18 institutions reported holding $72.2M of Fidelity Tr 500 Index Ins Prem (FXAIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sequent Asset Management, LLC ($54.4M), Fulton Bank, N.A. ($6.2M), Sippican Capital Advisors ($2.9M), RIVERBRIDGE PARTNERS LLC ($1.6M), CARRET ASSET MANAGEMENT, LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sequent Asset Management, LLC | $54.4M | 208,403 | Trimmed |
| 2 | Fulton Bank, N.A. | $6.2M | 23,864 | Added |
| 3 | Sippican Capital Advisors | $2.9M | 10,959 | Added |
| 4 | RIVERBRIDGE PARTNERS LLC | $1.6M | 6,264 | Trimmed |
| 5 | CARRET ASSET MANAGEMENT, LLC | $1.3M | 4,833 | Added |
| 6 | CENTRAL BANK & TRUST CO | $973,694 | 3,728 | Added |
| 7 | GRACE & WHITE INC /NY | $827,887 | 3,169 | Hold |
| 8 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $768,046 | 2,940 | Hold |
| 9 | MOODY LYNN & LIEBERSON, LLC | $723,937 | 2,771 | Trimmed |
| 10 | Mengis Capital Management, Inc. | $669,046 | 2,561 | Added |
| 11 | NEVILLE RODIE & SHAW INC | $566,000 | 2,167 | Trimmed |
| 12 | WOODSTOCK CORP | $524,894 | 2,009 | Trimmed |
| 13 | Vermillion Wealth Management, Inc. | $216,380 | 828 | New |
| 14 | OAKWORTH CAPITAL, INC. | $172,790 | 663 | Added |
| 15 | Westside Investment Management, Inc. | $146,752 | 561 | Hold |
| 16 | Grey Fox Wealth Advisors, LLC | $94,289 | 32,852 | Trimmed |
| 17 | NBT BANK N A /NY | $63,492 | 243 | New |
| 18 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30