Fidelity 500 Index FundFXAIX
13F holders, Q4 2025 (December 31)30holders +2
3new positions
2sold out
$216.97avg. 13F price*
At the end of Q4 2025, 30 institutions reported holding Fidelity 500 Index Fund (FXAIX) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Sequent Asset Management, LLC ($52.0M), Fulton Bank, N.A. ($4.1M) and Kohmann Bosshard Financial Services, LLC ($3.0M).
- Company
- Fidelity 500 Index Fund
- CUSIP
- 315911750
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.6M |
| Exits | 2 | $563K |
All 13F filers, Q3 2025 → Q4 2025: 32,418 shares bought and 3,930 shares sold, net +28,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Sequent Asset Management, LLC | 23.09% | Add +1.9% | 218,689 | $52.0M |
| Fulton Bank, N.A. | 0.14% | Add +14.1% | 17,321 | $4.1M |
| Kohmann Bosshard Financial Services, LLC | 0.27% | New | 12,422 | $3.0M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +33.3% | 12,021 | $2.9M |
| Sippican Capital Advisors | 1.53% | Reduce -5.2% | 10,010 | $2.4M |
| Riverbridge Partners LLC | 0.03% | No change | 6,468 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +9.9% | 5,907 | $1.4M |
| Carret Asset Management, LLC | 0.11% | Add +0.6% | 4,728 | $1.1M |
| Coston, McIsaac & Partners | 0.21% | Reduce -15.9% | 3,796 | $902K |
| Great Lakes Advisors, LLC | 0.01% | Add +25.9% | 3,679 | $875K |
| Central Bank & Trust Co. | 0.13% | No change | 3,590 | $853K |
| North Star Asset Management Inc. | 0.03% | Reduce -3.9% | 3,179 | $756K |
| Grace & White Inc. | 0.14% | No change | 3,169 | $753K |
| North Point Portfolio Managers Corp. | 0.12% | No change | 2,940 | $699K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Add +0.1% | 2,771 | $659K |
| Kelleher Financial Advisors | 0.14% | New | 2,566 | $610K |
| Neville Rodie & Shaw Inc. | 0.04% | Reduce -2.3% | 2,375 | $565K |
| Dumont & Blake Investment Advisors LLC | 0.13% | Add +0.6% | 2,317 | $551K |
| Mengis Capital Management, Inc. | 0.10% | Add +1.6% | 2,312 | $550K |
| Woodstock Corp. | 0.04% | Reduce -0.9% | 2,029 | $482K |
| Puzo Michael J | 0.09% | No change | 1,442 | $343K |
| Tower Bridge Advisors | 0.02% | Add +0.6% | 1,013 | $241K |
| Financial Gravity Asset Management, Inc. | 0.04% | Add +0.6% | 965 | $229K |
| Hemenway Trust Co LLC | 0.02% | Reduce -4.8% | 903 | $215K |
| McMillan Office, Inc. | 0.02% | — | 843 | $201K |
| Oakworth Capital, Inc. | 0.01% | Add +0.6% | 643 | $153K |
| Westside Investment Management, Inc. | 0.02% | No change | 561 | $134K |
| Estabrook Capital Management | 0.02% | Add +0.8% | 526 | $125K |
| Grey Fox Wealth Advisors, LLC | 0.02% | Add +27.0% | 31,867 | $83K |
| Motiv8 Investments LLC | 0.00% | New | 2 | $1K |
"% of holder's portfolio" is FXAIX's weight in each manager's 13F, not the share of Fidelity 500 Index Fund the manager owns.