FXAIX

FIDELITY 500 INDEX

Institutional Ownership · Q4 2025

Filing: Q4 2025

FIDELITY 500 INDEX (FXAIX) is held by 29 institutional investors with combined holdings of $82M. Major holders include Sequent Asset Management,, FULTON BANK, N.A., Kohmann Bosshard Financia.

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Institutional Holders

Total Value

$81.7M

Ownership %

—

🏦 Top Institutional Holders

Sequent Asset Management, LLC

Kohmann Bosshard Financial Services, LLC

15.5K shares

$3.3M

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

12.0K shares

$2.9M

IRONWOOD INVESTMENT MANAGEMENT LLC

13.0K shares

$2.4M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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