Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,907 institutions that hold shares in the stock, with a total of 486 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 |
|---|---|---|---|---|---|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
3,248
shares
|
$406,649
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
3,242
shares
|
$405,898
0.09% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
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%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
3,211
shares
|
$402,017
0.08% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
3,208
shares
|
$401,641
0.03% of portfolio
|
Q4 2024
Reduced 40.37%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,200
shares
|
$400,640
0.08% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
3,192
shares
|
$399,638
0.4% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
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%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,163
shares
|
$396,007
0.09% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
3,154
shares
|
$394,880
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,145
shares
|
$393,754
0.05% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$390,373
0.1% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,107
shares
|
$388,996
0.05% of portfolio
|
Q3 2020
Added 10.73%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
3,102
shares
|
$388,370
0.23% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
3,100
shares
|
$388,120
0.1% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,099
shares
|
$387,994
0.02% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,098
shares
|
$387,869
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
3,097
shares
|
$387,744
0.19% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
3,096
shares
|
$387,619
0.03% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
3,081
shares
|
$385,741
0.02% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
3,080
shares
|
$385,616
0.01% of portfolio
|
Q3 2022
Reduced 11.62%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,060
shares
|
$383,112
0.76% of portfolio
|
Q4 2023
Reduced 16.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,056
shares
|
$382,611
0.01% of portfolio
|
Q3 2024
Added 31.67%
|