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 |
---|---|---|---|---|---|
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%
|
|
Alps Advisors Inc
Denver, CO |
Aug 13, 2024 Q2 2024 |
12,967
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2024
Added 4.67%
|
|
Yarbrough Capital, LLC
|
Jul 16, 2024 Q2 2024 |
12,960
shares
|
$1.62 Million
0.07% of portfolio
|
Q4 2023
Added 28.88%
|
|
Burke & Herbert Bank & Trust CO
|
Jul 16, 2024 Q2 2024 |
12,935
shares
|
$1.62 Million
0.42% of portfolio
|
Q2 2024
New holding
|
|
Wahed Invest LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,921
shares
|
$1.62 Million
0.33% of portfolio
|
Q2 2024
Added 10.92%
|
|
Annex Advisory Services, LLC
|
Jul 12, 2024 Q2 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%
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 12, 2024 Q2 2024 |
12,770
shares
|
$1.6 Million
0.08% of portfolio
|
Q2 2024
Added 4.02%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
12,752
shares
|
$1.6 Million
0.15% of portfolio
|
Q2 2024
Added 2.38%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
12,653
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2024
Added 4.29%
|
|
Sabal Trust CO
|
Jul 30, 2024 Q2 2024 |
12,638
shares
|
$1.58 Million
0.09% of portfolio
|
Q2 2024
Added 33.1%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
12,602
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2024
Added 3.24%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
12,479
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2024
Added 0.22%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
12,443
shares
|
$1.56 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
12,276
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
Added 1.95%
|
|
Private Capital Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
12,250
shares
|
$1.53 Million
0.2% of portfolio
|
Q2 2021
Added 0.41%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
12,210
shares
|
$1.53 Million
0.24% of portfolio
|
Q2 2024
Added 17.32%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
12,187
shares
|
$1.53 Million
0.25% of portfolio
|
Q2 2024
Added 24.8%
|
|
Sawyer & Company, Inc
|
Jul 31, 2024 Q2 2024 |
12,144
shares
|
$1.52 Million
0.72% of portfolio
|
Q2 2024
Added 1.45%
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Aug 12, 2024 Q2 2024 |
12,140
shares
|
$1.52 Million
0.89% of portfolio
|
Q2 2024
Added 0.71%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 22, 2024 Q2 2024 |
12,071
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2024
Added 0.17%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
12,067
shares
|
$1.51 Million
0.17% of portfolio
|
Q1 2024
Added 3.45%
|
|
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%
|
|
Wolf Group Capital Advisors
|
Jul 30, 2024 Q2 2024 |
12,015
shares
|
$1.5 Million
0.61% of portfolio
|
Q2 2024
Reduced 10.19%
|
|
Barbara Oil Co.
Chicago, IL |
Aug 12, 2024 Q2 2024 |
12,000
shares
|
$1.5 Million
0.66% of portfolio
|
Q2 2019
Added 300.0%
|