Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,799 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 |
---|---|---|---|---|---|
Waldron Private Wealth LLC
|
Jul 31, 2024 Q2 2024 |
3,393
shares
|
$424,803
0.02% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
3,387
shares
|
$424,052
0.48% of portfolio
|
Q2 2024
Added 9.29%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
3,380
shares
|
$423,176
0.11% of portfolio
|
Q2 2024
Reduced 52.75%
|
|
Red Door Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
3,377
shares
|
$422,800
0.08% of portfolio
|
Q2 2024
Added 6.23%
|
|
Cookson Peirce & CO Inc
|
Aug 13, 2024 Q2 2024 |
3,374
shares
|
$422,424
0.02% of portfolio
|
Q2 2024
Added 0.48%
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Aug 05, 2024 Q2 2024 |
3,359
shares
|
$420,546
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
3,325
shares
|
$416,290
0.02% of portfolio
|
Q2 2024
Added 10.76%
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
3,324
shares
|
$416,164
0.01% of portfolio
|
Q2 2024
Added 8.13%
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 09, 2024 Q2 2024 |
3,323
shares
|
$416,039
0.17% of portfolio
|
Q2 2024
New holding
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
3,320
shares
|
$415,664
0.01% of portfolio
|
Q2 2024
Reduced 5.68%
|
|
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%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
3,314
shares
|
$414,912
0.02% of portfolio
|
Q2 2024
Added 68.39%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
3,303
shares
|
$413,535
0.06% of portfolio
|
Q2 2024
Added 3016.04%
|
|
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%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
3,264
shares
|
$408,652
0.05% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
3,263
shares
|
$408,527
0.06% of portfolio
|
Q2 2024
Added 14.77%
|
|
Matisse Capital
|
Jul 30, 2024 Q2 2024 |
3,248
shares
|
$406,649
0.2% of portfolio
|
Q1 2023
New holding
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
3,244
shares
|
$406,148
0.01% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
3,236
shares
|
$405,147
0.14% of portfolio
|
Q4 2022
Added 8.26%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
3,226
shares
|
$403,895
0.02% of portfolio
|
Q2 2024
Added 147.01%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
3,224
shares
|
$403,644
0.09% of portfolio
|
Q1 2024
Reduced 23.51%
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
3,211
shares
|
$402,017
0.08% of portfolio
|
Q2 2024
Added 0.34%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
3,211
shares
|
$402,017
0.04% of portfolio
|
Q4 2023
Reduced 1.44%
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 02, 2024 Q2 2024 |
3,210
shares
|
$401,892
0.2% of portfolio
|
Q2 2024
New holding
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,206
shares
|
$401,391
0.02% of portfolio
|
Q1 2024
Added 7.73%
|