Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
316,048
-
Share change
-
-75,849
-
Total reported value
-
$61,775,498
-
Price per share
-
$195.46
-
Number of holders
-
28
-
Value change
-
-$14,866,392
-
Number of buys
-
11
-
Number of sells
-
10
Institutional Holders of FIDELITY 500 INDEX - EQUITY FUNDS as of Q1 2025
As of 31 Mar 2025,
FIDELITY 500 INDEX - EQUITY FUNDS was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
316,048 shares.
The largest 10 holders included
Sequent Asset Management, LLC, Fulton Bank, N.A., Kohmann Bosshard Financial Services, LLC, Sippican Capital Advisors, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, Texas Capital Bancshares Inc/TX, RIVERBRIDGE PARTNERS LLC, Williams Jones Wealth Management, LLC., TWIN CAPITAL MANAGEMENT INC, and CARRET ASSET MANAGEMENT, LLC.
This page lists
28
institutional shareholders reporting positions in this security
for the Q1 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.