FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
CRD #108281 SEC #801-7884 BOSTON, MA 617-563-7000
SEC Registered Private Funds Disclosures
Total AUM
$4.7T
Discretionary
$4.7T
Employees
1,355
Clients
--
Accounts
36,290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.7T | $4.7T | $0 | 1,355 | 1 |
| Sep 2025 | $4.7T | $4.7T | $0 | 1,355 | 1 |
| Jun 2025 | $4.7T | $4.7T | $0 | 1,355 | 1 |
| May 2025 | $4.7T | $4.7T | $0 | 1,355 | 1 |
| Apr 2025 | $4.7T | $4.7T | $0 | 1,355 | 1 |
| Mar 2025 | $4.7T | $4.7T | $0 | 1,355 | 1 |
| Jan 2025 | $4T | $4T | $0 | 1,264 | 1 |
| Sep 2024 | $4T | $4T | $0 | 1,264 | 1 |
| Jun 2024 | $4T | $4T | $0 | 1,264 | 1 |
| Mar 2024 | $4T | $4T | $0 | 1,264 | 1 |
| Dec 2023 | $3.1T | $3.1T | $0 | 1,108 | 1 |
| Aug 2023 | $3.1T | $3.1T | $0 | 1,108 | 1 |
| Aug 2023 | $3.1T | $3.1T | $0 | 1,108 | 1 |
| Aug 2023 | $3.1T | $3.1T | $0 | 1,108 | 1 |
| Jun 2023 | $3.1T | $3.1T | $0 | 1,108 | 1 |
| Jun 2023 | $3.1T | $3.1T | $0 | 1,108 | 1 |
| Mar 2023 | $3.1T | $3.1T | $0 | 1,108 | 1 |
| Jan 2023 | $3.7T | $3.7T | $0 | 1,042 | 1 |
| Dec 2022 | $3.7T | $3.7T | $0 | 1,042 | 1 |
| Nov 2022 | $3.7T | $3.7T | $0 | 1,042 | 1 |
| Sep 2022 | $3.7T | $3.7T | $0 | 1,042 | 1 |
| Jul 2022 | $3.7T | $3.7T | $0 | 1,042 | 1 |
| Mar 2022 | $3.7T | $3.7T | $0 | 1,042 | 1 |
| Feb 2022 | $3.1T | $3.1T | $0 | 1,385 | 1 |
| Jan 2022 | $3.1T | $3.1T | $0 | 1,385 | 1 |
| Jul 2021 | $3.1T | $3.1T | $0 | 1,385 | 1 |
| Apr 2021 | $3.1T | $3.1T | $0 | 1,385 | 1 |
| Mar 2021 | $3.1T | $3.1T | $0 | 1,385 | 1 |
| Jan 2021 | $2.7T | $2.7T | $0 | 1,618 | 1 |
| Nov 2020 | $2.7T | $2.7T | $0 | 1,618 | 1 |
| Jul 2020 | $2.7T | $2.7T | $0 | 1,618 | 1 |
| Jun 2020 | $2.7T | $2.7T | $0 | 1,618 | 1 |
| Apr 2020 | $2.7T | $2.7T | $0 | 1,618 | 1 |
| Mar 2020 | $2.7T | $2.7T | $0 | 1,618 | 1 |
| Jan 2020 | $2.6T | $2.6T | $0 | 1,618 | 1 |
| Dec 2019 | $339B | $339B | $0 | 321 | 1 |
| Nov 2019 | $339B | $339B | $0 | 321 | 1 |
| Sep 2019 | $339B | $339B | $0 | 321 | 1 |
| Jul 2019 | $339B | $339B | $0 | 321 | 1 |
| May 2019 | $339B | $339B | $0 | 321 | 1 |
| Mar 2019 | $339B | $339B | $0 | 321 | 1 |
| Jan 2019 | $295.2B | $295.2B | $0 | 458 | 1 |
| Oct 2018 | $295.2B | $295.2B | $0 | 458 | 1 |
| Aug 2018 | $295.2B | $295.2B | $0 | 458 | 1 |
| Jun 2018 | $295.2B | $295.2B | $0 | 458 | 1 |
| Apr 2018 | $295.2B | $295.2B | $0 | 458 | 1 |
| Mar 2018 | $295.2B | $295.2B | $0 | 458 | 1 |
| Feb 2018 | $219B | $219B | $0 | 336 | 253 |
| Sep 2017 | $219B | $219B | $0 | 336 | 300 |
| Aug 2017 | $219B | $219B | $0 | 336 | 300 |
| Mar 2017 | $219B | $219B | $0 | 336 | 300 |
| Dec 2016 | $644.5M | $644.5M | $0 | 361 | 400 |
| Nov 2016 | $644.5M | $644.5M | $0 | 361 | 400 |
| Sep 2016 | $644.5M | $644.5M | $0 | 361 | 400 |
| May 2016 | $644.5M | $644.5M | $0 | 361 | 400 |
| Apr 2016 | $644.5M | $644.5M | $0 | 361 | 400 |
| Mar 2016 | $644.5M | $644.5M | $0 | 361 | 400 |
| Oct 2015 | $766M | $766M | $0 | 371 | 300 |
| Sep 2015 | $766M | $766M | $0 | 371 | 300 |
