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FXAIX FIDELITY 500 INDEX FUND

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MFD (fund)

26 managers (26 13F filers) reported a position in FXAIX shares at 2026-03-31, 330,049 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.

Managers
26
13F filers
26
New
1
Added
10
Reduced
3
Sold out
5
Shares held by filers
330,049

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC209,606$47.7M22.81%-9,08313F-HRTimeline
Fulton Bank, N.A.17,321$3.94M0.14%013F-HRTimeline
Sippican Capital Advisors10,510$2.39M1.64%+50013F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,468$1.47M0.04%013F-HRTimeline
Williams Jones Wealth Management, LLC.5,900$1.34M0.02%-713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,820$1.1M0.11%+9213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC4,090$930K0.04%+91113F-HRTimeline
GREAT LAKES ADVISORS, LLC3,799$864K0.01%+12013F-HRTimeline
Coston, McIsaac & Partners3,796$863K0.19%013F-HRTimeline
CENTRAL BANK & TRUST CO3,720$846K0.13%+13013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC3,475$790K0.04%+70413F-HRTimeline
GRACE & WHITE INC /NY3,169$721K0.13%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940$669K0.12%013F-HRTimeline
Mengis Capital Management, Inc.2,528$575K0.1%+21613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,323$528K0.13%+613F-HRTimeline
NEVILLE RODIE & SHAW INC2,278$518K0.04%-9713F-HRTimeline
WOODSTOCK CORP2,029$461K0.04%013F-HRTimeline
Financial Concepts Unlimited, Inc.1,567$356K0.32%13F-HRTimeline
PUZO MICHAEL J1,442$328K0.1%013F-HRTimeline
McIlrath & Eck, LLC1,290$293K0.02%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …965$219K0.04%013F-HRTimelineGroup
McMillan Office, Inc.843$192K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.643$146K0.01%013F-HRTimeline
Estabrook Capital Management615$140K0.02%+8913F-HRTimeline
Westside Investment Management, Inc.561$129K0.02%013F-HRTimeline
Grey Fox Wealth Advisors, LLC33,351$83.3K0.02%+1,48413F-HRTimeline