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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,535
shares
|
$192,182
0.02% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
1,530
shares
|
$191,556
0.02% of portfolio
|
Q3 2024
Reduced 69.25%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
1,526
shares
|
$191,055
0.1% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
1,526
shares
|
$191,055
0.3% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
1,525
shares
|
$190,930
0.05% of portfolio
|
Q1 2024
Reduced 9.23%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
1,523
shares
|
$190,679
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
1,522
shares
|
$190,554
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
1,514
shares
|
$189,552
0.16% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
1,508
shares
|
$188,801
0.01% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
1,496
shares
|
$187,299
0.07% of portfolio
|
Q4 2024
Reduced 32.97%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
1,496
shares
|
$187,299
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,487
shares
|
$186,172
0.07% of portfolio
|
Q4 2024
Reduced 50.53%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
1,480
shares
|
$185,296
0.01% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
1,467
shares
|
$183,668
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
1,467
shares
|
$183,668
0.24% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
1,451
shares
|
$181,665
0.0% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,438
shares
|
$180,037
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,431
shares
|
$179,161
0.01% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
1,427
shares
|
$178,660
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,425
shares
|
$178,410
0.01% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
1,425
shares
|
$178,410
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
1,418
shares
|
$177,533
0.04% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
1,414
shares
|
$177,032
0.01% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,413
shares
|
$176,907
0.21% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,411
shares
|
$176,657
0.03% of portfolio
|
Q3 2024
Reduced 8.08%
|