FIDELITY 500 INDEX FUND (FXAIX) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $22.04M 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 $6.23M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed FXAIX value among the investors covered in this analysis. Major shareholders include Fulton Bank, N.A., Sippican Capital Advisors, Riverbridge Partners Llc, 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

$22.04M

Largest Holder

Fulton Bank, N.A.

Largest Position

$6.23M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

32

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Fulton Bank, N.A.0.19%23,864$6,234,029———
Sippican Capital Advisors1.75%10,959$2,862,924———
Riverbridge Partners Llc0.05%6,264$1,636,275———
Williams Jones Wealth Management, Llc.0.02%5,900$1,341,694———
Carret Asset Management, Llc0.11%4,820$1,096,018———
Central Bank & Trust Co0.14%3,728$973,694———
North Star Asset Management Inc0.04%4,090$930,041———
Great Lakes Advisors, Llc0.01%3,799$863,875———
Grace & White Inc0.13%3,169$827,887———
Moody Lynn Lieberson & Walker, Llc0.04%2,771$723,937———
Mengis Capital Management, Inc.0.10%2,561$669,046———
North Point Portfolio Managers Corp/Oh0.12%2,940$668,611———
Dumont & Blake Investment Advisors Llc0.13%2,323$528,307———
Woodstock Corp0.04%2,009$524,894———
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———
Vermillion Wealth Management, Inc.0.05%828$216,380———
Mcmillan Office, Inc.0.02%843$191,814———
Oakworth Capital, Inc.0.01%663$172,790———
Westside Investment Management, Inc.0.02%561$146,752———
Estabrook Capital Management0.02%615$139,857———
Grey Fox Wealth Advisors, Llc0.01%32,852$94,289———
Coston, Mcisaac & Partners0.19%3,796$863———
Neville Rodie & Shaw Inc0.04%2,167$566———

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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