Vault-13

ELECTRONIC ARTS INC EA

COM · Common Stock · CUSIP 285512109 · ISIN US2855121099

928 institutional holders +8 vs Q1 2023
247,205,682247.2m shares reported held*
$32.1bnreported value*
82 new 306 added 341 reduced 88 sold out net bought ≈ $29.0m (-518.9k 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 ($139.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $129.82. Options: 35 managers hold calls ($334.5m notional), 35 hold puts ($457.1m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 931Q4 22: 964Q1 23: 920Q2 23: 928928Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022931
Q4 2022964
Q1 2023920
Q2 2023928

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 23Q2 23: 388 bought or addedQ2 23: 429 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022438424
Q1 2023369505
Q2 2023388429

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 0.99Q2 23 calls: $334.5mQ2 23 puts: $457.1mQ2 23P/C 1.37
Numbers
QuarterCallsPutsP/C
Q3 2022$504.7m$571.5m1.13
Q4 2022$529.4m$586.9m1.11
Q1 2023$398.0m$392.7m0.99
Q2 2023$334.5m$457.1m1.37

Biggest buyers

BlackRock Inc. Added +1,690,474+1.7m
TWO SIGMA ADVISERS, LP Added +1,104,100+1.1m
BARCLAYS PLC Added +1,101,229+1.1m
ACADIAN ASSET MANAGEMENT LLC Added +849,146+849.1k
D. E. Shaw & Co., Inc. Added +793,784+793.8k
Manning & Napier Group, LLC Added +781,609+781.6k
STATE STREET CORP Added +726,005+726.0k
TWO SIGMA INVESTMENTS, LP New +711,256+711.3k
RENAISSANCE TECHNOLOGIES LLC Added +596,066+596.1k
Man Group plc New +563,456+563.5k

Biggest sellers

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -1,621,108-1.6m
FMR LLC Reduced -1,567,203-1.6m
Point72 Asset Management, L.P. Reduced -1,379,268-1.4m
BARROW HANLEY MEWHINNEY & STRAUSS LLC Reduced -1,248,519-1.2m
CITADEL ADVISORS LLC Reduced -775,460-775.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -680,349-680.3k
Amundi Reduced -479,946-479.9k
NORGES BANK Reduced -475,254-475.3k
ALLIANCEBERNSTEIN L.P. Reduced -466,628-466.6k
Invesco Ltd. Reduced -420,477-420.5k

