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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
1,178
shares
|
$147,485
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
1,178
shares
|
$147,485
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
1,176
shares
|
$147,235
0.1% of portfolio
|
Q4 2024
Reduced 28.64%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,176
shares
|
$147,235
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
1,175
shares
|
$147,110
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
1,174
shares
|
$146,984
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
1,173
shares
|
$146,859
0.0% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,166
shares
|
$145,983
0.03% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,165
shares
|
$145,858
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
1,161
shares
|
$145,357
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,160
shares
|
$145,232
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,160
shares
|
$145,232
0.02% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
1,154
shares
|
$144,480
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
1,145
shares
|
$143,354
0.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,144
shares
|
$143,228
0.01% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,143
shares
|
$143,103
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,143
shares
|
$143,103
0.02% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,138
shares
|
$142,477
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,137
shares
|
$142,352
0.03% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,135
shares
|
$142,102
0.0% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
1,130
shares
|
$141,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
1,130
shares
|
$141,476
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,125
shares
|
$140,850
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,123
shares
|
$140,599
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,121
shares
|
$140,349
0.12% of portfolio
|
Q3 2024
New holding
|