FIDELITY CONCORD STREET TRUST - FXAIX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequent Asset Management, LLC | History | Added to | 218,689 | 51,987 | 23.09% | 23.76% | 1 | +4,118 | 1.92% | Q4 2025 | Feb 10, 2026 |
| FULTON BANK, N.A. | History | Added to | 17,321 | 4,117 | 0.14% | 0.12% | 2 | +2,144 | 14.13% | Q4 2025 | Jan 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 12,422 | 2,952 | 0.26% | — | 3 | +12,422 | New | Q4 2025 | Jan 30, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 12,021 | 2,857 | 0.05% | 0.03% | 4 | +3,006 | 33.34% | Q4 2025 | Jan 13, 2026 |
| Sippican Capital Advisors | History | Reduced | 10,010 | 2,379 | 1.53% | 1.62% | 5 | -545 | -5.16% | Q4 2025 | Jan 23, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 6,468 | 1,537 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 5,907 | 1,404 | 0.02% | 0.01% | 7 | +534 | 9.94% | Q4 2025 | Feb 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 4,728 | 1,124 | 0.11% | 0.11% | 8 | +28 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 3,796 | 902 | 0.21% | 0.25% | 9 | -716 | -15.87% | Q4 2025 | Feb 03, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 3,679 | 874 | 0.01% | 0.01% | 10 | +758 | 25.95% | Q4 2025 | Feb 12, 2026 |
| CENTRAL BANK & TRUST CO | History | No change | 3,590 | 853 | 0.13% | 0.13% | 11 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 3,179 | 755 | 0.03% | 0.03% | 12 | -130 | -3.93% | Q4 2025 | Feb 09, 2026 |
| GRACE & WHITE INC /NY | History | No change | 3,169 | 753 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | No change | 2,940 | 698 | 0.12% | 0.11% | 14 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 2,771 | 658 | 0.03% | 0.03% | 15 | +4 | 0.14% | Q4 2025 | Jan 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 2,566 | 609 | 0.14% | — | 16 | +2,566 | New | Q4 2025 | Jan 20, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 2,375 | 565 | 0.04% | 0.04% | 17 | -56 | -2.3% | Q4 2025 | Jan 06, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 2,317 | 551 | 0.13% | 0.13% | 18 | +13 | 0.56% | Q4 2025 | Jan 29, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 2,312 | 549 | 0.1% | 0.1% | 19 | +36 | 1.58% | Q4 2025 | Mar 05, 2026 |
| WOODSTOCK CORP | History | Reduced | 2,029 | 482 | 0.04% | 0.04% | 20 | -19 | -0.93% | Q4 2025 | Jan 14, 2026 |
| PUZO MICHAEL J | History | No change | 1,442 | 342 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TOWER BRIDGE ADVISORS | History | Added to | 1,013 | 240 | 0.02% | 0.02% | 22 | +6 | 0.6% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 965 | 229 | 0.04% | 0.04% | 23 | +6 | 0.63% | Q4 2025 | Feb 13, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 903 | 214 | 0.02% | 0.02% | 24 | -45 | -4.75% | Q4 2025 | Feb 03, 2026 |
| McMillan Office, Inc. | History | New | 843 | 200 | 0.02% | — | 25 | +843 | New | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | Added to | 643 | 152 | 0.01% | 0.01% | 26 | +4 | 0.63% | Q4 2025 | Jan 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 561 | 133 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Estabrook Capital Management | History | Added to | 526 | 125 | 0.02% | 0.02% | 28 | +4 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 31,867 | 83 | 0.02% | 0.01% | 29 | +6,767 | 26.96% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 2 | 1 | 0.0% | — | 30 | +2 | New | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.29% | — | -1,598 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -821 | -100.0% | Q3 2025 | Oct 23, 2025 |