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FBALX — Fidelity Balanced Fund Institutional Holders · Q3 2026

Who owns Fidelity Balanced Fund (FBALX)? 1 institutions reported holding $1.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Neville Rodie & Shaw Inc ($1.0M).

RankInstitutionValueSharesChange
1NEVILLE RODIE & SHAW INC$1.0M28,922Trimmed

Source: SEC Form 13F filings · as of 2026-09-30