EA — ELECTRONIC ARTS INC
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- Farallon Capital Management 7.92M sh · $1.62B
- Davidson Kempner Capital Management 3.66M sh · $749.62M
- Lazard Asset Management 13.19K sh · $2.70M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 111.27K sh · $22.67M
- Bridgewater Associates sold 12.36K sh · $2.52M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details