Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
98,536
-
Share change
-
-217,512
-
Total reported value
-
$21,293,711
-
Price per share
-
$216.11
-
Number of holders
-
27
-
Value change
-
-$42,350,505
-
Number of buys
-
15
-
Number of sells
-
8
Institutional Holders of FIDELITY 500 INDEX - EQUITY FUNDS as of Q2 2025
As of 30 Jun 2025,
FIDELITY 500 INDEX - EQUITY FUNDS was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
98,536 shares.
The largest 10 holders included
Fulton Bank, N.A., Sippican Capital Advisors, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, Texas Capital Bancshares Inc/TX, RIVERBRIDGE PARTNERS LLC, Williams Jones Wealth Management, LLC., CARRET ASSET MANAGEMENT, LLC, MAGNOLIA CAPITAL MANAGEMENT LTD, Coston, McIsaac & Partners, and CENTRAL BANK & TRUST CO.
This page lists
27
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.