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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 2025-03-31, 335,514 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
29
13F filers
29
New
4
Added
8
Reduced
7
Sold out
4
Shares held by filers
335,514

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC205,216$40.1M22.34%-87,33913F-HRTimeline
Fulton Bank, N.A.12,472$2.44M0.1%+9913F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,421$2.43M0.29%new13F-HRTimeline
Sippican Capital Advisors10,322$2.02M1.52%-5,37713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,801$1.72M0.03%+3,23013F-HRTimeline
Texas Capital Bancshares Inc/TX6,889$1.35M0.57%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,683$1.31M0.02%-44013F-HRTimeline
Williams Jones Wealth Management, LLC.5,933$1.16M0.01%+78413F-HRTimeline
TWIN CAPITAL MANAGEMENT INC5,585$1.09M0.13%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,442$868K0.1%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD4,316$844K0.72%013F-HRTimeline
Coston, McIsaac & Partners3,796$742K0.22%013F-HRTimeline
CENTRAL BANK & TRUST CO3,590$702K0.12%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,309$647K0.03%+1,18813F-HRTimeline
GRACE & WHITE INC /NY3,169$619K0.12%+1,43913F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940$575K0.1%+66913F-HRTimeline
NEVILLE RODIE & SHAW INC2,682$524K0.04%-12213F-HRTimeline
WOODSTOCK CORP2,465$482K0.05%-1,00013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,349$459K0.13%+1413F-HRTimeline
BECK MACK & OLIVER LLC2,244$439K0.01%new13F-HRTimeline
PUZO MICHAEL J1,642$321K0.09%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,477$289K0.02%-4013F-HRTimeline
Mengis Capital Management, Inc.1,196$234K0.05%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …953$186K0.04%13F-HRTimelineGroup
Westside Investment Management, Inc.558$110K0.02%013F-HRTimeline
Estabrook Capital Management519$101K0.02%013F-HRTimeline
Grey Fox Wealth Advisors, LLC19,466$41.7K0.01%+1,10013F-HRTimeline
Brooklyn Investment Group44$8.41K<0.01%-7013F-HRTimeline
Vermillion Wealth Management, Inc.35$6.93K<0.01%new13F-HRTimeline