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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 2025-09-30, 331,723 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
28
13F filers
28
New
3
Added
11
Reduced
8
Sold out
3
Shares held by filers
331,723

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sequent Asset Management, LLC214,571$50M23.77%new13F-HRTimeline
Fulton Bank, N.A.15,177$3.54M0.12%+2,13113F-HRTimeline
Sippican Capital Advisors10,555$2.46M1.63%+5513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,015$2.1M0.03%+5813F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,468$1.51M0.03%-21513F-HRTimeline
Williams Jones Wealth Management, LLC.5,373$1.25M0.01%-14913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,700$1.1M0.11%+24313F-HRTimeline
Coston, McIsaac & Partners4,512$1.05M0.25%+71613F-HRTimeline
CENTRAL BANK & TRUST CO3,590$836K0.13%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,309$771K0.03%013F-HRTimeline
GRACE & WHITE INC /NY3,169$738K0.13%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940$685K0.11%013F-HRTimeline
GREAT LAKES ADVISORS, LLC2,921$680K0.01%-10913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,767$645K0.03%+1,28913F-HRTimeline
NEVILLE RODIE & SHAW INC2,431$567K0.04%-11613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,304$537K0.13%-5913F-HRTimeline
Mengis Capital Management, Inc.2,276$530K0.1%+1,00913F-HRTimeline
WOODSTOCK CORP2,048$477K0.04%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD1,598$372K0.29%-2,71813F-HRTimeline
PUZO MICHAEL J1,442$336K0.09%-20013F-HRTimeline
TOWER BRIDGE ADVISORS1,007$235K0.02%+313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …959$223K0.04%13F-HRTimelineGroup
Hemenway Trust Co LLC948$221K0.02%-70613F-HRTimeline
Vermillion Wealth Management, Inc.821$191K0.05%new13F-HRTimeline
OAKWORTH CAPITAL, INC.639$149K0.01%new13F-HRTimeline
Westside Investment Management, Inc.561$131K0.02%+113F-HRTimeline
Estabrook Capital Management522$122K0.02%+113F-HRTimeline
Grey Fox Wealth Advisors, LLC25,100$64.2K0.01%+4,49713F-HRTimeline