FIDELITY 500 INDEX - EQUITY FUNDS

Historical Holders from Q3 2018 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
306,623
Holdings value
$71,431,901
% of all portfolios
0%
Number of holders
27
Number of buys
14
Number of sells
-11
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of FIDELITY 500 INDEX - EQUITY FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 306,623 $71,431,901 +$48,632,132 $232.96 27
2025 Q2 98,536 $21,293,711 -$42,350,505 $216.11 27
2025 Q1 316,048 $61,775,498 -$14,866,392 $195.46 28
2024 Q4 392,260 $80,095,248 +$1,144,957 $204.19 28
2024 Q3 386,652 $77,605,296 -$211,658 $200.73 26
2024 Q2 388,073 $73,812,597 +$1,086,379 $190.21 28
2024 Q1 382,410 $69,943,493 -$785,374 $182.94 24
2023 Q4 387,537 $64,132,398 +$46,967,134 $165.48 25
2023 Q3 116,285 $17,368,838 -$191,894 $149.36 22
2023 Q2 117,160 $18,160,927 +$2,373,855 $155.01 22
2023 Q1 101,846 $14,573,824 -$44,503,683 $143.1 18
2022 Q4 494,957 $65,887,779 +$1,836,239 $133.12 22
2022 Q3 479,503 $59,902,476 -$12,124,845 $124.91 20
2022 Q2 568,712 $75,022,721 +$1,664,040 $131.91 20
2022 Q1 575,425 $90,751,306 -$5,580,940 $157.71 20
2021 Q4 610,620 $100,948,878 -$5,706,271 $165.32 22
2021 Q3 649,236 $97,362,034 +$6,520,463 $149.96 22
2021 Q2 605,947 $90,643,163 -$3,186,745 $149.59 22
2021 Q1 627,453 $86,754,170 +$3,815,696 $138.21 19
2020 Q4 600,184 $78,125,934 +$1,046,353 $130.17 18
2020 Q3 594,035 $69,681,000 -$4,324,335 $117.08 16
2020 Q2 633,493 $68,386,000 -$5,999,274 $107.95 15
2020 Q1 689,066 $62,064,000 -$5,565,915 $90.07 12
2019 Q4 749,423 $83,951,000 +$11,665,708 $112.02 16
2019 Q3 647,157 $67,254,714 +$15,760,914 $103.92 17
2019 Q2 496,714 $50,991,857 +$1,594,607 $102.66 17
2019 Q1 480,807 $47,598,000 -$45,866,262 $99 16
2018 Q4 995,981 $86,751,000 +$71,570,653 $87.1 19
2018 Q3 173,755 $17,568,000 +$17,568,000 $100.37 2