Electronic Arts Inc.
MX ˙ BMV ˙ US2855121099
SecurityMX:EA / Electronic Arts Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership7,522,237 shares
Latest Disclosed Value $ 1,529,524,883
Geode Capital Management, Llc reports 11.20% increase in ownership of EA / Electronic Arts Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 7,522,237 shares of Electronic Arts Inc. (MX:EA) valued at $1,529,524,883 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 6,764,572 shares of Electronic Arts Inc.. This represents a change in shares of 11.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ELECTRONIC ARTS COM 285512109 7,522,237 757,665 11.20 1,529,525 10.67 0.0508
2026-02-09 2025-12-31 13F ELECTRONIC ARTS COM 285512109 6,764,572 143,195 2.16 1,382,030 3.55 0.0853
2025-11-12 2025-09-30 13F ELECTRONIC ARTS COM 285512109 6,621,377 -22,778 -0.34 1,334,589 26.22 0.0851
2025-08-08 2025-06-30 13F ELECTRONIC ARTS COM 285512109 6,644,155 -104,834 -1.55 1,057,333 8.68 0.0741
2025-05-13 2025-03-31 13F ELECTRONIC ARTS COM 285512109 6,748,989 46,403 0.69 972,860 -0.59 0.0765
2025-02-12 2024-12-31 13F ELECTRONIC ARTS COM 285512109 6,702,586 30,929 0.46 978,650 2.55 0.0758
2024-11-12 2024-09-30 13F ELECTRONIC ARTS COM 285512109 6,671,657 26,505 0.40 954,358 3.29 0.0773
2024-08-09 2024-06-30 13F ELECTRONIC ARTS COM 285512109 6,645,152 144,245 2.22 923,971 7.30 0.0811
2024-05-13 2024-03-31 13F ELECTRONIC ARTS COM 285512109 6,500,907 345,013 5.60 861,113 2.49 0.0796
2024-02-13 2023-12-31 13F ELECTRONIC ARTS COM 285512109 6,155,894 348,712 6.00 840,192 20.41 0.0879
2023-11-13 2023-09-30 13F ELECTRONIC ARTS COM 285512109 5,807,182 -129,321 -2.18 697,792 -9.15 0.0831
2023-08-11 2023-06-30 13F ELECTRONIC ARTS COM 285512109 5,936,503 127,547 2.20 768,078 10.01 0.0903
2023-05-15 2023-03-31 13F ELECTRONIC ARTS COM 285512109 5,808,956 52,736 0.92 698,212 99,360.26 0.0907
2023-02-13 2022-12-31 13F ELECTRONIC ARTS COM 285512109 5,756,220 87,093 1.54 702 -99.89 0.0985
2022-11-14 2022-09-30 13F ELECTRONIC ARTS COM 285512109 5,669,127 -124,689 -2.15 655,269 -6.87 0.0994
2022-08-12 2022-06-30 13F ELECTRONIC ARTS COM 285512109 5,793,816 850,511 17.21 703,632 12.81 0.1031
2022-05-13 2022-03-31 13F ELECTRONIC ARTS COM 285512109 4,943,305 -63,828 -1.27 623,744 -5.33 0.0779
2022-02-11 2021-12-31 13F ELECTRONIC ARTS COM 285512109 5,007,133 54,417 1.10 658,845 -6.23 0.0794
2021-11-12 2021-09-30 13F ELECTRONIC ARTS COM 285512109 4,952,716 23,251 0.47 702,638 -0.63 0.0946
2021-08-13 2021-06-30 13F ELECTRONIC ARTS COM 285512109 4,929,465 -194,791 -3.80 707,110 2.18 0.0974
2021-05-12 2021-03-31 13F ELECTRONIC ARTS COM 285512109 5,124,256 138,304 2.77 691,992 -3.13 0.1058
2021-02-12 2020-12-31 13F ELECTRONIC ARTS COM 285512109 4,985,952 400,847 8.74 714,355 19.69 0.1199
2020-11-13 2020-09-30 13F ELECTRONIC ARTS COM 285512109 4,585,105 -10,720 -0.23 596,857 -1.49 0.1169
2020-08-13 2020-06-30 13F ELECTRONIC ARTS COM 285512109 4,595,825 141,482 3.18 605,894 36.03 0.1296
2020-05-14 2020-03-31 13F ELECTRONIC ARTS COM 285512109 4,454,343 25,307 0.57 445,421 -6.28 0.1161
