Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,794 institutions that hold shares in the stock, with a total of 514 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First National Bank Of Omaha
Omaha, NE |
Aug 15, 2024 Q2 2024 |
29,850
shares
|
$3.74 Million
0.26% of portfolio
|
Q2 2024
Reduced 29.59%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
29,826
shares
|
$3.73 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
29,732
shares
|
$3.72 Million
0.06% of portfolio
|
Q2 2024
Reduced 28.46%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
29,651
shares
|
$3.71 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
29,482
shares
|
$3.69 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Aug 13, 2024 Q2 2024 |
29,467
shares
|
$3.69 Million
0.66% of portfolio
|
Q2 2024
Reduced 30.27%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
28,872
shares
|
$3.61 Million
0.32% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
28,866
shares
|
$3.61 Million
0.05% of portfolio
|
Q2 2024
Reduced 52.92%
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
28,863
shares
|
$3.61 Million
0.09% of portfolio
|
Q4 2022
New holding
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
28,820
shares
|
$3.61 Million
0.02% of portfolio
|
Q2 2023
Reduced 45.68%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
28,590
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2024
Added 5.49%
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 25, 2024 Q2 2024 |
28,588
shares
|
$3.58 Million
1.35% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 13, 2024 Q2 2024 |
28,580
shares
|
$3.58 Million
0.04% of portfolio
|
Q2 2024
Added 2.9%
|
|
Robbins Farley LLC
Manchester, NH |
Jul 16, 2024 Q2 2024 |
28,514
shares
|
$3.57 Million
1.92% of portfolio
|
Q2 2024
Added 28.04%
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Aug 06, 2024 Q2 2024 |
28,463
shares
|
$3.56 Million
1.26% of portfolio
|
Q2 2024
Added 0.11%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
28,439
shares
|
$3.56 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Jul 31, 2024 Q2 2024 |
28,242
shares
|
$3.54 Million
3.23% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
28,085
shares
|
$3.52 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Dempze Nancy E
|
Aug 12, 2024 Q2 2024 |
28,084
shares
|
$3.52 Million
2.69% of portfolio
|
Q2 2024
Added 0.3%
|
|
Wellington Management Group LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
27,976
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2024
Added 59.25%
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
27,916
shares
|
$3.5 Million
0.26% of portfolio
|
Q2 2024
Added 0.59%
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
27,845
shares
|
$3.49 Million
0.05% of portfolio
|
Q2 2024
Added 5.9%
|
|
Clayton Partners LLC
Berkeley, CA |
Aug 13, 2024 Q2 2024 |
27,786
shares
|
$3.48 Million
3.11% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
27,427
shares
|
$3.43 Million
0.07% of portfolio
|
Q2 2024
Added 0.99%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
27,370
shares
|
$3.43 Million
1.28% of portfolio
|
Q2 2024
Added 9.16%
|