Biggest calls

CITADEL ADVISORS LLC Reduced $44.0m339.5k shares
UBS Group AG Reduced $43.4m334.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $41.0m316.1k shares
Walleye Trading LLC Added $28.4m219.0k shares
SIMPLEX TRADING, LLC Added $25.7m198.3k shares
PEAK6 Investments LLC Reduced $17.9m138.0k shares
CMT Capital Markets Trading GmbH Reduced $16.0m123.4k shares
BANK OF AMERICA CORP /DE/ Added $11.4m87.9k shares
WOLVERINE TRADING, LLC Reduced $9.4m72.2k shares
JANE STREET GROUP, LLC Reduced $9.4m72.5k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $55.0m424.0k shares
Pentwater Capital Management LP New $48.6m375.0k shares
UBS Group AG Reduced $43.5m335.5k shares
BNP PARIBAS FINANCIAL MARKETS Reduced $43.2m3.3k shares
Taconic Capital Advisors LP Not comparable $38.9m300.0k shares
CITADEL ADVISORS LLC Reduced $33.2m255.6k shares
CMT Capital Markets Trading GmbH Added $28.0m215.6k shares
HBK INVESTMENTS L P Not comparable $25.9m200.0k shares
HSBC HOLDINGS PLC Reduced $15.8m121.1k shares
NOMURA HOLDINGS INC Added $15.6m120.3k 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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.09% of their portfolio New York, NY 25,779,07425.8m $3.3bn $3.3bn 0.09% Added +1.7m +1,690,474
2 PUBLIC INVESTMENT FUND 8.27% of their portfolio AL AQIQ DISTRICT, RIYADH, T0 24,807,93224.8m $3.2bn $3.2bn 8.27% Unchanged
3 VANGUARD GROUP INC 0.07% of their portfolio Valley Forge, PA 22,035,99722.0m $2.9bn $2.9bn 0.07% Reduced -22.3k -22,275
4 STATE STREET CORP 0.09% of their portfolio BOSTON, MA 13,638,70613.6m $1.8bn $1.8bn 0.09% Added +726.0k +726,005
5 WELLINGTON MANAGEMENT GROUP LLP 0.22% of their portfolio Boston, MA 9,009,5969.0m $1.2bn $1.2bn 0.22% Reduced -164.9k -164,938
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.36% of their portfolio Boston, MA 8,395,2348.4m $1.1bn $1.1bn 0.36% Reduced -1.6m -1,621,108
7 GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio BOSTON, MA 5,936,5035.9m $768.1m $768.1m 0.09% Added +127.5k +127,547
8 Amundi 0.39% of their portfolio Paris, I0 5,924,2865.9m $775.1m $775.1m 0.39% Reduced -479.9k -479,946
9 AMERIPRISE FINANCIAL INC 0.21% of their portfolio MINNEAPOLIS, MN 5,070,0005.1m $657.6m $657.6m 0.21% Reduced -332.2k -332,199
10 Independent Franchise Partners LLP 4.92% of their portfolio London, X0 4,536,2204.5m $588.3m $588.3m 4.92% Added +8.9k +8,928
11 Ninety One UK Ltd 1.64% of their portfolio London, X0 4,343,1254.3m $563.3m $563.3m 1.64% Reduced -54.2k -54,230
12 Capital International Investors 0.13% of their portfolio Los Angeles, CA 4,247,3644.2m $550.9m $550.9m 0.13% Reduced -329.8k -329,759
13 Invesco Ltd. 0.13% of their portfolio ATLANTA, GA 3,855,3623.9m $500.0m $500.0m 0.13% Reduced -420.5k -420,477
14 ALLIANCEBERNSTEIN L.P. 0.19% of their portfolio NASHVILLE, TN 3,552,4043.6m $460.7m $460.7m 0.19% Reduced -466.6k -466,628
15 FIL Ltd 0.46% of their portfolio HAMILTON, D0 3,184,7253.2m $413.1m $413.1m 0.46% Added +273.9k +273,862
16 NORTHERN TRUST CORP 0.08% of their portfolio CHICAGO, IL 3,110,8933.1m $403.5m $403.5m 0.08% Reduced -116.0k -116,026
17 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 3,000,3323.0m $389.1m $389.1m 0.04% Added +57.2k +57,208
18 GOLDMAN SACHS GROUP INC 0.09% of their portfolio NEW YORK, NY 2,759,2412.8m $357.9m $357.9m 0.09% Added +3.4k +3,370
19 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% Unchanged
