Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,761 institutions that hold shares in the stock, with a total of 520 Million shares, which have been reported (via 13F filing form) to have a value of $65.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Patton Albertson Miller Group, LLC
|
Apr 24, 2024 Q1 2024 |
45,859
shares
|
$5.74 Million
0.87% of portfolio
|
Q1 2024
Added 6.57%
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
45,709
shares
|
$5.72 Million
1.27% of portfolio
|
Q1 2024
Added 5.6%
|
|
Kentucky Retirement Systems
Frankfort, KY |
May 15, 2024 Q1 2024 |
45,580
shares
|
$5.71 Million
0.17% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
Karpas Strategies, LLC
|
May 06, 2024 Q1 2024 |
45,275
shares
|
$5.67 Million
2.15% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 10, 2024 Q1 2024 |
44,993
shares
|
$5.63 Million
0.01% of portfolio
|
Q1 2024
Added 14.49%
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
44,667
shares
|
$5.59 Million
0.11% of portfolio
|
Q1 2024
Added 26.97%
|
|
First Western Trust Bank
Denver, CO |
May 16, 2024 Q1 2024 |
44,633
shares
|
$5.59 Million
0.25% of portfolio
|
Q1 2024
Reduced 3.24%
|
|
Thompson Investment Management, Inc.
|
Jul 08, 2024 Q2 2024 |
44,609
shares
|
$5.59 Million
0.89% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 12, 2024 Q2 2024 |
44,464
shares
|
$5.57 Million
0.96% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
Heritage Trust CO
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
43,832
shares
|
$5.49 Million
0.74% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Resources Management Corp
West Hartford, CT |
May 15, 2024 Q1 2024 |
43,622
shares
|
$5.46 Million
1.02% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
John G Ullman & Associates Inc
|
May 06, 2024 Q1 2024 |
43,451
shares
|
$5.44 Million
0.86% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
43,444
shares
|
$5.44 Million
0.04% of portfolio
|
Q1 2024
Added 2.82%
|
|
Rmb Capital Management, LLC
|
May 14, 2024 Q1 2024 |
43,266
shares
|
$5.42 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Marshall & Sullivan Inc
|
Jul 12, 2024 Q2 2024 |
43,073
shares
|
$5.39 Million
2.81% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Baker Ellis Asset Management LLC
|
Jul 09, 2024 Q2 2024 |
43,070
shares
|
$5.39 Million
0.82% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
42,999
shares
|
$5.38 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2024 Q1 2024 |
42,867
shares
|
$5.37 Million
1.97% of portfolio
|
Q1 2024
Added 4.56%
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 10, 2024 Q1 2024 |
42,631
shares
|
$5.34 Million
0.08% of portfolio
|
Q1 2024
Reduced 43.15%
|
|
First National Bank Of Omaha
Omaha, NE |
May 10, 2024 Q1 2024 |
42,395
shares
|
$5.31 Million
0.35% of portfolio
|
Q1 2024
Added 3.53%
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
May 14, 2024 Q1 2024 |
42,257
shares
|
$5.29 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
41,561
shares
|
$5.2 Million
0.07% of portfolio
|
Q1 2024
Added 11.01%
|
|
Cmh Wealth Management LLC
|
Jul 11, 2024 Q2 2024 |
41,350
shares
|
$5.18 Million
1.28% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 14, 2024 Q1 2024 |
41,021
shares
|
$5.14 Million
0.88% of portfolio
|
Q1 2024
Added 58.44%
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
40,498
shares
|
$5.07 Million
0.93% of portfolio
|
Q2 2024
Added 22.75%
|