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 |
---|---|---|---|---|---|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
3,986
shares
|
$499,047
0.46% of portfolio
|
Q2 2024
Added 3.0%
|
|
Legacy Wealth Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
3,980
shares
|
$498,296
0.15% of portfolio
|
Q2 2024
Reduced 12.6%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 26, 2024 Q2 2024 |
3,954
shares
|
$495,040
0.03% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
3,923
shares
|
$491,159
0.02% of portfolio
|
Q2 2024
New holding
|
|
Madrona Financial Services, LLC
|
Jul 19, 2024 Q2 2024 |
3,907
shares
|
$489,156
0.16% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Freemont Management S.A.
|
Aug 06, 2024 Q2 2024 |
3,900
shares
|
$488,280
0.27% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 13, 2024 Q2 2024 |
3,900
shares
|
$488,280
0.01% of portfolio
|
Q2 2024
Reduced 68.29%
|
|
N Verses Capital, LLC
Wellington, FL |
Jul 31, 2024 Q2 2024 |
3,900
shares
|
$488,280
0.35% of portfolio
|
Q2 2024
New holding
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,882
shares
|
$486,026
0.13% of portfolio
|
Q3 2023
Added 0.57%
|
|
Lafayette Investments, Inc.
|
Jul 31, 2024 Q2 2024 |
3,874
shares
|
$485,024
0.11% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
3,822
shares
|
$478,514
0.1% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
3,805
shares
|
$476,386
0.28% of portfolio
|
Q4 2022
New holding
|
|
Dohj, LLC
Seattle, WA |
Aug 09, 2024 Q2 2024 |
3,802
shares
|
$476,010
0.12% of portfolio
|
Q2 2024
New holding
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
3,800
shares
|
$475,760
0.08% of portfolio
|
Q1 2024
Reduced 48.86%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 16, 2024 Q2 2024 |
3,783
shares
|
$473,631
0.44% of portfolio
|
Q2 2024
Reduced 19.05%
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
3,750
shares
|
$469,500
0.2% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
Citadel Investment Advisory, Inc.
|
Jul 15, 2024 Q2 2024 |
3,740
shares
|
$468,248
0.32% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
Tributary Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
3,725
shares
|
$466,370
0.04% of portfolio
|
Q2 2024
Reduced 23.59%
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,719
shares
|
$465,618
0.21% of portfolio
|
Q2 2022
Added 34.89%
|
|
Cullinan Associates Inc
|
Jul 10, 2024 Q2 2024 |
3,700
shares
|
$463,240
0.03% of portfolio
|
Q1 2024
Reduced 90.95%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
3,682
shares
|
$460,986
0.01% of portfolio
|
Q1 2024
Added 10.97%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
3,645
shares
|
$456,354
0.2% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 14, 2024 Q2 2024 |
3,635
shares
|
$455,102
0.15% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
D.B. Root & Company, LLC
|
Jul 15, 2024 Q2 2024 |
3,628
shares
|
$454,225
0.16% of portfolio
|
Q2 2024
New holding
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,614
shares
|
$452,472
0.0% of portfolio
|
Q4 2022
Added 6.29%
|