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 |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
51,118
shares
|
$6.4 Million
1.12% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
50,671
shares
|
$6.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Oct 31, 2024 Q3 2024 |
50,611
shares
|
$6.34 Million
3.32% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
50,386
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2024
Added 80.1%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
50,200
shares
|
$6.29 Million
1.08% of portfolio
|
Q3 2024
Added 23.96%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
49,769
shares
|
$6.23 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
49,753
shares
|
$6.23 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
49,516
shares
|
$6.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Brooktree Capital Management
|
Nov 06, 2024 Q3 2024 |
49,340
shares
|
$6.18 Million
5.13% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
49,276
shares
|
$6.17 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
49,229
shares
|
$6.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
49,222
shares
|
$6.16 Million
1.8% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
48,924
shares
|
$6.13 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Palmer Knight CO
|
Oct 31, 2024 Q3 2024 |
48,402
shares
|
$6.06 Million
2.71% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
48,144
shares
|
$6.03 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
48,102
shares
|
$6.02 Million
1.21% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
47,884
shares
|
$6 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,842
shares
|
$5.99 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
47,334
shares
|
$5.93 Million
0.82% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
47,213
shares
|
$5.91 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
46,916
shares
|
$5.87 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
46,820
shares
|
$5.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.3%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
46,800
shares
|
$5.86 Million
3.43% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
46,489
shares
|
$5.82 Million
1.19% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
46,367
shares
|
$5.81 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.86%
|