Vault-13

ELECTRONIC ARTS INC EA

COM · Common Stock · CUSIP 285512109 · ISIN US2855121099

964 institutional holders +33 vs Q3 2022
247,783,943247.8m shares reported held*
$30.3bnreported value*
93 new 345 added 349 reduced 75 sold out net sold ≈ $44.5m (-377.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($88.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $122.46. Options: 37 managers hold calls ($529.4m notional), 35 hold puts ($586.9m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 931Q4 22: 964964Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022931
Q4 2022964

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200m$400m$600mQ3 22 calls: $504.7mQ3 22 puts: $571.5mQ3 22P/C 1.13Q4 22 calls: $529.4mQ4 22 puts: $586.9mQ4 22P/C 1.11
Numbers
QuarterCallsPutsP/C
Q3 2022$504.7m$571.5m1.13
Q4 2022$529.4m$586.9m1.11

Biggest buyers

Amundi Added +1,608,594+1.6m
MORGAN STANLEY Added +1,223,195+1.2m
NORGES BANK Added +933,932+933.9k
LAZARD ASSET MANAGEMENT LLC Added +814,081+814.1k
Woodline Partners LP New +697,730+697.7k
BlackRock Inc. Added +672,123+672.1k
GOLDMAN SACHS GROUP INC Added +586,519+586.5k
Qube Research & Technologies Ltd Added +422,527+422.5k
AMERICAN CENTURY COMPANIES INC Added +358,852+358.9k
AQR CAPITAL MANAGEMENT LLC Added +320,986+321.0k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -2,088,248-2.1m
Invesco Ltd. Reduced -1,546,602-1.5m
TWO SIGMA ADVISERS, LP Reduced -682,621-682.6k
Ardevora Asset Management LLP Sold out -598,830-598.8k
TWO SIGMA INVESTMENTS, LP Reduced -562,172-562.2k
FMR LLC Reduced -542,227-542.2k
AMERIPRISE FINANCIAL INC Reduced -376,706-376.7k
Ninety One UK Ltd Reduced -341,040-341.0k
AustralianSuper Pty Ltd Reduced -335,330-335.3k
MILLENNIUM MANAGEMENT LLC Reduced -331,510-331.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $97.7m799.7k shares
CITADEL ADVISORS LLC Added $57.4m469.8k shares
CMT Capital Markets Trading GmbH Added $48.8m399.0k shares
SIMPLEX TRADING, LLC Added $44.1m361.0k shares
MILLENNIUM MANAGEMENT LLC Reduced $43.2m353.6k shares
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Reduced $36.7m303.0k shares
HSBC HOLDINGS PLC Added $23.6m193.6k shares
JANE STREET GROUP, LLC Reduced $22.9m187.3k shares
BNP PARIBAS FINANCIAL MARKETS Added $22.3m1.8k shares
BANK OF MONTREAL /CAN/ New $16.2m132.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $97.9m801.1k shares
UBS Group AG Added $71.3m583.3k shares
MILLENNIUM MANAGEMENT LLC Added $67.0m548.3k shares
CITADEL ADVISORS LLC Reduced $64.9m530.9k shares
BNP PARIBAS FINANCIAL MARKETS Added $54.4m4.5k shares
CMT Capital Markets Trading GmbH Reduced $33.3m272.4k shares
JANE STREET GROUP, LLC Reduced $23.1m189.2k shares
Parallax Volatility Advisers, L.P. Added $22.5m183.8k shares
SIMPLEX TRADING, LLC Reduced $21.6m176.8k shares
BANK OF MONTREAL /CAN/ Added $21.0m171.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -2.7 pts · filed 2025-04-17 8.6% -2.7 pts 22.4m≈ $4.6bn 2025-04-17
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 7.1% new 17.8m≈ $3.6bn 2026-04-29
STATE STREET CORP 13G · institution -1.1 pts · filed 2026-05-12 5.7% -1.1 pts 14.2m≈ $2.9bn 2026-05-12
