Institutional Ownership Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO). We have compiled data on the 982 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $41.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
20
shares
|
$39,325
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20
shares
|
$39,325
0.0% of portfolio
|
Q3 2024
Added 81.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
19
shares
|
$37,358
0.01% of portfolio
|
Q4 2022
Added 90.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
19
shares
|
$37,358
0.0% of portfolio
|
Q2 2023
Reduced 55.81%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
18
shares
|
$35,392
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
18
shares
|
$35,392
0.01% of portfolio
|
Q1 2024
Added 5.88%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
18
shares
|
$35,392
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
17
shares
|
$33,426
0.0% of portfolio
|
Q4 2022
Reduced 89.82%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
17
shares
|
$33,426
0.03% of portfolio
|
Q3 2024
Reduced 90.34%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
17
shares
|
$33,426
0.0% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
16
shares
|
$31,460
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
16
shares
|
$31,460
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
15
shares
|
$29,493
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
15
shares
|
$29,493
0.02% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$29,493
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
14
shares
|
$27,527
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
14
shares
|
$27,527
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
14
shares
|
$27,527
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14
shares
|
$27,527
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
13
shares
|
$25,561
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
13
shares
|
$25,561
0.01% of portfolio
|
Q2 2024
Added 85.71%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
13
shares
|
$25,561
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13
shares
|
$25,561
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
12
shares
|
$23,595
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
12
shares
|
$23,595
0.0% of portfolio
|
Q1 2022
New holding
|