Fidelity 500 Index FundFXAIX
13F holders, Q4 2024 (December 31)29holders +2
2new positions
0sold out
$195.16avg. 13F price*
At the end of Q4 2024, 29 institutions reported holding Fidelity 500 Index Fund (FXAIX) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were Sequent Asset Management, LLC ($59.7M), Sippican Capital Advisors ($3.2M) and Fulton Bank, N.A. ($2.5M).
- Company
- Fidelity 500 Index Fund
- CUSIP
- 315911750
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $376K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 9,989 shares bought and 3,204 shares sold, net +6,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Sequent Asset Management, LLC | 29.41% | Add +2.0% | 292,555 | $59.7M |
| Sippican Capital Advisors | 2.34% | Add +0.7% | 15,699 | $3.2M |
| Fulton Bank, N.A. | 0.10% | Reduce -5.4% | 12,373 | $2.5M |
| Riverbridge Partners LLC | 0.02% | Add +11.6% | 7,123 | $1.5M |
| Texas Capital Bancshares Inc | 0.57% | No change | 6,889 | $1.4M |
| Twin Capital Management Inc. | 0.12% | Add +0.7% | 5,585 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -8.8% | 5,571 | $1.1M |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -3.1% | 5,149 | $1.1M |
| Carret Asset Management, LLC | 0.10% | Add +0.7% | 4,442 | $907K |
| Magnolia Capital Management Ltd. | 0.70% | No change | 4,316 | $881K |
| Coston, McIsaac & Partners | 0.23% | Add +0.3% | 3,796 | $775K |
| Central Bank & Trust Co. | 0.11% | No change | 3,590 | $733K |
| Woodstock Corp. | 0.07% | Reduce -8.8% | 3,465 | $708K |
| Thomas Story & Son LLC | 0.26% | Add +0.7% | 3,048 | $622K |
| Neville Rodie & Shaw Inc. | 0.04% | Reduce -4.0% | 2,804 | $573K |
| Dumont & Blake Investment Advisors LLC | 0.13% | Add +1.8% | 2,335 | $477K |
| North Point Portfolio Managers Corp. | 0.08% | Reduce -37.1% | 2,271 | $464K |
| North Star Asset Management Inc. | 0.02% | Add +11.6% | 2,121 | $433K |
| Grace & White Inc. | 0.07% | New | 1,730 | $353K |
| Puzo Michael J | 0.09% | No change | 1,642 | $335K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +0.1% | 1,517 | $310K |
| Tower Bridge Advisors | 0.03% | Add +0.7% | 1,450 | $296K |
| Financial Gravity Companies, Inc. | 0.04% | Add +0.7% | 953 | $195K |
| Westside Investment Management, Inc. | 0.02% | Add +0.7% | 558 | $114K |
| Estabrook Capital Management | 0.02% | Add +18.8% | 519 | $106K |
| Tucker Asset Management LLC | 0.02% | Add +0.8% | 363 | $74K |
| Fairfield Financial Advisors, LTD | 0.02% | Add +0.7% | 282 | $58K |
| Grey Fox Wealth Advisors, LLC | 0.01% | Add +6.8% | 18,366 | $43K |
| Brooklyn Investment Group | 0.01% | New | 114 | $23K |
"% of holder's portfolio" is FXAIX's weight in each manager's 13F, not the share of Fidelity 500 Index Fund the manager owns.