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 |
|---|---|---|---|---|---|
|
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
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,793
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
14,761
shares
|
$1.85 Million
0.73% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
14,596
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
14,439
shares
|
$1.81 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
14,424
shares
|
$1.81 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
14,419
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
14,297
shares
|
$1.79 Million
0.73% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,285
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
14,282
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
14,250
shares
|
$1.78 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
14,210
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
14,124
shares
|
$1.77 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
14,022
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,000
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 37.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
13,922
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 60.08%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
13,893
shares
|
$1.74 Million
0.23% of portfolio
|
Q2 2024
Reduced 18.34%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
13,877
shares
|
$1.74 Million
0.25% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
13,853
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.89%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
13,844
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
13,741
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
13,720
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
13,694
shares
|
$1.71 Million
1.61% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
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%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
13,585
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.35%
|