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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,950
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.16%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
9,913
shares
|
$1.24 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,885
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
9,811
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
9,782
shares
|
$1.22 Million
0.15% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
9,775
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
9,756
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.72%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
9,747
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
9,643
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,506
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,461
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,437
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 49.45%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
9,418
shares
|
$1.18 Million
0.55% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,247
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
9,162
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
9,134
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
Reduced 46.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,111
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
9,098
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,097
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,088
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
9,082
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2024
Added 42.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
9,079
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2022
Reduced 8.88%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
9,034
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
9,022
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.19%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,999
shares
|
$1.13 Million
0.17% of portfolio
|
Q4 2024
Added 0.64%
|