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 |
|---|---|---|---|---|---|
|
Veri Star Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
42,154
shares
|
$5.28 Million
7.6% of portfolio
|
Q3 2024
Reduced 62.26%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
42,138
shares
|
$5.28 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
41,548
shares
|
$5.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 16.09%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
41,322
shares
|
$5.17 Million
0.76% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
41,154
shares
|
$5.15 Million
0.45% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
41,073
shares
|
$5.14 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
40,972
shares
|
$5.13 Million
0.07% of portfolio
|
Q3 2024
Added 19.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
40,964
shares
|
$5.13 Million
0.06% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
40,938
shares
|
$5.13 Million
1.82% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
40,702
shares
|
$5.1 Million
2.34% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
40,399
shares
|
$5.06 Million
0.06% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
40,189
shares
|
$5.03 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Feb 03, 2025 Q4 2024 |
40,133
shares
|
$5.02 Million
0.31% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
39,975
shares
|
$5 Million
2.63% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
39,640
shares
|
$4.96 Million
0.79% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
39,563
shares
|
$4.95 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
39,497
shares
|
$4.95 Million
1.16% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
39,127
shares
|
$4.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
39,005
shares
|
$4.88 Million
1.93% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
38,560
shares
|
$4.83 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
38,441
shares
|
$4.81 Million
1.93% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
37,823
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
37,333
shares
|
$4.67 Million
0.11% of portfolio
|
Q3 2024
Reduced 93.82%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
36,550
shares
|
$4.58 Million
2.64% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,150
shares
|
$4.53 Million
0.07% of portfolio
|
Q3 2024
New holding
|