Fidelity 500 Index FundFXAIX
13F holders, Q1 2026 (March 31)26holders −4
1new positions
5sold out
$204.68avg. 13F price*
At the end of Q1 2026, 26 institutions reported holding Fidelity 500 Index Fund (FXAIX) in their 13F filings, down 4 from Q4 2025. 1 opened new positions and 5 sold out. The largest holders were Sequent Asset Management, LLC ($47.7M), Fulton Bank, N.A. ($3.9M) and Sippican Capital Advisors ($2.4M).
- Company
- Fidelity 500 Index Fund
- CUSIP
- 315911750
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $293K |
| Exits | 5 | $6.9M |
All 13F filers, Q4 2025 → Q1 2026: 5,542 shares bought and 38,112 shares sold, net −32,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Sequent Asset Management, LLC | 22.81% | Reduce -4.2% | 209,606 | $47.7M |
| Fulton Bank, N.A. | 0.14% | No change | 17,321 | $3.9M |
| Sippican Capital Advisors | 1.64% | Add +5.0% | 10,510 | $2.4M |
| Riverbridge Partners LLC | 0.04% | No change | 6,468 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -0.1% | 5,900 | $1.3M |
| Carret Asset Management, LLC | 0.11% | Add +1.9% | 4,820 | $1.1M |
| North Star Asset Management Inc. | 0.04% | Add +28.7% | 4,090 | $930K |
| Great Lakes Advisors, LLC | 0.01% | Add +3.3% | 3,799 | $864K |
| Coston, McIsaac & Partners | 0.19% | No change | 3,796 | $863K |
| Central Bank & Trust Co. | 0.13% | Add +3.6% | 3,720 | $846K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Add +25.4% | 3,475 | $790K |
| Grace & White Inc. | 0.13% | No change | 3,169 | $721K |
| North Point Portfolio Managers Corp. | 0.12% | No change | 2,940 | $669K |
| Mengis Capital Management, Inc. | 0.10% | Add +9.3% | 2,528 | $575K |
| Dumont & Blake Investment Advisors LLC | 0.13% | Add +0.3% | 2,323 | $528K |
| Neville Rodie & Shaw Inc. | 0.04% | Reduce -4.1% | 2,278 | $518K |
| Woodstock Corp. | 0.04% | No change | 2,029 | $461K |
| Financial Concepts Unlimited, Inc. | 0.32% | — | 1,567 | $356K |
| Puzo Michael J | 0.10% | No change | 1,442 | $328K |
| McIlrath & Eck, LLC | 0.02% | New | 1,290 | $293K |
| Financial Gravity Asset Management, Inc. | 0.04% | No change | 965 | $219K |
| McMillan Office, Inc. | 0.02% | No change | 843 | $192K |
| Oakworth Capital, Inc. | 0.01% | No change | 643 | $146K |
| Estabrook Capital Management | 0.02% | Add +16.9% | 615 | $140K |
| Westside Investment Management, Inc. | 0.02% | No change | 561 | $129K |
| Grey Fox Wealth Advisors, LLC | 0.02% | Add +4.7% | 33,351 | $83K |
"% of holder's portfolio" is FXAIX's weight in each manager's 13F, not the share of Fidelity 500 Index Fund the manager owns.