Fidelity 500 Index FundFXAIX
13F holders, Q2 2026 (June 30)30holders +4
5new positions
0sold out
$242.85avg. 13F price*
At the end of Q2 2026, 30 institutions reported holding Fidelity 500 Index Fund (FXAIX) in their 13F filings, up 4 from Q1 2026. 5 opened new positions and 0 sold out. The largest holders were Sequent Asset Management, LLC ($54.4M), Wealthspire Advisors, LLC ($32.7M) and Fulton Bank, N.A. ($6.2M).
- Company
- Fidelity 500 Index Fund
- CUSIP
- 315911750
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $33.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 135,901 shares bought and 2,830 shares sold, net +133,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Sequent Asset Management, LLC | 22.96% | Reduce -0.6% | 208,403 | $54.4M |
| Wealthspire Advisors, LLC | 0.18% | New | 125,005 | $32.7M |
| Fulton Bank, N.A. | 0.19% | Add +37.8% | 23,864 | $6.2M |
| Sippican Capital Advisors | 1.75% | Add +4.3% | 10,959 | $2.9M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +38.5% | 8,173 | $2.1M |
| Riverbridge Partners LLC | 0.05% | Reduce -3.1% | 6,264 | $1.6M |
| Carret Asset Management, LLC | 0.11% | Add +0.3% | 4,833 | $1.3M |
| North Star Asset Management Inc. | 0.04% | Reduce -0.9% | 4,051 | $1.1M |
| Great Lakes Advisors, LLC | 0.01% | Add +6.2% | 4,035 | $1.1M |
| Coston, McIsaac & Partners | 0.20% | No change | 3,796 | $991K |
| Central Bank & Trust Co. | 0.14% | Add +0.2% | 3,728 | $974K |
| Grace & White Inc. | 0.13% | No change | 3,169 | $828K |
| North Point Portfolio Managers Corp. | 0.13% | No change | 2,940 | $768K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -20.3% | 2,771 | $724K |
| Mengis Capital Management, Inc. | 0.10% | Add +1.3% | 2,561 | $669K |
| Dumont & Blake Investment Advisors LLC | 0.13% | Reduce -2.1% | 2,273 | $594K |
| Neville Rodie & Shaw Inc. | 0.04% | Reduce -4.9% | 2,167 | $566K |
| Woodstock Corp. | 0.04% | Reduce -1.0% | 2,009 | $525K |
| Financial Concepts Unlimited, Inc. | 0.32% | Add +0.3% | 1,571 | $410K |
| Puzo Michael J | 0.10% | No change | 1,442 | $377K |
| Financial Gravity Companies, Inc. | 0.04% | — | 967 | $253K |
| McMillan Office, Inc. | 0.03% | No change | 843 | $220K |
| Vermillion Wealth Management, Inc. | 0.05% | New | 828 | $216K |
| Oakworth Capital, Inc. | 0.01% | Add +3.1% | 663 | $173K |
| Estabrook Capital Management | 0.02% | Add +0.2% | 616 | $161K |
| Westside Investment Management, Inc. | 0.02% | No change | 561 | $147K |
| Grey Fox Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 32,852 | $94K |
| NBT Bank, N.A. | 0.00% | New | 243 | $63K |
| Park Place Capital Corp | 0.01% | New | 242 | $63K |
| Luminist Capital LLC | 0.00% | New | 3 | $3K |
"% of holder's portfolio" is FXAIX's weight in each manager's 13F, not the share of Fidelity 500 Index Fund the manager owns.