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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
22,794
shares
|
$2.85 Million
0.44% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
22,766
shares
|
$2.85 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
22,699
shares
|
$2.84 Million
0.01% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
22,571
shares
|
$2.83 Million
0.15% of portfolio
|
Q3 2024
Added 45.53%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
22,542
shares
|
$2.82 Million
1.21% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
22,503
shares
|
$2.82 Million
1.0% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
22,383
shares
|
$2.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
22,356
shares
|
$2.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
22,331
shares
|
$2.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Nov 08, 2024 Q3 2024 |
22,200
shares
|
$2.78 Million
2.18% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
22,151
shares
|
$2.77 Million
1.36% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
22,140
shares
|
$2.77 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
22,091
shares
|
$2.77 Million
1.43% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
22,000
shares
|
$2.75 Million
0.29% of portfolio
|
Q3 2024
Added 238.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
21,958
shares
|
$2.75 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
21,798
shares
|
$2.73 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
21,754
shares
|
$2.72 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,689
shares
|
$2.72 Million
0.14% of portfolio
|
Q2 2022
Reduced 5.3%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
21,630
shares
|
$2.71 Million
0.29% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
21,630
shares
|
$2.71 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
21,607
shares
|
$2.71 Million
0.44% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
21,568
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
21,500
shares
|
$2.69 Million
0.11% of portfolio
|
Q2 2024
Reduced 31.09%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
21,443
shares
|
$2.68 Million
0.58% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
21,391
shares
|
$2.68 Million
1.25% of portfolio
|
Q4 2024
Reduced 3.44%
|