Latest Period
Q1 2026
Security Snapshot
FIDELITY INTRMD TRS - Mutual Funds Institutional Ownership
CUSIP: 31635V257
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
321,867
Price
$9.76
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- Security type / class
- Equity / Mutual Funds
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 321,867
- Total 13F value
- $3,141,440
- Portfolio coverage rank
- 0%
- Share change
- -15,119
- Value change
- -$147,562
- Number of holders
- 1
- SEC-reported price per share
- $9.76
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 31635V257 - FIDELITY INTRMD TRS - Mutual Funds is tracked under CUSIP 31635V257.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $3,319,335 to $3,141,440.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
31635V257
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 31635V257:
As of 31 Mar 2026, 1 institutional investors reported holding 321,867 shares of FIDELITY INTRMD TRS - Mutual Funds.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 321,867 | $3,141,440 | -$147,562 | $9.76 | 1 |
| 2025 Q4 | 336,986 | $3,319,335 | +$55,968 | $9.85 | 1 |
| 2025 Q3 | 331,304 | $3,270,001 | +$605,737 | $9.87 | 1 |
| 2025 Q2 | 269,933 | $2,645,356 | +$1,063,266 | $9.80 | 1 |
| 2025 Q1 | 161,437 | $1,569,174 | -$6,075 | $9.72 | 1 |
| 2024 Q4 | 162,062 | $1,531,497 | +$854,071 | $9.45 | 1 |
| 2024 Q3 | 71,028 | $708,157 | +$102,593 | $9.97 | 2 |
| 2024 Q2 | 60,738 | $578,845 | +$465,049 | $9.53 | 2 |
| 2024 Q1 | 11,941 | $114,513 | +$114,513 | $9.59 | 1 |