Fidelity 500 Index FundFXAIX
13F holders, Q1 2024 (March 31)24holders
$182.90avg. 13F price*
At the end of Q1 2024, 24 institutions reported holding Fidelity 500 Index Fund (FXAIX) in their 13F filings. The largest holders were Sequent Asset Management, LLC ($52.8M), Sippican Capital Advisors ($3.2M) and Fulton Bank, N.A. ($2.4M).
- Company
- Fidelity 500 Index Fund
- CUSIP
- 315911750
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $559K |
| Exits | 5 | $1.5M |
Ownership 24 holders
| Sequent Asset Management, LLC | 27.93% | Add +0.1% | 288,811 | $52.8M |
| Sippican Capital Advisors | 2.49% | Reduce -0.0% | 17,487 | $3.2M |
| Fulton Bank, N.A. | 0.10% | Add +0.2% | 13,085 | $2.4M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +0.9% | 9,519 | $1.7M |
| Texas Capital Bancshares Inc | 0.57% | No change | 6,889 | $1.3M |
| Twin Capital Management Inc. | 0.13% | No change | 5,515 | $1.0M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -2.6% | 5,486 | $1.0M |
| Woodstock Corp. | 0.09% | No change | 4,496 | $823K |
| Carret Asset Management, LLC | 0.09% | No change | 4,385 | $802K |
| Magnolia Capital Management Ltd. | 0.67% | No change | 4,316 | $790K |
| Coston, McIsaac & Partners | 0.22% | No change | 3,760 | $687K |
| Neville Rodie & Shaw Inc. | 0.04% | Reduce -2.6% | 3,109 | $568K |
| Thomas Story & Son LLC | 0.23% | No change | 3,012 | $551K |
| Dumont & Blake Investment Advisors LLC | 0.12% | Reduce -1.2% | 2,258 | $413K |
| North Star Asset Management Inc. | 0.02% | No change | 1,898 | $347K |
| Puzo Michael J | 0.08% | No change | 1,642 | $300K |
| Tower Bridge Advisors | 0.03% | New | 1,431 | $262K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 1,328 | $243K |
| Ethos Financial Group, LLC | 0.04% | New | 1,139 | $208K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -94.9% | 949 | $157K |
| Westside Investment Management, Inc. | 0.02% | No change | 550 | $101K |
| Laffer Tengler Investments, Inc. | 0.03% | New | 487 | $89K |
| Estabrook Capital Management | 0.01% | Add +25.0% | 435 | $80K |
| Tucker Asset Management LLC | 0.02% | Add +169.4% | 423 | $77K |
"% of holder's portfolio" is FXAIX's weight in each manager's 13F, not the share of Fidelity 500 Index Fund the manager owns.