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FXAIX FIDELITY 500 INDEX FUND

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MFD (fund)

30 managers (30 13F filers) reported a position in FXAIX shares at 2025-12-31, 361,054 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
3
Added
14
Reduced
6
Sold out
2
Shares held by filers
361,054

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC218,689$52M23.09%+4,11813F-HRTimeline
Fulton Bank, N.A.17,321$4.12M0.14%+2,14413F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,422$2.95M0.26%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,021$2.86M0.05%+3,00613F-HRTimeline
Sippican Capital Advisors10,010$2.38M1.53%-54513F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,468$1.54M0.03%013F-HRTimeline
Williams Jones Wealth Management, LLC.5,907$1.4M0.02%+53413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,728$1.12M0.11%+2813F-HRTimeline
Coston, McIsaac & Partners3,796$902K0.21%-71613F-HRTimeline
GREAT LAKES ADVISORS, LLC3,679$875K0.01%+75813F-HRTimeline
CENTRAL BANK & TRUST CO3,590$853K0.13%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,179$756K0.03%-13013F-HRTimeline
GRACE & WHITE INC /NY3,169$753K0.13%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940$699K0.12%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,771$659K0.03%+413F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,566$610K0.14%new13F-HRTimeline
NEVILLE RODIE & SHAW INC2,375$565K0.04%-5613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,317$551K0.13%+1313F-HRTimeline
Mengis Capital Management, Inc.2,312$550K0.1%+3613F-HRTimeline
WOODSTOCK CORP2,029$482K0.04%-1913F-HRTimeline
PUZO MICHAEL J1,442$343K0.09%013F-HRTimeline
TOWER BRIDGE ADVISORS1,013$241K0.02%+613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …965$229K0.04%+613F-HRTimelineGroup
Hemenway Trust Co LLC903$215K0.02%-4513F-HRTimeline
McMillan Office, Inc.843$201K0.02%13F-HRTimeline
OAKWORTH CAPITAL, INC.643$153K0.01%+413F-HRTimeline
Westside Investment Management, Inc.561$134K0.02%013F-HRTimeline
Estabrook Capital Management526$125K0.02%+413F-HRTimeline
Grey Fox Wealth Advisors, LLC31,867$83.4K0.02%+6,76713F-HRTimeline
Motiv8 Investments LLC2$1K<0.01%new13F-HRTimeline