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 |
|---|---|---|---|---|---|
|
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
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,422
shares
|
$178,034
0.02% of portfolio
|
Q4 2024
Reduced 42.66%
|
|
|
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%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
1,408
shares
|
$176,281
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
1,405
shares
|
$175,906
0.09% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$175,280
0.01% of portfolio
|
Q2 2019
Added 40.0%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$175,280
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,398
shares
|
$175,029
0.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,386
shares
|
$173,527
0.01% of portfolio
|
Q3 2024
Reduced 29.18%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
1,380
shares
|
$172,776
0.0% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
1,379
shares
|
$172,650
0.02% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,379
shares
|
$172,650
0.19% of portfolio
|
Q3 2024
Reduced 1.22%
|