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 |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
9,989
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2024
Added 1.16%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
9,965
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2022
Added 2.21%
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 05, 2024 Q2 2024 |
9,964
shares
|
$1.25 Million
0.58% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
9,941
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2024
Added 19.05%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
9,937
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,885
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 18, 2024 Q2 2024 |
9,875
shares
|
$1.24 Million
0.39% of portfolio
|
Q2 2024
Added 28.98%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
9,820
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
9,782
shares
|
$1.22 Million
0.15% of portfolio
|
Q1 2024
Added 0.75%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
9,750
shares
|
$1.22 Million
0.25% of portfolio
|
Q1 2024
Reduced 6.17%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
9,744
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2024
Added 22.88%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
9,623
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Ifrah Financial Services, Inc.
|
Aug 05, 2024 Q2 2024 |
9,539
shares
|
$1.19 Million
0.34% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 26, 2024 Q2 2024 |
9,418
shares
|
$1.18 Million
0.44% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
9,364
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.17%
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 15, 2024 Q2 2024 |
9,295
shares
|
$1.16 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
First Interstate Bank
Billings, MT |
Aug 07, 2024 Q2 2024 |
9,280
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
9,261
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2024
Added 42.28%
|
|
Moody National Bank Trust Division
|
Jul 03, 2024 Q2 2024 |
9,192
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Seven Eight Capital, LP
|
Aug 12, 2024 Q2 2024 |
9,183
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
9,079
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2022
Reduced 8.88%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
9,061
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2024
Added 4.27%
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2024 Q2 2024 |
9,000
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
Callahan Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
8,985
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,943
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2022
New holding
|