Institutional Investors | Fidelity Institutional (2024)

FAQs

Is Fidelity an institutional investor? ›

Fidelity offers a broad array of institutional investment strategies across asset classes.

The SEC is the federal agency responsible for overseeing the securities industry, including the registration and regulation of investment companies, investment advisers and broker-dealers. Securities offerings are registered with the SEC unless an exemption from registration is available.

The founding Johnson family, individually and through various trusts, owns stock representing a 49% voting interest in FMR, and have signed agreements pledging to vote all their shares as a bloc.

Mutual funds are primarily retail products, which gather assets from vast numbers of individuals who have limited balances to invest. Institutional accounts gather assets from a limited number of clients who have millions or even billions of dollars to invest.

An institutional investor is a company or organization that invests money on behalf of clients or members. Hedge funds, mutual funds, and endowments are examples of institutional investors. Institutional investors are considered savvier than the average investor and are often subject to less regulatory oversight.

The institutions we serve at BlackRock – from foundations to large pension funds – collectively serve hundreds of millions of people around the world. We're honored to work alongside them as they contribute to the financial futures of the people who depend on them. Capital at risk.

Vanguard takes institutional lead over BlackRock

Vanguard Group surpassed BlackRock as the largest worldwide institutional money manager. BlackRock remains the world's largest asset manager overall.

Robinhood Markets, Inc. (US:HOOD) has 662 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 626,341,740 shares.

Recent stats show that 80% of the ownership on the S&P 500 is attributed to institutional investors. Additionally, as the overall volume of stocks rises, institutional investors increasingly own a higher percentage of large companies.

Big Four title firm Fidelity National Financial and its subsidiary mortgage subservicer Loancare are facing a class action lawsuit alleging that they were negligent with customer data and that they breached their contract, after the firm was the victim of a cyber security attack in late-November.

Does BlackRock own Fidelity? ›

2024-03-07 - BlackRock Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 58,561,851 shares of Fidelity National Information Services, Inc. (US:FIS). This represents 10.2 percent ownership of the company.

Fees. Fidelity has average trading and low non-trading fees, including commission-free US stock trading. On the negative side, margin rates and fees for some mutual funds can be high. We compared Fidelity's fees with two similar brokers we selected, E*TRADE and TD Ameritrade.

A retail investor is an individual or nonprofessional investor who buys and sells securities through brokerage firms or retirement accounts like 401(k)s. Institutional investors do not use their own money—they invest the money of others on their behalf.

Institutional investors tend to have more experience in the market and more knowledge. They may have access to investment research that retail investors do not and have financial resources that allow them to conduct their own research.

Institutional investors such as pensions, endowments, foundations, and sovereign wealth funds are examples of institutional LPs and asset owners. Limited partners and asset owners may manage their assets directly. Alternatively, they may outsource some or all management of their assets to external asset managers.

Established in 1979, Fidelity Investments Institutional Services Company, Inc. (FIIS) is a leading provider of investment products and services to financial institutions, including banks, insurance companies and broker/dealers.

When we act in a brokerage or insurance agency capacity, we do not have a fiduciary or advisory relationship with you and our disclosure obligations are more limited than if we did.

Prime brokerage services are provided to institutional clients by major investment banks such as Merrill Lynch and Goldman Sachs.