2020-02-20 2019-12-31 13F/A-1 ELECTRONIC ARTS COM 285512109 4,429,036 58,125 1.33 475,244 11.31 0.0993
2020-02-13 2019-12-31 13F ELECTRONIC ARTS COM 285512109 4,429,036 58,125 475,244 60,565.6808
2019-11-12 2019-09-30 13F ELECTRONIC ARTS COM 285512109 4,370,911 353,314 8.79 426,948 5.13 0.0996
2019-08-14 2019-06-30 13F ELECTRONIC ARTS COM 285512109 4,017,597 198,303 5.19 406,105 4.82 0.0983
2019-05-14 2019-03-31 13F ELECTRONIC ARTS COM 285512109 3,819,294 205,499 5.69 387,431 36.12 0.1004
2019-03-06 2018-12-31 13F/A-1 ELECTRONIC ARTS COM 285512109 3,613,795 164,030 4.75 284,619 -31.39 0.0880
2019-02-13 2018-12-31 13F ELECTRONIC ARTS COM 285512109 3,613,795 164,030 284,619
2018-11-13 2018-09-30 13F ELECTRONIC ARTS COM 285512109 3,449,765 83,315 2.47 414,809 -12.43 0.1169
2018-08-14 2018-06-30 13F ELECTRONIC ARTS COM 285512109 3,366,450 98,376 3.01 473,703 19.87 0.1456
2018-05-15 2018-03-31 13F ELECTRONIC ARTS COM 285512109 3,268,074 18,230 0.56 395,196 15.99 0.1288
2018-02-13 2017-12-31 13F ELECTRONIC ARTS COM 285512109 3,249,844 102,739 3.26 340,709 -8.12 0.1157
2017-11-14 2017-09-30 13F ELECTRONIC ARTS COM 285512109 3,147,105 34,191 1.10 370,820 12.87 0.1369
2017-08-14 2017-06-30 13F ELECTRONIC ARTS COM 285512109 3,112,914 -85,270 -2.67 328,542 14.91 0.1292
2017-06-21 2017-03-31 13F/A-1 ELECTRONIC ARTS INC COM COM 285512109 3,198,184 312,095 10.81 285,921 25.93 0.1173
2017-05-12 2017-03-31 13F ELECTRONIC ARTS INC COM COM 285512109 3,198,184 285,921
2017-02-14 2016-12-31 13F ELECTRONIC ARTS INC COM COM 285512109 2,886,089 105,923 3.81 227,048 -4.23 0.1056
2016-11-10 2016-09-30 13F ELECTRONIC ARTS INC COM COM 285512109 2,780,166 -69,385 -2.43 237,073 9.98 0.1194
2016-08-12 2016-06-30 13F ELECTRONIC ARTS INC COM COM 285512109 2,849,551 69,222 2.49 215,553 17.49 0.1172
2016-05-13 2016-03-31 13F ELECTRONIC ARTS INC COM COM 285512109 2,780,329 4,037 0.15 183,471 -3.66 0.0974
2016-02-12 2015-12-31 13F ELECTRONIC ARTS INC COM COM 285512109 2,776,292 65,738 2.43 190,432 3.89 0.1085
2015-11-13 2015-09-30 13F ELECTRONIC ARTS INC COM COM 285512109 2,710,554 19,837 0.74 183,310 2.63 0.1112
2015-08-14 2015-06-30 13F ELECTRONIC ARTS INC COM COM 285512109 2,690,717 9,642 0.36 178,611 13.43 0.1020
2015-05-14 2015-03-31 13F ELECTRONIC ARTS INC COM COM 285512109 2,681,075 248,950 10.24 157,462 37.88 0.0900
2015-02-12 2014-12-31 13F ELECTRONIC ARTS INC COM COM 285512109 2,432,125 132,814 5.78 114,203 39.66 0.0679
2014-11-14 2014-09-30 13F ELECTRONIC ARTS INC COM COM 285512109 2,299,311 -15,420 -0.67 81,774 -1.45 0.0530
2014-08-13 2014-06-30 13F ELECTRONIC ARTS INC COM COM 285512109 2,314,731 7,607 0.33 82,981 24.04 0.0537
2014-05-14 2014-03-31 13F ELECTRONIC ARTS INC COM COM 285512109 2,307,124 25,537 1.12 66,900 27.86 0.0449
2014-02-14 2013-12-31 13F ELECTRONIC ARTS INC COM COM 285512109 2,281,587 114,108 5.26 52,324 -5.49 0.0363
2013-11-14 2013-09-30 13F ELECTRONIC ARTS INC COM COM 285512109 2,167,479 101,981 4.94 55,365 16.72 0.0444
2013-08-14 2013-06-30 13F ELECTRONIC ARTS INC COM COM 285512109 2,065,498 2,065,498 47,434 0.0417
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.