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 |
|---|---|---|---|---|---|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,255
shares
|
$157,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,255
shares
|
$157,126
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,251
shares
|
$156,625
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$156,500
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,248
shares
|
$156,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
1,241
shares
|
$155,373
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
1,228
shares
|
$153,745
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,227
shares
|
$153,620
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,225
shares
|
$153,370
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
1,220
shares
|
$152,744
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
1,212
shares
|
$151,742
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
1,208
shares
|
$151,241
0.08% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
1,201
shares
|
$150,365
0.15% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,200
shares
|
$150,240
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
1,200
shares
|
$150,240
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1,199
shares
|
$150,114
0.0% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
1,196
shares
|
$149,739
0.0% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
1,183
shares
|
$148,111
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,180
shares
|
$147,736
0.05% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$147,610
0.01% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,178
shares
|
$147,485
0.1% of portfolio
|
Q1 2024
Reduced 14.51%
|