Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,960 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $61.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
67,569
shares
|
$8.46 Million
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
67,397
shares
|
$8.44 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
66,708
shares
|
$8.35 Million
0.21% of portfolio
|
Q3 2024
Added 1260.83%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
65,975
shares
|
$8.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
65,615
shares
|
$8.21 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Robertson Opportunity Capital, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
64,600
shares
|
$8.09 Million
3.43% of portfolio
|
Q1 2024
Reduced 29.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
64,561
shares
|
$8.08 Million
0.04% of portfolio
|
Q3 2024
Added 393.28%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
64,287
shares
|
$8.05 Million
0.04% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
63,897
shares
|
$8 Million
0.05% of portfolio
|
Q3 2024
Reduced 56.47%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
62,883
shares
|
$7.87 Million
0.24% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
M&G PLC
London, X0 |
Oct 31, 2024 Q3 2024 |
62,552
shares
|
$7.83 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
62,522
shares
|
$7.83 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
62,511
shares
|
$7.83 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
62,183
shares
|
$7.79 Million
0.07% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
61,886
shares
|
$7.75 Million
0.09% of portfolio
|
Q3 2024
Added 354.51%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
61,695
shares
|
$7.72 Million
0.13% of portfolio
|
Q4 2024
Added 536.36%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
61,468
shares
|
$7.7 Million
0.03% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
61,224
shares
|
$7.67 Million
0.12% of portfolio
|
Q4 2022
Reduced 9.85%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
60,842
shares
|
$7.62 Million
0.94% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
60,309
shares
|
$7.55 Million
0.1% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
60,000
shares
|
$7.51 Million
0.12% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
59,687
shares
|
$7.47 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
59,217
shares
|
$7.41 Million
0.59% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
58,886
shares
|
$7.37 Million
0.14% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
57,874
shares
|
$7.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.41%
|