Who owns Fidelity 500 Index Fund?
Institutional ownership of FXAIX from SEC Form 13F filings across 15 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.
15
13F holders
$44.6M
value, 2026 filers
0%
of shares outstanding (174,403 sh)
6
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 | Wealthspire Advisors, LLCNEW | 125,005 | $32.7M | 0.2% | 0% | new |
| 2 | Fulton Bank, N.A. | 23,864 | $6.2M | 0.2% | 0% | +37.8% |
| 3 | Williams Jones Wealth Management, LLC. | 8,173 | $2.1M | 0.0% | 0% | +38.5% |
| 4 | CARRET ASSET MANAGEMENT, LLC | 4,833 | $1.3M | 0.1% | 0% | +0.3% |
| 5 | Coston, McIsaac & Partners | 3,796 | $991 | 0.0% | 0% | 0.0% |
| 6 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 2,940 | $768,046 | 0.1% | 0% | 0.0% |
| 7 | PUZO MICHAEL J | 1,442 | $376,582 | 0.1% | 0% | 0.0% |
| 8 | Financial Gravity Companies, Inc.NEW | 967 | $252,671 | 0.0% | 0% | new |
| 9 | McMillan Office, Inc. | 843 | $220,341 | 0.0% | 0% | 0.0% |
| 10 | Vermillion Wealth Management, Inc.NEW | 828 | $216,380 | 0.1% | 0% | new |
| 11 | OAKWORTH CAPITAL, INC. | 663 | $172,790 | 0.0% | 0% | +3.1% |
| 12 | Westside Investment Management, Inc. | 561 | $146,752 | 0.0% | 0% | 0.0% |
| 13 | NBT BANK, N.A.NEW | 243 | $63,492 | 0.0% | 0% | new |
| 14 | Park Place Capital CorpNEW | 242 | $63,162 | 0.0% | 0% | new |
| 15 | Luminist Capital LLCNEW | 3 | $2,968 | 0.0% | 0% | new |
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.