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 |
|---|---|---|---|---|---|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
6,113
shares
|
$765,347
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
6,090
shares
|
$762,468
0.1% of portfolio
|
Q3 2024
Added 130.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
6,087
shares
|
$762,092
0.03% of portfolio
|
Q4 2024
Added 100.1%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
6,075
shares
|
$760,590
0.17% of portfolio
|
Q4 2024
Reduced 23.29%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
6,068
shares
|
$759,713
0.29% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
6,062
shares
|
$758,962
0.03% of portfolio
|
Q4 2024
Reduced 34.44%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
6,021
shares
|
$753,829
0.36% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
6,020
shares
|
$753,704
0.82% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
5,990
shares
|
$749,948
0.17% of portfolio
|
Q3 2024
Added 215.1%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
5,976
shares
|
$748,195
0.52% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,936
shares
|
$743,187
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
5,912
shares
|
$740,182
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
5,866
shares
|
$734,423
0.21% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,843
shares
|
$731,543
0.01% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
5,836
shares
|
$730,667
0.22% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,831
shares
|
$730,041
0.02% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,819
shares
|
$728,538
0.02% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
5,804
shares
|
$726,660
0.04% of portfolio
|
Q4 2023
Reduced 11.23%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,802
shares
|
$726,410
0.06% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,802
shares
|
$726,410
0.02% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,793
shares
|
$725,283
0.03% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,757
shares
|
$720,776
0.13% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
5,749
shares
|
$719,774
0.09% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
5,717
shares
|
$715,768
0.08% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,713
shares
|
$715,267
0.09% of portfolio
|
Q4 2024
Added 125.45%
|