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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,855
shares
|
$607,846
0.23% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
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%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,813
shares
|
$602,587
0.04% of portfolio
|
Q3 2024
Added 47.46%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,808
shares
|
$601,961
0.0% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,803
shares
|
$601,335
0.21% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
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
|
Nov 13, 2024 Q3 2024 |
4,763
shares
|
$596,327
0.04% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
4,760
shares
|
$595,952
0.03% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
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%
|
|
|
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%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,722
shares
|
$591,194
0.24% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
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%
|
|
|
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%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
4,618
shares
|
$578,173
0.17% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,611
shares
|
$577,297
0.11% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
4,580
shares
|
$573,416
0.3% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
4,555
shares
|
$570,286
0.13% of portfolio
|
Q3 2024
Added 75.12%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,545
shares
|
$569,034
0.1% of portfolio
|
Q3 2024
Reduced 11.2%
|