Who owns Fidelity Balanced Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of FBALX from SEC Form 13F filings across 2 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 2 institutions disclosed 12,650 shares of Fidelity Balanced Fund worth $269,349 — about 0% of shares outstanding; the largest disclosed holder is Notis-McConarty Edward. Source: SEC Form 13F filings, parsed by EvidInvest.
2
13F holders
$269,349
value, 2026 filers
0%
of shares outstanding (12,650 sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FBALX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Notis-McConarty Edward | 7,612 | $269,171 | 0.1% | 0% | -44.9% |
| 2 | Coston, McIsaac & Partners | 5,038 | $178 | 0.0% | 0% | +0.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.