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Fidelity 500 Index Fund (FXAIX)

CUSIP: 315911750 | US | 96 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Fulton Bank, N.A.163,227
1.3% of portfolio›$43.5M
Williams Jones Wealth Management, Llc.8,144
0.0% of portfolio›$2.2M
Sippican Capital Advisors6,697
1.2% of portfolio›$1.8M
Carret Asset Management, LLC4,846
0.1% of portfolio›$1.3M
Central Bank & Trust Co3,728
0.1% of portfolio›$993.4K
Grace & White Inc3,169
0.1% of portfolio›$844.7K
Moody Lynn Lieberson & Walker, LLC2,771
0.0% of portfolio›$738.6K
Mengis Capital Management, Inc.2,572
0.1% of portfolio›$685.6K
Neville Rodie & Shaw Inc2,071
0.0% of portfolio›$552
Woodstock Corp1,777
0.0% of portfolio›$473.6K
New Hampshire Trust1,577
0.1% of portfolio›$420.1K
Oakworth Capital, Inc.665
0.0% of portfolio›$177.1K
Westside Investment Management, Inc.561
0.0% of portfolio›$150.7K
RHL Group, LLC482
0.1% of portfolio›$128.4K
NBT Bank, N.A.243
0.0% of portfolio›$64.9K
StyleTurnoverLocationFiled
Fulton Bank, N.A.
163,227$43.5M1.3%CoreLowLancaster, PA2026-10-14
Williams Jones Wealth Management, Llc.
8,144$2.2M0.0%GrowthLowNew York, NY2026-11-05
Sippican Capital Advisors
6,697$1.8M1.2%ValueLowBoston, MA2026-10-23
Carret Asset Management, LLC
4,846$1.3M0.1%CoreVery LowNew York, NY2026-11-04
Central Bank & Trust Co
3,728$993.4K0.1%GrowthLowLexington, KY2026-10-09
Grace & White Inc
3,169$844.7K0.1%Deep ValueVery LowNy, NY2026-10-23
Moody Lynn Lieberson & Walker, LLC
2,771$738.6K0.0%MomentumLowBoston, MA2026-10-14
Mengis Capital Management, Inc.
2,572$685.6K0.1%CoreLowPortland, OR2026-10-13
Neville Rodie & Shaw Inc
2,071$5520.0%GrowthLowNew York, NY2026-10-05
Woodstock Corp
1,777$473.6K0.0%CoreVery LowBoston, MA2026-10-13
New Hampshire Trust
1,577$420.1K0.1%CoreLowConcord, NH2026-10-20
Oakworth Capital, Inc.
665$177.1K0.0%ETFLowBirmingham, AL2026-10-26
Westside Investment Management, Inc.
561$150.7K0.0%GrowthLowSanta Monica, CA2026-11-02
RHL Group, LLC
482$128.4K0.1%ETFVery HighHolly, MI2026-11-04
NBT Bank, N.A.
243$64.9K0.0%CoreLowNorwich, NY2026-10-21