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 |
|---|---|---|---|---|---|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
22,537
shares
|
$2.82 Million
0.68% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
22,473
shares
|
$2.81 Million
0.46% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
22,339
shares
|
$2.8 Million
1.02% of portfolio
|
Q3 2024
Reduced 18.38%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
22,331
shares
|
$2.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
22,324
shares
|
$2.79 Million
0.92% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Nov 08, 2024 Q3 2024 |
22,200
shares
|
$2.78 Million
2.18% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
22,152
shares
|
$2.77 Million
1.43% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
22,105
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
22,091
shares
|
$2.77 Million
1.43% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
22,070
shares
|
$2.76 Million
0.1% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
22,000
shares
|
$2.75 Million
0.29% of portfolio
|
Q3 2024
Added 238.46%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,689
shares
|
$2.72 Million
0.14% of portfolio
|
Q2 2022
Reduced 5.3%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
21,630
shares
|
$2.71 Million
0.28% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
21,630
shares
|
$2.71 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
21,607
shares
|
$2.71 Million
0.44% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
21,568
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
21,500
shares
|
$2.69 Million
0.11% of portfolio
|
Q2 2024
Reduced 31.09%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
21,490
shares
|
$2.69 Million
0.31% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
21,443
shares
|
$2.68 Million
0.58% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
21,345
shares
|
$2.67 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,208
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
21,175
shares
|
$2.65 Million
1.41% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
21,104
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2024
Added 27.36%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,077
shares
|
$2.64 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
21,022
shares
|
$2.63 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.99%
|