Vault-13

ELECTRONIC ARTS INC EA

COM · Common Stock · CUSIP 285512109 · ISIN US2855121099

920 institutional holders -44 vs Q4 2022
247,813,051247.8m shares reported held*
$29.9bnreported value*
82 new 287 added 389 reduced 116 sold out net sold ≈ $54.4m (+273.5k 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 ($121.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $120.47. Options: 34 managers hold calls ($398.0m notional), 35 hold puts ($392.7m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 931Q4 22: 964Q1 23: 920920Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022931
Q4 2022964
Q1 2023920

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ4 22: 438 bought or addedQ4 22: 424 cut or sold outQ4 22Q1 23: 369 bought or addedQ1 23: 505 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022438424
Q1 2023369505

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 1.11Q1 23 calls: $398.0mQ1 23 puts: $392.7mQ1 23P/C 0.99
Numbers
QuarterCallsPutsP/C
Q3 2022$504.7m$571.5m1.13
Q4 2022$529.4m$586.9m1.11
Q1 2023$398.0m$392.7m0.99

Biggest buyers

PUBLIC INVESTMENT FUND Added +8,796,088+8.8m
FMR LLC Added +1,669,451+1.7m
FIL Ltd Added +1,391,068+1.4m
Point72 Asset Management, L.P. Added +1,377,974+1.4m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +815,437+815.4k
Alyeska Investment Group, L.P. New +784,868+784.9k
ENVESTNET ASSET MANAGEMENT INC Added +685,068+685.1k
CITADEL ADVISORS LLC Added +521,112+521.1k
PRUDENTIAL FINANCIAL INC Added +469,233+469.2k
GOLDMAN SACHS GROUP INC Added +419,121+419.1k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -2,091,162-2.1m
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -1,415,963-1.4m
PICTET ASSET MANAGEMENT SA Reduced -1,122,620-1.1m
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -1,095,264-1.1m
Capital International Investors Reduced -996,604-996.6k
AustralianSuper Pty Ltd Sold out -889,206-889.2k
Robeco Institutional Asset Management B.V. Reduced -809,861-809.9k
BlackRock Inc. Reduced -713,118-713.1k
Woodline Partners LP Sold out -697,730-697.7k
MACQUARIE GROUP LTD Reduced -654,538-654.5k

