Holdings of GEODE CAPITAL MANAGEMENT, LLC
3862 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 32.9 % of the equity sleeve
Sector breakdown
- Technology 29.8 %
- Financials 10.8 %
- Communication 9.5 %
- Consumer discretionary 8.9 %
- Health care 8.4 %
- Industrials 7.8 %
- Consumer staples 4.6 %
- Energy 2.8 %
- Utilities 2.4 %
- Real estate 1.6 %
- Materials 1.6 %
- Unattributed 11.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- KY 0.0 %
- IL 0.0 %
- TW 0.0 %
- NL 0.0 %
- HK 0.0 %
- CN 0.0 %
- PE 0.0 %
- GB 0.0 %
- DK 0.0 %
- FR 0.0 %
- KZ 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 3,752 | 1.5T $ | 99.88 % |
| 2 | KY | 42 | 753.3M $ | 0.05 % |
| 3 | IL | 4 | 321.7M $ | 0.02 % |
| 4 | TW | 1 | 258.7M $ | 0.02 % |
| 5 | NL | 3 | 115.9M $ | 0.01 % |
| 6 | HK | 1 | 85.8M $ | 0.01 % |
| 7 | CN | 4 | 68.8M $ | 0.00 % |
| 8 | PE | 1 | 39.5M $ | 0.00 % |
| 9 | GB | 12 | 26.1M $ | 0.00 % |
| 10 | DK | 2 | 18.4M $ | 0.00 % |
| 11 | FR | 5 | 17.3M $ | 0.00 % |
| 12 | KZ | 1 | 12.6M $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 601 | Texas Roadhouse Inc | 1,412,890 | 233.4M $ | |
| 602 | Wynn Resorts Ltd | 2,289,251 | 232.1M $ | |
| 603 | Baxter International Inc | 13,762,965 | 230.8M $ | |
| 604 | Cognex Corp | 4,698,742 | 230.2M $ | |
| 605 | Rivian Automotive Inc | 15,313,697 | 229.9M $ | |
| 606 | Kinsale Capital Group Inc | 661,224 | 227.8M $ | |
| 607 | Antero Midstream Corp | 9,897,004 | 225.7M $ | |
| 608 | Charles River Laboratories International Inc | 1,305,694 | 224.8M $ | |
| 609 | BXP Inc | 4,312,973 | 223.5M $ | |
| 610 | Crown Holdings Inc | 2,228,131 | 223.4M $ | |
| 611 | Mosaic Co/The | 8,751,526 | 222.8M $ | |
| 612 | SEI Investments Co | 2,830,332 | 222.1M $ | |
| 613 | Webster Financial Corp | 3,173,574 | 220.4M $ | |
| 614 | UMB Financial Corp | 1,947,446 | 219.7M $ | |
| 615 | EPAM Systems Inc | 1,615,874 | 218.4M $ | |
| 616 | Primerica Inc | 870,269 | 218M $ | |
| 617 | Vail Resorts Inc | 1,687,001 | 216.8M $ | |
| 618 | Equitable Holdings Inc | 5,854,515 | 216.7M $ | |
| 619 | FirstCash Holdings Inc | 1,152,361 | 216.7M $ | |
| 620 | HEICO Corp | 790,353 | 216.1M $ | |
| 621 | Erie Indemnity Co | 862,023 | 216M $ | |
| 622 | BioMarin Pharmaceutical Inc | 3,819,441 | 215.8M $ | |
| 623 | SiTime Corp | 624,651 | 215.8M $ | |
| 624 | Owens Corning | 1,888,070 | 214.3M $ | |
| 625 | American Financial Group Inc/OH | 1,672,720 | 213.7M $ | |
| 626 | AptarGroup Inc | 1,694,075 | 213.5M $ | |
| 627 | FormFactor Inc | 2,187,865 | 212.2M $ | |
| 628 | Moog Inc | 724,819 | 212.1M $ | |
| 629 | Cytokinetics Inc | 3,215,415 | 212M $ | |
| 630 | Old National Bancorp/IN | 9,584,827 | 211.9M $ | |
| 631 | American Homes 4 Rent | 7,551,874 | 210.9M $ | |
| 632 | Stifel Financial Corp | 2,851,460 | 210.8M $ | |
| 633 | Essential Utilities Inc | 5,224,043 | 210.4M $ | |
| 634 | Praxis Precision Medicines Inc | 650,904 | 209.8M $ | |
| 635 | Ally Financial Inc | 5,342,711 | 209.6M $ | |
| 636 | AGNC Investment Corp | 20,892,908 | 209.6M $ | |
| 637 | Cirrus Logic Inc | 1,447,671 | 209.4M $ | |
| 638 | DraftKings Inc | 9,702,963 | 209.3M $ | |
| 639 | Viavi Solutions Inc | 6,284,982 | 209.2M $ | |
| 640 | Alexandria Real Estate Equities, Inc. | 4,509,021 | 209M $ | |
