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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
57,505
shares
|
$7.2 Million
0.45% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
57,204
shares
|
$7.16 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
56,812
shares
|
$7.11 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
56,554
shares
|
$7.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
56,415
shares
|
$7.06 Million
0.45% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
56,408
shares
|
$7.06 Million
0.03% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
56,332
shares
|
$7.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
56,016
shares
|
$7.01 Million
0.12% of portfolio
|
Q2 2023
Reduced 17.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
55,802
shares
|
$6.99 Million
0.23% of portfolio
|
Q3 2024
Reduced 71.09%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
55,608
shares
|
$6.96 Million
0.15% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Clark Estates Inc
New York, NY |
Feb 06, 2025 Q4 2024 |
55,300
shares
|
$6.92 Million
1.85% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
54,920
shares
|
$6.88 Million
0.05% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Soros Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
54,797
shares
|
$6.86 Million
1.92% of portfolio
|
Q3 2024
Added 71.71%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
54,596
shares
|
$6.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.55%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
54,512
shares
|
$6.82 Million
0.15% of portfolio
|
Q3 2022
Added 1.54%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
54,111
shares
|
$6.77 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
53,917
shares
|
$6.75 Million
3.77% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
53,608
shares
|
$6.71 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Hound Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,419
shares
|
$6.69 Million
2.18% of portfolio
|
Q3 2024
Reduced 47.22%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
53,227
shares
|
$6.66 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
53,186
shares
|
$6.66 Million
2.97% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
52,146
shares
|
$6.53 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
52,015
shares
|
$6.51 Million
0.11% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
51,555
shares
|
$6.45 Million
1.69% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Dnca Finance
Paris, I0 |
Nov 13, 2024 Q3 2024 |
51,500
shares
|
$6.45 Million
0.79% of portfolio
|
Q3 2024
New holding
|