTICS INC04635X102COM1,073,766$14.06M0.00%
BBUCBROOKFIELD BUSINESS CORPCL A EXC SUB VTG297,267$10.66M0.00%
OLYMPIC STEEL INC68162K106COM240,658$10.3M0.00%
FORGE GLOBAL HOLDINGS INC COM SHS34629L202Stock230,891$10.29M0.00%
EVENTBRITE INC29975E109COM CL A1,883,545$8.38M0.00%
RAPT THERAPEUTICS INC75382E208COM NEW239,790$8.13M0.00%
DENNYS CORP24869P104COM1,242,009$7.73M0.00%
NOVABAY PHARMACEUTICALS INC66987P409COM NEW1,257,705$7.1M0.00%
ASPEN INSURANCE HOLDINGS LTDG05384501ORD SHS CL A179,878$6.67M0.00%
VENTYX BIOSCIENCES INC92332V107COM722,355$6.53M0.00%
CITY OFFICE REIT INC178587101COM876,753$6.13M0.00%
GUESS INC401617105COM358,168$6M0.00%
MIDDLEFIELD BANC CORP596304204COM NEW172,196$5.95M0.00%
FWDIFORWARD INDS INC N YCOM NEW809,005$5.35M0.00%
ASSTSTRIVE INCCL A COM6,755,081$4.99M0.00%
AGLAGILON HEALTH INCCOM7,177,477$4.94M0.00%
SEMLER SCIENTIFIC INC81684M104COM322,706$4.94M0.00%
NEW GOLD INC CDA644535106COM537,341$4.78M0.00%
TRUECAR INC89785L107COM1,867,402$4.22M0.00%
FIRST SVGS FINL GROUP INC33621E109COM126,813$4.04M0.00%
BANKFINANCIAL CORP06643P104COM263,984$3.17M0.00%
MEMBERSHIP COLLECTIVE GROUP586001109COM CL A344,787$3.09M0.00%
ADVADVANTAGE SOLUTIONS INCCOM CL A2,763,633$2.43M0.00%
ISHARES TR46436E817MSCI KUWAIT ETF–$2.41M0.00%
SYNCHRONOSS TECHNOLOGIES INC87157B400COM NEW217,195$1.86M0.00%
QNCXCORTEXYME INCCOM523,899$1.76M0.00%
GULF ISLAND FABRICATION INC402307102COM143,940$1.72M0.00%
GRTUFGRANITE REAL ESTATE INVT TRTR UNIT NEW23,319$1.44M0.00%
MAGIC SOFTWARE ENTERPRISES L559166103ORD54,738$1.41M0.00%
FGNXFUNDAMENTAL GLOBAL INCCOM NEW483,446$1.33M0.00%
MERSANA THERAPEU59045L205COMMON STOCK43,920$1.27M0.00%
COOKTRAEGER INCCOMMON STOCK1,043,865$1.13M0.00%
BPBP PLC SPONSORED ADRADR25,662$891.24K0.00%
ATOSATOSSA THERAPEUTICS INCCOM1,371,909$809.62K0.00%
IF BANCORP INC44951J105COM21,707$585.4K0.00%
GOLDEN MATRIX GROUP INC381098300COM637,924$510.92K0.00%
CUREVAC N VN2451R105COM111,185$502.56K0.00%
PB BANKSHARES INC69318V103COM22,771$481.75K0.00%
GSR II METEORA ACQUISITION CORP09174P105COM329,979$425.74K0.00%
CHURCHILL CAP CORP XG2130T108SHS CL A27,054$422.04K0.00%
TRINSEO SAG9059U107COM841,720$418.42K0.00%
AFJKAIMEI HEALTH TECHNOLOGY CO LSHS6,452$412.99K0.00%
ORIGIN MATERIALS INC68622D106COM1,721,216$364.5K0.00%
CIBGRUPO CIBEST SASPON ADS5,585$355.26K0.00%
SOTHERLY HOTELS INC83600C103COM165,055$354.96K0.00%
HBIOHARVARD BIOSCIENCE INCCOM460,793$308.25K0.00%
SMXSMX SEC MATTERS PLCORD SHS NEW5,976$307.47K0.00%
OMCCNicholas FinancialCOM NEW58,970$295.53K0.00%
GENERATION BIO C37148K209COMMON STOCK51,795$294.27K0.00%
RVPHREVIVA PHARMACEUTCLS HLDGS ICOM1,048,954$292.68K0.00%
CLIRCLEARSIGN TECHNOLOGIES CORPCOM523,109$290.96K0.00%
BLEICHROEDER ACQUISITION CORG1169T104SHS CL A25,981$278.52K0.00%
NDLSNOODLES & COCOM CL A389,421$275K0.00%
YALAYALLA GROUP LTDADS32,200$223.47K0.00%
AIRTAIR T INCCOM11,404$214.56K0.00%
BLACKBOXSTOCKS INC09229E303COM26,267$212.63K0.00%
XLOXILIO THERAPEUTICS INCCOM328,972$210.63K0.00%
BDLFLANIGANS ENTERPRISES INCCOM6,980$206.66K0.00%
WILCFG WILLI FOOD INTL LTDORD7,040$202.61K0.00%
CRANE HBR ACQUISITION CORPG24979109CL A18,220$196.23K0.00%
INSPIRATO INCORPORATED45791E206CL A NEW46,492$193.89K0.00%
MODDMODULAR MED INCCOM NEW523,968$190.8K0.00%
INTSINTENSITY THERAPEUTICS INCCOM460,248$188.8K0.00%
CMBMFCAMBIUM NETWORKS CORPSHS129,734$186.86K0.00%
TVGNTEVOGEN BIO HLDGS INCCOM553,216$183.17K0.00%
RLYBRALLYBIO CORPCOM248,005$170.19K0.00%
VALEVALE S ASPONSORED ADS12,597$164.14K0.00%
ANEBANEBULO PHARMACEUTICALS INCCOM160,760$162.48K0.00%

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