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 |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
2,550
shares
|
$319,260
0.12% of portfolio
|
Q4 2024
Reduced 78.98%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,546
shares
|
$318,759
0.06% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,542
shares
|
$318,258
0.13% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
2,541
shares
|
$318,133
0.05% of portfolio
|
Q2 2024
Reduced 37.04%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
2,520
shares
|
$315,504
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,507
shares
|
$313,876
0.05% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
2,486
shares
|
$311,247
0.08% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,480
shares
|
$310,496
0.03% of portfolio
|
Q3 2024
Reduced 93.17%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,477
shares
|
$310,120
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
2,458
shares
|
$307,741
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,455
shares
|
$307,366
0.45% of portfolio
|
Q1 2024
Reduced 6.48%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,448
shares
|
$306,489
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,440
shares
|
$305,488
0.03% of portfolio
|
Q1 2023
Reduced 1.77%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,435
shares
|
$304,862
0.02% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
2,431
shares
|
$304,361
0.05% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,424
shares
|
$303,484
0.02% of portfolio
|
Q3 2024
Added 25.53%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,413
shares
|
$302,107
0.03% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,413
shares
|
$302,107
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$301,732
0.0% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$301,732
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
2,400
shares
|
$300,480
0.01% of portfolio
|
Q1 2024
Reduced 8.68%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
2,400
shares
|
$300,480
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,387
shares
|
$298,852
0.08% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,385
shares
|
$298,602
0.01% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
2,383
shares
|
$298,351
0.35% of portfolio
|
Q4 2024
Reduced 0.58%
|