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 |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
15,308
shares
|
$1.92 Million
0.11% of portfolio
|
Q4 2024
Reduced 37.06%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
15,157
shares
|
$1.9 Million
0.34% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
15,073
shares
|
$1.89 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
15,009
shares
|
$1.88 Million
1.3% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
14,951
shares
|
$1.87 Million
0.55% of portfolio
|
Q4 2024
Added 103.91%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
14,890
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
14,883
shares
|
$1.86 Million
0.52% of portfolio
|
Q3 2024
Reduced 49.49%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
14,863
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,804
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
14,800
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,793
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
14,730
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
14,718
shares
|
$1.84 Million
0.27% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Graphene Investments Sas
Paris, I0 |
Jan 28, 2025 Q4 2024 |
14,700
shares
|
$1.84 Million
2.09% of portfolio
|
Q4 2024
Reduced 26.13%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
14,639
shares
|
$1.83 Million
0.36% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
14,569
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
14,419
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
14,312
shares
|
$1.79 Million
0.82% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,285
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,262
shares
|
$1.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
14,250
shares
|
$1.78 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
14,210
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
14,103
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,000
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 37.39%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,928
shares
|
$1.74 Million
0.02% of portfolio
|
Q4 2024
Added 15.44%
|