Biggest calls

UBS Group AG Added $49.7m413.0k shares
CITADEL ADVISORS LLC Reduced $49.2m408.4k shares
PEAK6 Investments LLC Added $39.2m325.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $32.8m272.0k shares
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Reduced $30.1m251.0k shares
Twin Tree Management, LP New $24.2m200.8k shares
SIMPLEX TRADING, LLC Reduced $20.6m171.2k shares
CMT Capital Markets Trading GmbH Reduced $16.7m138.4k shares
Parallax Volatility Advisers, L.P. Added $16.3m135.6k shares
BNP PARIBAS FINANCIAL MARKETS Reduced $15.7m1.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $66.7m553.4k shares
UBS Group AG Reduced $52.1m432.2k shares
BNP PARIBAS FINANCIAL MARKETS Reduced $48.9m4.1k shares
CITADEL ADVISORS LLC Reduced $31.9m265.0k shares
Parallax Volatility Advisers, L.P. Added $24.5m203.4k shares
CMT Capital Markets Trading GmbH Reduced $20.2m167.5k shares
PEAK6 Investments LLC Added $18.1m149.9k shares
Walleye Trading LLC Reduced $17.0m141.5k shares
JPMORGAN CHASE & CO Added $16.3m135.3k shares
HSBC HOLDINGS PLC Added $15.9m132.5k 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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PUBLIC INVESTMENT FUND 8.41% of their portfolio AL AQIQ DISTRICT, RIYADH, T0 24,807,93224.8m $3.0bn $3.0bn 8.41% Added +8.8m +8,796,088
2 BlackRock Inc. 0.09% of their portfolio New York, NY 24,088,60024.1m $2.9bn $2.9bn 0.09% Reduced -713.1k -713,118
3 VANGUARD GROUP INC 0.07% of their portfolio Valley Forge, PA 22,058,27222.1m $2.7bn $2.7bn 0.07% Added +154.8k +154,782
4 STATE STREET CORP 0.09% of their portfolio BOSTON, MA 12,912,70112.9m $1.6bn $1.6bn 0.09% Added +272.1k +272,146
5 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.41% of their portfolio Boston, MA 10,016,34210.0m $1.2bn $1.2bn 0.41% Reduced -1.1m -1,095,264
6 WELLINGTON MANAGEMENT GROUP LLP 0.22% of their portfolio Boston, MA 9,174,5349.2m $1.1bn $1.1bn 0.22% Reduced -285.5k -285,472
7 Amundi 0.44% of their portfolio Paris, I0 6,404,2326.4m $807.1m $807.1m 0.44% Reduced -165.5k -165,468
8 GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio BOSTON, MA 5,808,9565.8m $698.2m $698.2m 0.09% Added +52.7k +52,736
9 AMERIPRISE FINANCIAL INC 0.21% of their portfolio MINNEAPOLIS, MN 5,402,1995.4m $650.7m $650.7m 0.21% Reduced -2.1m -2,091,162
10 Capital International Investors 0.14% of their portfolio Los Angeles, CA 4,577,1234.6m $551.2m $551.2m 0.14% Reduced -996.6k -996,604
11 Independent Franchise Partners LLP 4.91% of their portfolio London, X0 4,527,2924.5m $545.3m $545.3m 4.91% Added +65.7k +65,742
12 Ninety One UK Ltd 1.65% of their portfolio London, X0 4,397,3554.4m $529.7m $529.7m 1.65% Reduced -84.5k -84,473
13 Invesco Ltd. 0.14% of their portfolio ATLANTA, GA 4,275,8394.3m $515.0m $515.0m 0.14% Reduced -54.7k -54,744
14 ALLIANCEBERNSTEIN L.P. 0.21% of their portfolio NASHVILLE, TN 4,019,0324.0m $484.1m $484.1m 0.21% Added +6.0k +5,964
15 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.69% of their portfolio DALLAS, TX 3,633,5323.6m $437.7m $437.7m 1.69% Added +141.0k +141,035
16 FMR LLC 0.02% of their portfolio BOSTON, MA 3,524,7423.5m $424.6m $424.6m 0.02% Added +1.7m +1,669,451
17 NORTHERN TRUST CORP 0.08% of their portfolio CHICAGO, IL 3,226,9193.2m $388.7m $388.7m 0.08% Reduced -21.0k -21,027
18 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 2,943,1242.9m $354.5m $354.5m 0.04% Reduced -249.9k -249,935
