FIDELITY NATIONAL INFO SERV (FIS) Institutional Ownership Changes & 13F Activity
FIDELITY NATIONAL INFO SERV (FIS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Northcoast Asset Management Llc, Vela Investment Management, Llc, Storebrand Asset Management As, and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +898 | +1.6% | 58,424 | $3.88M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +73 | — | 73 | $4.85K | Q4 2025 | Aug 28, 2026 |
| Vela Investment Management, Llc | Buy | +49,551 | — | 49,551 | $3.29M | Q4 2025 | Aug 27, 2026 |
| Dakota Wealth Management | Sell | -676 | -13.4% | 4,386 | $291.47K | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Buy | +20,092 | +24.6% | 101,728 | $6.76M | Q4 2025 | Aug 18, 2026 |
| Southern Financial Group, Llc | Buy | +6,773 | — | 6,773 | $450.14K | Q4 2025 | Jun 18, 2026 |
| Storebrand Asset Management As | Sell | -45,188 | -18.1% | 204,605 | $13.60M | Q4 2025 | May 20, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +95 | — | 95 | $6.28K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +12 | — | 12 | $798.00 | Q4 2025 | May 11, 2026 |
| Bravera Wealth | Buy | +104 | — | 104 | $6.91K | Q4 2025 | Apr 22, 2026 |
| Northavenue Llc | Buy | +3 | — | 3 | $200.00 | Q4 2025 | Apr 02, 2026 |
| Old North State Trust, Llc | Buy | +6,714 | — | 6,714 | $446.00K | Q4 2025 | Mar 24, 2026 |
| Purpose Unlimited Inc. | Buy | +1,325 | — | 1,325 | $88.06K | Q4 2025 | Mar 20, 2026 |
| Winthrop Partners - Wny, Llc | Buy | +10,266 | — | 10,266 | $682.28K | Q4 2025 | Mar 12, 2026 |
| Hsbc Holdings Plc | Buy | +1,237,405 | — | 1,237,405 | $82.35M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +7,438 | — | 7,438 | $494.33K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +6,654 | — | 6,654 | $442.24K | Q4 2025 | Mar 04, 2026 |
| Tulsa Wealth Advisors, Inc | Buy | +43,625 | — | 43,625 | $2.90M | Q4 2025 | Mar 03, 2026 |
| Tobam | Buy | +4,197 | — | 4,197 | $279.00K | Q4 2025 | Mar 02, 2026 |
| Anchor Investment Management, Llc | Buy | +131 | — | 131 | $8.71K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +2,546 | — | 2,546 | $169.21K | Q4 2025 | Feb 25, 2026 |
| Bell Investment Advisors, Inc | Buy | +35 | — | 35 | $2.33K | Q4 2025 | Feb 24, 2026 |
| Mv Capital Management, Inc. | Sell | -854 | -26.2% | 2,404 | $159.77K | Q4 2025 | Feb 23, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +621 | — | 621 | $41.27K | Q4 2025 | Feb 23, 2026 |
| Northcoast Asset Management Llc | Buy | +61,232 | — | 61,232 | $4.07M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +97 | — | 97 | $6.45K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +43,920 | — | 43,920 | $2.73M | Q4 2025 | Feb 19, 2026 |
| Tmb Capital Partners, Llc | Buy | +18,190 | — | 18,190 | $1.21M | Q4 2025 | Feb 19, 2026 |
| Michels Family Financial, Llc | Buy | +7,056 | — | 7,056 | $468.91K | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +6,935 | — | 6,935 | $460.93K | Q4 2025 | Feb 19, 2026 |
Frequently asked questions about FIS activity
Which institutional owners are buying FIS?
Institutional owners buying FIS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FIS activity?
"Buy" means an investor increased their reported position in FIS compared to the prior reporting period. This reflects growing exposure to FIDELITY NATIONAL INFO SERV (FIS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FIS increasing?
Institutional interest in FIS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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