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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,206
shares
|
$276,191
0.04% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
2,204
shares
|
$275,940
0.33% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
2,201
shares
|
$275,565
0.03% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
2,188
shares
|
$273,937
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
2,184
shares
|
$273,436
0.04% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,183
shares
|
$273,311
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,181
shares
|
$273,061
0.02% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,181
shares
|
$273,061
0.03% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,177
shares
|
$272,560
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,173
shares
|
$272,059
0.05% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
2,173
shares
|
$272,059
0.08% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
2,172
shares
|
$271,934
0.22% of portfolio
|
Q4 2024
Added 48.56%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,168
shares
|
$271,433
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
2,161
shares
|
$270,557
0.1% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,160
shares
|
$270,432
0.15% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
2,158
shares
|
$270,181
0.08% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
2,150
shares
|
$269,180
0.14% of portfolio
|
Q1 2024
Added 16.22%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
2,150
shares
|
$269,180
1.8% of portfolio
|
Q4 2024
Reduced 97.98%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,148
shares
|
$268,929
0.16% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
2,139
shares
|
$267,802
0.14% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,138
shares
|
$267,677
0.01% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,136
shares
|
$267,427
0.0% of portfolio
|
Q4 2024
Reduced 28.68%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
2,135
shares
|
$267,302
0.04% of portfolio
|
Q3 2024
Reduced 23.34%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,134
shares
|
$267,176
0.01% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,132
shares
|
$266,926
0.05% of portfolio
|
Q1 2024
New holding
|