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 |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,910
shares
|
$489,532
0.17% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
3,909
shares
|
$489,406
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
3,905
shares
|
$488,906
0.12% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
3,900
shares
|
$488,280
0.26% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
3,900
shares
|
$488,280
0.0% of portfolio
|
Q2 2024
Reduced 68.29%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
3,897
shares
|
$487,904
0.05% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
3,889
shares
|
$486,902
0.14% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,882
shares
|
$486,026
0.13% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
3,882
shares
|
$486,026
0.08% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,833
shares
|
$479,891
0.11% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
3,824
shares
|
$478,764
0.02% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
3,818
shares
|
$478,013
0.0% of portfolio
|
Q3 2024
Added 24.73%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
3,805
shares
|
$476,386
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$475,760
0.08% of portfolio
|
Q3 2024
Added 123.79%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
3,800
shares
|
$475,760
0.31% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,799
shares
|
$475,634
0.15% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
3,799
shares
|
$475,634
0.1% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
3,795
shares
|
$475,134
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,773
shares
|
$472,379
0.01% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
3,737
shares
|
$467,872
0.07% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,719
shares
|
$465,618
0.21% of portfolio
|
Q2 2022
Added 34.89%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,703
shares
|
$463,615
0.04% of portfolio
|
Q3 2024
Reduced 34.66%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
3,661
shares
|
$458,357
0.01% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
3,653
shares
|
$457,355
0.04% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
3,640
shares
|
$455,728
0.39% of portfolio
|
Q4 2024
Reduced 2.67%
|