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 |
|---|---|---|---|---|---|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
3,948
shares
|
$494,289
0.36% of portfolio
|
Q3 2024
Added 187.96%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
3,945
shares
|
$493,914
0.04% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,930
shares
|
$492,036
0.17% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
3,906
shares
|
$489,031
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,905
shares
|
$488,906
0.14% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
3,900
shares
|
$488,280
0.26% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
3,900
shares
|
$488,280
0.0% of portfolio
|
Q2 2024
Reduced 68.29%
|
|
|
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%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
3,881
shares
|
$485,901
0.15% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,880
shares
|
$485,776
0.42% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,833
shares
|
$479,891
0.11% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
3,818
shares
|
$478,013
0.0% of portfolio
|
Q3 2024
Added 24.73%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
3,814
shares
|
$477,512
0.17% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
3,807
shares
|
$476,636
0.15% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
3,805
shares
|
$476,386
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$475,760
0.08% of portfolio
|
Q3 2024
Added 123.79%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
3,800
shares
|
$475,760
0.31% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
3,799
shares
|
$475,634
0.1% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,773
shares
|
$472,379
0.01% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
3,765
shares
|
$471,378
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 16, 2024 Q3 2024 |
3,740
shares
|
$468,248
0.25% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,719
shares
|
$465,618
0.21% of portfolio
|
Q2 2022
Added 34.89%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,703
shares
|
$463,615
0.04% of portfolio
|
Q3 2024
Reduced 34.66%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
3,700
shares
|
$463,240
0.03% of portfolio
|
Q1 2024
Reduced 90.95%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
3,682
shares
|
$460,986
0.01% of portfolio
|
Q1 2024
Added 10.97%
|