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 |
|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
19,014
shares
|
$2.38 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
18,928
shares
|
$2.37 Million
0.1% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
18,806
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
18,752
shares
|
$2.35 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
18,569
shares
|
$2.32 Million
1.58% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
18,527
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
18,478
shares
|
$2.31 Million
1.54% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
18,410
shares
|
$2.3 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
18,259
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
18,246
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
18,114
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,107
shares
|
$2.27 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
18,041
shares
|
$2.26 Million
0.31% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
17,992
shares
|
$2.25 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
17,962
shares
|
$2.25 Million
1.71% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
17,877
shares
|
$2.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,620
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2023
Added 117.93%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
17,547
shares
|
$2.2 Million
0.31% of portfolio
|
Q4 2024
Added 20.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
17,314
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2024
Added 332.85%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
17,300
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
17,132
shares
|
$2.14 Million
0.2% of portfolio
|
Q3 2024
Added 278.11%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
17,089
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
17,046
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 31, 2024 Q3 2024 |
17,000
shares
|
$2.13 Million
0.52% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
16,668
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.43%
|