19 FIL Ltd 0.40% of their portfolio HAMILTON, D0 2,910,8632.9m $350.6m $350.6m 0.40% Added +1.4m +1,391,068
20 GOLDMAN SACHS GROUP INC 0.09% of their portfolio NEW YORK, NY 2,755,8712.8m $331.9m $331.9m 0.09% Added +419.1k +419,121
21 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% of their portfolio NEW YORK, NY 2,622,9972.6m $315.9m $315.9m 0.15% Added +107.3k +107,304
22 Legal & General Group Plc 0.10% of their portfolio London, X0 2,292,7302.3m $276.2m $276.2m 0.10% Added +14.9k +14,853
23 Bank of New York Mellon Corp 0.05% of their portfolio NEW YORK, NY 2,068,1442.1m $249.1m $249.1m 0.05% Reduced -99.3k -99,261
24 NORGES BANK 0.05% of their portfolio OSLO, Q8 2,001,7662.0m $241.1m $241.1m 0.05% Reduced -211.2k -211,214
25 LAZARD ASSET MANAGEMENT LLC 0.29% of their portfolio NEW YORK, NY 1,814,4911.8m $218.6m $218.6m 0.29% Reduced -73.5k -73,462
26 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 1,769,3321.8m $213.1m $213.1m 0.02% Reduced -302.2k -302,248
27 MACQUARIE GROUP LTD 0.25% of their portfolio Sydney, NSW 2000, C3 1,724,7801.7m $207.8m $207.8m 0.25% Reduced -654.5k -654,538
28 California Public Employees Retirement System 0.18% of their portfolio Sacramento, CA 1,718,0511.7m $206.9m $206.9m 0.18% Reduced -135.5k -135,539
29 Burgundy Asset Management Ltd. 2.43% of their portfolio Toronto, A6 1,631,6541.6m $196.5m $196.5m 2.43% Reduced -11.6k -11,555
30 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.25% of their portfolio BOSTON, MA 1,584,4411.6m $190.8m $190.8m 0.25% Added +815.4k +815,437
31 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 1,498,0001.5m $180.4m $180.4m 0.06% Reduced -71.3k -71,301
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio SAN FRANCISCO, CA 1,382,8221.4m $166.6m $166.6m 0.05% Reduced -14.6k -14,595
33 Point72 Asset Management, L.P. 0.59% of their portfolio STAMFORD, CT 1,379,5001.4m $166.2m $166.2m 0.59% Added +1.4m +1,377,974
34 AMERICAN CENTURY COMPANIES INC 0.13% of their portfolio KANSAS CITY, MO 1,354,7921.4m $163.2m $163.2m 0.13% Reduced -126.9k -126,942
35 DEUTSCHE BANK AG\ 0.08% of their portfolio FRANKFURT AM MAIN, 2M 1,191,1371.2m $143.5m $143.5m 0.08% Reduced -198.6k -198,584
36 Nuveen Asset Management, LLC 0.05% of their portfolio CHICAGO, IL 1,140,4271.1m $137.4m $137.4m 0.05% Reduced -79.7k -79,728
37 Swedbank AB 0.27% of their portfolio STOCKHOLM, V7 1,131,4171.1m $136.3m $136.3m 0.27% Added +290.0k +290,034
38 Swiss National Bank 0.09% of their portfolio ZURICH, V8 1,095,7001.1m $132.0m $132.0m 0.09% Reduced -35.1k -35,100
39 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 1,066,6741.1m $128.5m $128.5m 0.04% Added +163.1k +163,088
40 PRUDENTIAL FINANCIAL INC 0.20% of their portfolio NEWARK, NJ 1,037,3981.0m $125.0m $125.0m 0.20% Added +469.2k +469,233
41 CANADA LIFE ASSURANCE Co 0.29% of their portfolio WINNIPEG, A2 971,872971.9k $117.3m $117.3m 0.29% Reduced -24.3k -24,346
42 Artisan Partners Limited Partnership 0.19% of their portfolio Milwaukee, WI 945,322945.3k $113.9m $113.9m 0.19% Reduced -14.4k -14,431
43 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.15% of their portfolio VICTORIA, A1 913,644913.6k $110.0m $110.0m 1.15% Added +115.7k +115,711
44 Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio CHIYODA-KU, TOKYO, M0 909,556909.6k $109.6m $109.6m 0.08% Reduced -57.0k -57,044
45 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 870,007870.0k $19.1m $19.1m 0.01% Added +685.1k +685,068
