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 |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
20,752
shares
|
$2.6 Million
0.57% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
20,664
shares
|
$2.59 Million
0.15% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
20,652
shares
|
$2.59 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
20,521
shares
|
$2.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
20,426
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
Added 2305.89%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
20,323
shares
|
$2.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
20,322
shares
|
$2.54 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
20,243
shares
|
$2.53 Million
0.31% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
20,035
shares
|
$2.51 Million
0.45% of portfolio
|
Q3 2024
Added 71.17%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
20,000
shares
|
$2.5 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
19,997
shares
|
$2.5 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
19,940
shares
|
$2.5 Million
0.22% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Graphene Investments Sas
Paris, I0 |
Oct 15, 2024 Q3 2024 |
19,900
shares
|
$2.49 Million
2.29% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
19,869
shares
|
$2.49 Million
1.06% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
19,746
shares
|
$2.47 Million
0.26% of portfolio
|
Q4 2022
Reduced 7.58%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
19,736
shares
|
$2.47 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
19,710
shares
|
$2.47 Million
1.08% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
19,664
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2024
Reduced 75.15%
|
|
|
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%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,320
shares
|
$2.42 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
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%
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
19,192
shares
|
$2.4 Million
1.87% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
19,161
shares
|
$2.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
19,062
shares
|
$2.39 Million
0.05% of portfolio
|
Q3 2024
Added 18.02%
|