SEC 13F Intelligence

FMAGXFIDELITY MAGELLAN FUND

CUSIP 316184100 · Yahoo Finance ↗ · Google Finance ↗

Fidelity Magellan Fund (FMAGX) has 5 institutional holders in Filings Flow’s 13F database, together reporting 189.2K shares worth $3M as of Q1 2026. The largest reported holders are Neville Rodie & Shaw Inc, First Merchants Corp, and North Point Portfolio Managers Corp/Oh.

Institutional Holders
5
Q1 2026
Reported Value
$3M
Ticker
FMAGX
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 5Q2 ’19Q3 ’19: 5Q4 ’19: 5Q1 ’20: 6Q2 ’20: 6Q2 ’20Q3 ’20: 7Q4 ’20: 4Q1 ’21: 3Q2 ’21: 8Q2 ’21Q3 ’21: 7Q4 ’21: 7Q1 ’22: 6Q2 ’22: 6Q2 ’22Q3 ’22: 4Q4 ’22: 4Q1 ’23: 3Q2 ’23: 3Q2 ’23Q3 ’23: 4Q4 ’23: 4Q1 ’24: 3Q2 ’24: 5Q2 ’24Q3 ’24: 4Q4 ’24: 3Q1 ’25: 4Q2 ’25: 5Q2 ’25Q3 ’25: 5Q4 ’25: 6Q1 ’26: 5filingsflow.com
Total reported value
Q2 ’19: $871,000Q2 ’19Q3 ’19: $886,000Q4 ’19: $870,000Q1 ’20: $866,000Q2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $3MQ1 ’21: $668,000Q2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $1MQ4 ’22: $2MQ1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’23: $1MQ4 ’23: $2MQ1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $2MQ1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3Mfilingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
NEVILLE RODIE & SHAW INC$1.5B AUM0.10%$1M104.3KQ1 2026
FIRST MERCHANTS CORP$2.6B AUM0.02%$622,49645.0KQ1 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH$561M AUM0.07%$379,65127.5KQ1 2026
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.02%$202,63112.9KQ2 2025OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$138,30310.0KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$61,9434.0KQ2 2025OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.01%$60,5604.1KQ4 2025OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$32,8922.4KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.