| 641 | AECOM | 2,469,449 | 208.9M $ | |
| 642 | Pinterest Inc | 11,404,295 | 208.6M $ | |
| 643 | Primoris Services Corp | 1,456,181 | 208.3M $ | |
| 644 | Samsara Inc | 6,579,008 | 207.9M $ | |
| 645 | First Horizon Corp | 9,129,328 | 207.8M $ | |
| 646 | EastGroup Properties Inc | 1,118,852 | 207.1M $ | |
| 647 | Commercial Metals Co | 3,361,424 | 206.5M $ | |
| 648 | Nutanix Inc | 5,417,248 | 206M $ | |
| 649 | Ormat Technologies Inc | 1,821,667 | 203.9M $ | |
| 650 | Henry Schein Inc | 2,770,250 | 203.8M $ | |
| 651 | Agree Realty Corp | 2,698,758 | 203.5M $ | |
| 652 | Fox Corp | 3,837,748 | 203M $ | |
| 653 | Range Resources Corp | 4,484,234 | 202.7M $ | |
| 654 | Booz Allen Hamilton Holding Corp | 2,592,920 | 202.4M $ | |
| 655 | Conagra Brands Inc | 12,807,156 | 201M $ | |
| 656 | Docusign Inc | 4,159,260 | 198.6M $ | |
| 657 | Sanmina Corp | 1,531,350 | 198.6M $ | |
| 658 | Molson Coors Beverage Co | 4,591,947 | 197.4M $ | |
| 659 | Axsome Therapeutics Inc | 1,162,981 | 196.6M $ | |
| 660 | Aramark | 4,829,037 | 195.8M $ | |
| 661 | HF Sinclair Corp | 3,119,586 | 194.7M $ | |
| 662 | Federal Signal Corp | 1,797,263 | 194.4M $ | |
| 663 | Semtech Corp | 2,526,461 | 194.3M $ | |
| 664 | Houlihan Lokey Inc | 1,351,209 | 194.1M $ | |
| 665 | HealthEquity Inc | 2,259,646 | 188.9M $ | |
| 666 | MGM Resorts International | 5,086,532 | 187.9M $ | |
| 667 | OGE Energy Corp | 3,906,169 | 187.4M $ | |
| 668 | Oshkosh Corp | 1,272,357 | 187.3M $ | |
| 669 | Toro Co/The | 1,995,860 | 186.5M $ | |
| 670 | TopBuild Corp | 530,427 | 186.4M $ | |
| 671 | Brixmor Property Group Inc | 6,470,094 | 186.4M $ | |
| 672 | Vaxcyte Inc | 3,201,283 | 186.1M $ | |
| 673 | Murphy USA Inc | 376,017 | 185.8M $ | |
| 674 | Core & Main Inc | 3,751,130 | 185.3M $ | |
| 675 | Solstice Advanced Materials Inc | 2,421,376 | 184.5M $ | |
| 676 | Advanced Drainage Systems Inc | 1,344,795 | 184.5M $ | |
| 677 | Hormel Foods Corp | 8,168,491 | 184.3M $ | |
| 678 | Franklin Resources Inc | 7,809,846 | 184.1M $ | |
| 679 | Taylor Morrison Home Corp | 3,012,168 | 183.9M $ | |
| 680 | Encompass Health Corp | 1,898,667 | 183.7M $ | |
| 681 | Wintrust Financial Corp | 1,319,317 | 183.3M $ | |
| 682 | Planet Labs PBC | 6,558,199 | 183.3M $ | |
| 683 | NNN REIT Inc | 4,350,059 | 182.9M $ | |
| 684 | National Fuel Gas Co | 1,943,537 | 182.7M $ | |
| 685 | QXO Inc | 9,404,015 | 182.7M $ | |
| 686 | Cullen/Frost Bankers Inc | 1,330,504 | 182.4M $ | |
| 687 | Globus Medical Inc | 2,112,124 | 182M $ | |
| 688 | Darling Ingredients Inc | 2,933,208 | 181.5M $ | |
| 689 | SOUTHSTATE BANK CORP | 1,960,189 | 181.4M $ | |
| 690 | Installed Building Products Inc | 681,549 | 180.7M $ | |
| 691 | Pool Corp | 893,582 | 180.5M $ | |
| 692 | Saia Inc | 513,390 | 180.4M $ | |
| 693 | Valley National Bancorp | 14,647,863 | 179.9M $ | |
| 694 | Element Solutions Inc | 5,222,686 | 178.3M $ | |
| 695 | ESCO Technologies Inc | 633,219 | 178.2M $ | |
| 696 | Viasat Inc | 3,833,011 | 177.8M $ | |
| 697 | SM Energy Co | 5,698,553 | 177.7M $ | |
| 698 | Balchem Corp | 1,047,199 | 177.5M $ | |
| 699 | Silicon Laboratories Inc | 851,381 | 177.2M $ | |
| 700 | Protagonist Therapeutics Inc | 1,669,371 | 176M $ |