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 |
---|---|---|---|---|---|
Conning Inc.
|
Jul 26, 2024 Q2 2024 |
4,187
shares
|
$524,212
0.02% of portfolio
|
Q2 2024
Added 2.1%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
4,187
shares
|
$524,212
0.05% of portfolio
|
Q1 2024
Added 16.08%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
4,174
shares
|
$522,584
0.04% of portfolio
|
Q2 2024
Added 0.17%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
4,170
shares
|
$522,084
0.23% of portfolio
|
Q2 2024
Added 2.43%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
4,159
shares
|
$520,706
0.03% of portfolio
|
Q2 2024
Added 106.2%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,149
shares
|
$519,454
0.03% of portfolio
|
Q2 2024
Added 12.44%
|
|
Clarius Group, LLC
Seattle, WA |
Jul 11, 2024 Q2 2024 |
4,149
shares
|
$519,454
0.04% of portfolio
|
Q2 2024
Added 0.22%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
4,148
shares
|
$519,329
0.32% of portfolio
|
Q2 2024
Added 7.74%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
4,141
shares
|
$518,453
0.05% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
4,140
shares
|
$518,328
0.37% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
4,082
shares
|
$511,066
0.02% of portfolio
|
Q2 2024
Added 0.82%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 17, 2024 Q2 2024 |
4,080
shares
|
$510,816
0.05% of portfolio
|
Q2 2023
New holding
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 14, 2024 Q2 2024 |
4,074
shares
|
$510,064
0.45% of portfolio
|
Q2 2024
New holding
|
|
Vista Capital Partners, Inc.
|
Aug 08, 2024 Q2 2024 |
4,072
shares
|
$509,814
0.01% of portfolio
|
Q2 2024
Added 1.8%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
4,056
shares
|
$507,811
0.16% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 12, 2024 Q2 2024 |
4,036
shares
|
$505,307
0.37% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
4,023
shares
|
$503,679
0.08% of portfolio
|
Q2 2024
Added 1.9%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,022
shares
|
$503,554
0.05% of portfolio
|
Q2 2024
Added 11.97%
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,018
shares
|
$503,053
0.09% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,006
shares
|
$501,551
0.03% of portfolio
|
Q4 2023
Added 2.32%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
4,005
shares
|
$501,426
0.18% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
4,000
shares
|
$500,800
0.02% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
4,000
shares
|
$500,800
0.03% of portfolio
|
Q4 2020
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
3,997
shares
|
$500,424
0.02% of portfolio
|
Q2 2024
Added 1.83%
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 11, 2024 Q2 2024 |
3,997
shares
|
$500,424
0.11% of portfolio
|
Q2 2024
Reduced 0.92%
|