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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
13,922
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 60.08%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
13,899
shares
|
$1.74 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
13,844
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
13,819
shares
|
$1.73 Million
0.42% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
13,810
shares
|
$1.73 Million
0.08% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
13,720
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,637
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2023
Added 2.32%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
13,585
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.35%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
13,576
shares
|
$1.7 Million
0.87% of portfolio
|
Q1 2024
Added 3.09%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
13,553
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 10, 2023 Q4 2022 |
13,542
shares
|
$1.7 Million
1.53% of portfolio
|
Q4 2022
Reduced 1.47%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,513
shares
|
$1.69 Million
0.56% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,416
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2024
Added 20.73%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
13,398
shares
|
$1.68 Million
0.15% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
13,378
shares
|
$1.67 Million
0.72% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
13,328
shares
|
$1.67 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,305
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
13,305
shares
|
$1.67 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
13,300
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,265
shares
|
$1.66 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
13,090
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2024
Added 33.95%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
13,068
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 23.76%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,991
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2023
Added 8.92%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
12,989
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
12,973
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 12.16%
|