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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,757
shares
|
$345,176
0.03% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
2,751
shares
|
$344,425
0.03% of portfolio
|
Q4 2024
Added 111.45%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,742
shares
|
$343,298
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.01% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,728
shares
|
$341,545
0.02% of portfolio
|
Q3 2024
Added 48.1%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,726
shares
|
$341,295
0.03% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
2,723
shares
|
$340,919
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,722
shares
|
$340,794
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,720
shares
|
$340,544
0.03% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$338,040
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
2,682
shares
|
$335,786
0.02% of portfolio
|
Q3 2024
Reduced 21.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
2,648
shares
|
$331,529
0.03% of portfolio
|
Q4 2024
Added 124.6%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,644
shares
|
$331,028
0.05% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
2,644
shares
|
$331,028
0.04% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,643
shares
|
$330,903
0.01% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
2,607
shares
|
$326,396
0.08% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,585
shares
|
$323,642
0.09% of portfolio
|
Q3 2023
Reduced 2.01%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
2,582
shares
|
$323,266
0.26% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,579
shares
|
$322,890
0.21% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,576
shares
|
$322,515
0.11% of portfolio
|
Q3 2024
Added 29.64%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,564
shares
|
$321,012
0.17% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
2,564
shares
|
$321,012
0.04% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,557
shares
|
$320,136
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,551
shares
|
$319,385
0.43% of portfolio
|
Q4 2024
Added 4.29%
|