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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
90
shares
|
$11,268
0.0% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
90
shares
|
$11,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
90
shares
|
$11,268
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89
shares
|
$11,142
0.0% of portfolio
|
Q2 2022
Reduced 97.97%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
88
shares
|
$11,017
0.01% of portfolio
|
Q2 2022
Added 22.22%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
84
shares
|
$10,516
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
84
shares
|
$10,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
80
shares
|
$10,016
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
80
shares
|
$10,016
0.01% of portfolio
|
Q4 2024
Reduced 68.75%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
76
shares
|
$9,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
74
shares
|
$9,264
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2024
Added 128.13%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
72
shares
|
$9,014
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
67
shares
|
$8,388
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
65
shares
|
$8,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
62
shares
|
$7,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
55
shares
|
$6,886
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
50
shares
|
$6,260
0.0% of portfolio
|
Q3 2023
Reduced 88.89%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
49
shares
|
$6,134
0.0% of portfolio
|
Q2 2024
Reduced 85.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
44
shares
|
$5,508
0.0% of portfolio
|
Q3 2024
Added 51.72%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
43
shares
|
$5,383
0.0% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
41
shares
|
$5,133
0.0% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$5,008
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
40
shares
|
$5,008
0.0% of portfolio
|
Q2 2024
New holding
|