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 |
---|---|---|---|---|---|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
5,935
shares
|
$743,062
0.15% of portfolio
|
Q2 2024
Added 33.91%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
5,924
shares
|
$741,684
0.06% of portfolio
|
Q2 2024
Added 15.32%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
5,917
shares
|
$740,808
0.01% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
5,875
shares
|
$735,550
0.05% of portfolio
|
Q2 2024
Added 36618.75%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
5,858
shares
|
$733,421
0.27% of portfolio
|
Q2 2024
Added 43.61%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
5,843
shares
|
$731,543
0.02% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
5,820
shares
|
$728,664
0.15% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Martingale Asset Management L P
Boston, MA |
Aug 12, 2024 Q2 2024 |
5,810
shares
|
$727,412
0.02% of portfolio
|
Q2 2024
Reduced 17.45%
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
5,808
shares
|
$727,161
0.07% of portfolio
|
Q2 2024
Added 3.57%
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 08, 2024 Q2 2024 |
5,804
shares
|
$726,660
0.02% of portfolio
|
Q4 2023
Reduced 11.23%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
5,803
shares
|
$726,535
0.2% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
5,749
shares
|
$719,774
0.04% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
5,689
shares
|
$712,262
0.23% of portfolio
|
Q2 2024
Reduced 21.37%
|
|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
5,667
shares
|
$709,508
0.06% of portfolio
|
Q2 2024
Reduced 5.93%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,659
shares
|
$708,506
0.03% of portfolio
|
Q3 2022
Added 92.03%
|
|
Copperwynd Financial, LLC
|
Aug 15, 2024 Q2 2024 |
5,651
shares
|
$707,505
0.22% of portfolio
|
Q2 2024
Added 4.61%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
5,622
shares
|
$703,874
0.09% of portfolio
|
Q1 2024
Added 0.21%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
5,589
shares
|
$699,742
0.06% of portfolio
|
Q2 2024
Added 20.12%
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
5,525
shares
|
$691,730
0.05% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
United Community Bank
Greenville, SC |
Aug 02, 2024 Q2 2024 |
5,500
shares
|
$688,600
0.33% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
5,468
shares
|
$684,593
0.07% of portfolio
|
Q2 2024
Added 1.71%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,440
shares
|
$681,088
0.06% of portfolio
|
Q3 2023
Added 0.02%
|
|
Drw Securities, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,431
shares
|
$679,961
0.03% of portfolio
|
Q2 2024
New holding
|
|
First American Trust, Fsb
|
Aug 12, 2024 Q2 2024 |
5,425
shares
|
$679,210
0.07% of portfolio
|
Q2 2024
Added 2.22%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
5,416
shares
|
$678,083
0.02% of portfolio
|
Q2 2024
Added 21.52%
|