Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,850 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $63.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
4,944
shares
|
$618,988
0.04% of portfolio
|
Q4 2023
Added 7.18%
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
4,902
shares
|
$613,730
0.01% of portfolio
|
Q2 2024
Added 67.99%
|
|
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%
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,867
shares
|
$609,348
0.03% of portfolio
|
Q3 2024
Added 46.38%
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
4,860
shares
|
$608,472
0.25% of portfolio
|
Q3 2024
Added 1.44%
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
4,835
shares
|
$605,342
0.03% of portfolio
|
Q3 2024
Added 42.5%
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,815
shares
|
$602,838
0.3% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,808
shares
|
$601,961
0.0% of portfolio
|
Q3 2024
Added 11.87%
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
4,783
shares
|
$598,831
0.21% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
4,763
shares
|
$596,327
0.05% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
4,758
shares
|
$595,701
0.14% of portfolio
|
Q3 2024
Added 63.84%
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,740
shares
|
$593,448
0.2% of portfolio
|
Q2 2024
Added 4.41%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
4,727
shares
|
$591,820
0.24% of portfolio
|
Q2 2024
Added 16.31%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,725
shares
|
$591,570
0.04% of portfolio
|
Q3 2024
Added 13.61%
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
4,716
shares
|
$590,443
0.09% of portfolio
|
Q2 2024
Added 10.08%
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
4,715
shares
|
$590,318
0.26% of portfolio
|
Q3 2024
Added 8.02%
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,712
shares
|
$589,942
0.08% of portfolio
|
Q3 2024
Added 11.66%
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
4,681
shares
|
$586,061
0.2% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,677
shares
|
$585,560
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
4,669
shares
|
$584,558
0.18% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,660
shares
|
$583,432
0.01% of portfolio
|
Q3 2024
Added 3.67%
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
4,655
shares
|
$582,806
0.03% of portfolio
|
Q3 2023
Added 1.75%
|
|
Ariel Investments, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,642
shares
|
$581,178
0.01% of portfolio
|
Q2 2024
Added 0.54%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 14, 2024 Q2 2024 |
4,618
shares
|
$578,173
0.18% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2024 Q2 2024 |
4,615
shares
|
$577,798
0.1% of portfolio
|
Q2 2024
Reduced 3.31%
|