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 |
|---|---|---|---|---|---|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
3,211
shares
|
$402,017
0.08% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
3,208
shares
|
$401,641
0.03% of portfolio
|
Q4 2024
Reduced 40.37%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,200
shares
|
$400,640
0.08% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
3,192
shares
|
$399,638
0.4% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
3,190
shares
|
$399,388
0.04% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
3,186
shares
|
$398,887
0.02% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,163
shares
|
$396,007
0.09% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,158
shares
|
$395,381
0.23% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
3,154
shares
|
$394,880
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,145
shares
|
$393,754
0.05% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,133
shares
|
$392,251
0.02% of portfolio
|
Q4 2024
Added 21.29%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$390,373
0.1% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,107
shares
|
$388,996
0.05% of portfolio
|
Q3 2020
Added 10.73%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
3,100
shares
|
$388,120
0.1% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,099
shares
|
$387,994
0.02% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,098
shares
|
$387,869
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
3,081
shares
|
$385,741
0.02% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
3,080
shares
|
$385,616
0.01% of portfolio
|
Q3 2022
Reduced 11.62%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,069
shares
|
$384,238
0.19% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,060
shares
|
$383,112
0.76% of portfolio
|
Q4 2023
Reduced 16.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,056
shares
|
$382,611
0.01% of portfolio
|
Q3 2024
Added 31.67%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
3,040
shares
|
$380,608
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,035
shares
|
$379,982
0.01% of portfolio
|
Q4 2024
Added 102.06%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
3,030
shares
|
$379,356
0.03% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$375,600
0.38% of portfolio
|
Q3 2024
New holding
|