FMR LLC
FMR LLC, operating as Fidelity Investments, is a leading American multinational financial services and asset management firm headquartered in Boston, Massachusetts. Founded in 1946, FMR LLC has grown to become one of the world's largest financial institutions with over 41,000 employees. It provides a wide range of services including mutual funds, brokerage, retirement planning, wealth management, securities execution and clearance, life insurance, and technology solutions for individuals, institutions, and other financial firms. Fidelity's clients range from individual investors to large corporations, including nearly 30,000 businesses for retirement plans.
Investment Strategy
FMR LLC pursues a multi-faceted investment strategy through diversified offerings such as actively and passively managed mutual funds, index funds, ETFs, retirement products, and wealth management services. The firm leverages its extensive research capabilities, a large professional analyst staff, and deep market insight to deliver investment solutions tailored to varied client needs—from individuals to institutions. Fidelity focuses on long-term value creation, disciplined risk management, and innovative financial technology, supporting both growth and income investment philosophies. The company also invests in its own account to benefit stakeholders and founders, occasionally acquiring or developing real assets, technology, and non-financial businesses in a strategic manner.
Latest 13F Filing Activity
FMR LLC filed their most recent 13F report on Jun 30, 2025 disclosing 4,980 equity positions and 1 options positions with a total 13F market value of $1.8T. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Meta Platforms Inc. among other positions. FMR LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Eli Lilly & Co. among others.
Top Holdings
Equity Positions (4,980)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.89% | $157.67B | 997,977,839 | $2.55 | $157.99 | +$49.08B |
M MSFT | MICROSOFT CORP | 5.75% | $101.94B | 204,939,437 | $109.10 | $497.41 | +$28.89B |
M META | META PLATFORMS INC | 5.66% | $100.31B | 135,910,094 | $110.18 | $738.09 | +$22.40B |
A AMZN | AMAZON COM INC | 4.26% | $75.49B | 344,074,733 | $57.04 | $219.39 | +$10.87B |
A AAPL | APPLE INC | 3.55% | $62.94B | 306,758,594 | $74.20 | $205.17 | -$9.94B |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MPW | MEDICAL PPTYS TRUST INC | New | Put | $43.1K | 100 | $4.31 | $4.31 | +100 | +$43.1K |