| Mar 2015 | $766M | $766M | $0 | 371 | 300 |
| Dec 2014 | $881.8M | $881.8M | $0 | 356 | 300 |
| Nov 2014 | $881.8M | $881.8M | $0 | 356 | 300 |
| Sep 2014 | $881.8M | $881.8M | $0 | 356 | 300 |
| May 2014 | $881.8M | $881.8M | $0 | 356 | 300 |
| Apr 2014 | $881.8M | $881.8M | $0 | 356 | 300 |
| Mar 2014 | $881.8M | $881.8M | $0 | 356 | 300 |
| Jan 2014 | $1.1B | $1.1B | $0 | 295 | 300 |
| Jul 2013 | $1.1B | $1.1B | $0 | 295 | 300 |
| Mar 2013 | $1.1B | $1.1B | $0 | 295 | 300 |
| Dec 2012 | $1B | $1B | $0 | 174 | 400 |
| Nov 2012 | $1B | $1B | $0 | 174 | 400 |
| Apr 2012 | $1B | $1B | $0 | 51 | 400 |
| Mar 2012 | $1B | $1B | $0 | 51 | 400 |
| Sep 2011 | $1.2B | $1.2B | $0 | 51 | -- |
| Aug 2011 | $1.2B | $1.2B | $0 | 51 | -- |
| Jul 2011 | $1.2B | $1.2B | $0 | 51 | -- |
| May 2011 | $1.2B | $1.2B | $0 | 51 | -- |
| Mar 2011 | $1.2B | $1.2B | $0 | 51 | -- |
| Mar 2011 | $1.2B | $1.2B | $0 | 51 | -- |
| Mar 2011 | $1.3B | $1.3B | $0 | 51 | -- |
| Aug 2010 | $1.3B | $1.3B | $0 | 51 | -- |
| Oct 2009 | $1.1B | $1.1B | $0 | 251 | -- |
| Sep 2009 | $1.1B | $1.1B | $0 | 251 | -- |
| Apr 2009 | $1.1B | $1.1B | $0 | 251 | -- |
| Mar 2009 | $1.1B | $1.1B | $0 | 251 | -- |
| Mar 2008 | $1.8B | $1.8B | $0 | 51 | -- |
| Aug 2007 | $1.6B | $1.6B | $0 | 51 | -- |
| May 2007 | $1.6B | $1.6B | $0 | 51 | -- |
| Mar 2007 | $1.6B | $1.6B | $0 | 51 | -- |
| Nov 2006 | $9.8B | $9.8B | $0 | 51 | -- |
| Nov 2006 | $9.8B | $9.8B | $0 | 51 | -- |
| Sep 2005 | $9.2B | $9.2B | $0 | 51 | -- |
| Mar 2004 | $8.8B | $8.8B | $0 | 251 | -- |
| Mar 2002 | $13.6B | $13.6B | $0 | 501 | -- |
| Aug 2001 | $12B | $12B | $0 | 501 | -- |
| Jul 2001 | $12B | $12B | $0 | 501 | -- |
DateNov 2025
Total AUM$4.7T
Discretionary$4.7T
Non-Disc.$0
Employees1,355
Clients1
DateSep 2025
Total AUM$4.7T
Discretionary$4.7T
Non-Disc.$0
Employees1,355
Clients1
DateJun 2025
Total AUM$4.7T
Discretionary$4.7T
Non-Disc.$0
Employees1,355
Clients1
DateMay 2025
Total AUM$4.7T
Discretionary$4.7T
Non-Disc.$0
Employees1,355
Clients1
DateApr 2025
Total AUM$4.7T
Discretionary$4.7T
Non-Disc.$0
Employees1,355
Clients1
DateMar 2025
Total AUM$4.7T
Discretionary$4.7T
Non-Disc.$0
Employees1,355
Clients1
DateJan 2025
Total AUM$4T
Discretionary$4T
Non-Disc.$0
Employees1,264
Clients1
DateSep 2024
Total AUM$4T
Discretionary$4T
Non-Disc.$0
Employees1,264
Clients1
DateJun 2024
Total AUM$4T
Discretionary$4T
Non-Disc.$0
Employees1,264
Clients1
DateMar 2024
Total AUM$4T
Discretionary$4T
Non-Disc.$0
Employees1,264
Clients1
DateDec 2023
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,108
Clients1
DateAug 2023
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,108
Clients1
DateAug 2023
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,108
Clients1
DateAug 2023
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,108
Clients1
DateJun 2023
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,108
Clients1
DateJun 2023
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,108
Clients1
DateMar 2023
