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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
7,829
shares
|
$980,190
0.02% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,782
shares
|
$974,306
0.05% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
7,773
shares
|
$973,179
0.18% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,773
shares
|
$973,179
0.07% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
7,752
shares
|
$970,550
0.68% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
7,682
shares
|
$961,786
0.08% of portfolio
|
Q4 2022
Added 245.26%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
7,676
shares
|
$961,035
0.13% of portfolio
|
Q4 2024
Reduced 44.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
7,661
shares
|
$959,157
0.02% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
7,649
shares
|
$957,654
0.07% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,642
shares
|
$956,778
0.03% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,634
shares
|
$955,776
0.23% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
7,595
shares
|
$950,894
0.63% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7,579
shares
|
$948,890
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
7,559
shares
|
$946,386
0.29% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,524
shares
|
$942,004
0.26% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
7,443
shares
|
$931,863
0.6% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
7,409
shares
|
$927,606
0.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
7,408
shares
|
$927,481
0.02% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
7,406
shares
|
$927,231
0.26% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,392
shares
|
$925,478
0.34% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
7,360
shares
|
$921,472
0.03% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
7,339
shares
|
$918,842
0.07% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
7,332
shares
|
$917,966
0.37% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,312
shares
|
$915,462
0.03% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,296
shares
|
$913,459
0.06% of portfolio
|
Q4 2024
Reduced 1.02%
|