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 |
|---|---|---|---|---|---|
|
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%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
13,553
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
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%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
13,537
shares
|
$1.69 Million
0.65% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,517
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
13,378
shares
|
$1.67 Million
0.72% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
13,378
shares
|
$1.67 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
13,367
shares
|
$1.67 Million
0.29% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
13,322
shares
|
$1.67 Million
0.68% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
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 |
Nov 14, 2024 Q3 2024 |
13,300
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
13,294
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,265
shares
|
$1.66 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
13,068
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 23.76%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,991
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2023
Added 8.92%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
12,973
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
12,929
shares
|
$1.62 Million
0.73% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
12,872
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
12,871
shares
|
$1.61 Million
0.14% of portfolio
|
Q2 2022
Reduced 21.14%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
12,869
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Added 20.14%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
12,850
shares
|
$1.61 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
12,824
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
12,785
shares
|
$1.6 Million
0.09% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
12,770
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
12,638
shares
|
$1.58 Million
0.09% of portfolio
|
Q2 2024
Added 33.1%
|