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 |
---|---|---|---|---|---|
Buttonwood Financial Advisors Inc.
|
Aug 08, 2024 Q2 2024 |
13,605
shares
|
$1.7 Million
0.82% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
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%
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
13,576
shares
|
$1.7 Million
0.87% of portfolio
|
Q1 2024
Added 3.09%
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 10, 2023 Q4 2022 |
13,542
shares
|
$1.7 Million
1.53% of portfolio
|
Q4 2022
Reduced 1.47%
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2024 Q2 2024 |
13,542
shares
|
$1.7 Million
0.32% of portfolio
|
Q2 2024
Added 0.28%
|
|
Weiss Asset Management LP
Boston, MA |
Aug 14, 2024 Q2 2024 |
13,484
shares
|
$1.69 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
13,475
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
13,470
shares
|
$1.69 Million
0.69% of portfolio
|
Q2 2024
Added 4.95%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
13,422
shares
|
$1.68 Million
0.13% of portfolio
|
Q2 2024
Added 2.22%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
13,414
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2024
Added 0.63%
|
|
Hardy Reed LLC
|
Aug 12, 2024 Q2 2024 |
13,378
shares
|
$1.67 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
Veracity Capital LLC
|
Jul 22, 2024 Q2 2024 |
13,358
shares
|
$1.67 Million
0.7% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
13,327
shares
|
$1.67 Million
0.43% of portfolio
|
Q2 2024
Added 1.74%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
13,312
shares
|
$1.67 Million
0.71% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,305
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
Bamco Inc
New York, NY |
Aug 14, 2024 Q2 2024 |
13,300
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,265
shares
|
$1.66 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
13,249
shares
|
$1.66 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
13,158
shares
|
$1.65 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Symmetry Investments LP
|
Aug 13, 2024 Q2 2024 |
13,156
shares
|
$1.65 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
13,140
shares
|
$1.65 Million
0.49% of portfolio
|
Q2 2024
Added 24.03%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
13,088
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2024
Added 21.06%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
13,079
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2024
Added 1.06%
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
13,007
shares
|
$1.63 Million
1.91% of portfolio
|
Q2 2024
Added 12.47%
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 10, 2024 Q2 2024 |
13,000
shares
|
$1.63 Million
0.34% of portfolio
|
Q2 2024
New holding
|