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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 2026-06-30, 461,832 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.

Managers
30
13F filers
30
New
5
Added
10
Reduced
8
Sold out
0
Shares held by filers
461,832

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Sequent Asset Management, LLC208,403$54.4M22.96%-1,20313F-HRTimeline
Wealthspire Advisors, LLC125,005$32.7M0.18%new13F-HRTimeline
Fulton Bank, N.A.23,864$6.23M0.19%+6,54313F-HRTimeline
Sippican Capital Advisors10,959$2.86M1.75%+44913F-HRTimeline
Williams Jones Wealth Management, LLC.8,173$2.13M0.02%+2,27313F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,264$1.64M0.05%-20413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,833$1.26M0.11%+1313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC4,051$1.06M0.04%-3913F-HRTimeline
GREAT LAKES ADVISORS, LLC4,035$1.05M0.01%+23613F-HRTimeline
Coston, McIsaac & Partners3,796$991K0.2%013F-HRTimeline
CENTRAL BANK & TRUST CO3,728$974K0.14%+813F-HRTimeline
GRACE & WHITE INC /NY3,169$828K0.13%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940$768K0.13%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,771$724K0.04%-70413F-HRTimeline
Mengis Capital Management, Inc.2,561$669K0.1%+3313F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,273$594K0.13%-5013F-HRTimeline
NEVILLE RODIE & SHAW INC2,167$566K0.04%-11113F-HRTimeline
WOODSTOCK CORP2,009$525K0.04%-2013F-HRTimeline
Financial Concepts Unlimited, Inc.1,571$410K0.32%+413F-HRTimeline
PUZO MICHAEL J1,442$377K0.1%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …967$253K0.04%13F-HRTimelineGroup
McMillan Office, Inc.843$220K0.03%013F-HRTimeline
Vermillion Wealth Management, Inc.828$216K0.05%new13F-HRTimeline
OAKWORTH CAPITAL, INC.663$173K0.01%+2013F-HRTimeline
Estabrook Capital Management616$161K0.02%+113F-HRTimeline
Westside Investment Management, Inc.561$147K0.02%013F-HRTimeline
Grey Fox Wealth Advisors, LLC32,852$94.3K0.01%-49913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.243$63.5K<0.01%new13F-HRTimelineGroup
Park Place Capital Corp242$63.2K0.01%new13F-HRTimeline
Luminist Capital LLC3$2.97K<0.01%new13F-HRTimeline