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FXAIX FIDELITY 500 INDEX FUND

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MFD (fund)

29 managers (29 13F filers) reported a position in FXAIX shares at 2024-12-31, 410,626 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
29
13F filers
29
New
2
Added
17
Reduced
6
Sold out
0
Shares held by filers
410,626

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sequent Asset Management, LLC292,555$59.7M29.41%+5,64213F-HRTimeline
Sippican Capital Advisors15,699$3.21M2.34%+11513F-HRTimeline
Fulton Bank, N.A.12,373$2.53M0.1%-71213F-HRTimeline
RIVERBRIDGE PARTNERS LLC7,123$1.45M0.02%+74213F-HRTimeline
Texas Capital Bancshares Inc/TX6,889$1.41M0.57%013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC5,585$1.14M0.12%+3613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,571$1.14M0.02%-54013F-HRTimeline
Williams Jones Wealth Management, LLC.5,149$1.05M0.01%-16313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,442$907K0.1%+3013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD4,316$881K0.7%013F-HRTimeline
Coston, McIsaac & Partners3,796$775K0.23%+1213F-HRTimeline
CENTRAL BANK & TRUST CO3,590$733K0.11%013F-HRTimeline
WOODSTOCK CORP3,465$708K0.07%-33313F-HRTimeline
THOMAS STORY & SON LLC3,048$622K0.26%+2013F-HRTimeline
NEVILLE RODIE & SHAW INC2,804$573K0.04%-11813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,335$477K0.13%+4113F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,271$464K0.08%-1,33813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,121$433K0.02%+22113F-HRTimeline
GRACE & WHITE INC /NY1,730$353K0.07%new13F-HRTimeline
PUZO MICHAEL J1,642$335K0.09%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,517$310K0.02%+113F-HRTimeline
TOWER BRIDGE ADVISORS1,450$296K0.03%+1013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …953$195K0.04%+713F-HRTimelineGroup
Westside Investment Management, Inc.558$114K0.02%+413F-HRTimeline
Estabrook Capital Management519$106K0.02%+8213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC363$74.1K0.01%+313F-HRTimeline
Fairfield Financial Advisors, LTD282$57.6K0.02%+213F-HRTimeline
Grey Fox Wealth Advisors, LLC18,366$42.8K0.01%+1,17713F-HRTimeline
Brooklyn Investment Group114$23.2K0.01%new13F-HRTimeline