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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
12,614
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12,604
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
12,577
shares
|
$1.57 Million
1.77% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,538
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
12,536
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
12,396
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.83%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
12,388
shares
|
$1.55 Million
0.82% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,373
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
12,342
shares
|
$1.55 Million
0.33% of portfolio
|
Q3 2024
Reduced 22.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
12,342
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,252
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
12,250
shares
|
$1.53 Million
0.24% of portfolio
|
Q2 2021
Added 0.41%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
12,237
shares
|
$1.53 Million
0.33% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,190
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 285.15%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
12,130
shares
|
$1.52 Million
0.53% of portfolio
|
Q3 2024
Added 17.53%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
12,121
shares
|
$1.52 Million
0.47% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
12,067
shares
|
$1.51 Million
0.16% of portfolio
|
Q1 2024
Added 3.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
12,065
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,030
shares
|
$1.51 Million
0.15% of portfolio
|
Q2 2023
Reduced 6.25%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
12,002
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$1.5 Million
0.62% of portfolio
|
Q2 2019
Added 300.0%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
11,914
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
11,909
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2024
Added 34.63%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
11,852
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
Reduced 31.21%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
11,813
shares
|
$1.48 Million
0.31% of portfolio
|
Q3 2024
Added 2.15%
|