Titelia

Funds holding FIDELITY CONCORD STREET TRUST

ISIN US3159117502 · United States · LEI EEX0N4ID1C226M44VF22

Fund holders
17
Of which ETFs
0 17 other funds
Value held
6.3B $

This issuer has other securities: Fidelity Concord Street Trust (US3159115373), Fidelity Concord Street Trust (US3159117437), FIDELITY INTERNATIONAL INDEX F FIDELITY INTL INDX (US3159117270), Fidelity Concord Street Trust (US3159127824), Fidelity Concord Street Trust (US3159114798), Fidelity Concord Street Trust (US3159114954), Fidelity Concord Street Trust (US3159116447), Fidelity Concord Street Trust (US3159114871), Fidelity Concord Street Trust (US3159116934)

FundSharesValueWeight in fund
Fidelity Multi-Asset Index Fund Fidelity Aberdeen Street Trust 16,724,5504.4B $41.41 %as of May 31, 2026 ↗
PFG Fidelity Institutional AM Equity Index Strategy Fund Northern Lights Fund Trust 1,699,552442.5M $62.64 %as of Jul 31, 2026 ↗
Franklin Templeton Moderately Aggressive Model Portfolio Legg Mason Partners Variable Equity Trust 1,252,387327.2M $10.56 %as of Jun 30, 2026 ↗
Franklin Templeton Moderate Model Portfolio Legg Mason Partners Variable Equity Trust 958,286250.3M $12.74 %as of Jun 30, 2026 ↗
Franklin Templeton Aggressive Model Portfolio Legg Mason Partners Variable Equity Trust 702,011183.4M $13.06 %as of Jun 30, 2026 ↗
VOYA TARGET RETIREMENT 2045 FUND Voya Separate Portfolios Trust 463,909122.4M $50.91 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2035 FUND Voya Separate Portfolios Trust 420,920111M $40.97 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2055 FUND Voya Separate Portfolios Trust 326,23986M $54.21 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2030 FUND Voya Separate Portfolios Trust 270,05971.2M $34.81 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2040 FUND Voya Separate Portfolios Trust 267,89470.7M $46.31 %as of May 31, 2026 ↗
Franklin Templeton Moderately Conservative Model Portfolio Legg Mason Partners Variable Equity Trust 243,48163.6M $12.49 %as of Jun 30, 2026 ↗
VOYA TARGET RETIREMENT 2050 FUND Voya Separate Portfolios Trust 241,69463.7M $53.27 %as of May 31, 2026 ↗
VOYA TARGET IN-RETIREMENT FUND Voya Separate Portfolios Trust 204,37453.9M $20.76 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2060 FUND Voya Separate Portfolios Trust 147,64138.9M $54.15 %as of May 31, 2026 ↗
Franklin Templeton Conservative Model Portfolio Legg Mason Partners Variable Equity Trust 93,54524.4M $12.82 %as of Jun 30, 2026 ↗
VOYA TARGET RETIREMENT 2065 FUND Voya Separate Portfolios Trust 73,00219.3M $54.04 %as of May 31, 2026 ↗
Voya Target Retirement 2070 Fund Voya Separate Portfolios Trust 10,5792.8M $54.13 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.

FundWeight in fund
PFG Fidelity Institutional AM Equity Index Strategy Fund Northern Lights Fund Trust 62.64 %as of Jul 31, 2026 ↗
VOYA TARGET RETIREMENT 2055 FUND Voya Separate Portfolios Trust 54.21 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2060 FUND Voya Separate Portfolios Trust 54.15 %as of May 31, 2026 ↗
Voya Target Retirement 2070 Fund Voya Separate Portfolios Trust 54.13 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2065 FUND Voya Separate Portfolios Trust 54.04 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2050 FUND Voya Separate Portfolios Trust 53.27 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2045 FUND Voya Separate Portfolios Trust 50.91 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2040 FUND Voya Separate Portfolios Trust 46.31 %as of May 31, 2026 ↗
Fidelity Multi-Asset Index Fund Fidelity Aberdeen Street Trust 41.41 %as of May 31, 2026 ↗
VOYA TARGET RETIREMENT 2035 FUND Voya Separate Portfolios Trust 40.97 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q317024,100,123+0.8 %
2026Q217023,919,339-0.4 %
2026Q117024,008,342+1.6 %
2025Q417023,622,563-1.5 %
2025Q317023,971,544+1.8 %
2025Q217+623,547,515+4.7 %
2025Q111022,486,595-1.6 %
2024Q411022,845,229-3.0 %
2024Q311023,557,159-2.8 %
2024Q211024,226,821-2.8 %
2024Q111024,915,986+0.7 %
2023Q41124,752,471

Institutional managers

25 managers declare this security to the SEC (Form 13F).

ManagerSharesValue
Grey Fox Wealth Advisors, LLC33,35183.3K $as of Mar 31, 2026
Fulton Bank, N.A.17,3213.9M $as of Mar 31, 2026
Sippican Capital Advisors10,5102.4M $as of Mar 31, 2026
RIVERBRIDGE PARTNERS LLC6,4681.5M $as of Mar 31, 2026
Williams Jones Wealth Management, LLC.5,9001.3M $as of Mar 31, 2026
CARRET ASSET MANAGEMENT, LLC4,8201.1M $as of Mar 31, 2026
NORTH STAR ASSET MANAGEMENT INC4,090930K $as of Mar 31, 2026
GREAT LAKES ADVISORS, LLC3,799863.9K $as of Mar 31, 2026
Coston, McIsaac & Partners3,796863 $as of Mar 31, 2026
CENTRAL BANK & TRUST CO3,720845.8K $as of Mar 31, 2026
MOODY LYNN LIEBERSON & WALKER, LLC3,475790.2K $as of Mar 31, 2026
GRACE & WHITE INC /NY3,169720.7K $as of Mar 31, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940668.6K $as of Mar 31, 2026
Mengis Capital Management, Inc.2,528575K $as of Mar 31, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,323528.3K $as of Mar 31, 2026
NEVILLE RODIE & SHAW INC2,278518 $as of Mar 31, 2026
WOODSTOCK CORP2,029461.5K $as of Mar 31, 2026
Financial Concepts Unlimited, Inc.1,567356.3K $as of Mar 31, 2026
PUZO MICHAEL J1,442327.8K $as of Mar 31, 2026
McIlrath & Eck, LLC1,290293.3K $as of Mar 31, 2026
Financial Gravity Asset Management, Inc.965219.3K $as of Mar 31, 2026
McMillan Office, Inc.843191.8K $as of Mar 31, 2026
OAKWORTH CAPITAL, INC.643146.2K $as of Mar 31, 2026
Estabrook Capital Management615139.9K $as of Mar 31, 2026
Westside Investment Management, Inc.561128.8K $as of Mar 31, 2026
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Titelia. "Funds holding FIDELITY CONCORD STREET TRUST". https://titelia.com/en/stocks/fidelity-concord-street-trust-US3159117502