# FMR Investment Management (UK) Limited

> FMR Investment Management (UK) Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 1987, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 108273
- Filed as: FMR INVESTMENT MANAGEMENT (UK) LIMITED
- Also doing business as: FIDELITY INVESTMENTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108273
- AdvisorCensus page: https://advisorcensus.com/firm/fmr-investment-management-uk-limited-london-108273

## Quick answers

**How is FMR Investment Management (UK) Limited compensated?**
On its Form ADV (Item 5.E, October 2026), FMR Investment Management (UK) Limited reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is FMR Investment Management (UK) Limited located?**
FMR Investment Management (UK) Limited's principal office is in London, United Kingdom, according to its Form ADV.

**Is FMR Investment Management (UK) Limited registered with the SEC or a state?**
FMR Investment Management (UK) Limited is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 108273.

**How much does FMR Investment Management (UK) Limited manage?**
FMR Investment Management (UK) Limited reports $25,824,758,880 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have FMR Investment Management (UK) Limited's assets and staff changed since 2021?**
In the Form ADV data for FMR Investment Management (UK) Limited: Regulatory assets under management: $25,458,166,440 in the October 2021 data and $25,824,758,880 in the October 2026 data, up 1%. Total employees: 87 in October 2021 and 119 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FMR Investment Management (UK) Limited serve?**
By number of clients on Form ADV Item 5.D: investment companies (29); pooled investment vehicles (other than investment companies and business development companies) (13).

**Which custodians does FMR Investment Management (UK) Limited use?**
FMR Investment Management (UK) Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Brown Brothers Harriman & Co. and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does FMR Investment Management (UK) Limited report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108273

**What changed in FMR Investment Management (UK) Limited's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Custodians (Schedule D, Section 5.K(3))
- Brown Brothers Harriman & Co.
- The Northern Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $25,824,758,880
- Discretionary: $25,824,758,880
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 29 | $10,737,866,102 |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $12,814,086,346 |
| Other investment advisers | Fewer than 5 | $2,266,064,738 |
| Other | Fewer than 5 | $6,741,694 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1987 (39 years)
- Employees: 119 total, 79 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108273

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $25,458,166,440 | 87 | July 22, 2021 |
| October 2022 | $30,960,986,194 | 88 | July 22, 2022 |
| October 2023 | $14,722,588,543 | 100 | August 8, 2023 |
| October 2024 | $14,663,159,397 | 111 | September 3, 2024 |
| October 2025 | $15,110,004,725 | 122 | May 21, 2025 |
| October 2026 | $25,824,758,880 | 119 | June 29, 2026 |

Regulatory assets under management: $25,458,166,440 in the October 2021 data and $25,824,758,880 in the October 2026 data, up 1%.
Total employees: 87 in October 2021 and 119 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 67 to 79.
- Regulatory assets under management went from $15,110,004,725 to $25,824,758,880 (+71%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FMR Investment Management (UK) Limited (CRD 108273): Form ADV filing data as of October 2026.