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 |
|---|---|---|---|---|---|
|
Carmel Capital Management L.L.C.
|
Jan 21, 2025 Q4 2024 |
46,610
shares
|
$5.84 Million
2.32% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
46,489
shares
|
$5.82 Million
1.19% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
46,416
shares
|
$5.81 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
46,247
shares
|
$5.79 Million
1.92% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
46,176
shares
|
$5.78 Million
3.02% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
46,093
shares
|
$5.77 Million
1.61% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
45,970
shares
|
$5.76 Million
3.96% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
45,810
shares
|
$5.74 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Nov 14, 2024 Q3 2024 |
45,259
shares
|
$5.67 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
45,113
shares
|
$5.65 Million
0.49% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
45,035
shares
|
$5.64 Million
2.15% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
44,933
shares
|
$5.63 Million
0.02% of portfolio
|
Q3 2024
Added 103.83%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
44,759
shares
|
$5.6 Million
1.11% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
44,237
shares
|
$5.54 Million
1.44% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
44,030
shares
|
$5.51 Million
0.13% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
43,889
shares
|
$5.49 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
43,711
shares
|
$5.47 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
43,633
shares
|
$5.46 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
43,508
shares
|
$5.45 Million
0.18% of portfolio
|
Q3 2024
Added 222.66%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,441
shares
|
$5.44 Million
0.02% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
43,016
shares
|
$5.39 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
42,999
shares
|
$5.38 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
42,665
shares
|
$5.34 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,221
shares
|
$5.29 Million
0.06% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
42,202
shares
|
$5.28 Million
0.44% of portfolio
|
Q4 2024
Reduced 17.51%
|