46 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 868,623868.6k $104.6m $104.6m 0.03% Reduced -250.1k -250,059
47 PRIMECAP MANAGEMENT CO/CA/ 0.09% of their portfolio PASADENA, CA 850,825850.8k $102.5m $102.5m 0.09% Added +81.9k +81,900
48 DekaBank Deutsche Girozentrale 0.24% of their portfolio FRANKFURT, 2M 811,822811.8k $96.2m $96.2m 0.24% Reduced -21.7k -21,682
49 CREDIT SUISSE AG/ 0.10% of their portfolio ZURICH, V8 810,014810.0k $97.6m $97.6m 0.10% Reduced -196.5k -196,472
50 Alyeska Investment Group, L.P. 0.83% of their portfolio CHICAGO, IL 784,868784.9k $94.5m $94.5m 0.83% New
51 CITADEL ADVISORS LLC 0.10% of their portfolio MIAMI, FL 784,287784.3k $94.5m $94.5m 0.10% Added +521.1k +521,112
52 Robeco Institutional Asset Management B.V. 0.25% of their portfolio ROTTERDAM, P7 772,090772.1k $93.0m $93.0m 0.25% Reduced -809.9k -809,861
53 Caisse de depot et placement du Quebec 0.26% of their portfolio Montreal, A8 767,945767.9k $92.5m $92.5m 0.26% Added +140.1k +140,063
54 DNB Asset Management AS 0.58% of their portfolio Oslo, Q8 753,238753.2k $90.7m $90.7m 0.58% Added +120.7k +120,722
55 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.29% of their portfolio Paris, I0 697,491697.5k $84.0m $84.0m 0.29% Reduced -84.3k -84,281
56 AQR CAPITAL MANAGEMENT LLC 0.18% of their portfolio Greenwich, CT 696,224696.2k $83.2m $83.2m 0.18% Reduced -9.0k -9,000
57 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio Toronto, A6 648,076648.1k $78.1m $78.1m 0.04% Reduced -68.9k -68,880
58 Manning & Napier Group, LLC 0.90% of their portfolio Fairport, NY 640,758640.8k $77.2m $77.2m 0.90% Reduced -5.6k -5,622
59 STATE OF WISCONSIN INVESTMENT BOARD 0.22% of their portfolio MADISON, WI 605,393605.4k $72.9m $72.9m 0.22% Added +6.6k +6,580
60 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 537,466537.5k $64.7m $64.7m 0.01% Reduced -88.0k -88,026
61 DAVENPORT & Co LLC 0.51% of their portfolio RICHMOND, VA 535,594535.6k $64.4m $64.4m 0.51% Reduced -44.9k -44,857
62 RHUMBLINE ADVISERS 0.08% of their portfolio BOSTON, MA 530,765530.8k $63.9m $63.9m 0.08% Reduced -2.5k -2,541
63 UBS Group AG 0.03% of their portfolio ZURICH, V8 529,679529.7k $63.8m $63.8m 0.03% Reduced -575.2k -575,214
64 APG Asset Management N.V. 0.12% of their portfolio Amsterdam, P7 523,304523.3k $58.0m $58.0m 0.12% Reduced -110.6k -110,568
65 Ninety One North America, Inc. 2.84% of their portfolio New York, NY 520,907520.9k $62.7m $62.7m 2.84% Reduced -26.7k -26,716
66 National Pension Service 0.11% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 505,701505.7k $60.2m $60.2m 0.11% Added +28.5k +28,522
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.09% of their portfolio BALA CYNWYD, PA 504,332504.3k $60.7m $60.7m 0.09% Added +358.6k +358,627
68 FRANKLIN RESOURCES INC 0.03% of their portfolio San Mateo, CA 491,943491.9k $59.3m $59.3m 0.03% Reduced -101.3k -101,281
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio WEST SACRAMENTO, CA 458,100458.1k $55.2m $55.2m 0.08% Reduced -8.3k -8,350
70 JUPITER ASSET MANAGEMENT LTD 0.76% of their portfolio London, X0 456,972457.0k $55.0m $55.0m 0.76% Added +33.1k +33,077
71 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 450,973451.0k $54.3m $54.3m 0.01% Reduced -1.4m -1,415,963
72 AVIVA PLC 0.25% of their portfolio LONDON, X0 450,435450.4k $54.3m $54.3m 0.25% Added +165.3k +165,344
73 Value Partners Investments Inc. 4.26% of their portfolio WINNIPEG, A2 430,987431.0k $51.9m $51.9m 4.26% Added +1.5k +1,451
