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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,111
shares
|
$1.52 Million
0.15% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,030
shares
|
$1.51 Million
0.15% of portfolio
|
Q2 2023
Reduced 6.25%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$1.5 Million
0.62% of portfolio
|
Q2 2019
Added 300.0%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
11,983
shares
|
$1.5 Million
1.75% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
11,940
shares
|
$1.49 Million
0.14% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
11,852
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
Reduced 31.21%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
11,781
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2024
Reduced 31.06%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
11,780
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
11,697
shares
|
$1.46 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,680
shares
|
$1.46 Million
1.05% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,622
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 8027.27%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
11,520
shares
|
$1.44 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,473
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
11,456
shares
|
$1.43 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
11,357
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2024
Reduced 14.51%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
11,342
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.08%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
11,324
shares
|
$1.42 Million
1.06% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
11,288
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 70.16%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
11,175
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
11,108
shares
|
$1.39 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,104
shares
|
$1.39 Million
0.11% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
11,064
shares
|
$1.39 Million
0.57% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
11,056
shares
|
$1.38 Million
0.21% of portfolio
|
Q2 2024
Added 22.17%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
11,051
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
Added 34.72%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
10,980
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.95%
|