FXAIXFIDELITY 500 INDEX
CUSIP 315911750 · Yahoo Finance ↗ · Google Finance ↗
Fidelity 500 Index (FXAIX) has 25 institutional holders in Filings Flow’s 13F database, together reporting 120.4K shares worth $19M as of Q1 2026. The largest reported holders are Sequent Asset Management, LLC, Fulton Bank, N.a., and Kohmann Bosshard Financial Services, LLC.
Institutional Holders
25
Q1 2026
Reported Value
$19M
Ticker
FXAIX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sequent Asset Management, LLC$225M AUM | 23.09% | $52M | 218.7K | Q4 2025OLDER |
| Sippican Capital Advisors$146M AUM | 1.64% | $2M | 10.5K | Q1 2026OLDER |
| Financial Concepts Unlimited, Inc.$112M AUM | 0.32% | $356,309 | 1.6K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.26% | $3M | 12.4K | Q4 2025OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.19% | $6M | 23.9K | Q2 2026 |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.14% | $609,982 | 2.6K | Q4 2025OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 0.13% | $845,848 | 3.7K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.13% | $528,307 | 2.3K | Q1 2026OLDER |
| GRACE & WHITE INC /NY$566M AUM | 0.13% | $720,705 | 3.2K | Q1 2026OLDER |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH$561M AUM | 0.12% | $668,611 | 2.9K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.11% | $1M | 4.8K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.10% | $574,951 | 2.5K | Q1 2026OLDER |
| PUZO MICHAEL J$343M AUM | 0.10% | $327,828 | 1.4K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.05% | $191,297 | 821 | Q3 2025OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.05% | $3M | 12.0K | Q4 2025OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.04% | $790,159 | 3.5K | Q1 2026OLDER |
| WOODSTOCK CORP$1.1B AUM | 0.04% | $461,477 | 2.0K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.04% | $930,041 | 4.1K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.04% | $219,340 | 965 | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.04% | $1M | 6.5K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.02% | $191,814 | 843 | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.02% | $240,787 | 1.0K | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.02% | $293,325 | 1.3K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.02% | $139,857 | 615 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.02% | $128,826 | 561 | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.02% | $1M | 5.9K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 0.02% | $214,691 | 903 | Q4 2025OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.02% | $83,309 | 33.4K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $146,214 | 643 | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.01% | $863,875 | 3.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.