Fidelity Management & Research Company LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Fidelity Management & Research Company LLC
CRD #108281
SEC #801-7884
CIK #0000908564, 0000035368
AUM $4,730.7 B (2025-06-21)
Employees 1,355 (54% Investors, 7% Brokers)
Phone617-563-7000
Address245 Summer Street
Boston, MA 02210
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($T)
5.04.03.02.01.00.02000200820172026
Sector Form 13F Holdings Value ($T)
Nvidia Corp 0.2
Microsoft Corp 0.1
Facebook Inc 0.1
Amazon Com Inc 0.1
Apple Inc 0.1
Alphabet Inc 0.0
Broadcom Inc 0.0
Netflix Inc 0.0
Lilly Eli & Co 0.0
VISA Inc 0.0
View All
Holdings by Sector ($T)
3.02.41.81.20.60.02012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE FDOF Cayman Tax Subsidiary LP 2023-03-28 0.0
Other AAGO Thrive Holdings LLC 2022-03-31 1.7
Other BCGFK Veterinary Holdings LLC 2022-03-31 3.5
Other BCGF Veterinary Holdings LLC 2022-03-31 29.8
Other Contk Veterinary Holdings LLC 2022-03-31 10.5
Other CONT Veterinary Holdings LLC 2022-03-31 59.0
Other FAGO Thrive Holdings LLC 2022-03-31 12.7
Other Faheal Thrive Holdings LLC 2022-03-31 5.4
Other Fanifa Veterinary Holdings LLC 2022-03-31 20.1
Other FSOIFD Veterinary Holdings LLC 2022-03-31 3.4
View All
AUM Breakdown Accounts AUM ($T)
By Client Type
(a) Individuals (other than high net worth individuals) 6,742 0.0
(b) Individuals (high net worth individuals) 28,365 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 596 4.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 12 0.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 6 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 36,290 4.7
By Discretionary
Discretionary 36,290 4.7
Non-Discretionary 0 0.0
Total 36,290 4.7
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 4.6
Total 36,290 4.7
Form D Directors # Filings # Firms 2011 - 2025
Vadim Zlotnikov 25
EDGAR Form CIK 2011 - 2025
13F-NT [0000035368]
Related Firms State AUM ($B)
Fidelity Management & Research Company LLC
MA 4,730.7
Strategic Advisers LLC
MA 1,067.7
Fidelity Personal and Workplace Advisors LLC
MA 818.8
FIAM LLC
RI 270.7
Fidelity Management & Research Hong Kong Limited
29.2
FMR Investment Management UK Limited
15.1
Ballyrock Investment Advisors LLC
MA 8.4
Fidelity Institutional Wealth Adviser LLC
MA 6.5
Fidelity Management & Research Japan Limited
2.8
Fidelity SelectCo LLC
CO 0.0
FMR Co Inc
MA 0.0
Fidelity Investments Money Management Inc
MA 0.0
Comparable Firms State AUM ($B)
Pacific Investment Management Company LLC
CA 2,990.2
T Rowe Price Associates Inc
MD 1,934.2
Wellington Management Company LLP
MA 1,305.7
BlackRock Investment Management LLC
NJ 508.2
Franklin Advisers Inc
CA 467.0
Teachers Advisors LLC
NY 403.0
Western Asset Management Company LLC
CA 298.7
Nuveen Asset Management LLC
IL 259.9
Hightower Advisors LLC
IL 164.8
Victory Capital Management Inc
TX 152.3
Terms | Privacy | Guide
tony@aum13f.com