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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,992
shares
|
$374,598
0.04% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,978
shares
|
$372,845
0.24% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,950
shares
|
$369,340
0.02% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
2,949
shares
|
$369,214
0.11% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,940
shares
|
$368,088
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
2,928
shares
|
$366,585
0.01% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,926
shares
|
$366,335
0.09% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,925
shares
|
$366,210
0.1% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,917
shares
|
$365,208
0.04% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
2,915
shares
|
$364,958
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,908
shares
|
$364,081
0.01% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
2,898
shares
|
$362,829
0.11% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
2,863
shares
|
$358,447
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,860
shares
|
$358,072
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
2,859
shares
|
$357,946
0.19% of portfolio
|
Q3 2024
Reduced 58.13%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,858
shares
|
$357,821
0.06% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,857
shares
|
$357,696
0.07% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,851
shares
|
$356,945
0.03% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,842
shares
|
$355,818
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
2,829
shares
|
$354,190
0.1% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
2,813
shares
|
$352,187
0.12% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,790
shares
|
$349,308
0.06% of portfolio
|
Q4 2024
Reduced 73.92%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
2,783
shares
|
$348,431
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,772
shares
|
$347,054
0.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
2,766
shares
|
$346,303
0.04% of portfolio
|
Q4 2024
New holding
|