FIDELITY 500 INDEX FUND (FXAIX) Top Institutional Shareholders

FIDELITY 500 INDEX FUND (FXAIX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $21.33M in FXAIX holdings during the latest filing period.

Fulton Bank, N.A. is currently the largest disclosed institutional shareholder of FXAIX tracked by InsiderSet, reporting ownership valued at approximately $3.94M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed FXAIX value among the investors covered in this analysis. Major shareholders include Fulton Bank, N.A., Kohmann Bosshard Financial Services, Llc, Sippican Capital Advisors, and several other long-term asset managers with concentrated positions in FIDELITY 500 INDEX FUND (FXAIX).

This page ranks the largest institutional FXAIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

26

Total Reported Value

$21.33M

Largest Holder

Fulton Bank, N.A.

Largest Position

$3.94M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

30

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Fulton Bank, N.A.0.14%17,321$3,939,088———
Kohmann Bosshard Financial Services, Llc0.25%12,422$2,824,714———
Sippican Capital Advisors1.64%10,510$2,390,063———
Riverbridge Partners Llc0.04%6,468$1,470,795———
Williams Jones Wealth Management, Llc.0.02%5,900$1,341,694———
Carret Asset Management, Llc0.11%4,820$1,096,018———
North Star Asset Management Inc0.04%4,090$930,041———
Great Lakes Advisors, Llc0.01%3,799$863,875———
Central Bank & Trust Co0.13%3,720$845,848———
Moody Lynn Lieberson & Walker, Llc0.04%3,475$790,159———
Grace & White Inc0.13%3,169$720,705———
North Point Portfolio Managers Corp/Oh0.12%2,940$668,611———
Mengis Capital Management, Inc.0.10%2,528$574,951———
Dumont & Blake Investment Advisors Llc0.13%2,323$528,307———
Woodstock Corp0.04%2,029$461,477———
Financial Concepts Unlimited, Inc.0.32%1,567$356,309———
Puzo Michael J0.10%1,442$327,828———
Mcilrath & Eck, Llc0.02%1,290$293,325———
Financial Gravity Asset Management, Inc.0.04%965$219,340———
Mcmillan Office, Inc.0.02%843$191,814———
Oakworth Capital, Inc.0.01%643$146,214———
Estabrook Capital Management0.02%615$139,857———
Westside Investment Management, Inc.0.02%561$128,826———
Grey Fox Wealth Advisors, Llc0.02%33,351$83,309———
Coston, Mcisaac & Partners0.19%3,796$863———
Neville Rodie & Shaw Inc0.04%2,278$518———

Frequently asked questions about FXAIX

  • Who owns the most FXAIX stock?

    The largest holders of FXAIX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY 500 INDEX FUND (FXAIX).

  • Is FXAIX widely held by superinvestors?

    Many widely followed stocks like FXAIX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXAIX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.

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