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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
8,270
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
8,220
shares
|
$1.03 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
8,200
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2024
Added 25.86%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
8,096
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2024
Added 182.09%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
8,084
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,067
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 05, 2024 Q2 2024 |
8,065
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2023
Added 2.54%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
8,047
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
8,024
shares
|
$1 Million
0.45% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,020
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
8,005
shares
|
$1 Million
0.03% of portfolio
|
Q2 2024
Added 538.36%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 13, 2024 Q2 2024 |
7,969
shares
|
$997,718
0.14% of portfolio
|
Q2 2024
Reduced 6.73%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
7,962
shares
|
$996,842
0.03% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
7,923
shares
|
$991,959
0.3% of portfolio
|
Q3 2024
Added 61.13%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
7,919
shares
|
$991,458
0.21% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
7,914
shares
|
$990,832
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,875
shares
|
$985,950
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
7,862
shares
|
$984,322
0.05% of portfolio
|
Q4 2022
Added 5.66%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
7,838
shares
|
$981,317
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
7,793
shares
|
$975,683
0.14% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,782
shares
|
$974,306
0.05% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,778
shares
|
$973,805
0.04% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
7,769
shares
|
$972,678
0.33% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Sciencast Management LP
|
Aug 13, 2024 Q2 2024 |
7,765
shares
|
$972,178
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Aug 02, 2024 Q2 2024 |
7,752
shares
|
$970,550
0.53% of portfolio
|
Q2 2024
Reduced 4.75%
|