20 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.15% of their portfolio DALLAS, TX 2,385,0132.4m $309.3m $309.3m 1.15% Reduced -1.2m -1,248,519
21 Legal & General Group Plc 0.09% of their portfolio London, X0 2,247,5652.2m $291.5m $291.5m 0.09% Reduced -45.2k -45,165
22 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.33% of their portfolio BOSTON, MA 2,067,8912.1m $268.2m $268.2m 0.33% Added +483.4k +483,450
23 Bank of New York Mellon Corp 0.05% of their portfolio NEW YORK, NY 2,015,3992.0m $261.4m $261.4m 0.05% Reduced -52.7k -52,745
24 FMR LLC 0.02% of their portfolio BOSTON, MA 1,957,5392.0m $253.9m $253.9m 0.02% Reduced -1.6m -1,567,203
25 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 1,704,0851.7m $221.0m $221.0m 0.03% Reduced -65.2k -65,247
26 California Public Employees Retirement System 0.19% of their portfolio Sacramento, CA 1,677,6371.7m $217.6m $217.6m 0.19% Reduced -40.4k -40,414
27 LAZARD ASSET MANAGEMENT LLC 0.26% of their portfolio NEW YORK, NY 1,633,3681.6m $211.8m $211.8m 0.26% Reduced -181.1k -181,123
28 MACQUARIE GROUP LTD 0.24% of their portfolio Sydney, NSW 2000, C3 1,611,2021.6m $209.0m $209.0m 0.24% Reduced -113.6k -113,578
29 Burgundy Asset Management Ltd. 2.37% of their portfolio Toronto, A6 1,551,6861.6m $201.3m $201.3m 2.37% Reduced -80.0k -79,968
30 NORGES BANK 0.04% of their portfolio OSLO, Q8 1,526,5121.5m $198.0m $198.0m 0.04% Reduced -475.3k -475,254
31 BARCLAYS PLC 0.13% of their portfolio LONDON, X0 1,516,7921.5m $196.7m $196.7m 0.13% Added +1.1m +1,101,229
32 Manning & Napier Group, LLC 2.11% of their portfolio Fairport, NY 1,422,3671.4m $184.5m $184.5m 2.11% Added +781.6k +781,609
33 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 1,389,9621.4m $180.3m $180.3m 0.05% Reduced -108.0k -108,038
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio SAN FRANCISCO, CA 1,388,6521.4m $180.1m $180.1m 0.05% Added +5.8k +5,830
35 DNB Asset Management AS 0.87% of their portfolio Oslo, Q8 1,161,6731.2m $150.7m $150.7m 0.87% Added +408.4k +408,435
36 AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio KANSAS CITY, MO 1,160,0341.2m $150.5m $150.5m 0.11% Reduced -194.8k -194,758
37 TWO SIGMA ADVISERS, LP 0.38% of their portfolio NEW YORK, NY 1,145,1001.1m $148.5m $148.5m 0.38% Added +1.1m +1,104,100
38 Swedbank AB 0.26% of their portfolio STOCKHOLM, V7 1,131,5951.1m $146.8m $146.8m 0.26% Added +178 +178
39 Nuveen Asset Management, LLC 0.05% of their portfolio CHICAGO, IL 1,118,4731.1m $145.1m $145.1m 0.05% Reduced -22.0k -21,954
40 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 1,096,4311.1m $142.2m $142.2m 0.05% Added +29.8k +29,757
41 D. E. Shaw & Co., Inc. 0.20% of their portfolio New York, NY 1,004,5681.0m $130.3m $130.3m 0.20% Added +793.8k +793,784
42 Swiss National Bank 0.09% of their portfolio ZURICH, V8 990,400990.4k $128.5m $128.5m 0.09% Reduced -105.3k -105,300
43 CANADA LIFE ASSURANCE Co 0.31% of their portfolio WINNIPEG, A2 987,082987.1k $128.8m $128.8m 0.31% Added +15.2k +15,210
44 PRUDENTIAL FINANCIAL INC 0.18% of their portfolio NEWARK, NJ 958,901958.9k $124.4m $124.4m 0.18% Reduced -78.5k -78,497
45 Artisan Partners Limited Partnership 0.20% of their portfolio Milwaukee, WI 935,515935.5k $121.3m $121.3m 0.20% Reduced -9.8k -9,807
46 DEUTSCHE BANK AG\ 0.06% of their portfolio FRANKFURT AM MAIN, 2M 903,253903.3k $117.2m $117.2m 0.06% Reduced -287.9k -287,884
