Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,870 institutions that hold shares in the stock, with a total of 485 Million shares, which have been reported (via 13F filing form) to have a value of $60.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
87,094
shares
|
$10.9 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
86,391
shares
|
$10.8 Million
0.06% of portfolio
|
Q3 2024
Added 24.86%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
85,650
shares
|
$10.7 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
85,412
shares
|
$10.7 Million
0.07% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
85,371
shares
|
$10.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
85,181
shares
|
$10.7 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
85,160
shares
|
$10.7 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
84,552
shares
|
$10.6 Million
2.98% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
84,121
shares
|
$10.5 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
83,940
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
83,843
shares
|
$10.5 Million
2.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
83,471
shares
|
$10.5 Million
0.37% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2024 Q3 2024 |
82,736
shares
|
$10.4 Million
1.93% of portfolio
|
Q3 2024
Reduced 27.42%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
82,507
shares
|
$10.3 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
82,466
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
82,028
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
81,613
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
81,143
shares
|
$10.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
81,032
shares
|
$10.1 Million
0.04% of portfolio
|
Q4 2023
Reduced 38.61%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
80,587
shares
|
$10.1 Million
0.57% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
80,580
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2024
Added 38.06%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
80,578
shares
|
$10.1 Million
2.69% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
80,350
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
80,294
shares
|
$10.1 Million
1.13% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
79,878
shares
|
$10 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.5%
|