74 Russell Investments Group, Ltd. 0.10% of their portfolio Seattle, WA 428,037428.0k $51.2m $51.2m 0.10% Reduced -56.7k -56,657
75 HSBC HOLDINGS PLC 0.07% of their portfolio LONDON, X0 425,579425.6k $51.2m $51.2m 0.07% Added +25.3k +25,330
76 Retirement Systems of Alabama 0.22% of their portfolio MONTGOMERY, AL 422,003422.0k $50.8m $50.8m 0.22% Reduced -72.0k -72,020
77 NATIXIS 0.46% of their portfolio PARIS, I0 418,109418.1k $50.4m $50.4m 0.46% Added +270.2k +270,248
78 BARCLAYS PLC 0.05% of their portfolio LONDON, X0 415,563415.6k $50.1m $50.1m 0.05% Reduced -247.5k -247,475
79 Balyasny Asset Management L.P. 0.16% of their portfolio Chicago, IL 415,526415.5k $50.1m $50.1m 0.16% Added +414.0k +414,021
80 Stephens Investment Management Group LLC 0.82% of their portfolio LITTLE ROCK, AR 408,151408.2k $49.2m $49.2m 0.82% Added +19.2k +19,240
81 Marathon Asset Management Ltd 1.35% of their portfolio London, X0 399,961400.0k $48.2m $48.2m 1.35% Reduced -57.3k -57,327
82 NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio NEW YORK, NY 392,152392.2k $47.2m $47.2m 0.04% Added +5.8k +5,756
83 Mirae Asset Global Investments Co., Ltd. 0.11% of their portfolio SEOUL, M5 377,705377.7k $45.5m $45.5m 0.11% Reduced -51.3k -51,312
84 Aberdeen Group plc 0.11% of their portfolio EDINBURGH, X0 354,867354.9k $42.7m $42.7m 0.11% Added +45.8k +45,756
85 CITIGROUP INC 0.06% of their portfolio NEW YORK, NY 349,321349.3k $42.1m $42.1m 0.06% Added +18.3k +18,348
86 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.10% of their portfolio TALLAHASSEE, FL 348,670348.7k $42.0m $42.0m 0.10% Reduced -4.7k -4,700
87 Bank Julius Baer & Co. Ltd, Zurich 0.27% of their portfolio ZURICH, V8 346,644346.6k $41.8m $41.8m 0.27% Added +6.7k +6,743
88 PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio DES MOINES, IA 341,916341.9k $41.2m $41.2m 0.03% Added +639 +639
89 VAN ECK ASSOCIATES CORP 0.09% of their portfolio NEW YORK, NY 341,005341.0k $41.1m $41.1m 0.09% Reduced -1.8k -1,801
90 BANQUE PICTET & CIE SA 0.40% of their portfolio GENEVA 73, V8 340,266340.3k $41.0m $41.0m 0.40% Reduced -2.3k -2,306
91 Capital Group Private Client Services, Inc. 0.50% of their portfolio Los Angeles, CA 335,919335.9k $40.5m $40.5m 0.50% Added +194 +194
92 TD Asset Management Inc 0.05% of their portfolio Toronto, A6 334,172334.2k $40.3m $40.3m 0.05% Reduced -134.8k -134,801
93 INTECH INVESTMENT MANAGEMENT LLC 0.32% of their portfolio WEST PALM BEACH, FL 333,976334.0k $40.2m $40.2m 0.32% Added +54.3k +54,316
94 NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio ALBANY, NY 327,659327.7k $39.5m $39.5m 0.05% Reduced -23.3k -23,339
95 BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio PARIS, I0 326,845326.8k $39.4m $39.4m 0.08% Added +62.5k +62,468
96 Allianz Asset Management GmbH 0.08% of their portfolio MUNICH, 2M 320,151320.2k $38.6m $38.6m 0.08% Added +44.4k +44,431
97 PANAGORA ASSET MANAGEMENT INC 0.24% of their portfolio BOSTON, MA 316,657316.7k $38.1m $38.1m 0.24% Reduced -352.9k -352,857
98 MARTINGALE ASSET MANAGEMENT L P 0.70% of their portfolio BOSTON, MA 302,652302.7k $36.5m $36.5m 0.70% Reduced -1.8k -1,766
99 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio ALBANY, NY 291,668291.7k $35.1m $35.1m 0.08% Reduced -25.6k -25,614
100 Unigestion Holding SA 1.84% of their portfolio GENEVA, V8 284,945284.9k $33.9m $33.9m 1.84% Added +141.4k +141,396