Pentwater Capital Management LP 13G · institution new · filed 2026-05-15 5.1% new 12.8m≈ $2.6bn 2026-05-15

Fell to 5% or below in the last year: PUBLIC INVESTMENT FUND (0.0%, 2026-08-05), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.10% of their portfolio New York, NY 24,801,71824.8m $3.0bn $3.0bn 0.10% Added +672.1k +672,123
2 VANGUARD GROUP INC 0.07% of their portfolio Valley Forge, PA 21,903,49021.9m $2.7bn $2.7bn 0.07% Added +272.7k +272,697
3 PUBLIC INVESTMENT FUND 6.32% of their portfolio AL AQIQ DISTRICT, RIYADH, T0 16,011,84416.0m $2.0bn $2.0bn 6.32% Unchanged
4 STATE STREET CORP 0.09% of their portfolio BOSTON, MA 12,640,55512.6m $1.5bn $1.5bn 0.09% Reduced -89.5k -89,504
5 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.47% of their portfolio Boston, MA 11,111,60611.1m $1.4bn $1.4bn 0.47% Reduced -273.3k -273,270
6 WELLINGTON MANAGEMENT GROUP LLP 0.23% of their portfolio Boston, MA 9,460,0069.5m $1.2bn $1.2bn 0.23% Reduced -2.1m -2,088,248
7 AMERIPRISE FINANCIAL INC 0.31% of their portfolio MINNEAPOLIS, MN 7,493,3617.5m $915.5m $915.5m 0.31% Reduced -376.7k -376,706
8 Amundi 0.45% of their portfolio Paris, I0 6,569,7006.6m $827.7m $827.7m 0.45% Added +1.6m +1,608,594
9 GEODE CAPITAL MANAGEMENT, LLC 0.10% of their portfolio BOSTON, MA 5,756,2205.8m $702.1m $702.1m 0.10% Added +87.1k +87,093
10 Capital International Investors 0.18% of their portfolio Los Angeles, CA 5,573,7275.6m $681.0m $681.0m 0.18% Reduced -318.5k -318,482
11 Ninety One UK Ltd 1.76% of their portfolio London, X0 4,481,8284.5m $547.6m $547.6m 1.76% Reduced -341.0k -341,040
12 Independent Franchise Partners LLP 5.34% of their portfolio London, X0 4,461,5504.5m $545.1m $545.1m 5.34% Reduced -81.9k -81,943
13 Invesco Ltd. 0.16% of their portfolio ATLANTA, GA 4,330,5834.3m $529.1m $529.1m 0.16% Reduced -1.5m -1,546,602
14 ALLIANCEBERNSTEIN L.P. 0.22% of their portfolio NASHVILLE, TN 4,013,0684.0m $490.3m $490.3m 0.22% Reduced -29.2k -29,185
15 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.60% of their portfolio DALLAS, TX 3,492,4973.5m $426.7m $426.7m 1.60% Added +35.5k +35,479
16 NORTHERN TRUST CORP 0.08% of their portfolio CHICAGO, IL 3,247,9463.2m $396.8m $396.8m 0.08% Added +204.7k +204,716
17 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 3,193,0593.2m $390.1m $390.1m 0.04% Added +1.2m +1,223,195
18 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% of their portfolio NEW YORK, NY 2,515,6932.5m $307.4m $307.4m 0.16% Added +93.6k +93,605
19 MACQUARIE GROUP LTD 0.34% of their portfolio Sydney, NSW 2000, C3 2,379,3182.4m $290.7m $290.7m 0.34% Reduced -43.3k -43,334
20 GOLDMAN SACHS GROUP INC 0.08% of their portfolio NEW YORK, NY 2,336,7502.3m $285.5m $285.5m 0.08% Added +586.5k +586,519
21 Legal & General Group Plc 0.11% of their portfolio London, X0 2,277,8772.3m $278.3m $278.3m 0.11% Reduced -119.8k -119,834
22 NORGES BANK 0.07% of their portfolio OSLO, Q8 2,212,9802.2m $270.4m $270.4m 0.07% Added +933.9k +933,932
23 Bank of New York Mellon Corp 0.06% of their portfolio NEW YORK, NY 2,167,4052.2m $264.8m $264.8m 0.06% Reduced -186.9k -186,871
24 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 2,071,5802.1m $253.1m $253.1m 0.03% Reduced -190.9k -190,913
