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 |
|---|---|---|---|---|---|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
3,420
shares
|
$428,184
0.22% of portfolio
|
Q2 2024
Reduced 13.85%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,420
shares
|
$428,184
0.3% of portfolio
|
Q3 2024
Added 31.94%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
3,419
shares
|
$428,058
0.17% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,401
shares
|
$425,805
0.03% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,399
shares
|
$425,554
0.53% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,397
shares
|
$425,304
0.04% of portfolio
|
Q3 2024
Added 18.57%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
3,383
shares
|
$423,551
0.06% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
3,380
shares
|
$423,176
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
3,380
shares
|
$423,176
0.07% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,340
shares
|
$418,168
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
3,317
shares
|
$415,288
0.36% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
3,306
shares
|
$413,911
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
3,293
shares
|
$412,283
0.14% of portfolio
|
Q3 2024
Reduced 43.25%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$410,781
0.25% of portfolio
|
Q2 2023
Added 4.03%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
3,280
shares
|
$410,656
0.18% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,280
shares
|
$410,656
0.02% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,269
shares
|
$409,278
0.02% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
3,248
shares
|
$406,649
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
3,235
shares
|
$405,022
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
3,221
shares
|
$403,269
0.02% of portfolio
|
Q3 2024
Added 41.4%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,217
shares
|
$402,768
0.15% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
3,216
shares
|
$402,643
0.09% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
3,211
shares
|
$402,017
0.08% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
3,200
shares
|
$400,640
0.08% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
3,190
shares
|
$399,388
0.04% of portfolio
|
Q3 2024
Reduced 0.65%
|