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EA — ELECTRONIC ARTS INC

Reported value held$27.09B
Funds holding (latest)57
Sector—
Funds holding (Q2 2026)46
Institutional value$20.84B · 101.99M sh
New / Add / Cut / Exit3 / 21 / 19 / 2
Top-5 / Top-10 concentration54.5% / 73.4%
Institutional holdings change Accumulating +29.7% (+23.38M sh)
Institutional value change Up +30.6%

As of Q2 2026, 46 SEC-registered investment managers reported holding EA (ELECTRONIC ARTS INC) in their latest 13F filings, with a combined reported value of $20.84B across 101.99M shares. That is +29.7% by share count (+23.38M shares) versus the previous quarter, while reported value moved +30.6%. Ownership is concentrated: the five largest holders account for 54.5% of reported value and the top ten for 73.4%.

Compared with the prior quarter, 3 opened new positions, 21 added to existing stakes, 19 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 28.77M $5.88B 0.09% Add
BlackRock Inc history Q2 2026 25.00M $5.13B 0.08% Hold
Invesco Ltd history Q2 2026 8.88M $1.82B 0.15% Add
Farallon Capital Management history Q2 2026 7.92M $1.62B 7.54% New
Geode Capital Management history Q2 2026 7.55M $1.54B 0.08% Hold
Citadel Advisors history Q2 2026 6.09M $1.25B 0.15% Add
UBS Group AG history Q2 2026 4.43M $908.26M 0.12% Reduce
Millennium Management history Q2 2026 4.40M $902.71M 0.35% Reduce
Norges Bank Investment Management history Q2 2026 3.68M $755.30M 0.07% Add
Davidson Kempner Capital Management history Q2 2026 3.66M $749.62M 9.91% New
Morgan Stanley history Q2 2026 3.04M $622.53M 0.04% Reduce
Goldman Sachs Group history Q2 2026 2.78M $569.09M 0.05% Add
Northern Trust Corp history Q2 2026 2.74M $560.88M 0.07% Reduce
JPMorgan Chase & Co history Q2 2026 2.35M $481.20M 0.06% Add
Balyasny Asset Management history Q2 2026 2.02M $413.40M 0.54% Add
Amundi US history Q2 2026 1.93M $396.55M 0.10% Add
Legal & General Investment Management America history Q2 2026 1.84M $376.66M 0.08% Reduce
Charles Schwab Investment Management history Q2 2026 1.50M $307.02M 0.04% Add
Fidelity Management & Research (FMR) history Q2 2026 1.39M $284.67M 0.01% Add
BNY Mellon history Q2 2026 1.32M $269.85M 0.04% Reduce

View all 57 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 28.54M 29.67M 28.10M 26.65M 25.86M 25.55M 25.10M 25.00M
Invesco Ltd 5.50M 5.02M 4.52M 5.63M 5.88M 4.33M 4.28M 3.86M 4.16M 3.56M 3.65M 3.15M 3.11M 3.23M 3.73M 4.11M 4.31M 4.06M 3.32M 8.88M
Farallon Capital Management — — — — — — — — — — — — — — — — — — — 7.92M
Geode Capital Management 4.95M 5.01M 4.94M 5.79M 5.67M 5.76M 5.81M 5.94M 5.81M 6.16M 6.50M 6.65M 6.67M 6.70M 6.75M 6.64M 6.62M 6.76M 7.52M 7.55M
Citadel Advisors 2.37M 1.99M 1.29M 1.84M 1.23M 1.26M 1.46M 603.93K 2.49M 776.93K 872.77K 1.19M 881.12K 825.15K 2.00M 979.62K 1.33M 1.30M 3.04M 6.09M
UBS Group AG 2.34M 1.82M 1.42M 1.57M 1.43M 1.82M 1.37M 1.37M 1.26M 1.33M 1.40M 1.15M 1.77M 1.95M 2.62M 2.26M 1.92M 5.23M 6.63M 4.43M
Millennium Management 905.51K 796.81K 1.24M 1.22M 1.58M 1.21M 148.07K 585.16K 593.33K 863.76K 981.38K 245.31K 316.40K 726.09K 753.52K 841.73K 1.15M 4.39M 4.75M 4.40M
Norges Bank Investment Management — — — — — 2.21M — — — 2.05M — 612.37K — 660.96K — 440.50K — 3.15M — 3.68M
Davidson Kempner Capital Management — — — 40.00K — — 46.15K — — — — 144.00K 100.00K — — — — — — 3.66M
Morgan Stanley 918.83K 944.89K 900.02K 2.06M 1.97M 3.19M 2.94M 3.00M 3.39M 3.60M 4.01M 3.81M 3.84M 4.23M 3.86M 3.85M 4.00M 3.25M 3.24M 3.04M
Goldman Sachs Group 1.98M 1.31M 1.29M 2.08M 1.79M 2.45M 2.76M 2.86M 2.64M 3.25M 3.11M 2.87M 2.71M 2.46M 3.25M 3.93M 2.78M 1.70M 2.34M 2.78M
Northern Trust Corp 3.37M 3.21M 3.14M 3.15M 3.04M 3.25M 3.23M 3.11M 3.17M 3.06M 2.99M 2.99M 2.90M 3.26M 2.88M 2.87M 2.81M 2.70M 2.79M 2.74M
JPMorgan Chase & Co 21.20K 21.20K 2.80K 2.80K 24.50K 26.70K 24.30K 50.10K 67.50K 52.50K 45.70K 18.60K 19.90K 34.90K 32.50K 15.00K 60.00K 60.00K 400.00K 2.35M
Balyasny Asset Management 50.00K — — 529.76K 204.85K 197.31K 415.53K 14.51K 1.83M 792.55K 739.26K 619.38K 522.86K 592.81K 84.11K 507.00K 2.06M 2.45M 804.19K 2.02M
Amundi US 5.26M 5.82M 5.81M 5.05M 4.96M 6.57M 6.40M 5.92M 6.08M 6.45M 4.12M 3.37M 2.87M 2.99M 1.69M 1.98M 1.99M 1.88M 1.39M 1.93M
Legal & General Investment Management America 2.69M 2.48M 2.54M 2.51M 2.40M 2.28M 2.29M 2.25M 2.19M 2.61M 2.57M 2.64M 2.51M 2.02M 2.09M 1.99M 1.96M 1.85M 1.87M 1.84M
Charles Schwab Investment Management 1.32M 1.36M 1.39M 1.42M 1.38M 1.40M 1.38M 1.39M 1.34M 1.37M 1.38M 1.42M 1.42M 1.46M 1.48M 1.45M 1.44M 1.45M 1.48M 1.50M
Fidelity Management & Research (FMR) 4.05M 2.42M 2.80M 2.40M 2.40M 1.86M 1.76M 1.96M 1.89M 1.56M 1.12M 598.04K 371.87K 1.21M 490.84K 1.13M 1.65M 1.12M 1.38M 1.39M
BNY Mellon 2.52M 2.29M 2.13M 2.23M 2.35M 2.17M 2.07M 2.02M 1.97M 1.90M 1.83M 1.82M 1.77M 1.79M 1.76M 1.65M 1.59M 1.38M 1.35M 1.32M
Deutsche Bank AG 1.92M 1.55M 1.70M 1.35M 1.36M 1.39M 1.19M 903.25K 715.02K 880.89K 760.33K 774.68K 1.01M 1.09M 1.05M 940.35K 1.15M 864.70K 1.17M 1.29M

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