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 |
---|---|---|---|---|---|
Tectonic Advisors LLC
Plano, TX |
Aug 02, 2024 Q2 2024 |
6,888
shares
|
$862,377
0.06% of portfolio
|
Q2 2024
Added 7.27%
|
|
Bowman & CO S.C.
|
Jul 24, 2024 Q2 2024 |
6,844
shares
|
$856,868
0.5% of portfolio
|
Q2 2024
Added 8.65%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
6,841
shares
|
$856,493
0.03% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 26, 2024 Q2 2024 |
6,828
shares
|
$854,865
0.35% of portfolio
|
Q1 2024
Added 65.41%
|
|
Vera Bank, N.A.
|
Jul 24, 2024 Q2 2024 |
6,805
shares
|
$851,986
0.27% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
6,785
shares
|
$849,482
0.03% of portfolio
|
Q2 2024
Reduced 28.34%
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 12, 2024 Q2 2024 |
6,776
shares
|
$848,355
0.14% of portfolio
|
Q2 2024
Added 7.76%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
6,757
shares
|
$845,976
0.08% of portfolio
|
Q2 2024
Added 427.89%
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
May 13, 2024 Q1 2024 |
6,748
shares
|
$844,849
1.21% of portfolio
|
Q1 2024
New holding
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
6,735
shares
|
$843,222
0.1% of portfolio
|
Q2 2024
Added 11.01%
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2024 Q2 2024 |
6,695
shares
|
$838,214
0.15% of portfolio
|
Q2 2024
New holding
|
|
Boston Family Office LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
6,672
shares
|
$835,334
0.07% of portfolio
|
Q2 2024
Added 57.92%
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
6,645
shares
|
$831,954
0.03% of portfolio
|
Q2 2024
Added 124.11%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
6,632
shares
|
$830,326
0.09% of portfolio
|
Q2 2024
Added 13.81%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
6,588
shares
|
$824,817
0.06% of portfolio
|
Q2 2024
Added 9.13%
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,585
shares
|
$824,442
0.05% of portfolio
|
Q3 2022
Added 35.49%
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2024 Q2 2024 |
6,581
shares
|
$823,941
0.09% of portfolio
|
Q2 2024
Added 4.53%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
6,510
shares
|
$815,052
0.06% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Aug 13, 2024 Q2 2024 |
6,500
shares
|
$813,800
0.13% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
6,460
shares
|
$808,792
0.01% of portfolio
|
Q1 2024
Reduced 39.46%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
6,429
shares
|
$804,910
0.05% of portfolio
|
Q2 2024
Reduced 27.64%
|
|
Central Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
6,423
shares
|
$804,159
0.11% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
6,400
shares
|
$801,280
0.54% of portfolio
|
Q4 2023
Reduced 16.07%
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
6,399
shares
|
$801,154
0.04% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
6,389
shares
|
$799,902
0.11% of portfolio
|
Q1 2024
Reduced 0.09%
|