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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
2,376
shares
|
$297,475
0.16% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
2,368
shares
|
$296,473
0.07% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,361
shares
|
$295,597
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,361
shares
|
$295,597
0.02% of portfolio
|
Q4 2024
Reduced 99.51%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
2,350
shares
|
$294,220
0.06% of portfolio
|
Q4 2024
Added 25.8%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,344
shares
|
$293,468
0.02% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,344
shares
|
$293,468
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
2,334
shares
|
$292,216
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
2,322
shares
|
$290,714
0.08% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,319
shares
|
$290,338
0.02% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,317
shares
|
$290,088
0.1% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
2,313
shares
|
$289,587
0.27% of portfolio
|
Q3 2023
Reduced 69.38%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
2,299
shares
|
$287,834
0.06% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,297
shares
|
$287,584
0.04% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
2,295
shares
|
$287,334
0.07% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
2,292
shares
|
$286,958
0.03% of portfolio
|
Q2 2023
Reduced 3.0%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,282
shares
|
$285,706
0.22% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,256
shares
|
$282,451
0.02% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,255
shares
|
$282,326
0.1% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,250
shares
|
$281,700
0.03% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,244
shares
|
$280,948
0.05% of portfolio
|
Q3 2023
Added 17.36%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,243
shares
|
$280,823
0.03% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,229
shares
|
$279,070
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
2,219
shares
|
$277,818
0.11% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,210
shares
|
$276,692
0.02% of portfolio
|
Q4 2024
New holding
|