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 |
---|---|---|---|---|---|
Acadian Asset Management LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
20,405
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2024
Reduced 63.98%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
20,286
shares
|
$2.54 Million
0.08% of portfolio
|
Q2 2024
Added 13.6%
|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
20,276
shares
|
$2.54 Million
0.16% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
Albert D Mason Inc
|
Jul 16, 2024 Q2 2024 |
20,266
shares
|
$2.54 Million
2.07% of portfolio
|
Q2 2024
Added 0.01%
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 12, 2024 Q2 2024 |
20,203
shares
|
$2.53 Million
0.78% of portfolio
|
Q2 2024
Added 10.34%
|
|
Campbell Newman Asset Management Inc
|
Jul 18, 2024 Q2 2024 |
20,192
shares
|
$2.53 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Ellenbecker Investment Group
|
Jul 11, 2024 Q2 2024 |
20,132
shares
|
$2.52 Million
0.51% of portfolio
|
Q4 2023
Added 4.37%
|
|
Eads & Heald Wealth Management
|
Jul 23, 2024 Q2 2024 |
20,100
shares
|
$2.52 Million
1.22% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
Chartwell Investment Partners, LLC
|
Aug 08, 2024 Q2 2024 |
20,035
shares
|
$2.51 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2024 Q2 2024 |
20,000
shares
|
$2.5 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
Everence Capital Management Inc
|
Jul 03, 2024 Q2 2024 |
19,746
shares
|
$2.47 Million
0.21% of portfolio
|
Q4 2022
Reduced 7.58%
|
|
Investment Research & Advisory Group, Inc.
|
Jul 30, 2024 Q2 2024 |
19,658
shares
|
$2.46 Million
1.09% of portfolio
|
Q2 2024
Added 2.29%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
19,595
shares
|
$2.45 Million
0.98% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,566
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2022
Added 493.81%
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
19,502
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
La Fleur & Godfrey LLC
|
Jul 23, 2024 Q2 2024 |
19,461
shares
|
$2.44 Million
0.36% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
Consolidated Planning Corp
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
19,409
shares
|
$2.43 Million
0.44% of portfolio
|
Q2 2024
Added 7.37%
|
|
Trinity Financial Advisors LLC
|
Jul 10, 2024 Q2 2024 |
19,376
shares
|
$2.43 Million
1.11% of portfolio
|
Q4 2023
Reduced 13.88%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,258
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
Klcm Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
19,223
shares
|
$2.41 Million
0.3% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
19,210
shares
|
$2.41 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
19,207
shares
|
$2.4 Million
0.06% of portfolio
|
Q2 2024
Added 0.66%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
19,177
shares
|
$2.4 Million
0.24% of portfolio
|
Q2 2024
Added 37.15%
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2024 Q2 2024 |
19,143
shares
|
$2.4 Million
0.07% of portfolio
|
Q2 2024
Added 21.6%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,111
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2024
Reduced 91.62%
|