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 |
---|---|---|---|---|---|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
2,960
shares
|
$370,592
0.11% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
2,958
shares
|
$370,341
0.01% of portfolio
|
Q2 2024
Added 24.86%
|
|
Long Run Wealth Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
2,943
shares
|
$368,463
0.09% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
2,931
shares
|
$366,961
0.16% of portfolio
|
Q2 2024
Added 18.62%
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 25, 2024 Q2 2024 |
2,904
shares
|
$363,580
0.08% of portfolio
|
Q2 2024
New holding
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
2,901
shares
|
$363,205
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
2,888
shares
|
$361,577
0.07% of portfolio
|
Q4 2023
Reduced 1.37%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
2,884
shares
|
$361,076
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Pds Planning, Inc
|
Aug 07, 2024 Q2 2024 |
2,865
shares
|
$358,698
0.04% of portfolio
|
Q2 2024
Added 1.74%
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jul 25, 2024 Q2 2024 |
2,858
shares
|
$357,821
0.09% of portfolio
|
Q2 2024
Added 8.3%
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
2,850
shares
|
$356,820
0.05% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
2,848
shares
|
$356,569
0.0% of portfolio
|
Q2 2024
Added 0.42%
|
|
Wambolt & Associates, LLC
|
Aug 07, 2024 Q2 2024 |
2,845
shares
|
$356,194
0.1% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
2,843
shares
|
$355,943
0.07% of portfolio
|
Q4 2021
Added 1.75%
|
|
Greatmark Investment Partners, Inc.
|
Aug 08, 2024 Q2 2024 |
2,785
shares
|
$348,682
0.05% of portfolio
|
Q4 2023
Reduced 15.86%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,760
shares
|
$345,552
0.04% of portfolio
|
Q2 2024
Added 3.8%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
2,751
shares
|
$344,425
0.04% of portfolio
|
Q2 2024
Added 4.88%
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
2,747
shares
|
$343,924
0.01% of portfolio
|
Q2 2024
Reduced 11.1%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
2,741
shares
|
$343,173
0.06% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,736
shares
|
$342,547
0.07% of portfolio
|
Q2 2024
Added 11.9%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
2,734
shares
|
$342,296
0.03% of portfolio
|
Q1 2024
Added 17.84%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.01% of portfolio
|
Q4 2022
Added 0.78%
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.06% of portfolio
|
Q4 2021
New holding
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
2,709
shares
|
$339,166
0.04% of portfolio
|
Q2 2024
Reduced 32.02%
|
|
Fort Washington Investment Advisors Inc
|
Jul 30, 2024 Q2 2024 |
2,705
shares
|
$338,666
0.0% of portfolio
|
Q2 2024
Added 12.66%
|