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,108
Clients1
DateJan 2023
Total AUM$3.7T
Discretionary$3.7T
Non-Disc.$0
Employees1,042
Clients1
DateDec 2022
Total AUM$3.7T
Discretionary$3.7T
Non-Disc.$0
Employees1,042
Clients1
DateNov 2022
Total AUM$3.7T
Discretionary$3.7T
Non-Disc.$0
Employees1,042
Clients1
DateSep 2022
Total AUM$3.7T
Discretionary$3.7T
Non-Disc.$0
Employees1,042
Clients1
DateJul 2022
Total AUM$3.7T
Discretionary$3.7T
Non-Disc.$0
Employees1,042
Clients1
DateMar 2022
Total AUM$3.7T
Discretionary$3.7T
Non-Disc.$0
Employees1,042
Clients1
DateFeb 2022
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,385
Clients1
DateJan 2022
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,385
Clients1
DateJul 2021
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,385
Clients1
DateApr 2021
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,385
Clients1
DateMar 2021
Total AUM$3.1T
Discretionary$3.1T
Non-Disc.$0
Employees1,385
Clients1
DateJan 2021
Total AUM$2.7T
Discretionary$2.7T
Non-Disc.$0
Employees1,618
Clients1
DateNov 2020
Total AUM$2.7T
Discretionary$2.7T
Non-Disc.$0
Employees1,618
Clients1
DateJul 2020
Total AUM$2.7T
Discretionary$2.7T
Non-Disc.$0
Employees1,618
Clients1
DateJun 2020
Total AUM$2.7T
Discretionary$2.7T
Non-Disc.$0
Employees1,618
Clients1
DateApr 2020
Total AUM$2.7T
Discretionary$2.7T
Non-Disc.$0
Employees1,618
Clients1
DateMar 2020
Total AUM$2.7T
Discretionary$2.7T
Non-Disc.$0
Employees1,618
Clients1
DateJan 2020
Total AUM$2.6T
Discretionary$2.6T
Non-Disc.$0
Employees1,618
Clients1
DateDec 2019
Total AUM$339B
Discretionary$339B
Non-Disc.$0
Employees321
Clients1
DateNov 2019
Total AUM$339B
Discretionary$339B
Non-Disc.$0
Employees321
Clients1
DateSep 2019
Total AUM$339B
Discretionary$339B
Non-Disc.$0
Employees321
Clients1
DateJul 2019
Total AUM$339B
Discretionary$339B
Non-Disc.$0
Employees321
Clients1
DateMay 2019
Total AUM$339B
Discretionary$339B
Non-Disc.$0
Employees321
Clients1
DateMar 2019
Total AUM$339B
Discretionary$339B
Non-Disc.$0
Employees321
Clients1
DateJan 2019
Total AUM$295.2B
Discretionary$295.2B
Non-Disc.$0
Employees458
Clients1
DateOct 2018
Total AUM$295.2B
Discretionary$295.2B
Non-Disc.$0
Employees458
Clients1
DateAug 2018
Total AUM$295.2B
Discretionary$295.2B
Non-Disc.$0
Employees458
Clients1
DateJun 2018
Total AUM$295.2B
Discretionary$295.2B
Non-Disc.$0
Employees458
Clients1
DateApr 2018
Total AUM$295.2B
Discretionary$295.2B
Non-Disc.$0
Employees458
Clients1
DateMar 2018
Total AUM$295.2B
Discretionary$295.2B
Non-Disc.$0
Employees458
Clients1
DateFeb 2018
Total AUM$219B
Discretionary$219B
Non-Disc.$0
Employees336
Clients253
DateSep 2017
Total AUM$219B
Discretionary$219B
Non-Disc.$0
Employees336
Clients300
DateAug 2017
Total AUM$219B
Discretionary$219B
Non-Disc.$0
Employees336
Clients300
DateMar 2017
Total AUM$219B
Discretionary$219B
Non-Disc.$0
Employees336
Clients300
DateDec 2016
Total AUM$644.5M
Discretionary$644.5M
Non-Disc.$0
Employees361
Clients400
DateNov 2016
Total AUM$644.5M
