Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,907 institutions that hold shares in the stock, with a total of 486 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
7,752
shares
|
$970,550
0.6% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
7,715
shares
|
$965,918
0.03% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
7,682
shares
|
$961,786
0.08% of portfolio
|
Q4 2022
Added 245.26%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,634
shares
|
$955,776
0.23% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
7,595
shares
|
$950,894
0.63% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
7,559
shares
|
$946,386
0.29% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,524
shares
|
$942,004
0.26% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
7,493
shares
|
$938,123
0.08% of portfolio
|
Q4 2023
Added 5.67%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
7,406
shares
|
$927,231
0.26% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
7,371
shares
|
$922,849
0.06% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
7,363
shares
|
$921,847
0.6% of portfolio
|
Q3 2024
Added 40.06%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
7,360
shares
|
$921,472
0.03% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
7,339
shares
|
$918,842
0.07% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
7,332
shares
|
$917,966
0.37% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,312
shares
|
$915,462
0.03% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
7,280
shares
|
$911,456
0.13% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
7,233
shares
|
$905,571
0.01% of portfolio
|
Q4 2024
Added 31.75%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
7,224
shares
|
$904,444
0.03% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
7,208
shares
|
$902,441
1.04% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
7,202
shares
|
$901,690
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
7,171
shares
|
$897,809
0.45% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
7,150
shares
|
$895,180
0.46% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,108
shares
|
$889,921
0.53% of portfolio
|
Q1 2024
Added 13.47%
|