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 |
|---|---|---|---|---|---|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
3,433
shares
|
$429,811
0.5% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
3,425
shares
|
$428,810
0.13% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
3,420
shares
|
$428,184
0.22% of portfolio
|
Q2 2024
Reduced 13.85%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,420
shares
|
$428,184
0.3% of portfolio
|
Q3 2024
Added 31.94%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
3,419
shares
|
$428,058
0.17% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,401
shares
|
$425,805
0.03% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,399
shares
|
$425,554
0.53% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,397
shares
|
$425,304
0.04% of portfolio
|
Q3 2024
Added 18.57%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,394
shares
|
$424,928
0.04% of portfolio
|
Q4 2024
Added 32.63%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
3,380
shares
|
$423,176
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
3,380
shares
|
$423,176
0.07% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
3,373
shares
|
$422,299
0.02% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
3,370
shares
|
$421,924
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,340
shares
|
$418,168
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
3,293
shares
|
$412,283
0.14% of portfolio
|
Q3 2024
Reduced 43.25%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$410,781
0.25% of portfolio
|
Q2 2023
Added 4.03%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
3,280
shares
|
$410,656
0.06% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
3,280
shares
|
$410,656
0.18% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,280
shares
|
$410,656
0.02% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
3,250
shares
|
$406,900
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
3,248
shares
|
$406,649
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,244
shares
|
$406,148
0.15% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
3,242
shares
|
$405,898
0.09% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
3,235
shares
|
$405,022
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
3,226
shares
|
$403,895
0.03% of portfolio
|
Q4 2024
Added 4.2%
|