Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,795 institutions that hold shares in the stock, with a total of 514 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
4,470
shares
|
$559,644
0.02% of portfolio
|
Q2 2024
Added 3.5%
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
4,457
shares
|
$558,016
0.03% of portfolio
|
Q2 2024
Added 5.02%
|
|
Quantbot Technologies LP
New York, NY |
Aug 09, 2024 Q2 2024 |
4,437
shares
|
$555,512
0.03% of portfolio
|
Q2 2024
New holding
|
|
Intellectus Partners, LLC
San Francisco, CA |
Jul 18, 2024 Q2 2024 |
4,425
shares
|
$554,010
0.15% of portfolio
|
Q2 2024
Reduced 10.64%
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
4,400
shares
|
$550,880
0.07% of portfolio
|
Q2 2024
Reduced 10.41%
|
|
Riverwater Partners LLC
|
Jul 19, 2024 Q2 2024 |
4,399
shares
|
$550,754
0.46% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,389
shares
|
$549,502
0.25% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
4,376
shares
|
$547,875
0.04% of portfolio
|
Q4 2022
New holding
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
4,365
shares
|
$546,498
0.25% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 08, 2024 Q2 2024 |
4,358
shares
|
$545,621
0.03% of portfolio
|
Q4 2023
Reduced 5.63%
|
|
Penbrook Management LLC
|
Jul 24, 2024 Q2 2024 |
4,330
shares
|
$542,116
0.35% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
4,298
shares
|
$538,109
0.0% of portfolio
|
Q2 2024
Added 24.51%
|
|
First National Bank & Trust CO Of Newtown
|
Jul 23, 2024 Q2 2024 |
4,280
shares
|
$535,856
0.11% of portfolio
|
Q1 2018
Added 100.0%
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
4,265
shares
|
$533,978
0.01% of portfolio
|
Q2 2024
Added 12.27%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 31, 2024 Q2 2024 |
4,263
shares
|
$533,727
0.04% of portfolio
|
Q2 2024
Added 5.29%
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,244
shares
|
$531,348
0.02% of portfolio
|
Q2 2023
New holding
|
|
E Rn Financial, LLC
|
Jul 18, 2024 Q2 2024 |
4,237
shares
|
$530,472
0.09% of portfolio
|
Q2 2024
Added 0.09%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
4,220
shares
|
$528,344
0.08% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
4,215
shares
|
$527,718
0.01% of portfolio
|
Q2 2024
Added 6.65%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
4,214
shares
|
$527,592
0.18% of portfolio
|
Q2 2024
Added 44.32%
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2024 Q2 2024 |
4,207
shares
|
$526,716
0.23% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
4,200
shares
|
$525,840
0.12% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
Bank Of Stockton
|
Jul 24, 2024 Q2 2024 |
4,197
shares
|
$525,464
0.17% of portfolio
|
Q1 2024
Reduced 23.02%
|
|
Us Asset Management LLC
Pittsburgh, PA |
Aug 08, 2024 Q2 2024 |
4,190
shares
|
$524,588
0.48% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
4,188
shares
|
$524,337
0.03% of portfolio
|
Q2 2024
Added 23.65%
|