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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
134
shares
|
$16,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
131
shares
|
$16,401
0.01% of portfolio
|
Q3 2024
Added 107.94%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
128
shares
|
$16,025
0.03% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
126
shares
|
$15,775
0.01% of portfolio
|
Q1 2024
Added 133.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
124
shares
|
$15,524
0.0% of portfolio
|
Q4 2021
Reduced 16.78%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
124
shares
|
$15,524
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
123
shares
|
$15,399
0.0% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
119
shares
|
$14,898
0.0% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$14,648
0.01% of portfolio
|
Q4 2020
Reduced 57.76%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
110
shares
|
$13,772
0.0% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
105
shares
|
$13,146
0.01% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
104
shares
|
$13,020
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
104
shares
|
$13,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
103
shares
|
$12,895
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
103
shares
|
$12,895
0.01% of portfolio
|
Q4 2024
Reduced 33.12%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
Reduced 43.82%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2024
Reduced 35.9%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
100
shares
|
$12,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
96
shares
|
$12,019
0.0% of portfolio
|
Q4 2024
Added 31.51%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
94
shares
|
$11,768
0.01% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
93
shares
|
$11,643
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$11,393
0.0% of portfolio
|
Q2 2024
Added 49.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
90
shares
|
$11,268
0.0% of portfolio
|
Q3 2024
New holding
|