FMR LLC

Location
BOSTON, MA
Portfolio Value
Large $52,917,724,049
Diversification
Diversified
Filing Date
Global Rank
#5 / 8,519 ▼ 1
Top Industry
Semiconductors 16.7%
Period ended 57 days ago
Filed May 15, 2026 · 12d
48 quarters · since Jun 2013

Portfolio Concentration

3,667 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
9.9%
−0.1 pts
Top 5
26.5%
−2.3 pts
Top 10
36.4%
−2.3 pts
HHI
207
Jun 2023 → Mar 2026 · range 174 – 279
Diversified −23

Portfolio Trend

48 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 34.8% $610,083,706,628
Communication Services 10.4% $183,278,500,093
Healthcare 10.2% $179,051,281,511
Consumer Cyclical 10.1% $178,017,114,200
Financial Services 9.7% $170,047,532,920
Industrials 9.4% $165,303,540,207
Energy 4.7% $81,588,790,982
Consumer Defensive 3.7% $64,993,281,866
Basic Materials 3.0% $52,917,724,049
Real Estate 1.9% $33,608,441,293
Utilities 1.7% $30,643,713,674
Unclassified 0.3% $4,990,528,903

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value
NOK +57,123,582 222,403,233 $1,788,121,991
KVUE +40,980,484 135,093,094 $2,329,004,938
GPGI +39,416,399 39,551,933 $676,338,052
COMP +38,061,255 107,554,602 $786,224,138
INTC +30,221,680 57,515,133 $2,538,142,817
AMZN +27,227,887 358,698,691 $74,706,176,371
NVDA +22,789,685 993,852,968 $173,327,957,617
JHX +20,166,220 31,254,722 $591,964,432
MRNA +17,626,713 45,672,024 $2,320,138,818
HBAN +17,179,788 46,007,278 $720,013,898
CAI +16,567,817 30,785,585 $550,446,257
CDE +16,509,177 33,421,798 $627,327,147
IR +13,746,302 20,996,014 $1,682,200,641
MICC +13,527,279 14,613,236 $218,467,876
ANET +13,268,327 52,306,626 $6,422,207,537
SU +13,073,286 27,168,709 $1,796,123,349
ROIV +12,201,789 77,981,253 $2,160,080,705
LFST +11,850,696 58,685,480 $373,826,505
BAX +11,453,034 46,264,804 $777,248,705
FIG +11,305,985 20,735,448 $438,347,368
RELY +10,517,854 10,736,104 $168,234,748
UWMC +10,499,974 26,508,262 $95,959,907
GLW +10,458,914 24,909,423 $3,386,934,241
ALM +10,293,003 18,285,503 $264,774,083
RKT +10,277,082 31,677,674 $451,406,853

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value
GGB 98,640,849 10,956 $39,550
PTON 25,017,737 1,879,784 $8,064,272
WFC 24,011,255 161,693,928 $12,872,453,605
BSX 23,160,546 74,226,395 $4,657,706,283
YMM 21,739,999 4,764 $39,541
TAL 18,464,574 3,026,151 $34,407,335
DKNG 17,237,660 9,359,979 $202,362,745
AES 16,741,792 804,220 $11,331,457
BAC 16,296,846 198,484,617 $9,676,125,076
KD 14,874,633 10,245,843 $134,425,459
MOS 10,982,872 29,079,010 $741,514,754
MSFT 10,737,378 190,211,367 $70,410,541,719
TAC 10,106,262 13,600,626 $178,168,200
WVE 9,943,222 5,192,761 $37,647,516
CVS 9,821,091 31,196,890 $2,240,560,637
GO 9,714,605 5,004,794 $35,283,795
ITUB 9,286,787 46,163,893 $386,853,421
CPNG 9,254,189 16,535,016 $312,181,100
ASB 8,848,551 2,066,396 $53,436,999
NVO 8,664,705 1,352,620 $49,708,783
SNAP 8,605,089 88,742,006 $408,213,225
APO 8,492,963 21,976,458 $2,448,616,948
PDD 8,296,054 6,301,704 $643,908,112
SNDK 8,076,300 13,389,985 $8,507,193,065
WMT 7,789,806 31,777,449 $3,949,301,358

