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 |
|---|---|---|---|---|---|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
36,141
shares
|
$4.52 Million
0.76% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
36,018
shares
|
$4.51 Million
1.47% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
35,971
shares
|
$4.5 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
35,792
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
35,764
shares
|
$4.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
35,463
shares
|
$4.44 Million
0.6% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
35,382
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Added 108.07%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
35,354
shares
|
$4.43 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
35,184
shares
|
$4.41 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
35,140
shares
|
$4.4 Million
5.82% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
35,130
shares
|
$4.4 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
34,835
shares
|
$4.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
34,818
shares
|
$4.36 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
34,745
shares
|
$4.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
34,298
shares
|
$4.29 Million
2.13% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
34,099
shares
|
$4.27 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
34,032
shares
|
$4.26 Million
0.05% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,972
shares
|
$4.25 Million
0.13% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
33,657
shares
|
$4.21 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
33,489
shares
|
$4.19 Million
0.91% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
33,154
shares
|
$4.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
33,111
shares
|
$4.15 Million
1.08% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
Nov 12, 2024 Q3 2024 |
33,000
shares
|
$4.13 Million
1.04% of portfolio
|
Q2 2023
Added 3.13%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
32,998
shares
|
$4.13 Million
0.17% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,997
shares
|
$4.13 Million
0.17% of portfolio
|
Q3 2023
Added 13.74%
|