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 |
|---|---|---|---|---|---|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,275
shares
|
$660,430
0.16% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,257
shares
|
$658,176
0.01% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
5,193
shares
|
$650,163
0.24% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,192
shares
|
$650,038
0.03% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
5,187
shares
|
$649,412
0.01% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,173
shares
|
$647,659
0.42% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
5,154
shares
|
$645,280
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,116
shares
|
$640,523
0.02% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,106
shares
|
$639,271
0.02% of portfolio
|
Q4 2024
Added 24.17%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
5,089
shares
|
$637,142
0.08% of portfolio
|
Q4 2024
Added 1401.18%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
5,070
shares
|
$634,764
0.61% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,061
shares
|
$633,637
0.54% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
5,051
shares
|
$632,385
0.07% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,989
shares
|
$624,622
0.03% of portfolio
|
Q4 2024
Added 78.05%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
4,945
shares
|
$619,114
0.03% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,944
shares
|
$618,988
0.04% of portfolio
|
Q4 2023
Added 7.18%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
4,934
shares
|
$617,736
0.24% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,906
shares
|
$614,231
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,890
shares
|
$612,228
0.2% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,855
shares
|
$607,846
0.23% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,851
shares
|
$607,345
0.03% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
4,815
shares
|
$602,838
0.34% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,813
shares
|
$602,587
0.04% of portfolio
|
Q3 2024
Added 47.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,805
shares
|
$601,586
0.08% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,803
shares
|
$601,335
0.21% of portfolio
|
Q3 2024
Added 4.46%
|