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Megadeals
Subsidy Tracker Parent Company Summary
Parent Company Name: Fidelity Investments
Ownership Structure: privately held
Headquartered in: Massachusetts
Major Industry: financial services
Specific Industry: financial services
Subsidy Summary | Subsidy Value | Number of Awards |
State/Local | $269,358,556 | 41 |
Federal (grants and allocated tax credits) | $0 | 0 |
TOTAL | $269,358,556 | 41 |
Loan / Bailout Summary | Total Face Value | Number of Awards |
State/Local loans, bond financing and venture capital | $0 | 0 |
Federal loans, loan guarantees and bailout assistance (not including repayments) | $0 | 0 |
TOTAL | $0 | 0 |
Time Period for State and Local Awards: Earliest year of data: 2006. Availability of data for earlier years varies greatly from program to program. The majority of the listings for this parent company are for the period since 2013.
Time Period for Federal Awards: FY2000 to the present
Notes: The dollar total above adjusts for the fact that there is an overlap between the amount in the Megadeal entry and that of one or more of the other entries. Dollar totals do not include awards for which no subsidy value is disclosed.
Links: For a summary of this company's regulatory violations see its Violation Tracker summary page
here.
Top 5 States for state/local awards | Total Subsidy $ | Number of Awards |
North Carolina | $186,397,595 | 5 |
Rhode Island | $21,843,549 | 12 |
New Jersey | $16,500,000 | 1 |
Florida | $10,528,000 | 5 |
Kentucky | $9,040,000 | 1 |
All other | $25,049,412 | 17 |
Individual Subsidy Records:
Click on the company name for more information on each subsidy award.
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Company | Location | Subsidy Source | Year | Subsidy Value | Loan/Bailout Value | Type of Subsidy |
Fidelity Investments | North Carolina | multiple | 2006 | $87,200,000 | | MEGADEAL (Archived) |
Fidelity Global Brokerage Group | North Carolina | state | 2006 | $72,803,000 | | grant |
Fidelity Global Brokerage Group, Inc. | North Carolina | state | 2015 | $20,697,000 | | grant |
Fidelity Global Brokerage Group, Inc. and subsidiaries | New Jersey | state | 2015 | $16,500,000 | | tax credit/rebate |
FMR Corp & Subs | Rhode Island | state | 2008 | $9,963,026 | | tax credit/rebate |
Fidelity Brokerage Services, LLC ( & OTHER LISTED AFFILIATES) | Kentucky | state | 2006 | $9,040,000 | | tax credit/rebate |
Fidelity Global Brokerage | Texas | state | 2007 | $8,500,000 | | grant |
FMR LLC | Nebraska | state | 2023 | $8,381,920 | | tax rebate |
FMR Rhode Island | Rhode Island | state | 2009 | $5,038,872 | | tax credit/rebate |
Fidelity Global Brokerage Group, Inc. | Florida | state | 2006 | $5,000,000 | | grant |
Fidelity Global Brokerage Group, Inc. | Florida | state | 2006 | $3,600,000 | | tax credit/rebate |
FMR, LLC | North Carolina | state | 2019 | $3,370,649 | | tax credit/rebate |
FMR Rhode Island | Rhode Island | state | 2010 | $3,050,834 | | tax credit/rebate |
FMR, LLC | North Carolina | state | 2016 | $2,326,946 | | tax credit/rebate |
Fidelity Global Brokerage Group, Inc. | Florida | state | 2016 | $1,440,000 | | tax credit/rebate |
Fidelity Employer Services | New Mexico | state | 2015 | $1,387,575 | | training reimbursement |
Fidelity Employer Services | New Mexico | state | 2014 | $1,346,990 | | training reimbursement |
Fidelity Employer Services Company LLC | New Mexico | state | 2008 | $1,223,197 | | training reimbursement |
Fidelity Investments | Colorado | state | 2022 | $1,184,011 | | tax credit/rebate |
FMR LLC | Rhode Island | state | 2014 | $923,509 | | tax credit/rebate |
FMR LLC | Rhode Island | state | 2015 | $899,765 | | tax credit/rebate |
Fidelity Investments | Colorado | state | 2020 | $754,093 | | tax credit/rebate |
Fidelity Employer Services Company LLC | New Mexico | state | 2009 | $653,561 | | training reimbursement |
FMR LLC | Rhode Island | state | 2011 | $482,054 | | tax credit/rebate |
FMR LLC | Rhode Island | state | 2014 | $426,222 | | tax credit/rebate |
Fidelity Investments | Colorado | state | 2019 | $383,691 | | tax credit/rebate |
Fidelity Global Brokerage Group, Inc. | Florida | local | 2015 | $360,000 | | grant |
Fidelity Employer Services Company LLC | New Mexico | state | 2011 | $343,252 | | training reimbursement |
FMR LLC | Rhode Island | state | 2010 | $312,003 | | tax credit/rebate |
FMR LLC | Rhode Island | state | 2012 | $304,783 | | tax credit/rebate |
FMR LLC | Rhode Island | state | 2013 | $244,327 | | tax credit/rebate |
Fidelity Brokerage Services | Colorado | state | 2014 | $231,999 | | training reimbursement |
Fidelity Brokerage Services | Colorado | state | 2016 | $224,000 | | training reimbursement |
Fidelity Investments | Colorado | state | 2019 | $155,472 | | tax credit/rebate |
Fidelity Brokerage Services | Colorado | state | 2015 | $132,800 | | training reimbursement |
Fidelity Global Brokerage Group, Inc. | Florida | local | 2015 | $128,000 | | grant |
FMR Corporation | Rhode Island | state | 2010 | $111,336 | | tax credit/rebate |
FMR Corp & Subs | Rhode Island | state | 2008 | $86,818 | | tax credit/rebate |
Fidelity Brokerage Services | Colorado | state | 2017 | $65,985 | | training reimbursement |
FIDELITY WORKPLACE INVESTING LLC | New Mexico | state | 2011 | $62,254 | | tax credit/rebate |
Fidelity Investment Services Inc. | Pennsylvania | state | 2008 | $18,612 | | tax credit/rebate |
FMR LLC | Nebraska | state | 2013 | undisclosed | | tax credit/rebate |
FMR LLC | Nebraska | state | 2013 | undisclosed | | tax credit/rebate |
FMR Corporation | North Carolina | local | 2006 | undisclosed | | grant |