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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
19,664
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2024
Reduced 75.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
19,612
shares
|
$2.46 Million
0.12% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
19,575
shares
|
$2.45 Million
0.06% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,566
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2022
Added 493.81%
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
19,561
shares
|
$2.45 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
19,502
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
19,475
shares
|
$2.44 Million
0.03% of portfolio
|
Q4 2024
Added 655.43%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,320
shares
|
$2.42 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,258
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
19,168
shares
|
$2.4 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
19,161
shares
|
$2.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
19,014
shares
|
$2.38 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
19,000
shares
|
$2.38 Million
0.69% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
18,752
shares
|
$2.35 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
18,529
shares
|
$2.32 Million
0.04% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
18,285
shares
|
$2.29 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
18,246
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
18,116
shares
|
$2.27 Million
0.31% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
18,114
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,107
shares
|
$2.27 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
18,069
shares
|
$2.26 Million
0.14% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
17,959
shares
|
$2.25 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
17,945
shares
|
$2.25 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
17,877
shares
|
$2.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,620
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2023
Added 117.93%
|