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 1,067 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$26,120
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
15
shares
|
$26,120
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
15
shares
|
$26,120
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
14
shares
|
$24,379
0.0% of portfolio
|
Q3 2025
Added 366.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13
shares
|
$22,637
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
13
shares
|
$22,637
0.01% of portfolio
|
Q2 2024
Added 85.71%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
13
shares
|
$22,637
0.02% of portfolio
|
Q3 2025
Reduced 35.0%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
13
shares
|
$22,637
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
11
shares
|
$19,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
11
shares
|
$19,155
0.0% of portfolio
|
Q3 2025
Reduced 99.57%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
11
shares
|
$19,155
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
11
shares
|
$19,155
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11
shares
|
$19,155
0.0% of portfolio
|
Q3 2025
Reduced 93.85%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
11
shares
|
$19,155
0.01% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
11
shares
|
$19,155
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10
shares
|
$17,413
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
10
shares
|
$17,413
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
10
shares
|
$17,413
0.01% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
10
shares
|
$17,413
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
10
shares
|
$17,413
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
9
shares
|
$15,672
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
8
shares
|
$13,930
0.0% of portfolio
|
Q3 2025
Reduced 46.67%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8
shares
|
$13,930
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
8
shares
|
$13,930
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
8
shares
|
$13,930
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|