Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,850 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $63.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
Oct 30, 2024 Q3 2024 |
8,985
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
8,981
shares
|
$1.12 Million
0.99% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,943
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
8,942
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
8,918
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
8,875
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2024
Added 18.27%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
8,834
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
8,828
shares
|
$1.11 Million
0.51% of portfolio
|
Q3 2024
Reduced 21.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
8,827
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Profund Advisors LLC
|
Aug 13, 2024 Q2 2024 |
8,813
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
8,795
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
8,767
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2024
Added 5.35%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
8,704
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
8,701
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,695
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Australian Super Pty LTD
|
Oct 28, 2024 Q3 2024 |
8,604
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,588
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Aug 12, 2024 Q2 2024 |
8,440
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2023
Reduced 1.17%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
8,428
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,397
shares
|
$1.05 Million
0.31% of portfolio
|
Q4 2023
Reduced 7.48%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
8,383
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Added 3.51%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
8,364
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,349
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2020
Added 9.36%
|