Subsidy Tracker Parent Company Summary

Parent Company Name: 
Fidelity Investments
Ownership Structure: 
privately held
Headquartered in: 
Massachusetts
Industry: 
financial services
Subsidy SummarySubsidy ValueNumber of Awards
State/Local$177,932,78933
Federal (grants and allocated tax credits)$00
TOTAL$177,932,78933
Loan / Bailout SummaryTotal Face ValueNumber of Awards
State/Local loans, bond financing and venture capital$00
Federal loans, loan guarantees and bailout assistance (not including repayments)$00
TOTAL$00
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 2011.

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.

Associated Names: 

FIDELITY; FIDELITY BROKERAGE SVC; FMR

Links: 

For a summary of this company's regulatory violations see its Violation Tracker summary page here.

For an overview of political contributions associated with this company, see its Follow the Money page.


Top 5 States for state/local awardsTotal Subsidy $Number of Awards
North Carolina$105,897,0003
Rhode Island$21,843,54912
New Jersey$16,500,0001
Florida$10,528,0005
Kentucky$9,040,0001
All other$14,124,24011

Individual Subsidy Records:

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Company Location Subsidy Source Year Subsidy Valuesort icon Loan/Bailout Value Type of Subsidy
Fidelity Investments North Carolina multiple 2006 $87,200,000 MEGADEAL
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 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 Rhode Island Rhode Island state 2010 $3,050,834 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
FMR LLC Rhode Island state 2014 $923,509 tax credit/rebate
FMR LLC Rhode Island state 2015 $899,765 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 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 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 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
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