Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,987 institutions that hold shares in the stock, with a total of 490 Million shares, which have been reported (via 13F filing form) to have a value of $61.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
Feb 07, 2025 Q4 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
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
1,860
shares
|
$232,872
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
1,857
shares
|
$232,496
0.15% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
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%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,830
shares
|
$229,116
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,825
shares
|
$228,490
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
1,818
shares
|
$227,613
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,816
shares
|
$227,363
0.01% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,807
shares
|
$226,236
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,800
shares
|
$225,360
0.05% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
1,799
shares
|
$225,234
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,789
shares
|
$223,982
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
1,782
shares
|
$223,106
0.02% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
1,767
shares
|
$221,228
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,764
shares
|
$220,852
0.01% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,762
shares
|
$220,602
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|