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 |
---|---|---|---|---|---|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
3,201
shares
|
$400,765
0.01% of portfolio
|
Q2 2024
Added 25.14%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
3,188
shares
|
$399,137
0.16% of portfolio
|
Q2 2024
New holding
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,165
shares
|
$396,258
0.0% of portfolio
|
Q2 2024
New holding
|
|
First Manhattan CO
New York, NY |
Aug 15, 2024 Q2 2024 |
3,164
shares
|
$396,132
0.0% of portfolio
|
Q2 2024
Added 74.81%
|
|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
3,162
shares
|
$395,882
0.1% of portfolio
|
Q2 2024
Added 1.57%
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
3,152
shares
|
$394,630
0.11% of portfolio
|
Q2 2024
Added 0.86%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
3,142
shares
|
$393,378
0.07% of portfolio
|
Q2 2024
Added 27.0%
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 22, 2024 Q2 2024 |
3,109
shares
|
$389,246
0.17% of portfolio
|
Q2 2024
Added 1.11%
|
|
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
|
Jul 12, 2024 Q2 2024 |
3,102
shares
|
$388,370
0.24% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
Versor Investments LP
|
Aug 01, 2024 Q2 2024 |
3,088
shares
|
$386,617
0.07% of portfolio
|
Q2 2024
Added 107.53%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jul 31, 2024 Q2 2024 |
3,081
shares
|
$385,741
0.02% of portfolio
|
Q2 2024
Added 7.43%
|
|
Riverbridge Partners LLC
|
Jul 17, 2024 Q2 2024 |
3,080
shares
|
$385,616
0.01% of portfolio
|
Q3 2022
Reduced 11.62%
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 16, 2024 Q2 2024 |
3,069
shares
|
$384,238
0.06% of portfolio
|
Q2 2024
Added 8.79%
|
|
Waypoint Capital Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
3,067
shares
|
$383,988
0.1% of portfolio
|
Q2 2024
Added 1.83%
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
3,064
shares
|
$383,612
0.1% of portfolio
|
Q3 2024
Reduced 50.38%
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
3,061
shares
|
$383,237
0.0% of portfolio
|
Q2 2024
Added 51.46%
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,060
shares
|
$383,112
0.76% of portfolio
|
Q4 2023
Reduced 16.23%
|
|
Hengehold Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
3,047
shares
|
$381,484
0.04% of portfolio
|
Q2 2024
Added 7.71%
|
|
Forte Capital LLC
|
Aug 13, 2024 Q2 2024 |
3,047
shares
|
$381,484
0.05% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
3,040
shares
|
$380,608
0.01% of portfolio
|
Q2 2024
Added 40.42%
|
|
Santori & Peters, Inc.
|
Jul 22, 2024 Q2 2024 |
3,031
shares
|
$379,481
0.16% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 30, 2024 Q2 2024 |
3,014
shares
|
$377,352
0.03% of portfolio
|
Q2 2024
Reduced 30.7%
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
2,978
shares
|
$372,845
0.12% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 09, 2024 Q2 2024 |
2,965
shares
|
$371,218
0.04% of portfolio
|
Q2 2024
Reduced 0.34%
|