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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,151
shares
|
$519,705
0.17% of portfolio
|
Q4 2024
Added 542.57%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
4,141
shares
|
$518,453
0.05% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,126
shares
|
$516,575
0.04% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
4,123
shares
|
$516,199
0.12% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
4,122
shares
|
$516,074
0.13% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,109
shares
|
$514,446
0.07% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
4,108
shares
|
$514,321
0.1% of portfolio
|
Q4 2024
Added 79.39%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
4,071
shares
|
$509,689
0.08% of portfolio
|
Q4 2024
Reduced 36.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
4,070
shares
|
$509,564
0.01% of portfolio
|
Q4 2024
Reduced 21.75%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
4,046
shares
|
$506,559
0.03% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
4,036
shares
|
$505,307
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
4,025
shares
|
$503,930
0.01% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
4,019
shares
|
$503,178
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,018
shares
|
$503,053
0.09% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,006
shares
|
$501,551
0.03% of portfolio
|
Q4 2023
Added 2.32%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
4,006
shares
|
$501,551
0.09% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$500,800
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,990
shares
|
$499,548
0.03% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,979
shares
|
$498,170
0.01% of portfolio
|
Q4 2024
Reduced 44.99%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
3,972
shares
|
$497,294
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,957
shares
|
$495,416
0.01% of portfolio
|
Q3 2024
Reduced 75.82%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
3,948
shares
|
$494,289
0.36% of portfolio
|
Q3 2024
Added 187.96%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
3,932
shares
|
$492,286
0.37% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,921
shares
|
$490,909
0.01% of portfolio
|
Q4 2024
Added 91.83%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
3,911
shares
|
$489,657
0.14% of portfolio
|
Q4 2024
Reduced 2.15%
|