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 Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,108
shares
|
$889,921
0.53% of portfolio
|
Q1 2024
Added 13.47%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
7,008
shares
|
$877,401
0.28% of portfolio
|
Q3 2024
Added 66.3%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
7,006
shares
|
$877,151
0.29% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
6,989
shares
|
$875,022
0.02% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,969
shares
|
$872,518
0.06% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
6,939
shares
|
$868,762
0.08% of portfolio
|
Q3 2024
Added 19.47%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
6,887
shares
|
$862,252
0.0% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
6,836
shares
|
$855,867
0.02% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,791
shares
|
$850,233
0.03% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
6,782
shares
|
$849,106
0.08% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
6,748
shares
|
$844,849
0.97% of portfolio
|
Q1 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,734
shares
|
$843,096
0.07% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,672
shares
|
$835,334
0.08% of portfolio
|
Q2 2024
Added 57.92%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,657
shares
|
$833,456
0.33% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,648
shares
|
$832,329
0.06% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,585
shares
|
$824,442
0.05% of portfolio
|
Q3 2022
Added 35.49%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
6,576
shares
|
$823,315
0.01% of portfolio
|
Q3 2024
Reduced 91.38%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
6,543
shares
|
$819,183
0.03% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
6,520
shares
|
$816,304
0.09% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
6,510
shares
|
$815,052
0.05% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
6,506
shares
|
$814,551
0.06% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
6,505
shares
|
$814,426
0.25% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
6,494
shares
|
$813,048
0.04% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
6,489
shares
|
$812,422
0.07% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
6,460
shares
|
$808,792
0.02% of portfolio
|
Q1 2024
Reduced 39.46%
|