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value
AZN 29,601,724 $5,838,052,004
PNFP 7,198,898 $620,113,071
FPS 8,546,834 $250,165,829
MANE 1,792,909 $113,222,202
MDA 3,878,100 $98,193,492
ASST 7,144,797 $71,590,865
VSNT 1,835,312 $67,943,247
ARIS 3,424,800 $63,598,536
AMCR 1,597,720 $63,509,367
BOBS 5,159,842 $60,628,142
GENB 4,217,524 $52,719,049
CGAU 2,714,600 $48,292,734
EIKN 3,836,830 $40,593,661
DFTX 1,809,610 $34,201,628
SUNB 485,737 $31,616,620
QGEN 673,519 $26,967,699
OFRM 1,286,200 $21,029,370
DLO 1,582,087 $20,519,668
MMED 1,365,000 $20,365,800
INDV 527,714 $16,084,722
AGMB 1,458,677 $15,301,520
EQPT 700,100 $14,261,036
UMAC 1,097,600 $13,610,240
THM 4,750,000 $10,925,000
PAYP 510,829 $10,901,090

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value
BTG 35,591,806 $160,519,044
EXAS 1,154,568 $117,257,925
NGD 8,390,400 $73,080,384
AGL 2,882,933 $49,658,520
PIPR 352,411 $29,929,383
TGNA 715,619 $13,890,163
VZLA 1,996,900 $10,923,043
ASTL 2,208,646 $9,055,448
ODV 2,337,747 $8,158,737
XLO 511,820 $4,585,907
FUBO 102,454 $3,098,208
TVGN 101,914 $1,686,676
COOK 19,555 $1,055,970
PSBD 74,067 $902,876
GRTUF 10,915 $646,058
ORGN 45,720 $290,779
ADV 12,059 $265,298
GEMI 26,600 $263,872
BBUC 2,299 $82,487
UP 98,980 $64,930
BLLN 700 $57,288
ALGS 4,972 $46,339
FVRR 1,879 $37,129
RVPH 4,750 $26,600
FXC 350 $24,913

