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 |
|---|---|---|---|---|---|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
7,280
shares
|
$911,456
0.13% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
7,224
shares
|
$904,444
0.03% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
7,208
shares
|
$902,441
1.04% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,176
shares
|
$898,435
0.01% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
7,171
shares
|
$897,809
0.45% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
7,115
shares
|
$890,798
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,108
shares
|
$889,921
0.53% of portfolio
|
Q1 2024
Added 13.47%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
7,098
shares
|
$888,669
0.29% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
7,085
shares
|
$887,042
0.08% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
7,072
shares
|
$885,414
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
7,032
shares
|
$880,406
1.01% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
7,007
shares
|
$877,276
0.03% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
6,989
shares
|
$875,022
0.02% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
6,951
shares
|
$870,265
0.33% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
6,939
shares
|
$868,762
0.08% of portfolio
|
Q3 2024
Added 19.47%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
6,839
shares
|
$856,242
0.04% of portfolio
|
Q4 2024
Added 170.42%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
6,835
shares
|
$855,742
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,791
shares
|
$850,233
0.03% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
6,782
shares
|
$849,106
0.08% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
6,770
shares
|
$847,604
0.5% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,765
shares
|
$846,978
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,755
shares
|
$845,726
0.02% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
6,748
shares
|
$844,849
0.64% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,672
shares
|
$835,334
0.08% of portfolio
|
Q2 2024
Added 57.92%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
6,650
shares
|
$832,580
0.05% of portfolio
|
Q4 2024
Reduced 11.25%
|