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FXAIX FIDELITY 500 INDEX FUND

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MFD (fund)

28 managers (28 13F filers) reported a position in FXAIX shares at 2025-06-30, 119,139 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
28
13F filers
28
New
4
Added
11
Reduced
3
Sold out
5
Shares held by filers
119,139

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fulton Bank, N.A.13,046$2.82M0.1%+57413F-HRTimeline
Sippican Capital Advisors10,500$2.27M1.65%+17813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,957$1.94M0.03%+15613F-HRTimeline
Texas Capital Bancshares Inc/TX6,889$1.49M0.54%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,683$1.44M0.02%013F-HRTimeline
Williams Jones Wealth Management, LLC.5,522$1.19M0.01%-41113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,457$963K0.1%+1513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD4,316$933K0.75%013F-HRTimeline
Coston, McIsaac & Partners3,796$820K0.21%013F-HRTimeline
CENTRAL BANK & TRUST CO3,590$776K0.13%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,309$715K0.03%013F-HRTimeline
GRACE & WHITE INC /NY3,169$685K0.13%013F-HRTimeline
GREAT LAKES ADVISORS, LLC3,030$655K0.01%new13F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940$635K0.11%013F-HRTimeline
NEVILLE RODIE & SHAW INC2,547$550K0.04%-13513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,363$511K0.13%+1413F-HRTimeline
WOODSTOCK CORP2,048$443K0.04%-41713F-HRTimeline
Luminist Capital LLC1,740$376K0.37%new13F-HRTimeline
Hemenway Trust Co LLC1,654$357K0.03%new13F-HRTimeline
PUZO MICHAEL J1,642$355K0.1%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,478$319K0.02%+113F-HRTimeline
Mengis Capital Management, Inc.1,267$274K0.06%+7113F-HRTimeline
TOWER BRIDGE ADVISORS1,004$217K0.02%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …956$207K0.04%13F-HRTimelineGroup
Westside Investment Management, Inc.560$121K0.02%+213F-HRTimeline
Brooklyn Investment Group552$119K0.02%+50813F-HR/ATimeline
Estabrook Capital Management521$113K0.02%+213F-HRTimeline
Grey Fox Wealth Advisors, LLC20,603$48.9K0.01%+1,13713F-HRTimeline