25 LAZARD ASSET MANAGEMENT LLC 0.32% of their portfolio NEW YORK, NY 1,887,9531.9m $230.7m $230.7m 0.32% Added +814.1k +814,081
26 PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio BALTIMORE, MD 1,866,9361.9m $228.1m $228.1m 0.04% Added +257.7k +257,679
27 FMR LLC 0.02% of their portfolio BOSTON, MA 1,855,2911.9m $226.7m $226.7m 0.02% Reduced -542.2k -542,227
28 California Public Employees Retirement System 0.19% of their portfolio Sacramento, CA 1,853,5901.9m $226.5m $226.5m 0.19% Reduced -123.9k -123,946
29 Burgundy Asset Management Ltd. 2.60% of their portfolio Toronto, A6 1,643,2091.6m $200.8m $200.8m 2.60% Added +130.4k +130,377
30 Robeco Institutional Asset Management B.V. 0.56% of their portfolio ROTTERDAM, P7 1,581,9511.6m $193.3m $193.3m 0.56% Added +104.4k +104,354
31 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 1,569,3011.6m $191.7m $191.7m 0.06% Reduced -43.4k -43,422
32 FIL Ltd 0.22% of their portfolio HAMILTON, D0 1,519,7951.5m $185.7m $185.7m 0.22% Reduced -74.2k -74,184
33 AMERICAN CENTURY COMPANIES INC 0.15% of their portfolio KANSAS CITY, MO 1,481,7341.5m $181.0m $181.0m 0.15% Added +358.9k +358,852
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio SAN FRANCISCO, CA 1,397,4171.4m $170.7m $170.7m 0.06% Added +19.5k +19,513
35 DEUTSCHE BANK AG\ 0.10% of their portfolio FRANKFURT AM MAIN, 2M 1,389,7211.4m $169.8m $169.8m 0.10% Added +34.2k +34,238
36 PICTET ASSET MANAGEMENT SA 0.23% of their portfolio GENEVA 73, V8 1,332,9881.3m $162.9m $162.9m 0.23% Added +161.0k +160,997
37 Nuveen Asset Management, LLC 0.06% of their portfolio CHICAGO, IL 1,220,1551.2m $149.1m $149.1m 0.06% Added +48.5k +48,519
38 Swiss National Bank 0.10% of their portfolio ZURICH, V8 1,130,8001.1m $138.2m $138.2m 0.10% Reduced -82.1k -82,065
39 Capital Research Global Investors 0.04% of their portfolio Los Angeles, CA 1,118,6821.1m $136.7m $136.7m 0.04% Reduced -244.9k -244,889
40 UBS Group AG 0.06% of their portfolio ZURICH, V8 1,104,8931.1m $135.0m $135.0m 0.06% Added +74.4k +74,388
41 CREDIT SUISSE AG/ 0.13% of their portfolio ZURICH, V8 1,006,4861.0m $123.0m $123.0m 0.13% Added +159.9k +159,900
42 CANADA LIFE ASSURANCE Co 0.32% of their portfolio WINNIPEG, A2 996,218996.2k $122.4m $122.4m 0.32% Reduced -43.3k -43,259
43 Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio CHIYODA-KU, TOKYO, M0 966,600966.6k $118.1m $118.1m 0.09% Reduced -78.4k -78,412
44 Artisan Partners Limited Partnership 0.21% of their portfolio Milwaukee, WI 959,753959.8k $117.3m $117.3m 0.21% Reduced -129.6k -129,617
45 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 903,586903.6k $110.4m $110.4m 0.04% Added +29.7k +29,694
46 AustralianSuper Pty Ltd 0.79% of their portfolio MELBOURNE, C3 889,206889.2k $109.2m $109.2m 0.79% Reduced -335.3k -335,330
47 Swedbank AB 0.23% of their portfolio STOCKHOLM, V7 841,383841.4k $102.8m $102.8m 0.23% Added +75.4k +75,376
48 DekaBank Deutsche Girozentrale 0.27% of their portfolio FRANKFURT, 2M 833,504833.5k $101.2m $101.2m 0.27% Added +83.5k +83,533
49 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.07% of their portfolio VICTORIA, A1 797,933797.9k $97.5m $97.5m 1.07% Reduced -12.5k -12,474
