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Fidelity National Financial, Inc.

SEC Form 13F institutional filer · CIK 0001331875

13F-HR · 13 reported holdings · 2026-03-31

Reported long-US-equity value

$2.61B

Top-10 concentration

98.5%

Fidelity National Financial, Inc. — $2.61B AUM allocation strategy

Fidelity National Financial, Inc. files SEC Form 13F and reports $2.61B of long US equity value across 13 reported holdings for 2026-03-31.

Its largest sector bet is Financials 92.8%, followed by Consumer Staples 2.6% and Real Estate 1.0%.

The top 10 holdings account for 98% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Fidelity National Financial, Inc. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$2.61B

total across 13 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

98% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$PG$ORCL

+$PG +70K sh · +$10.2M+$ORCL +29K sh · +$681K

Biggest trims (shares)

$AMCR

−$AMCR −1.42M sh · −$689K

Added from nil (new positions)

$META$AMGN

2 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$CVX$UNP$UPS

$CVX ($25.9M last qtr)$UNP ($23.1M last qtr)$UPS ($21.8M last qtr)

Sector allocation (share of reported value)

Financials 93%Consumer Staples 3%Real Estate 1%Industrials 1%Communication Services 1%Health Care 1%Information Technology 1%Materials 1%SECTORS
  • $XLFFinancials92.8%
  • $XLPConsumer Staples2.6%
  • $XLREReal Estate1.0%
  • $XLIIndustrials1.0%
  • $XLCCommunication Services0.8%
  • $XLVHealth Care0.6%
  • $XLKInformation Technology0.6%
  • $XLBMaterials0.5%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Transaction & Payment Processing Services 92%Soft Drinks & Non-alcoholic Beverages 1%Hotel & Resort REITs 1%Aerospace & Defense 1%Asset Management & Custody Banks 1%Interactive Media & Services 1%Biotechnology 1%Application Software 1%Other holdings 2%INDUSTRIES
  • Transaction & Payment Processing Services91.8%
  • Soft Drinks & Non-alcoholic Beverages1.4%
  • Hotel & Resort REITs1.0%
  • Aerospace & Defense1.0%
  • Asset Management & Custody Banks1.0%
  • Interactive Media & Services0.8%
  • Biotechnology0.6%
  • Application Software0.6%
  • Other holdings1.8%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$FISFidelity National Information Services Inc94.7M$2.4B+091.8%
$VICIVICI Properties Inc1M$27.3M+01.0%
$TXTTextron Inc300K$26.3M+01.0%
$PEPPepsiCo Inc150K$23.3M+00.9%
$METAMeta Platforms Inc36.5K$20.9M0.8%
$AMGNAmgen Inc45K$15.8M0.6%
$ORCLOracle Corporation104K$15.3M+29K0.6%
$PGProcter & Gamble Company105K$15.2M+70K0.6%
$HRLHormel Foods Corporation660K$14.9M+00.6%
$KDPKeurig Dr Pepper Inc548K$14.4M+00.6%

…and 3 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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