47 ACADIAN ASSET MANAGEMENT LLC 0.48% of their portfolio Boston, MA 901,244901.2k $116.9m $116.9m 0.48% Added +849.1k +849,146
48 AQR CAPITAL MANAGEMENT LLC 0.24% of their portfolio Greenwich, CT 883,523883.5k $114.6m $114.6m 0.24% Added +187.3k +187,299
49 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 875,422875.4k $113.5m $113.5m 0.03% Added +6.8k +6,799
50 PRIMECAP MANAGEMENT CO/CA/ 0.09% of their portfolio PASADENA, CA 845,725845.7k $109.7m $109.7m 0.09% Reduced -5.1k -5,100
51 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.32% of their portfolio Paris, I0 798,405798.4k $103.6m $103.6m 0.32% Added +100.9k +100,914
52 DekaBank Deutsche Girozentrale 0.23% of their portfolio FRANKFURT, 2M 789,742789.7k $103.4m $103.4m 0.23% Reduced -22.1k -22,080
53 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.94% of their portfolio VICTORIA, A1 774,603774.6k $100.5m $100.5m 0.94% Reduced -139.0k -139,041
54 Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio CHIYODA-KU, TOKYO, M0 760,554760.6k $98.6m $98.6m 0.08% Reduced -149.0k -149,002
55 CREDIT SUISSE AG/ 0.10% of their portfolio ZURICH, V8 738,185738.2k $95.7m $95.7m 0.10% Reduced -71.8k -71,829
56 Robeco Institutional Asset Management B.V. 0.25% of their portfolio ROTTERDAM, P7 737,087737.1k $95.6m $95.6m 0.25% Reduced -35.0k -35,003
57 TWO SIGMA INVESTMENTS, LP 0.25% of their portfolio NEW YORK, NY 711,256711.3k $92.2m $92.2m 0.25% New
58 UBS Group AG 0.04% of their portfolio ZURICH, V8 700,055700.1k $90.8m $90.8m 0.04% Added +170.4k +170,376
59 PANAGORA ASSET MANAGEMENT INC 0.53% of their portfolio BOSTON, MA 693,549693.5k $90.0m $90.0m 0.53% Added +376.9k +376,892
60 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 686,127686.1k $89.0m $89.0m 0.01% Added +148.7k +148,661
61 National Pension Service 0.14% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 678,759678.8k $88.5m $88.5m 0.14% Added +173.1k +173,058
62 RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio NEW YORK, NY 637,166637.2k $82.6m $82.6m 0.12% Added +596.1k +596,066
63 TORONTO DOMINION BANK 0.06% of their portfolio TORONTO, ONTARIO, A6 622,050622.0k $80.6m $80.6m 0.06% Added +476.8k +476,781
64 HSBC HOLDINGS PLC 0.08% of their portfolio LONDON, X0 592,483592.5k $76.9m $76.9m 0.08% Added +166.9k +166,904
65 STATE OF WISCONSIN INVESTMENT BOARD 0.22% of their portfolio MADISON, WI 591,949591.9k $76.8m $76.8m 0.22% Reduced -13.4k -13,444
66 APG Asset Management N.V. 0.14% of their portfolio Amsterdam, P7 589,963590.0k $70.1m $70.1m 0.14% Added +66.7k +66,659
67 Man Group plc 0.23% of their portfolio LONDON, X0 563,456563.5k $73.1m $73.1m 0.23% New
68 FRANKLIN RESOURCES INC 0.03% of their portfolio San Mateo, CA 558,916558.9k $72.5m $72.5m 0.03% Added +67.0k +66,973
69 JUPITER ASSET MANAGEMENT LTD 0.78% of their portfolio London, X0 551,049551.0k $71.5m $71.5m 0.78% Added +94.1k +94,077
70 RHUMBLINE ADVISERS 0.08% of their portfolio BOSTON, MA 538,627538.6k $69.9m $69.9m 0.08% Added +7.9k +7,862
71 MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio NEW YORK, NY 538,457538.5k $69.8m $69.8m 0.07% Added +501.2k +501,189
72 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio Toronto, A6 531,239531.2k $68.9m $68.9m 0.04% Reduced -116.8k -116,837
73 Retirement Systems of Alabama 0.31% of their portfolio MONTGOMERY, AL 529,209529.2k $68.6m $68.6m 0.31% Added +107.2k +107,206
