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 |
|---|---|---|---|---|---|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
5,400
shares
|
$676,080
0.07% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,380
shares
|
$673,576
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
5,380
shares
|
$673,576
0.04% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,376
shares
|
$673,075
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,372
shares
|
$672,574
0.02% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
5,356
shares
|
$670,571
0.05% of portfolio
|
Q3 2024
Reduced 38.91%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
5,350
shares
|
$669,820
0.01% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,343
shares
|
$668,943
0.14% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
5,328
shares
|
$667,065
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
5,321
shares
|
$666,189
0.07% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
5,295
shares
|
$662,934
0.25% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
5,278
shares
|
$660,805
0.14% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,275
shares
|
$660,430
0.16% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
5,259
shares
|
$658,426
0.07% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,201
shares
|
$651,165
0.01% of portfolio
|
Q3 2024
Reduced 49.97%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
5,187
shares
|
$649,412
0.01% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5,182
shares
|
$648,786
0.38% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
5,154
shares
|
$645,280
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,116
shares
|
$640,523
0.02% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,061
shares
|
$633,637
0.54% of portfolio
|
Q3 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,038
shares
|
$630,757
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,989
shares
|
$624,622
0.03% of portfolio
|
Q4 2024
Added 78.05%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
4,967
shares
|
$621,868
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,944
shares
|
$618,988
0.04% of portfolio
|
Q4 2023
Added 7.18%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,894
shares
|
$612,728
0.05% of portfolio
|
Q3 2024
Added 18.18%
|