Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
605,947
-
Shares change
-
-24,149
-
Total reported value, excl. options
-
$90,643,163
-
Value change
-
-$3,186,745
-
Number of buys
-
13
-
Number of sells
-
-6
-
Price
-
$149.59
Significant Holders of FIDELITY 500 INDEX - EQUITY FUNDS as of Q2 2021
23 filings reported holding 315911750 - FIDELITY 500 INDEX - EQUITY FUNDS as of Q2 2021.
FIDELITY 500 INDEX - EQUITY FUNDS has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 605,947 shares
.
Largest 10 shareholders include Sequent Asset Management, LLC (374,561 shares), TOCQUEVILLE ASSET MANAGEMENT L.P. (64,584 shares), GOFEN & GLOSSBERG LLC /IL/ (54,057 shares), Almanack Investment Partners, LLC. (25,260 shares), Sippican Capital Advisors (16,410 shares), RIVERBRIDGE PARTNERS LLC (10,864 shares), ROTHSCHILD INVESTMENT CORP /IL (10,543 shares), Navellier & Associates Inc (8,100 shares), Williams Jones Wealth Management, LLC. (7,890 shares), and ENCOMPASS WEALTH ADVISORS, LLC (5,384 shares).
This table shows the top 22 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.