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 |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,401
shares
|
$551,005
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
4,398
shares
|
$550,629
0.29% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,395
shares
|
$550,254
0.08% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,389
shares
|
$549,502
0.25% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
4,385
shares
|
$549,002
0.04% of portfolio
|
Q3 2024
Added 26.01%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$548,000
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
4,376
shares
|
$547,875
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
4,337
shares
|
$542,992
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
4,328
shares
|
$541,865
0.3% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,324
shares
|
$541,364
0.02% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,308
shares
|
$539,361
0.07% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,308
shares
|
$539,361
0.03% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
4,293
shares
|
$537,483
0.03% of portfolio
|
Q3 2024
Added 87.8%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
4,280
shares
|
$535,856
0.11% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
4,265
shares
|
$533,978
0.0% of portfolio
|
Q2 2024
Added 12.27%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,247
shares
|
$531,724
0.08% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
4,245
shares
|
$531,474
0.02% of portfolio
|
Q4 2024
Added 91.91%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,244
shares
|
$531,348
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,231
shares
|
$529,721
0.04% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,225
shares
|
$528,970
0.02% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
4,200
shares
|
$525,840
0.11% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
4,187
shares
|
$524,212
0.04% of portfolio
|
Q1 2024
Added 16.08%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,178
shares
|
$523,085
0.49% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
4,167
shares
|
$521,708
0.26% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
4,159
shares
|
$520,706
0.08% of portfolio
|
Q3 2024
Reduced 9.88%
|