74 DAVENPORT & Co LLC 0.51% of their portfolio RICHMOND, VA 522,413522.4k $67.8m $67.8m 0.51% Reduced -13.2k -13,181
75 Ninety One North America, Inc. 2.84% of their portfolio New York, NY 516,962517.0k $67.0m $67.0m 2.84% Reduced -3.9k -3,945
76 Alyeska Investment Group, L.P. 0.47% of their portfolio CHICAGO, IL 475,936475.9k $61.7m $61.7m 0.47% Reduced -308.9k -308,932
77 Caisse de depot et placement du Quebec 0.16% of their portfolio Montreal, A8 474,389474.4k $61.5m $61.5m 0.16% Reduced -293.6k -293,556
78 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 450,743450.7k $58.5m $58.5m 0.01% Reduced -230 -230
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio WEST SACRAMENTO, CA 447,799447.8k $58.1m $58.1m 0.08% Reduced -10.3k -10,301
80 BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio PARIS, I0 442,471442.5k $57.4m $57.4m 0.11% Added +115.6k +115,626
81 CITIGROUP INC 0.07% of their portfolio NEW YORK, NY 439,510439.5k $57.0m $57.0m 0.07% Added +90.2k +90,189
82 Stephens Investment Management Group LLC 0.84% of their portfolio LITTLE ROCK, AR 414,694414.7k $53.8m $53.8m 0.84% Added +6.5k +6,543
83 Aberdeen Group plc 0.13% of their portfolio EDINBURGH, X0 414,264414.3k $53.7m $53.7m 0.13% Added +59.4k +59,397
84 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.09% of their portfolio BALA CYNWYD, PA 409,114409.1k $53.1m $53.1m 0.09% Reduced -95.2k -95,218
85 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 406,774406.8k $52.8m $52.8m 0.01% Added +150.3k +150,251
86 Unigestion Holding SA 2.83% of their portfolio GENEVA, V8 374,985375.0k $48.9m $48.9m 2.83% Added +90.0k +90,040
87 VAN ECK ASSOCIATES CORP 0.10% of their portfolio NEW YORK, NY 363,977364.0k $47.2m $47.2m 0.10% Added +23.0k +22,972
88 Marathon Asset Management Ltd 1.32% of their portfolio London, X0 361,973362.0k $46.9m $46.9m 1.32% Reduced -38.0k -37,988
89 Mirae Asset Global Investments Co., Ltd. 0.10% of their portfolio SEOUL, M5 351,101351.1k $45.5m $45.5m 0.10% Reduced -26.6k -26,604
90 Bank Julius Baer & Co. Ltd, Zurich 0.27% of their portfolio ZURICH, V8 349,922349.9k $45.4m $45.4m 0.27% Added +3.3k +3,278
91 BANQUE PICTET & CIE SA 0.39% of their portfolio GENEVA 73, V8 346,714346.7k $45.0m $45.0m 0.39% Added +6.4k +6,448
92 TD Asset Management Inc 0.05% of their portfolio Toronto, A6 340,290340.3k $44.1m $44.1m 0.05% Added +6.1k +6,118
93 Capital Group Private Client Services, Inc. 0.51% of their portfolio Los Angeles, CA 334,647334.6k $43.4m $43.4m 0.51% Reduced -1.3k -1,272
94 PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio DES MOINES, IA 329,659329.7k $42.8m $42.8m 0.03% Reduced -12.3k -12,257
95 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.09% of their portfolio TALLAHASSEE, FL 327,810327.8k $42.5m $42.5m 0.09% Reduced -20.9k -20,860
96 Ensign Peak Advisors, Inc 0.09% of their portfolio SALT LAKE CITY, UT 327,574327.6k $42.5m $42.5m 0.09% Added +61.0k +61,005
97 Value Partners Investments Inc. 3.36% of their portfolio WINNIPEG, A2 322,200322.2k $41.8m $41.8m 3.36% Reduced -108.8k -108,787
98 NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio ALBANY, NY 310,484310.5k $40.3m $40.3m 0.05% Reduced -17.2k -17,175
99 Allspring Global Investments Holdings, LLC 0.06% of their portfolio CHARLOTTE, NC 309,738309.7k $40.2m $40.2m 0.06% Added +284.2k +284,164
100 NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio NEW YORK, NY 307,966308.0k $40.0m $40.0m 0.04% Reduced -84.2k -84,186