Discretionary$644.5M
Non-Disc.$0
Employees361
Clients400
DateSep 2016
Total AUM$644.5M
Discretionary$644.5M
Non-Disc.$0
Employees361
Clients400
DateMay 2016
Total AUM$644.5M
Discretionary$644.5M
Non-Disc.$0
Employees361
Clients400
DateApr 2016
Total AUM$644.5M
Discretionary$644.5M
Non-Disc.$0
Employees361
Clients400
DateMar 2016
Total AUM$644.5M
Discretionary$644.5M
Non-Disc.$0
Employees361
Clients400
DateOct 2015
Total AUM$766M
Discretionary$766M
Non-Disc.$0
Employees371
Clients300
DateSep 2015
Total AUM$766M
Discretionary$766M
Non-Disc.$0
Employees371
Clients300
DateMar 2015
Total AUM$766M
Discretionary$766M
Non-Disc.$0
Employees371
Clients300
DateDec 2014
Total AUM$881.8M
Discretionary$881.8M
Non-Disc.$0
Employees356
Clients300
DateNov 2014
Total AUM$881.8M
Discretionary$881.8M
Non-Disc.$0
Employees356
Clients300
DateSep 2014
Total AUM$881.8M
Discretionary$881.8M
Non-Disc.$0
Employees356
Clients300
DateMay 2014
Total AUM$881.8M
Discretionary$881.8M
Non-Disc.$0
Employees356
Clients300
DateApr 2014
Total AUM$881.8M
Discretionary$881.8M
Non-Disc.$0
Employees356
Clients300
DateMar 2014
Total AUM$881.8M
Discretionary$881.8M
Non-Disc.$0
Employees356
Clients300
DateJan 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees295
Clients300
DateJul 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees295
Clients300
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees295
Clients300
DateDec 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees174
Clients400
DateNov 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees174
Clients400
DateApr 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees51
Clients400
DateMar 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees51
Clients400
DateSep 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateAug 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateJul 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateMay 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients--
DateOct 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees251
Clients--
DateSep 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees251
Clients--
DateApr 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees251
Clients--
DateMar 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees251
Clients--
DateMar 2008
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees51
Clients--
DateAug 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients--
DateMay 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients--
DateNov 2006
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees51
Clients--
DateNov 2006
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees51
Clients--
DateSep 2005
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees251
Clients--
DateMar 2002
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees501
Clients--
DateAug 2001
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees501
Clients--
DateJul 2001
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees501
Clients--