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 |
|---|---|---|---|---|---|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
21,345
shares
|
$2.67 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,208
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
21,175
shares
|
$2.65 Million
1.41% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
21,104
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2024
Added 27.36%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,077
shares
|
$2.64 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
20,861
shares
|
$2.61 Million
0.25% of portfolio
|
Q4 2024
Added 843.94%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
20,752
shares
|
$2.6 Million
0.57% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
20,688
shares
|
$2.59 Million
0.05% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
20,621
shares
|
$2.58 Million
0.06% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
20,450
shares
|
$2.56 Million
0.25% of portfolio
|
Q4 2024
Added 104.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
20,426
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
Added 2305.89%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
20,396
shares
|
$2.55 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
20,367
shares
|
$2.55 Million
0.04% of portfolio
|
Q4 2024
Added 30.37%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
20,322
shares
|
$2.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
20,322
shares
|
$2.54 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,152
shares
|
$2.52 Million
0.03% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
20,123
shares
|
$2.52 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
20,103
shares
|
$2.52 Million
0.67% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
20,035
shares
|
$2.51 Million
0.45% of portfolio
|
Q3 2024
Added 71.17%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
20,000
shares
|
$2.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
19,958
shares
|
$2.5 Million
0.75% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
19,940
shares
|
$2.5 Million
0.22% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
19,913
shares
|
$2.49 Million
1.65% of portfolio
|
Q4 2024
Reduced 45.91%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
19,803
shares
|
$2.48 Million
0.05% of portfolio
|
Q4 2024
Added 146.92%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
19,746
shares
|
$2.47 Million
0.26% of portfolio
|
Q4 2022
Reduced 7.58%
|