FXAIX institutional holders

FIDELITY 500 INDEX · 13F, 2026Q2

Managers holding30
Shares held461,832
Reported value$121.5m
Quarter flows6 new, 10 added, 8 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Sequent Asset Management, LLC208,403$54.4m23.0%
Wealthspire Advisors, LLC125,005$32.7m0.2%
Grey Fox Wealth Advisors, LLC32,852$9.4m1.5%
Fulton Bank, N.A.23,864$6.2m0.2%
Sippican Capital Advisors10,959$2.9m1.7%
Williams Jones Wealth Management, LLC.8,173$2.1m0.0%
RIVERBRIDGE PARTNERS LLC6,264$1.6m0.0%
CARRET ASSET MANAGEMENT, LLC4,833$1.3m0.1%
NORTH STAR ASSET MANAGEMENT INC4,051$1.1m0.0%
GREAT LAKES ADVISORS, LLC4,035$1.1m0.0%
Coston, McIsaac & Partners3,796$991,0000.2%
CENTRAL BANK & TRUST CO3,728$973,6940.1%
GRACE & WHITE INC /NY3,169$827,8870.1%
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940$768,0460.1%
MOODY LYNN LIEBERSON & WALKER, LLC2,771$723,9370.0%
Mengis Capital Management, Inc.2,561$669,0460.1%
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,273$593,8180.1%
NEVILLE RODIE & SHAW INC2,167$566,0000.0%
WOODSTOCK CORP2,009$524,8940.0%
Financial Concepts Unlimited, Inc.1,571$410,4520.3%
PUZO MICHAEL J1,442$376,5820.1%
Financial Gravity Companies, Inc.967$252,6710.0%
McMillan Office, Inc.843$220,3410.0%
Vermillion Wealth Management, Inc.828$216,3800.1%
OAKWORTH CAPITAL, INC.663$172,7900.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FXAIX"). FXAIX price history · All 13F data

Get a free API keySee history bundlesDownload free samples