Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,965 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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
8,352
shares
|
$1.05 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,349
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2020
Added 9.36%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,347
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 59.09%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
8,280
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
8,269
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
8,225
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
8,193
shares
|
$1.03 Million
0.94% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
8,180
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
8,169
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
8,165
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,159
shares
|
$1.02 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
8,139
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,106
shares
|
$1.01 Million
0.13% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,069
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,067
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
8,057
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
8,056
shares
|
$1.01 Million
0.33% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
8,022
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 32.44%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
7,990
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
7,945
shares
|
$994,714
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
7,935
shares
|
$993,462
0.52% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,910
shares
|
$990,332
0.02% of portfolio
|
Q3 2024
Reduced 73.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,875
shares
|
$985,950
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
7,862
shares
|
$984,322
0.05% of portfolio
|
Q4 2022
Added 5.66%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
7,838
shares
|
$981,317
0.01% of portfolio
|
Q3 2024
Added 0.54%
|