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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,042
shares
|
$380,858
0.02% of portfolio
|
Q3 2024
Reduced 82.44%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
3,040
shares
|
$380,608
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
3,030
shares
|
$379,356
0.03% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,028
shares
|
$379,105
0.07% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$375,600
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,995
shares
|
$374,974
0.01% of portfolio
|
Q3 2024
Added 37.7%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,992
shares
|
$374,598
0.04% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,978
shares
|
$372,845
0.24% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,943
shares
|
$368,463
0.09% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,940
shares
|
$368,088
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
2,930
shares
|
$366,836
0.02% of portfolio
|
Q3 2024
Reduced 28.22%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,925
shares
|
$366,210
0.1% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
2,917
shares
|
$365,208
0.04% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
2,915
shares
|
$364,958
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
2,908
shares
|
$364,081
0.1% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,908
shares
|
$364,081
0.01% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
2,888
shares
|
$361,577
0.06% of portfolio
|
Q4 2023
Reduced 1.37%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,860
shares
|
$358,072
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
2,859
shares
|
$357,946
0.17% of portfolio
|
Q3 2024
Reduced 58.13%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,858
shares
|
$357,821
0.06% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,851
shares
|
$356,945
0.03% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,843
shares
|
$355,943
0.07% of portfolio
|
Q4 2021
Added 1.75%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,842
shares
|
$355,818
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
2,829
shares
|
$354,190
0.1% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
2,827
shares
|
$353,940
0.1% of portfolio
|
Q3 2024
Reduced 1.08%
|