Who owns FXAIXWhat FXAIX owns — n/a

Who owns Fidelity 500 Index Fund?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of FXAIX from SEC Form 13F filings across 30 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, 30 institutions disclosed 461,832 shares of Fidelity 500 Index Fund worth $112.2M — about 0% of shares outstanding; the largest disclosed holder is Sequent Asset Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$112.2M

value, 2026 filers

of shares outstanding (461,832 sh)

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 FXAIX's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	Sequent Asset Management, LLCNEW	208,403	$54.4M	23.0%	0%	new
2	Wealthspire Advisors, LLCNEW	125,005	$32.7M	0.2%	0%	new
3	Grey Fox Wealth Advisors, LLC	32,852	$94,289	0.0%	0%	-1.5%
4	Fulton Bank, N.A.	23,864	$6.2M	0.2%	0%	+37.8%
5	Sippican Capital Advisors	10,959	$2.9M	1.7%	0%	+4.3%
6	Williams Jones Wealth Management, LLC.	8,173	$2.1M	0.0%	0%	+38.5%
7	RIVERBRIDGE PARTNERS LLC	6,264	$1.6M	0.0%	0%	-3.2%
8	CARRET ASSET MANAGEMENT, LLC	4,833	$1.3M	0.1%	0%	+0.3%
9	NORTH STAR ASSET MANAGEMENT INC	4,051	$1.1M	0.0%	0%	-1.0%
10	GREAT LAKES ADVISORS, LLC	4,035	$1.1M	0.0%	0%	+6.2%
11	Coston, McIsaac & Partners	3,796	$991,000	0.2%	0%	0.0%
12	CENTRAL BANK & TRUST CO	3,728	$973,694	0.1%	0%	+0.2%
13	GRACE & WHITE INC /NY	3,169	$827,887	0.1%	0%	0.0%
14	NORTH POINT PORTFOLIO MANAGERS CORP/OH	2,940	$768,046	0.1%	0%	0.0%
15	MOODY LYNN LIEBERSON & WALKER, LLC	2,771	$723,937	0.0%	0%	-20.3%
16	Mengis Capital Management, Inc.	2,561	$669,046	0.1%	0%	+1.3%
17	DUMONT & BLAKE INVESTMENT ADVISORS LLC	2,273	$593,818	0.1%	0%	-2.2%
18	NEVILLE RODIE & SHAW INC	2,167	$566,000	0.0%	0%	-4.9%
19	WOODSTOCK CORP	2,009	$524,894	0.0%	0%	-1.0%
20	Financial Concepts Unlimited, Inc.	1,571	$410,452	0.3%	0%	+0.3%
21	PUZO MICHAEL J	1,442	$376,582	0.1%	0%	0.0%
22	Financial Gravity Companies, Inc.NEW	967	$252,671	0.0%	0%	new
23	McMillan Office, Inc.	843	$220,341	0.0%	0%	0.0%
24	Vermillion Wealth Management, Inc.NEW	828	$216,380	0.1%	0%	new
25	OAKWORTH CAPITAL, INC.	663	$172,790	0.0%	0%	+3.1%

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.