Institutional Ownership
Fidelity 500 Index
CUSIP 315911750MFFXAIXQ1 2026
Institutional Holders
25
13F filers
Shares Held
120.4K
Aggregate institutional
Institutional Value
$18.51M
Q1 2026
Net New Holders
-4
1 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased10
Decreased2
Sold out5
Institutional Holders
25 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 17.3K | $3.94M | 0 | Held |
| 2 | Sippican Capital Advisors | 10.5K | $2.39M | +500 | Added |
| 3 | Riverbridge Partners LLC | 6.5K | $1.47M | 0 | Held |
| 4 | Williams Jones Wealth Management, LLC. | 5.9K | $1.34M | −7 | Reduced |
| 5 | Carret Asset Management, LLC | 4.8K | $1.10M | +92 | Added |
| 6 | North Star Asset Management Inc | 4.1K | $930.0K | +911 | Added |
| 7 | Great Lakes Advisors, LLC | 3.8K | $863.9K | +120 | Added |
| 8 | Central Bank & Trust Co | 3.7K | $845.8K | +130 | Added |
| 9 | Moody Lynn Lieberson & Walker, LLC | 3.5K | $790.2K | +704 | Added |
| 10 | Grace & White Inc /Ny | 3.2K | $720.7K | 0 | Held |
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