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 |
---|---|---|---|---|---|
Jb Capital LLC
|
Jul 24, 2024 Q2 2024 |
23,967
shares
|
$3 Million
0.19% of portfolio
|
Q2 2024
Added 1.46%
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
23,944
shares
|
$3 Million
0.94% of portfolio
|
Q2 2024
Added 0.44%
|
|
Fulton Bank, N.A.
|
Jul 09, 2024 Q2 2024 |
23,875
shares
|
$2.99 Million
0.27% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
Indiana Trust & Investment Management CO
|
Jul 10, 2024 Q2 2024 |
23,859
shares
|
$2.99 Million
1.11% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
23,599
shares
|
$2.95 Million
0.07% of portfolio
|
Q2 2024
Added 6.27%
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 15, 2024 Q2 2024 |
23,324
shares
|
$2.92 Million
1.6% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
23,321
shares
|
$2.92 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 17, 2024 Q2 2024 |
23,150
shares
|
$2.9 Million
1.12% of portfolio
|
Q1 2024
Added 0.22%
|
|
Becker Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
23,135
shares
|
$2.9 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Alpha Cubed Investments, LLC
|
Jul 15, 2024 Q2 2024 |
23,099
shares
|
$2.89 Million
0.14% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
Van Eck Associates Corp
|
Jul 31, 2024 Q2 2024 |
22,980
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2024
Added 5.11%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
22,852
shares
|
$2.86 Million
1.0% of portfolio
|
Q3 2022
Added 3.48%
|
|
Geneva Partners, LLC
|
Jul 22, 2024 Q2 2024 |
22,721
shares
|
$2.84 Million
1.19% of portfolio
|
Q2 2024
Added 33.35%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
22,678
shares
|
$2.84 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2024 Q2 2024 |
22,666
shares
|
$2.84 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Metis Global Partners, LLC
|
Aug 06, 2024 Q2 2024 |
22,566
shares
|
$2.83 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
Graphene Investments Sas
Paris, I0 |
Jul 19, 2024 Q2 2024 |
22,500
shares
|
$2.82 Million
2.11% of portfolio
|
Q2 2024
New holding
|
|
Peddock Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
22,415
shares
|
$2.81 Million
0.72% of portfolio
|
Q2 2024
Reduced 8.86%
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
22,361
shares
|
$2.8 Million
0.09% of portfolio
|
Q2 2024
Reduced 11.0%
|
|
Trust CO Of Oklahoma
|
Jul 23, 2024 Q2 2024 |
22,247
shares
|
$2.79 Million
0.99% of portfolio
|
Q2 2024
Added 3.29%
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Aug 09, 2024 Q2 2024 |
22,200
shares
|
$2.78 Million
1.4% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
22,064
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2024
Added 133.8%
|
|
Man Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
22,044
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2024
Added 33.54%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
21,990
shares
|
$2.75 Million
0.14% of portfolio
|
Q2 2024
Added 6.64%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
21,950
shares
|
$2.75 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.6%
|