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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
32,891
shares
|
$4.12 Million
0.34% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
32,791
shares
|
$4.11 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,631
shares
|
$4.09 Million
0.07% of portfolio
|
Q3 2024
Added 127.77%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
32,560
shares
|
$4.08 Million
3.59% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
32,304
shares
|
$4.04 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
32,160
shares
|
$4.03 Million
3.18% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
32,151
shares
|
$4.03 Million
0.89% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
31,966
shares
|
$4 Million
0.01% of portfolio
|
Q3 2024
Reduced 75.08%
|
|
|
Stone Run Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,925
shares
|
$4 Million
2.14% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
31,842
shares
|
$3.99 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
31,795
shares
|
$3.98 Million
0.1% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
31,794
shares
|
$3.98 Million
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
31,564
shares
|
$3.95 Million
0.26% of portfolio
|
Q4 2022
Added 380.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
31,393
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
31,264
shares
|
$3.91 Million
0.43% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
31,042
shares
|
$3.89 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
30,933
shares
|
$3.87 Million
0.76% of portfolio
|
Q4 2024
Reduced 42.83%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
30,600
shares
|
$3.83 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
30,451
shares
|
$3.81 Million
0.2% of portfolio
|
Q3 2022
Added 5.81%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
30,430
shares
|
$3.81 Million
0.71% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
30,349
shares
|
$3.8 Million
0.02% of portfolio
|
Q4 2024
Added 47.89%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
30,283
shares
|
$3.79 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,272
shares
|
$3.79 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
30,080
shares
|
$3.77 Million
0.84% of portfolio
|
Q3 2023
Reduced 4.52%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
30,045
shares
|
$3.76 Million
0.04% of portfolio
|
Q3 2024
Added 5.13%
|