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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
331
shares
|
$41,441
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
330
shares
|
$41,316
0.06% of portfolio
|
Q4 2023
Reduced 50.6%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
317
shares
|
$39,688
0.02% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
314
shares
|
$39,312
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
309
shares
|
$38,686
0.0% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
305
shares
|
$38,186
0.01% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
302
shares
|
$37,810
0.01% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
300
shares
|
$37,560
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
283
shares
|
$35,431
0.04% of portfolio
|
Q4 2024
Added 349.21%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
277
shares
|
$34,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
272
shares
|
$34,054
0.01% of portfolio
|
Q2 2023
Reduced 35.08%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
266
shares
|
$33,303
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
260
shares
|
$32,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
251
shares
|
$31,425
0.02% of portfolio
|
Q3 2024
Added 904.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
250
shares
|
$31,300
0.01% of portfolio
|
Q1 2023
Reduced 90.91%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
244
shares
|
$30,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
244
shares
|
$30,548
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
242
shares
|
$30,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
240
shares
|
$30,048
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
240
shares
|
$30,048
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
230
shares
|
$28,796
0.0% of portfolio
|
Q3 2024
Added 766.96%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
228
shares
|
$28,545
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
222
shares
|
$27,794
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
221
shares
|
$27,669
0.0% of portfolio
|
Q2 2024
Added 25.57%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
221
shares
|
$27,669
0.03% of portfolio
|
Q4 2024
Reduced 54.24%
|