Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,907 institutions that hold shares in the stock, with a total of 486 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,247
shares
|
$531,724
0.08% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
4,245
shares
|
$531,474
0.02% of portfolio
|
Q4 2024
Added 91.91%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,244
shares
|
$531,348
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,231
shares
|
$529,721
0.04% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,225
shares
|
$528,970
0.02% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
4,200
shares
|
$525,840
0.11% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
4,187
shares
|
$524,212
0.04% of portfolio
|
Q1 2024
Added 16.08%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,178
shares
|
$523,085
0.49% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,168
shares
|
$521,833
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
4,159
shares
|
$520,706
0.08% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
4,141
shares
|
$518,453
0.05% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,126
shares
|
$516,575
0.04% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
4,123
shares
|
$516,199
0.12% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
4,122
shares
|
$516,074
0.13% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
4,108
shares
|
$514,321
0.1% of portfolio
|
Q4 2024
Added 79.39%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
4,071
shares
|
$509,689
0.08% of portfolio
|
Q4 2024
Reduced 36.62%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,064
shares
|
$508,812
0.07% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
4,036
shares
|
$505,307
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,018
shares
|
$503,053
0.09% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
4,011
shares
|
$502,177
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,006
shares
|
$501,551
0.03% of portfolio
|
Q4 2023
Added 2.32%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
4,006
shares
|
$501,551
0.09% of portfolio
|
Q4 2024
Added 2.56%
|