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 |
|---|---|---|---|---|---|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
50,855
shares
|
$6.37 Million
1.44% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
50,844
shares
|
$6.37 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
50,671
shares
|
$6.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
50,531
shares
|
$6.33 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
50,386
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2024
Added 80.1%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
50,297
shares
|
$6.3 Million
1.1% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
50,281
shares
|
$6.3 Million
0.65% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
50,004
shares
|
$6.26 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
49,899
shares
|
$6.25 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
49,753
shares
|
$6.23 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
49,398
shares
|
$6.18 Million
0.25% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Brooktree Capital Management
|
Nov 06, 2024 Q3 2024 |
49,340
shares
|
$6.18 Million
5.13% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
49,229
shares
|
$6.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
48,924
shares
|
$6.13 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
48,765
shares
|
$6.11 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Palmer Knight CO
|
Jan 23, 2025 Q4 2024 |
48,495
shares
|
$6.07 Million
2.78% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
47,884
shares
|
$6 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,842
shares
|
$5.99 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
47,371
shares
|
$5.93 Million
0.81% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
47,213
shares
|
$5.91 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
47,094
shares
|
$5.9 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
46,916
shares
|
$5.87 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
46,842
shares
|
$5.86 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
46,820
shares
|
$5.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.3%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
46,635
shares
|
$5.84 Million
3.02% of portfolio
|
Q4 2024
Added 3.84%
|