50 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.34% of their portfolio Paris, I0 781,772781.8k $95.5m $95.5m 0.34% Added +52.5k +52,467
51 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.13% of their portfolio BOSTON, MA 769,004769.0k $94.0m $94.0m 0.13% Added +104.2k +104,196
52 PRIMECAP MANAGEMENT CO/CA/ 0.09% of their portfolio PASADENA, CA 768,925768.9k $93.9m $93.9m 0.09% Reduced -38.2k -38,200
53 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 716,956717.0k $87.6m $87.6m 0.06% Added +27.1k +27,074
54 AQR CAPITAL MANAGEMENT LLC 0.19% of their portfolio Greenwich, CT 705,224705.2k $85.5m $85.5m 0.19% Added +321.0k +320,986
55 Woodline Partners LP 1.17% of their portfolio San Francisco, CA 697,730697.7k $85.2m $85.2m 1.17% New
56 PANAGORA ASSET MANAGEMENT INC 0.54% of their portfolio BOSTON, MA 669,514669.5k $81.8m $81.8m 0.54% Reduced -786 -786
57 BARCLAYS PLC 0.07% of their portfolio LONDON, X0 663,038663.0k $81.0m $81.0m 0.07% First filing
58 Manning & Napier Group, LLC 0.97% of their portfolio Fairport, NY 646,380646.4k $79.0m $79.0m 0.97% Reduced -8.1k -8,136
59 APG Asset Management N.V. 0.15% of their portfolio Amsterdam, P7 633,872633.9k $77.4m $77.4m 0.15% Added +93.9k +93,944
60 DNB Asset Management AS 0.54% of their portfolio Oslo, Q8 632,516632.5k $77.3m $77.3m 0.54% Reduced -134.9k -134,874
61 Caisse de depot et placement du Quebec 0.24% of their portfolio Montreal, A8 627,882627.9k $76.7m $76.7m 0.24% Reduced -135.0k -134,972
62 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 625,492625.5k $76.4m $76.4m 0.01% Added +133.6k +133,584
63 EMINENCE CAPITAL, LP 1.38% of their portfolio NEW YORK, NY 606,335606.3k $74.1m $74.1m 1.38% Reduced -210.9k -210,869
64 STATE OF WISCONSIN INVESTMENT BOARD 0.24% of their portfolio MADISON, WI 598,813598.8k $73.2m $73.2m 0.24% Reduced -15.2k -15,168
65 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 593,224593.2k $72.5m $72.5m 0.04% Added +2.0k +1,994
66 DAVENPORT & Co LLC 0.58% of their portfolio RICHMOND, VA 580,451580.5k $70.9m $70.9m 0.58% Added +113.7k +113,670
67 PRUDENTIAL FINANCIAL INC 0.12% of their portfolio NEWARK, NJ 568,165568.2k $69.4m $69.4m 0.12% Added +180.1k +180,119
68 Ninety One North America, Inc. 3.27% of their portfolio New York, NY 547,623547.6k $66.9m $66.9m 3.27% Reduced -30.6k -30,577
69 RHUMBLINE ADVISERS 0.09% of their portfolio BOSTON, MA 533,306533.3k $65.2m $65.2m 0.09% Added +7.0k +6,973
70 D. E. Shaw & Co., Inc. 0.11% of their portfolio New York, NY 512,633512.6k $62.6m $62.6m 0.11% Reduced -807 -807
71 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 504,648504.6k $61.7m $61.7m 0.02% Added +88.0k +87,988
72 Qube Research & Technologies Ltd 0.37% of their portfolio LONDON, X0 497,672497.7k $60.8m $60.8m 0.37% Added +422.5k +422,527
73 Retirement Systems of Alabama 0.26% of their portfolio MONTGOMERY, AL 494,023494.0k $60.4m $60.4m 0.26% Reduced -3.7k -3,712
74 Russell Investments Group, Ltd. 0.12% of their portfolio Seattle, WA 484,694484.7k $59.2m $59.2m 0.12% Reduced -38.3k -38,320
75 Boston Trust Walden Corp 0.52% of their portfolio BOSTON, MA 480,602480.6k $58.7m $58.7m 0.52% Added +13.1k +13,066