Portfolio Positions

Export CSV View 13F filing
182 positions · $52,917,724,049 total · Basic Materials only · as of Mar 31, 2026
Showing 1–50 of 182 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio Action
FNV
FRANCO NEVADA Corp
Basic Materials
21,597,097 $5,335,562,812 10.08% History
LIN
Linde PLC
Basic Materials
8,997,328 $4,460,515,326 8.43% History
CRH
Crh Public Ltd Co
Basic Materials
38,915,239 $4,090,769,919 7.73% History
AEM
Agnico Eagle Mines Ltd
Basic Materials
19,577,184 $3,973,776,807 7.51% History
CTVA
Corteva, Inc.
Basic Materials
34,971,900 $2,927,497,745 5.53% History
SHW
Sherwin Williams Co
Basic Materials
6,986,106 $2,239,396,275 4.23% History
WPM
Wheaton Precious Metals Corp.
Basic Materials
16,144,132 $2,115,042,731 4.00% History
NEM
NEWMONT Corp /DE/
Basic Materials
19,496,867 $2,110,535,850 3.99% History
AU
AngloGold Ashanti PLC
Basic Materials
18,507,057 $1,801,847,068 3.40% History
MLM
Martin Marietta Materials Inc
Basic Materials
2,607,979 $1,535,265,075 2.90% History
FCX
Freeport-Mcmoran Inc
Basic Materials
18,182,385 $1,068,760,588 2.02% History
VMC
Vulcan Materials CO
Basic Materials
3,671,302 $999,695,531 1.89% History
VALE
Vale S.A.
Basic Materials
54,153,480 $861,581,865 1.63% History
AA
Alcoa Corp
Basic Materials
12,852,778 $852,524,762 1.61% History
STLD
Steel Dynamics Inc
Basic Materials
4,411,600 $794,088,000 1.50% History
MOS
Mosaic Co
Basic Materials
29,079,010 $741,514,754 1.40% History
ESI
Element Solutions Inc
Basic Materials
20,686,175 $706,226,012 1.33% History
EXP
Eagle Materials Inc
Basic Materials
3,644,570 $690,463,783 1.30% History
LYB
LyondellBasell Industries N.V.
Basic Materials
8,518,205 $686,226,593 1.30% History
B
Barrick Mining Corp
Basic Materials
16,742,085 $682,909,644 1.29% History
CDE
Coeur Mining, Inc.
Basic Materials
33,421,798 $627,327,147 1.19% History
ORLA
Orla Mining Ltd.
Basic Materials
37,215,610 $600,287,787 1.13% History
JHX
James Hardie Industries plc
Basic Materials
31,254,722 $591,964,432 1.12% History
IAG
Iamgold Corp
Basic Materials
31,357,632 $590,150,633 1.12% History
CF
CF Industries Holdings, Inc.
Basic Materials
4,356,981 $565,710,411 1.07% History
NTR
Nutrien Ltd.
Basic Materials
7,108,456 $536,404,089 1.01% History
AGI
Alamos Gold Inc
Basic Materials
11,588,637 $514,883,140 0.97% History
ECL
Ecolab Inc.
Basic Materials
1,800,313 $478,919,262 0.91% History
SSD
Simpson Manufacturing Co., Inc.
Basic Materials
2,646,302 $454,158,347 0.86% History
TECK
Teck Resources Ltd
Basic Materials
7,762,085 $401,687,898 0.76% History
APD
Air Products & Chemicals, Inc.
Basic Materials
1,347,065 $391,308,910 0.74% History
CX
Cemex Sab De CV
Basic Materials
33,920,578 $388,051,410 0.73% History
NUE
Nucor Corp
Basic Materials
2,236,938 $378,266,214 0.71% History
KGC
Kinross Gold Corp
Basic Materials
12,314,116 $375,826,817 0.71% History
BHP
BHP Group Ltd
Basic Materials
4,712,274 $342,770,809 0.65% History
DOW
Dow Inc.
Basic Materials
8,184,684 $340,892,086 0.64% History
MTX
Minerals Technologies Inc
Basic Materials
4,264,458 $302,435,359 0.57% History
TGLS
Tecnoglass Inc.
Basic Materials
6,706,467 $298,773,103 0.56% History
ALM
Almonty Industries Inc.
Basic Materials
18,285,503 $264,774,083 0.50% History
HCC
Warrior Met Coal, Inc.
Basic Materials
2,748,471 $256,020,071 0.48% History
ERO
Ero Copper Corp.
Basic Materials
9,589,099 $255,741,269 0.48% History
RS
Reliance, Inc.
Basic Materials
807,010 $245,266,477 0.46% History
PRM
Perimeter Solutions, Inc.
Basic Materials
9,039,110 $220,735,064 0.42% History
RGLD
Royal Gold Inc
Basic Materials
858,664 $218,521,400 0.41% History
TFPM
Triple Flag Precious Metals Corp.
Basic Materials
5,915,450 $205,325,268 0.39% History
RIO
Rio Tinto PLC
Basic Materials
2,180,186 $203,389,551 0.38% History
AMRZ
Amrize Ltd
Basic Materials
3,576,588 $200,360,457 0.38% History
NG
Novagold Resources Inc
Basic Materials
22,132,458 $198,749,470 0.38% History
SOLS
Solstice Advanced Materials Inc.
Basic Materials
2,502,635 $190,600,679 0.36% History
CSTM
Constellium SE
Basic Materials
6,961,768 $171,120,255 0.32% History
Page 1 of 4
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