FXAIX Institutional Ownership & Shareholders
FIDELITY 500 INDEX FUND (FXAIX) is currently held by 28 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $92.54M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Fulton Bank, N.A. is currently the largest disclosed institutional shareholder of FXAIX tracked by InsiderSet, reporting ownership valued at approximately $43.51M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed FXAIX value among the investors covered in this analysis. Major shareholders include Fulton Bank, N.A., Wealthspire Advisors, Llc, Williams Jones Wealth Management, 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
28
Total Reported Value
$92.54M
Largest Holder
Fulton Bank, N.A.
Largest Position
$43.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fulton Bank, N.A. | 1.32% | 163,227 | $43,505,020 | — | — | — | |
| Wealthspire Advisors, Llc | 0.18% | 125,005 | $32,655,148 | — | — | — | |
| Williams Jones Wealth Management, Llc. | 0.02% | 8,173 | $2,134,948 | — | — | — | |
| Sippican Capital Advisors | 1.19% | 6,697 | $1,784,826 | — | — | — | |
| Riverbridge Partners Llc | 0.05% | 6,264 | $1,636,275 | — | — | — | |
| Carret Asset Management, Llc | 0.11% | 4,846 | $1,291,582 | — | — | — | |
| North Star Asset Management Inc | 0.04% | 4,051 | $1,058,157 | — | — | — | |
| Great Lakes Advisors, Llc | 0.01% | 4,035 | $1,053,982 | — | — | — | |
| Central Bank & Trust Co | 0.14% | 3,728 | $993,449 | — | — | — | |
| Coston, Mcisaac & Partners | 0.20% | 3,796 | $991,000 | — | — | — | |
| Grace & White Inc | 0.14% | 3,169 | $844,684 | — | — | — | |
| Moody Lynn Lieberson & Walker, Llc | 0.04% | 2,771 | $738,625 | — | — | — | |
| Mengis Capital Management, Inc. | 0.10% | 2,572 | $685,591 | — | — | — | |
| Woodstock Corp | 0.04% | 1,777 | $473,564 | — | — | — | |
| New Hampshire Trust | 0.08% | 1,577 | $420,094 | — | — | — | |
| Financial Concepts Unlimited, Inc. | 0.32% | 1,571 | $410,452 | — | — | — | |
| Puzo Michael J | 0.10% | 1,442 | $376,582 | — | — | — | |
| Mcilrath & Eck, Llc | 0.02% | 1,290 | $293,325 | — | — | — | |
| Mcmillan Office, Inc. | 0.03% | 843 | $220,341 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.04% | 965 | $219,340 | — | — | — | |
| Oakworth Capital, Inc. | 0.01% | 665 | $177,141 | — | — | — | |
| Estabrook Capital Management | 0.02% | 616 | $160,918 | — | — | — | |
| Westside Investment Management, Inc. | 0.02% | 561 | $150,735 | — | — | — | |
| Rhl Group, Llc | 0.09% | 482 | $128,424 | — | — | — | |
| Nbt Bank N A | 0.00% | 243 | $64,937 | — | — | — | |
| Park Place Capital Corp | 0.01% | 242 | $63,162 | — | — | — | |
| Luminist Capital Llc | 0.00% | 3 | $2,968 | — | — | — | |
| Neville Rodie & Shaw Inc | 0.04% | 2,071 | $552 | — | — | — |
Frequently asked questions about FXAIX
Who are the largest institutional holders of FXAIX?
The largest institutional holders of FXAIX reported in the latest SEC Form 13F filings include Fulton Bank, N.A., Wealthspire Advisors, Llc, Williams Jones Wealth Management, Llc., Sippican Capital Advisors, and Riverbridge Partners Llc. InsiderSet ranks institutional holders by their latest reported FXAIX position.
What is FXAIX institutional ownership?
This page tracks FXAIX positions reported by institutional investment managers through SEC Form 13F. FIDELITY 500 INDEX FUND (FXAIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FXAIX?
InsiderSet currently tracks 28 institutional managers reporting FXAIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FXAIX shareholders.
How much FXAIX stock do institutions own?
Institutional investment managers disclosed approximately $92.54M in FXAIX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FXAIX institutional ownership last updated?
The latest FXAIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FXAIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FXAIX position after the reporting date.
Are institutions buying or selling FXAIX?
Institutional buying and selling can be analyzed by comparing FXAIX positions across consecutive 13F reporting periods. InsiderSet's FXAIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FXAIX ownership changes.
How has FXAIX institutional ownership changed over time?
InsiderSet tracks FXAIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.