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 |
|---|---|---|---|---|---|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
46,322
shares
|
$5.8 Million
0.94% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
46,176
shares
|
$5.78 Million
3.02% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
M. Kraus & CO
|
Oct 11, 2024 Q3 2024 |
45,947
shares
|
$5.75 Million
1.86% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
45,810
shares
|
$5.74 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Nov 14, 2024 Q3 2024 |
45,259
shares
|
$5.67 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
45,113
shares
|
$5.65 Million
0.49% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
45,035
shares
|
$5.64 Million
2.15% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
44,933
shares
|
$5.63 Million
0.02% of portfolio
|
Q3 2024
Added 103.83%
|
|
|
Ayrshire Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
44,909
shares
|
$5.62 Million
2.82% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
44,759
shares
|
$5.6 Million
1.11% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
44,365
shares
|
$5.55 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
44,076
shares
|
$5.52 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
44,030
shares
|
$5.51 Million
0.13% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
43,711
shares
|
$5.47 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
43,633
shares
|
$5.46 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
43,508
shares
|
$5.45 Million
0.18% of portfolio
|
Q3 2024
Added 222.66%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,441
shares
|
$5.44 Million
0.02% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
43,016
shares
|
$5.39 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
42,999
shares
|
$5.38 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
42,830
shares
|
$5.36 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Veri Star Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
42,154
shares
|
$5.28 Million
7.6% of portfolio
|
Q3 2024
Reduced 62.26%
|
|
|
Marshall & Sullivan Inc
|
Oct 09, 2024 Q3 2024 |
42,142
shares
|
$5.28 Million
2.66% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
42,138
shares
|
$5.28 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
41,436
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2024
Added 27.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
41,355
shares
|
$5.18 Million
0.06% of portfolio
|
Q3 2024
New holding
|