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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
11,715
shares
|
$1.47 Million
0.48% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,680
shares
|
$1.46 Million
1.05% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
11,670
shares
|
$1.46 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,622
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 8027.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,473
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
11,357
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2024
Reduced 14.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
11,347
shares
|
$1.42 Million
0.17% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
11,342
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.08%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
11,311
shares
|
$1.42 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
11,267
shares
|
$1.41 Million
1.14% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
11,175
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,112
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
11,064
shares
|
$1.39 Million
0.57% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
11,060
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
11,056
shares
|
$1.38 Million
0.21% of portfolio
|
Q2 2024
Added 22.17%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
11,051
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
Added 34.72%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
10,980
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
10,834
shares
|
$1.36 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
10,834
shares
|
$1.36 Million
0.25% of portfolio
|
Q4 2023
Reduced 8.45%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,828
shares
|
$1.36 Million
0.19% of portfolio
|
Q2 2024
Added 19.9%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,810
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 57.89%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
10,800
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,796
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
10,772
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10,757
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2023
Added 0.01%
|