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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
16,539
shares
|
$2.07 Million
0.16% of portfolio
|
Q3 2024
Added 24.83%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,520
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
16,375
shares
|
$2.05 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
16,340
shares
|
$2.05 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
16,307
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2022
Added 65.37%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
16,073
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2021
Added 6.58%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
16,032
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
16,018
shares
|
$2.01 Million
0.14% of portfolio
|
Q4 2022
Added 0.11%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
16,006
shares
|
$2 Million
0.62% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
15,923
shares
|
$1.99 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
15,781
shares
|
$1.98 Million
1.25% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
15,671
shares
|
$1.96 Million
0.21% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
15,622
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
15,591
shares
|
$1.95 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
15,565
shares
|
$1.95 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
15,523
shares
|
$1.94 Million
0.78% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,500
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,432
shares
|
$1.93 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
15,259
shares
|
$1.91 Million
0.9% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
15,148
shares
|
$1.9 Million
0.6% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
15,009
shares
|
$1.88 Million
1.3% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
14,890
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
14,883
shares
|
$1.86 Million
0.52% of portfolio
|
Q3 2024
Reduced 49.49%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
14,863
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,804
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.99%
|