ELECTRONIC ARTS INC
1,083 institutions still hold ELECTRONIC ARTS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Electronic Arts Inc. (EA, CUSIP 285512109) entered Q1 2026 with $45.4B of institutional 13F value across 994 holders — a holder breadth reflecting the company's structural identity as one of the world's three largest independent video game publishers, whose portfolio spans sports (FIFA/EA Sports FC, Madden, NHL), action-adventure (Apex Legends, Battlefield, Star Wars Jedi), and live-service monetization mechanics that convert one-time game purchases into recurring in-game economies. The Q1 signal: Pentwater Capital Management added $374M in what appears to be a concentrated conviction build, while FIL Ltd reduced $194M, a rotation most consistent with value-oriented managers entering on EA's increasingly predictable live-service revenue stream and PE-multiple compression relative to the software-multiple expansion of prior-year gaming peers. For smart-money trackers, EA's institutional footprint is usefully framed as a live-service-to-traditional software arbitrage: EA's revenue-margin profile is converging with enterprise software (recurring, high-margin, analytics-adjacent in Ultimate Team), yet the market still prices gaming as a cyclical hit-driven industry rather than a subscription economy. Pentwater's $374M add signals a fundamental-conviction read on that convergence thesis.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.