Fidelity Investments Portfolio holdings
Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$2.88B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.85B |
| 3 |
Microsoft
MSFT
|
+$2.83B |
| 4 |
Tesla
TSLA
|
+$2.15B |
| 5 |
Oracle
ORCL
|
+$1.79B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$4.5B |
| 2 |
Meta Platforms (Facebook)
META
|
+$4.4B |
| 3 |
Amazon
AMZN
|
+$3.44B |
| 4 |
NVIDIA
NVDA
|
+$2.66B |
| 5 |
Visa
V
|
+$2.48B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.97% |
| 2 | Communication Services | 13.1% |
| 3 | Financials | 12% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Healthcare | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Principal Financial Group
PFG
$24.4B
| $50.6M | ﹤0.01% |
609,932
-7,058
| -1% | -$564K |
|
1427
International Flavors & Fragrances
IFF
$21.7B
| $50.4M | ﹤0.01% |
818,962
+70,032
| +9% | +$4.81M |
|
1428
Loar Holdings
LOAR
$6.62B
| $49.8M | ﹤0.01% |
622,116
-206,006
| -25% | -$15.5M |
|
1429
MGM Resorts International
MGM
$10.9B
| $49.5M | ﹤0.01% |
1,428,389
+112,177
| +9% | +$4.12M |
|
1430
Everest Group
EG
$14.2B
| $49.4M | ﹤0.01% |
140,954
+14,928
| +12% | +$5.04M |
|
1431
CytomX Therapeutics
CTMX
$750M
| $49.1M | ﹤0.01% |
15,396,200
+6,157,332
| +67% | +$13.9M |
|
1432
Vestis
VSTS
$1.83B
| $48.8M | ﹤0.01% |
10,782,881
+390,487
| +4% | +$2M |
|
1433
Uranium Energy
UEC
$5.63B
| $48.8M | ﹤0.01% |
3,657,528
-105,097
| -3% | -$1.05M |
|
1434
MasterBrand
MBC
$1.84B
| $48.8M | ﹤0.01% |
3,703,231
-2,126,823
| -36% | -$26.3M |
|
1435
Zions Bancorporation
ZION
$10.3B
| $48.3M | ﹤0.01% |
854,404
+149,953
| +21% | +$8.34M |
|
|
SI
1436
Shoulder Innovations Inc
SI
$430M
| $48.3M | ﹤0.01% |
+3,848,795
| New | +$53.8M |
|
|
SARO
1437
StandardAero Inc
SARO
$9.42B
| $48.1M | ﹤0.01% |
1,764,340
-691,578
| -28% | -$19.4M |
|
1438
iShares ESG MSCI USA Leaders ETF
SUSL
$1.21B
| $48M | ﹤0.01% |
410,457
+21,663
| +6% | +$2.43M |
|
1439
iShares Core S&P US Value ETF
IUSV
$27.8B
| $47.7M | ﹤0.01% |
477,676
+66
| +0% | +$6.42K |
|
1440
Taysha Gene Therapies
TSHA
$1.83B
| $47.7M | ﹤0.01% |
14,593,412
-1,034,410
| -7% | -$2.93M |
|
1441
ArcelorMittal
MT
$55.7B
| $47.7M | ﹤0.01% |
1,319,757
-298,520
| -18% | -$10.1M |
|
1442
HP
HPQ
$27.3B
| $47.7M | ﹤0.01% |
1,751,057
+46,087
| +3% | +$1.23M |
|
1443
Vipshop
VIPS
$7.4B
| $47.3M | ﹤0.01% |
2,406,631
-38,300
| -2% | -$635K |
|
1444
Trimble
TRMB
$13.6B
| $47.2M | ﹤0.01% |
578,087
+9,751
| +2% | +$795K |
|
1445
Mirum Pharmaceuticals
MIRM
$6.02B
| $46.9M | ﹤0.01% |
640,218
+580,777
| +977% | +$36.9M |
|
1446
National Vision
EYE
$1.8B
| $46.9M | ﹤0.01% |
1,607,564
+1,596,128
| +13,957% | +$39.2M |
|
1447
Joby Aviation
JOBY
$8.71B
| $46.4M | ﹤0.01% |
2,876,136
+2,474,533
| +616% | +$37.6M |
|
1448
Campbell Soup
CPB
$6.69B
| $46.4M | ﹤0.01% |
1,469,511
+57,490
| +4% | +$1.86M |
|
1449
iShares Emerging Markets Equity Factor ETF
EMGF
$1.86B
| $46.3M | ﹤0.01% |
817,657
-51,099
| -6% | -$2.76M |
|
1450
Rivian
RIVN
$23.7B
| $46.2M | ﹤0.01% |
3,144,623
-11,966,036
| -79% | -$160M |
|
Similar funds
Fidelity Investments's Q3 2025 Portfolio in Review
As of Q3 2025, Fidelity Investments held 5,634 positions worth $1.92T, up 8.5% from $1.77T the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Fidelity Investments's Q3 2025 filing shows 327 new, 2,699 increased, 1,914 reduced and 264 closed positions. Its largest new stake was Amrize Ltd: 12,359,271 shares worth $596M. The largest sale was Berkshire Hathaway Class A, an estimated $4.5B.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 31% a quarter earlier, followed by Communication Services and Financials.
- Fidelity Investments's largest Q3 2025 buy was Amrize Ltd: 12,359,271 shares worth $596M.
- Fidelity Investments added most to TSMC in Q3 2025, an estimated $2.88B increase.
- Fidelity Investments's biggest Q3 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $4.5B.
- Fidelity Investments fully exited The AZEK Co in Q3 2025, selling an estimated $476M.
- Fidelity Investments's ten largest holdings make up 37% of its $1.92T portfolio in Q3 2025.
- Fidelity Investments opened 327 new positions and closed 264 in Q3 2025.
- Fidelity Investments's portfolio value rose 8.5% quarter-over-quarter to $1.92T.
Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.