Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,759 institutions that hold shares in the stock, with a total of 519 Million shares, which have been reported (via 13F filing form) to have a value of $65 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
61,224
shares
|
$7.67 Million
0.12% of portfolio
|
Q4 2022
Reduced 9.85%
|
|
Chesley Taft & Associates LLC
|
Apr 15, 2024 Q1 2024 |
60,907
shares
|
$7.63 Million
0.39% of portfolio
|
Q1 2024
Added 0.71%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
60,189
shares
|
$7.54 Million
0.51% of portfolio
|
Q1 2024
Added 1.46%
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
May 15, 2024 Q1 2024 |
60,000
shares
|
$7.51 Million
0.12% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
59,860
shares
|
$7.49 Million
0.03% of portfolio
|
Q1 2024
Reduced 18.46%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
59,769
shares
|
$7.48 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Apr 29, 2024 Q1 2024 |
59,762
shares
|
$7.48 Million
0.82% of portfolio
|
Q1 2024
Reduced 2.31%
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 09, 2024 Q1 2024 |
58,877
shares
|
$7.37 Million
0.12% of portfolio
|
Q1 2024
Added 0.81%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 09, 2024 Q1 2024 |
58,785
shares
|
$7.36 Million
0.64% of portfolio
|
Q1 2024
Added 7.19%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
58,317
shares
|
$7.3 Million
0.15% of portfolio
|
Q1 2024
Reduced 6.89%
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 14, 2024 Q1 2024 |
58,254
shares
|
$7.29 Million
0.02% of portfolio
|
Q1 2024
Added 41.02%
|
|
Gds Wealth Management
|
Apr 24, 2024 Q1 2024 |
58,172
shares
|
$7.28 Million
0.86% of portfolio
|
Q1 2024
Added 19.92%
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2024 Q1 2024 |
58,025
shares
|
$7.26 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.71%
|
|
Diversified Trust CO
|
Apr 18, 2024 Q1 2024 |
57,748
shares
|
$7.23 Million
0.27% of portfolio
|
Q1 2024
Added 25.89%
|
|
Middleton & CO Inc
|
May 14, 2024 Q1 2024 |
57,541
shares
|
$7.2 Million
0.84% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Btc Capital Management, Inc.
|
Apr 10, 2024 Q1 2024 |
57,519
shares
|
$7.2 Million
0.66% of portfolio
|
Q1 2024
Added 8.86%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 08, 2024 Q1 2024 |
57,283
shares
|
$7.17 Million
0.75% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2024 Q1 2024 |
57,018
shares
|
$7.14 Million
0.4% of portfolio
|
Q1 2024
Reduced 16.86%
|
|
Legal Advantage Investments, Inc.
|
Apr 22, 2024 Q1 2024 |
56,737
shares
|
$7.1 Million
4.08% of portfolio
|
Q1 2024
Reduced 14.72%
|
|
Acadian Asset Management LLC
Boston, MA |
May 10, 2024 Q1 2024 |
56,645
shares
|
$7.09 Million
0.03% of portfolio
|
Q1 2024
Added 377.25%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
56,411
shares
|
$7.06 Million
0.01% of portfolio
|
Q1 2024
Added 22.57%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
May 06, 2024 Q1 2024 |
56,198
shares
|
$7.04 Million
0.11% of portfolio
|
Q1 2024
Reduced 34.5%
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
56,185
shares
|
$7.03 Million
0.01% of portfolio
|
Q1 2024
Added 292.65%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
56,017
shares
|
$7.01 Million
0.1% of portfolio
|
Q1 2024
Added 2.95%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
56,016
shares
|
$7.01 Million
0.12% of portfolio
|
Q2 2023
Reduced 17.54%
|