2 institutions reported holding $697,259 of FIDELITY ASSET MANAGER 60 (FSANX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MOODY LYNN & LIEBERSON, LLC ($489,845), CARRET ASSET MANAGEMENT, LLC ($207,414). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY LYNN & LIEBERSON, LLC | $489,845 | 26,000 | Trimmed |
| 2 | CARRET ASSET MANAGEMENT, LLC | $207,414 | 11,009 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30