FIDELITY 500 INDEX FUND (FXAIX) Institutional Ownership Changes & 13F Activity
FIDELITY 500 INDEX FUND (FXAIX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wealthspire Advisors, Llc, Kohmann Bosshard Financial Services, Llc, Fulton Bank, N.A., Williams Jones Wealth Management, Llc., and Mcilrath & Eck, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| North Star Asset Management Inc | Sell | -39 | -1.0% | 4,051 | $1.06M | Q2 2026 | Aug 18, 2026 |
| Park Place Capital Corp | Buy | +242 | — | 242 | $63.16K | Q2 2026 | Aug 14, 2026 |
| Estabrook Capital Management | Buy | +1 | +0.2% | 616 | $160.92K | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, Llc | Buy | +125,005 | — | 125,005 | $32.66M | Q2 2026 | Aug 11, 2026 |
| Great Lakes Advisors, Llc | Buy | +236 | +6.2% | 4,035 | $1.05M | Q2 2026 | Aug 10, 2026 |
| Dumont & Blake Investment Advisors Llc | Sell | -50 | -2.2% | 2,273 | $593.82K | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +3 | — | 3 | $2.97K | Q2 2026 | Aug 07, 2026 |
| Financial Concepts Unlimited, Inc. | Buy | +4 | +0.3% | 1,571 | $410.45K | Q2 2026 | Aug 06, 2026 |
| Williams Jones Wealth Management, Llc. | Buy | +2,273 | +38.5% | 8,173 | $2.13M | Q2 2026 | Aug 05, 2026 |
| Carret Asset Management, Llc | Buy | +13 | +0.3% | 4,833 | $1.26M | Q2 2026 | Aug 04, 2026 |
| Nbt Bank N A | Buy | +243 | — | 243 | $63.49K | Q2 2026 | Jul 29, 2026 |
| Mengis Capital Management, Inc. | Buy | +33 | +1.3% | 2,561 | $669.05K | Q2 2026 | Jul 28, 2026 |
| Sippican Capital Advisors | Buy | +449 | +4.3% | 10,959 | $2.86M | Q2 2026 | Jul 22, 2026 |
| Oakworth Capital, Inc. | Buy | +20 | +3.1% | 663 | $172.79K | Q2 2026 | Jul 22, 2026 |
| Moody Lynn Lieberson & Walker, Llc | Sell | -704 | -20.3% | 2,771 | $723.94K | Q2 2026 | Jul 20, 2026 |
| Grey Fox Wealth Advisors, Llc | Sell | -499 | -1.5% | 32,852 | $94.29K | Q2 2026 | Jul 17, 2026 |
| Central Bank & Trust Co | Buy | +8 | +0.2% | 3,728 | $973.69K | Q2 2026 | Jul 17, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +828 | — | 828 | $216.38K | Q2 2026 | Jul 16, 2026 |
| Riverbridge Partners Llc | Sell | -204 | -3.2% | 6,264 | $1.64M | Q2 2026 | Jul 13, 2026 |
| Woodstock Corp | Sell | -20 | -1.0% | 2,009 | $524.89K | Q2 2026 | Jul 13, 2026 |
| Fulton Bank, N.A. | Buy | +6,543 | +37.8% | 23,864 | $6.23M | Q2 2026 | Jul 09, 2026 |
| Neville Rodie & Shaw Inc | Sell | -111 | -4.9% | 2,167 | $566.00K | Q2 2026 | Jul 06, 2026 |
| Mcilrath & Eck, Llc | Sell | -1,290 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -965 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, Llc | Sell | -12,422 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
Frequently asked questions about FXAIX activity
Which institutional owners are buying FXAIX?
Institutional owners buying FXAIX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FXAIX activity?
"Buy" means an investor increased their reported position in FXAIX compared to the prior reporting period. This reflects growing exposure to FIDELITY 500 INDEX FUND (FXAIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FXAIX increasing?
Institutional interest in FXAIX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.