76 National Pension Service 0.11% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 477,179477.2k $58.3m $58.3m 0.11% Added +10.4k +10,395
77 TD Asset Management Inc 0.07% of their portfolio Toronto, A6 468,973469.0k $57.3m $57.3m 0.07% Reduced -742 -742
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio WEST SACRAMENTO, CA 466,450466.4k $57.0m $57.0m 0.09% Added +4.8k +4,757
79 Marathon Asset Management Ltd 1.51% of their portfolio London, X0 457,288457.3k $55.9m $55.9m 1.51% Reduced -11.0k -10,993
80 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 435,694435.7k $53.4m $53.4m 0.03% Added +108.1k +108,125
81 Value Partners Investments Inc. 4.56% of their portfolio WINNIPEG, A2 429,536429.5k $52.5m $52.5m 4.56% Reduced -656 -656
82 Mirae Asset Global Investments Co., Ltd. 0.14% of their portfolio SEOUL, M5 429,017429.0k $52.4m $52.4m 0.14% Added +23.3k +23,276
83 JUPITER ASSET MANAGEMENT LTD 0.76% of their portfolio London, X0 423,895423.9k $51.8m $51.8m 0.76% Added +11.9k +11,885
84 HSBC HOLDINGS PLC 0.06% of their portfolio LONDON, X0 400,249400.2k $48.8m $48.8m 0.06% Added +111.0k +110,965
85 Skandinaviska Enskilda Banken AB (publ) 0.36% of their portfolio STOCKHOLM, V7 392,737392.7k $48.0m $48.0m 0.36% Added +100.1k +100,103
86 Stephens Investment Management Group LLC 0.86% of their portfolio LITTLE ROCK, AR 388,911388.9k $47.5m $47.5m 0.86% Reduced -298 -298
87 NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio NEW YORK, NY 386,396386.4k $47.2m $47.2m 0.05% Added +115.9k +115,853
88 RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio NEW YORK, NY 384,400384.4k $47.0m $47.0m 0.06% Reduced -17.9k -17,900
89 HUNTINGTON NATIONAL BANK 0.45% of their portfolio COLUMBUS, OH 354,968355.0k $43.4m $43.4m 0.45% Added +79.4k +79,378
90 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.11% of their portfolio TALLAHASSEE, FL 353,370353.4k $43.2m $43.2m 0.11% Added +4.5k +4,500
91 NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio ALBANY, NY 350,998351.0k $42.9m $42.9m 0.06% Added +9.5k +9,536
92 VAN ECK ASSOCIATES CORP 0.11% of their portfolio NEW YORK, NY 342,806342.8k $41.9m $41.9m 0.11% Added +1.7k +1,692
93 BANQUE PICTET & CIE SA 0.44% of their portfolio GENEVA 73, V8 342,572342.6k $41.9m $41.9m 0.44% Reduced -1.5k -1,463
94 PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio DES MOINES, IA 341,277341.3k $41.7m $41.7m 0.03% Reduced -18.7k -18,736
95 Bank Julius Baer & Co. Ltd, Zurich 0.28% of their portfolio ZURICH, V8 339,901339.9k $41.5m $41.5m 0.28% Added +7.8k +7,833
96 Capital Group Private Client Services, Inc. 0.52% of their portfolio Los Angeles, CA 335,725335.7k $41.0m $41.0m 0.52% Reduced -3.3k -3,297
97 CITIGROUP INC 0.06% of their portfolio NEW YORK, NY 330,973331.0k $40.4m $40.4m 0.06% Reduced -66.5k -66,542
98 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio ALBANY, NY 317,282317.3k $38.8m $38.8m 0.10% Reduced -15.9k -15,853
99 Aberdeen Group plc 0.10% of their portfolio EDINBURGH, X0 309,111309.1k $37.8m $37.8m 0.10% Added +20.5k +20,475
100 MARTINGALE ASSET MANAGEMENT L P 0.72% of their portfolio BOSTON, MA 304,418304.4k $37.2m $37.2m 0.72% Reduced -18.8k -18,789