Who Owns FIDELITY 500 INDX FUND INST PR (FXAIX)? -- Institutional Holders (2026-03-31)

30 institutions reported holding $19.9M of FIDELITY 500 INDX FUND INST PR (FXAIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fulton Bank, N.A. ($3.9M), Sippican Capital Advisors ($2.4M), RIVERBRIDGE PARTNERS LLC ($1.5M), Williams Jones Wealth Management, LLC. ($1.3M), CARRET ASSET MANAGEMENT, LLC ($1.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Fulton Bank, N.A.$3.9M17,321Hold
2Sippican Capital Advisors$2.4M10,510Added
3RIVERBRIDGE PARTNERS LLC$1.5M6,468Hold
4Williams Jones Wealth Management, LLC.$1.3M5,900Trimmed
5CARRET ASSET MANAGEMENT, LLC$1.1M4,820Added
6NORTH STAR ASSET MANAGEMENT INC$930,0414,090Added
7GREAT LAKES ADVISORS, LLC$863,8753,799Added
8Coston, McIsaac & Partners$863,0003,796Hold
9CENTRAL BANK & TRUST CO$845,8483,720Added
10MOODY LYNN & LIEBERSON, LLC$790,1593,475Added
11GRACE & WHITE INC /NY$720,7053,169Hold
12NORTH POINT PORTFOLIO MANAGERS CORP/OH$668,6112,940Hold
13Mengis Capital Management, Inc.$574,9512,528Added
14DUMONT & BLAKE INVESTMENT ADVISORS LLC$528,3072,323Added
15NEVILLE RODIE & SHAW INC$518,0002,278Trimmed
16WOODSTOCK CORP$461,4772,029Hold
17Financial Concepts Unlimited, Inc.$356,3091,567New
18PUZO MICHAEL J$327,8281,442Hold
19McIlrath & Eck, LLC$293,3251,290New
20Financial Gravity Asset Management, Inc.$219,340965Hold
21McMillan Office, Inc.$191,814843Hold
22OAKWORTH CAPITAL, INC.$146,214643Hold
23Estabrook Capital Management$139,857615Added
24Westside Investment Management, Inc.$128,826561Hold
25Grey Fox Wealth Advisors, LLC$83,30933,351Added

Source: SEC Form 13F filings · as of 2026-03-31