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 |
|---|---|---|---|---|---|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 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%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,375
shares
|
$798,150
0.04% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
6,374
shares
|
$798,024
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,373
shares
|
$797,899
0.02% of portfolio
|
Q3 2024
Reduced 34.6%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,364
shares
|
$796,772
0.32% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
6,363
shares
|
$796,647
0.39% of portfolio
|
Q3 2024
Reduced 28.13%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
6,329
shares
|
$792,390
0.05% of portfolio
|
Q2 2022
Reduced 3.8%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
6,308
shares
|
$789,761
0.01% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
6,300
shares
|
$788,760
0.25% of portfolio
|
Q2 2024
Reduced 26.98%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
6,266
shares
|
$784,503
0.1% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
6,250
shares
|
$782,500
0.12% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
6,247
shares
|
$782,124
0.32% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
6,238
shares
|
$780,997
0.09% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,220
shares
|
$778,744
0.04% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 08, 2024 Q3 2024 |
6,203
shares
|
$776,615
0.45% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
6,123
shares
|
$766,599
0.2% of portfolio
|
Q1 2023
Added 98.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
6,090
shares
|
$762,468
0.1% of portfolio
|
Q3 2024
Added 130.33%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
6,068
shares
|
$759,713
0.29% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
6,057
shares
|
$758,336
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,035
shares
|
$755,582
0.02% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
6,021
shares
|
$753,829
0.36% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
5,990
shares
|
$749,948
0.17% of portfolio
|
Q3 2024
Added 215.1%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
5,958
shares
|
$745,941
0.19% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
5,957
shares
|
$745,816
0.5% of portfolio
|
Q2 2024
Reduced 0.47%
|