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 |
|---|---|---|---|---|---|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
3,635
shares
|
$455,102
0.13% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,614
shares
|
$452,472
0.0% of portfolio
|
Q4 2022
Added 6.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,614
shares
|
$452,472
0.53% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
3,599
shares
|
$450,594
0.1% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
3,585
shares
|
$448,842
0.31% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,581
shares
|
$448,341
0.04% of portfolio
|
Q4 2022
Added 1.16%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
3,579
shares
|
$448,090
0.01% of portfolio
|
Q4 2024
Reduced 66.77%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
3,576
shares
|
$447,715
0.01% of portfolio
|
Q4 2024
Added 70.12%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
3,575
shares
|
$447,590
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,566
shares
|
$446,463
0.01% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,564
shares
|
$446,212
0.02% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
3,558
shares
|
$445,461
0.14% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$444,209
0.06% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,523
shares
|
$441,079
0.01% of portfolio
|
Q4 2022
Reduced 99.06%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
3,520
shares
|
$440,704
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,497
shares
|
$437,824
0.02% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,492
shares
|
$437,198
0.03% of portfolio
|
Q3 2024
Reduced 89.99%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,486
shares
|
$436,447
0.25% of portfolio
|
Q4 2024
Added 186.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,471
shares
|
$434,569
0.01% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,468
shares
|
$434,193
0.07% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
3,467
shares
|
$434,068
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,450
shares
|
$431,940
0.05% of portfolio
|
Q2 2023
Reduced 3.09%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
3,450
shares
|
$431,940
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
3,446
shares
|
$431,439
0.03% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,446
shares
|
$431,439
0.04% of portfolio
|
Q2 2024
Added 17.97%
|