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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,763
shares
|
$596,327
0.04% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
4,760
shares
|
$595,952
0.03% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,725
shares
|
$591,570
0.04% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,722
shares
|
$591,194
0.24% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
4,715
shares
|
$590,318
0.26% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,686
shares
|
$586,687
0.12% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,664
shares
|
$583,932
0.2% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,656
shares
|
$582,931
0.06% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,611
shares
|
$577,297
0.12% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
4,600
shares
|
$575,920
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
4,583
shares
|
$573,791
0.17% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,578
shares
|
$573,165
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
4,553
shares
|
$570,035
0.18% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,545
shares
|
$569,034
0.1% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,542
shares
|
$568,658
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,541
shares
|
$568,533
0.01% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,533
shares
|
$567,531
0.02% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,510
shares
|
$564,652
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,505
shares
|
$564,026
0.05% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
4,496
shares
|
$562,899
0.46% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4,490
shares
|
$562,148
0.15% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,490
shares
|
$562,148
0.01% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,486
shares
|
$561,647
0.08% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,425
shares
|
$554,010
0.13% of portfolio
|
Q2 2024
Reduced 10.64%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
4,414
shares
|
$552,632
0.17% of portfolio
|
Q4 2024
Reduced 2.06%
|