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 1,077 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 $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6
shares
|
$11,237
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
6
shares
|
$11,237
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
6
shares
|
$11,237
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6
shares
|
$11,237
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$11,237
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5
shares
|
$9,364
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5
shares
|
$9,364
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
5
shares
|
$9,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
5
shares
|
$9,364
0.0% of portfolio
|
Q4 2023
Added 400.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
5
shares
|
$9,364
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4
shares
|
$7,491
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
4
shares
|
$7,491
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
4
shares
|
$7,491
0.0% of portfolio
|
Q4 2024
Reduced 89.47%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
4
shares
|
$7,491
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3
shares
|
$5,618
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3
shares
|
$5,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$5,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
3
shares
|
$5,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
3
shares
|
$5,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3
shares
|
$5,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$3,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2
shares
|
$3,745
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
2
shares
|
$3,745
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2
shares
|
$3,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2
shares
|
$3,745
0.0% of portfolio
|
Q1 2024
New holding
|