Electronic Arts Holdings Trimmed by Ninety One UK Ltd

Institutional investor reduces stake in gaming giant by 2.1%

Apr. 18, 2026 at 11:42am

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Ninety One UK Ltd, an institutional investor, trimmed its position in shares of Electronic Arts Inc. (NASDAQ:EA) by 2.1% during the 4th quarter, according to a recent SEC filing. The firm now owns 4,156,717 shares of the game software company's stock, making it the 14th largest holding in its investment portfolio.

Why it matters

This filing provides insight into the investment decisions of a major institutional shareholder in Electronic Arts, one of the world's leading video game publishers. Tracking changes in institutional ownership can offer clues about market sentiment and potential future performance of a company's stock.

The details

According to the filing, Ninety One UK Ltd sold 91,048 shares of Electronic Arts stock during the fourth quarter. The firm now owns 1.66% of Electronic Arts, worth approximately $849 million. Several other major institutional investors and hedge funds have also adjusted their positions in EA in recent quarters.

  • The filing covers the 4th quarter of 2025.
  • Ninety One UK Ltd's position was reduced by 2.1% during this period.

The players

Ninety One UK Ltd

A major institutional investor that owns a 1.66% stake in Electronic Arts.

Electronic Arts Inc.

A global interactive entertainment company and one of the world's leading video game publishers.

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The takeaway

This filing highlights the ongoing shifts in institutional ownership of Electronic Arts, one of the most prominent names in the video game industry. As major investors like Ninety One UK Ltd adjust their positions, it provides a window into broader market sentiment around the company's performance and future prospects.