Vault-13

FIDELITY 500 INDEX FXAIX

COM · Open-End Fund · CUSIP 315911750

30 institutional holders +4 vs Q1 2026
461,832461.8k shares reported held*
$112.2mreported value*
5 new 10 added 8 reduced 0 sold out net bought ≈ $34.9m (+133.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $242.85.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 20Q4 22: 22Q1 23: 18Q2 23: 22Q3 23: 23Q4 23: 26Q1 24: 24Q2 24: 28Q3 24: 27Q4 24: 29Q1 25: 29Q2 25: 28Q3 25: 28Q4 25: 30Q1 26: 26Q2 26: 3030Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202220
Q4 202222
Q1 202318
Q2 202322
Q3 202323
Q4 202326
Q1 202424
Q2 202428
Q3 202427
Q4 202429
Q1 202529
Q2 202528
Q3 202528
Q4 202530
Q1 202626
Q2 202630

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 18 bought or addedQ3 24: 7 cut or sold outQ4 24: 19 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 12 bought or addedQ1 25: 11 cut or sold outQ2 25: 15 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 11 cut or sold outQ4 25: 17 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 8 cut or sold outQ2 26: 15 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024187
Q4 2024196
Q1 20251211
Q2 2025158
Q3 20251411
Q4 2025178
Q1 2026118
Q2 2026158

Biggest buyers

Wealthspire Advisors, LLC New +125,005+125.0k
Fulton Bank, N.A. Added +6,543+6.5k
Williams Jones Wealth Management, LLC. Added +2,273+2.3k
Vermillion Wealth Management, Inc. New +828+828
Sippican Capital Advisors Added +449+449
NBT BANK, N.A. New +243+243
Park Place Capital Corp New +242+242
GREAT LAKES ADVISORS, LLC Added +236+236
Mengis Capital Management, Inc. Added +33+33
OAKWORTH CAPITAL, INC. Added +20+20

Biggest sellers

Sequent Asset Management, LLC Reduced -1,203-1.2k
MOODY LYNN LIEBERSON & WALKER, LLC Reduced -704-704
Grey Fox Wealth Advisors, LLC Reduced -499-499
RIVERBRIDGE PARTNERS LLC Reduced -204-204
NEVILLE RODIE & SHAW INC Reduced -111-111
DUMONT & BLAKE INVESTMENT ADVISORS LLC Reduced -50-50
NORTH STAR ASSET MANAGEMENT INC Reduced -39-39
WOODSTOCK CORP Reduced -20-20

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sequent Asset Management, LLC 22.96% of their portfolio HOUSTON, TX 208,403208.4k $54.4m $54.4m 22.96% Reduced -1.2k -1,203
2 Wealthspire Advisors, LLC 0.18% of their portfolio NEW YORK, NY 125,005125.0k $32.7m $32.7m 0.18% New
3 Grey Fox Wealth Advisors, LLC 0.01% of their portfolio ROCKLAND, DE 32,85232.9k $94.3k $94.3k 0.01% Reduced -499 -499
4 Fulton Bank, N.A. 0.19% of their portfolio Lancaster, PA 23,86423.9k $6.2m $6.2m 0.19% Added +6.5k +6,543
5 Sippican Capital Advisors 1.75% of their portfolio BOSTON, MA 10,95911.0k $2.9m $2.9m 1.75% Added +449 +449
6 Williams Jones Wealth Management, LLC. 0.02% of their portfolio NEW YORK, NY 8,1738.2k $2.1m $2.1m 0.02% Added +2.3k +2,273
7 RIVERBRIDGE PARTNERS LLC 0.05% of their portfolio MINNEAPOLIS, MN 6,2646.3k $1.6m $1.6m 0.05% Reduced -204 -204
8 CARRET ASSET MANAGEMENT, LLC 0.11% of their portfolio NEW YORK, NY 4,8334.8k $1.3m $1.3m 0.11% Added +13 +13
9 NORTH STAR ASSET MANAGEMENT INC 0.04% of their portfolio NEENAH, WI 4,0514.1k $1.1m $1.1m 0.04% Reduced -39 -39
10 GREAT LAKES ADVISORS, LLC 0.01% of their portfolio CHICAGO, IL 4,0354.0k $1.1m $1.1m 0.01% Added +236 +236
11 Coston, McIsaac & Partners 0.20% of their portfolio BAR HARBOR, ME 3,7963.8k $991.0k $991.0k 0.20% Unchanged
12 CENTRAL BANK & TRUST CO 0.14% of their portfolio LEXINGTON, KY 3,7283.7k $973.7k $973.7k 0.14% Added +8 +8
13 GRACE & WHITE INC /NY 0.13% of their portfolio NY, NY 3,1693.2k $827.9k $827.9k 0.13% Unchanged
14 NORTH POINT PORTFOLIO MANAGERS CORP/OH 0.13% of their portfolio ORANGE VILLAGE, OH 2,9402.9k $768.0k $768.0k 0.13% Unchanged
15 MOODY LYNN LIEBERSON & WALKER, LLC 0.04% of their portfolio BOSTON, MA 2,7712.8k $723.9k $723.9k 0.04% Reduced -704 -704
16 Mengis Capital Management, Inc. 0.10% of their portfolio PORTLAND, OR 2,5612.6k $669.0k $669.0k 0.10% Added +33 +33
17 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.13% of their portfolio PRINCETON, NJ 2,2732.3k $593.8k $593.8k 0.13% Reduced -50 -50
18 NEVILLE RODIE & SHAW INC 0.04% of their portfolio NEW YORK, NY 2,1672.2k $566.0k $566.0k 0.04% Reduced -111 -111
19 WOODSTOCK CORP 0.04% of their portfolio BOSTON, MA 2,0092.0k $524.9k $524.9k 0.04% Reduced -20 -20
20 Financial Concepts Unlimited, Inc. 0.32% of their portfolio CENTREVILLE, ME 1,5711.6k $410.5k $410.5k 0.32% Added +4 +4
21 PUZO MICHAEL J 0.10% of their portfolio BOSTON, MA 1,4421.4k $376.6k $376.6k 0.10% Unchanged
22 Financial Gravity Companies, Inc. 0.04% of their portfolio Lakeway, TX 967967 $252.7k $252.7k 0.04% First filing
23 McMillan Office, Inc. 0.03% of their portfolio ST. CLAIR SHORES, MI 843843 $220.3k $220.3k 0.03% Unchanged
24 Vermillion Wealth Management, Inc. 0.05% of their portfolio ROSEMOUNT, MN 828828 $216.4k $216.4k 0.05% New
25 OAKWORTH CAPITAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 663663 $172.8k $172.8k 0.01% Added +20 +20
26 Estabrook Capital Management 0.02% of their portfolio NEW YORK, NY 616616 $160.9k $160.9k 0.02% Added +1 +1
27 Westside Investment Management, Inc. 0.02% of their portfolio SANTA MONICA, CA 561561 $146.8k $146.8k 0.02% Unchanged
28 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 243243 $63.5k $63.5k 0.00% New
29 Park Place Capital Corp 0.01% of their portfolio Homewood, AL 242242 $63.2k $63.2k 0.01% New
30 Luminist Capital LLC 0.00% of their portfolio GRAND RAPIDS, MI 33 $3.0k $3.0k 0.00% New