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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$250,400
0.04% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$250,400
0.04% of portfolio
|
Q3 2024
Reduced 24.53%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$250,400
0.01% of portfolio
|
Q4 2020
Reduced 22.48%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,988
shares
|
$248,897
0.03% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,982
shares
|
$248,146
0.04% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,980
shares
|
$247,896
0.01% of portfolio
|
Q3 2024
Reduced 95.2%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,972
shares
|
$246,894
0.03% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,969
shares
|
$246,518
0.09% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,946
shares
|
$243,639
0.01% of portfolio
|
Q4 2024
Added 29.22%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,939
shares
|
$242,762
0.11% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
1,937
shares
|
$242,512
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,935
shares
|
$242,262
0.2% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
1,934
shares
|
$242,136
0.0% of portfolio
|
Q4 2024
Reduced 26.91%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,930
shares
|
$241,636
0.05% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
1,917
shares
|
$240,008
0.09% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
1,902
shares
|
$238,130
0.03% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
1,902
shares
|
$238,130
0.02% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Highlander Partners, L.P.
|
Feb 06, 2025 Q4 2024 |
1,900
shares
|
$237,880
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,882
shares
|
$235,626
0.01% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
1,879
shares
|
$235,250
0.01% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,870
shares
|
$234,124
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
1,852
shares
|
$231,870
0.37% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
1,848
shares
|
$231,369
0.08% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
1,838
shares
|
$230,117
0.11% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,834
shares
|
$229,616
0.0% of portfolio
|
Q4 2024
Reduced 10.88%
|