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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
5,912
shares
|
$740,182
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,894
shares
|
$737,928
0.01% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
5,876
shares
|
$735,675
0.07% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
5,860
shares
|
$733,672
0.7% of portfolio
|
Q3 2024
Added 43.84%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
5,836
shares
|
$730,667
0.22% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,831
shares
|
$730,041
0.02% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,819
shares
|
$728,538
0.02% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
5,804
shares
|
$726,660
0.03% of portfolio
|
Q4 2023
Reduced 11.23%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,802
shares
|
$726,410
0.06% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,793
shares
|
$725,283
0.03% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,757
shares
|
$720,776
0.13% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,700
shares
|
$713,640
0.07% of portfolio
|
Q3 2024
Reduced 22.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,667
shares
|
$709,508
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
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%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
5,622
shares
|
$703,874
0.09% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
5,600
shares
|
$701,120
0.46% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,590
shares
|
$699,868
0.03% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,517
shares
|
$690,728
0.03% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
5,507
shares
|
$689,476
0.02% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,495
shares
|
$687,974
0.1% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,490
shares
|
$687,348
0.01% of portfolio
|
Q3 2024
Added 197.08%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,488
shares
|
$687,097
0.09% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
5,455
shares
|
$682,966
0.04% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
5,444
shares
|
$681,588
0.38% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,440
shares
|
$681,088
0.06% of portfolio
|
Q3 2023
Added 0.02%
|