Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,795 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 |
---|---|---|---|---|---|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
15,250
shares
|
$1.91 Million
0.08% of portfolio
|
Q2 2024
Added 15.88%
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 06, 2024 Q2 2024 |
15,226
shares
|
$1.91 Million
1.25% of portfolio
|
Q2 2024
Added 1.48%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
15,190
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2024
Added 267.71%
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
15,063
shares
|
$1.89 Million
0.16% of portfolio
|
Q2 2024
Added 58.41%
|
|
Palisade Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
15,002
shares
|
$1.88 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.32%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
14,952
shares
|
$1.87 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Kendall Capital Management
|
Aug 12, 2024 Q2 2024 |
14,878
shares
|
$1.86 Million
0.63% of portfolio
|
Q2 2024
Added 1.57%
|
|
Burney CO
Reston, VA |
Jul 29, 2024 Q2 2024 |
14,863
shares
|
$1.86 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
14,800
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
14,515
shares
|
$1.82 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2024 Q2 2024 |
14,506
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Aug 02, 2024 Q2 2024 |
14,440
shares
|
$1.81 Million
0.78% of portfolio
|
Q2 2024
Added 7.86%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
14,421
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
14,399
shares
|
$1.8 Million
0.27% of portfolio
|
Q2 2024
Added 541.95%
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
14,326
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2024
Added 47.31%
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 18, 2024 Q2 2024 |
14,184
shares
|
$1.78 Million
0.61% of portfolio
|
Q2 2024
Added 1.47%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
14,080
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2024
Added 0.58%
|
|
Legato Capital Management LLC
|
Jul 26, 2024 Q2 2024 |
13,893
shares
|
$1.74 Million
0.24% of portfolio
|
Q2 2024
Reduced 18.34%
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Aug 13, 2024 Q2 2024 |
13,871
shares
|
$1.74 Million
1.48% of portfolio
|
Q2 2024
Reduced 28.9%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
13,863
shares
|
$1.74 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2024 Q2 2024 |
13,844
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Added 2.98%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
13,803
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2024
Added 0.62%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
13,758
shares
|
$1.72 Million
0.14% of portfolio
|
Q2 2024
Added 63.77%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,637
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2023
Added 2.32%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
13,616
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2024
Added 3.95%
|