Fidelity 500 Index FundFXAIX
13F holders, Q2 2025 (June 30)28holders −1
4new positions
5sold out
$179.14avg. 13F price*
At the end of Q2 2025, 28 institutions reported holding Fidelity 500 Index Fund (FXAIX) in their 13F filings, down 1 from Q1 2025. 4 opened new positions and 5 sold out. The largest holders were Fulton Bank, N.A. ($2.8M), Sippican Capital Advisors ($2.3M) and Ferguson Wellman Capital Management, Inc. ($1.9M).
- Company
- Fidelity 500 Index Fund
- CUSIP
- 315911750
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 5 | $44.1M |
All 13F filers, Q1 2025 → Q2 2025: 10,086 shares bought and 226,464 shares sold, net −216,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Fulton Bank, N.A. | 0.10% | Add +4.6% | 13,046 | $2.8M |
| Sippican Capital Advisors | 1.65% | Add +1.7% | 10,500 | $2.3M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +1.8% | 8,957 | $1.9M |
| Texas Capital Bancshares Inc | 0.54% | No change | 6,889 | $1.5M |
| Riverbridge Partners LLC | 0.02% | No change | 6,683 | $1.4M |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -6.9% | 5,522 | $1.2M |
| Carret Asset Management, LLC | 0.10% | Add +0.3% | 4,457 | $963K |
| Magnolia Capital Management Ltd. | 0.75% | No change | 4,316 | $933K |
| Coston, McIsaac & Partners | 0.21% | No change | 3,796 | $820K |
| Central Bank & Trust Co. | 0.13% | No change | 3,590 | $776K |
| North Star Asset Management Inc. | 0.03% | No change | 3,309 | $715K |
| Grace & White Inc. | 0.13% | No change | 3,169 | $685K |
| Great Lakes Advisors, LLC | 0.01% | New | 3,030 | $655K |
| North Point Portfolio Managers Corp. | 0.11% | No change | 2,940 | $635K |
| Neville Rodie & Shaw Inc. | 0.04% | Reduce -5.0% | 2,547 | $550K |
| Dumont & Blake Investment Advisors LLC | 0.13% | Add +0.6% | 2,363 | $511K |
| Woodstock Corp. | 0.04% | Reduce -16.9% | 2,048 | $443K |
| Luminist Capital LLC | 0.37% | New | 1,740 | $376K |
| Hemenway Trust Co LLC | 0.03% | New | 1,654 | $357K |
| Puzo Michael J | 0.10% | No change | 1,642 | $355K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +0.1% | 1,478 | $319K |
| Mengis Capital Management, Inc. | 0.06% | Add +5.9% | 1,267 | $274K |
| Tower Bridge Advisors | 0.02% | New | 1,004 | $217K |
| Financial Gravity Companies, Inc. | 0.04% | — | 956 | $207K |
| Westside Investment Management, Inc. | 0.02% | Add +0.4% | 560 | $121K |
| Brooklyn Investment Group | 0.02% | Add +1154.5% | 552 | $119K |
| Estabrook Capital Management | 0.02% | Add +0.4% | 521 | $113K |
| Grey Fox Wealth Advisors, LLC | 0.01% | Add +5.8% | 20,603 | $49K |
"% of holder's portfolio" is FXAIX's weight in each manager's 13F, not the share of Fidelity 500 Index Fund the manager owns.