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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,545
shares
|
$569,034
0.01% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,541
shares
|
$568,533
0.01% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,510
shares
|
$564,652
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
4,507
shares
|
$564,276
0.19% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4,490
shares
|
$562,148
0.15% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,490
shares
|
$562,148
0.01% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,486
shares
|
$561,647
0.08% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
4,463
shares
|
$558,767
0.02% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,425
shares
|
$554,010
0.14% of portfolio
|
Q2 2024
Reduced 10.64%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
4,418
shares
|
$553,133
0.37% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
4,401
shares
|
$551,005
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,400
shares
|
$550,880
0.1% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,395
shares
|
$550,254
0.08% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,389
shares
|
$549,502
0.25% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
4,385
shares
|
$549,002
0.04% of portfolio
|
Q3 2024
Added 26.01%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$548,000
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
4,376
shares
|
$547,875
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
4,369
shares
|
$546,998
0.13% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
4,328
shares
|
$541,865
0.3% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,308
shares
|
$539,361
0.07% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,308
shares
|
$539,361
0.03% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
4,293
shares
|
$537,483
0.03% of portfolio
|
Q3 2024
Added 87.8%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
4,280
shares
|
$535,856
0.1% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
4,265
shares
|
$533,978
0.0% of portfolio
|
Q2 2024
Added 12.27%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,244
shares
|
$531,348
0.02% of portfolio
|
Q2 2023
New holding
|