FIDELITY CONCORD STREET TRUST - FXAIX
Detailed investor-level table based on 13F positions.
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 | No change | 208,403 | 54,440 | 22.96% | 22.96% | 1 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FULTON BANK, N.A. | History | Added to | 163,227 | 43,505 | 1.32% | 0.19% | 2 | +139,363 | 583.99% | Q3 2026 | Oct 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 125,005 | 32,655 | 0.18% | 0.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 8,144 | 2,170 | 0.02% | 0.02% | 4 | -29 | -0.35% | Q3 2026 | Nov 05, 2026 |
| Sippican Capital Advisors | History | Reduced | 6,697 | 1,784 | 1.19% | 1.75% | 5 | -4,262 | -38.89% | Q3 2026 | Oct 23, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 4,846 | 1,291 | 0.11% | 0.11% | 6 | +13 | 0.27% | Q3 2026 | Nov 03, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 4,051 | 1,058 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 4,035 | 1,053 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL BANK & TRUST CO | History | No change | 3,728 | 993 | 0.14% | 0.14% | 9 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Coston, McIsaac & Partners | History | No change | 3,796 | 991 | 0.2% | 0.2% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRACE & WHITE INC /NY | History | No change | 3,169 | 844 | 0.14% | 0.13% | 11 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 2,771 | 738 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 2,572 | 685 | 0.1% | 0.1% | 13 | +11 | 0.43% | Q3 2026 | Oct 13, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 2,071 | 552 | 0.04% | 0.04% | 14 | -96 | -4.43% | Q3 2026 | Oct 05, 2026 |
| WOODSTOCK CORP | History | Reduced | 1,777 | 473 | 0.04% | 0.04% | 15 | -232 | -11.55% | Q3 2026 | Oct 13, 2026 |
| New Hampshire Trust | History | New | 1,577 | 420 | 0.08% | — | 16 | +1,577 | New | Q3 2026 | Oct 20, 2026 |
| Financial Concepts Unlimited, Inc. | History | No change | 1,571 | 410 | 0.32% | 0.32% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUZO MICHAEL J | History | No change | 1,442 | 376 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 967 | 252 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McMillan Office, Inc. | History | No change | 843 | 220 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 665 | 177 | 0.01% | 0.01% | 21 | +2 | 0.3% | Q3 2026 | Oct 26, 2026 |
| Estabrook Capital Management | History | No change | 616 | 160 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 561 | 150 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RHL GROUP, LLC | History | New | 482 | 128 | 0.09% | — | 24 | +482 | New | Q3 2026 | Nov 03, 2026 |
| NBT BANK, N.A. | History | No change | 243 | 64 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Park Place Capital Corp | History | No change | 242 | 63 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,852 | -100.0% | Q3 2026 | Nov 03, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,264 | -100.0% | Q3 2026 | Nov 05, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | Closed out | 0 | 0 | — | 0.13% | — | -2,940 | -100.0% | Q3 2026 | Oct 07, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,273 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -828 | -100.0% | Q3 2026 | Oct 26, 2026 |