FIDELITY CONCORD STR TR - 500 INDEX FUND Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2018 to Q4 2025

Type / Class
Equity / 500 INDEX FUND
Price per share
$237.73
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
306,623
Total reported value
$71,431,901
% of total 13F portfolios
0%
Share change
+208,090
Value change
+$48,632,125
Number of holders
27
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 27 institutional investors reported holding 306,623 shares of FIDELITY CONCORD STR TR - 500 INDEX FUND.

Institutional Holders of FIDELITY CONCORD STR TR - 500 INDEX FUND across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 43,804 $10,413,588 +$1,206,444 $237.73 6
2025 Q3 306,623 $71,431,901 +$48,632,125 $232.96 27
2025 Q2 119,139 $21,342,564 -$42,350,498 $216.10 28
2025 Q1 316,048 $61,775,498 -$14,866,388 $195.46 28
2024 Q4 392,260 $80,095,248 +$1,144,957 $204.19 28
2024 Q3 386,652 $77,605,296 -$211,659 $200.73 26
2024 Q2 388,073 $73,812,597 +$1,086,380 $190.21 28
2024 Q1 382,410 $69,943,493 -$785,374 $182.94 24
2023 Q4 387,537 $64,132,398 +$46,967,139 $165.48 25
2023 Q3 116,285 $17,368,838 -$191,895 $149.36 22
2023 Q2 117,160 $18,160,927 +$2,373,855 $155.01 22
2023 Q1 101,846 $14,573,824 -$44,503,689 $143.10 18
2022 Q4 494,957 $65,887,779 +$1,836,240 $133.12 22
2022 Q3 479,503 $59,902,476 -$12,264,840 $124.91 20
2022 Q2 568,712 $75,022,721 +$1,664,043 $131.91 20
2022 Q1 575,430 $90,751,307 -$5,580,941 $157.71 21
2021 Q4 610,625 $100,948,879 -$5,706,272 $165.32 23
2021 Q3 649,241 $97,362,035 +$6,520,465 $149.96 23
2021 Q2 605,947 $90,643,163 -$3,186,744 $149.59 22
2021 Q1 627,453 $86,754,170 +$3,815,694 $138.21 19
2020 Q4 600,184 $78,125,934 +$1,046,352 $130.17 18
2020 Q3 594,035 $69,681,000 -$4,324,339 $117.08 16
2020 Q2 633,493 $68,386,000 -$5,999,273 $107.95 15
2020 Q1 689,066 $62,064,000 -$5,565,914 $90.07 12
2019 Q4 749,423 $83,951,000 +$11,665,709 $112.02 16
2019 Q3 647,157 $67,254,714 +$15,760,914 $103.92 17
2019 Q2 496,714 $50,991,857 +$1,594,609 $102.66 17
2019 Q1 480,807 $47,598,000 -$45,866,283 $99.00 16
2018 Q4 995,981 $86,751,000 +$71,570,680 $87.10 19
2018 Q3 173,755 $17,568,000 +$17,567,996 $100.37 2