Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,870 institutions that hold shares in the stock, with a total of 485 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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
2,706
shares
|
$338,791
0.03% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$338,040
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,693
shares
|
$337,163
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,686
shares
|
$336,287
0.01% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
2,682
shares
|
$335,786
0.02% of portfolio
|
Q3 2024
Reduced 21.21%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,669
shares
|
$334,158
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,659
shares
|
$332,906
0.04% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
2,654
shares
|
$332,280
0.2% of portfolio
|
Q2 2024
Reduced 16.98%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
2,646
shares
|
$331,279
0.0% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,644
shares
|
$331,028
0.05% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,643
shares
|
$330,903
0.01% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
2,628
shares
|
$329,025
0.02% of portfolio
|
Q2 2024
Added 8.24%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,585
shares
|
$323,642
0.09% of portfolio
|
Q3 2023
Reduced 2.01%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,583
shares
|
$323,391
0.02% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,582
shares
|
$323,266
0.23% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
2,578
shares
|
$322,765
0.0% of portfolio
|
Q3 2024
Added 34.97%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,576
shares
|
$322,515
0.11% of portfolio
|
Q3 2024
Added 29.64%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,566
shares
|
$321,263
0.22% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,564
shares
|
$321,012
0.17% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,559
shares
|
$320,386
0.03% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,542
shares
|
$318,258
0.13% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
2,541
shares
|
$318,133
0.05% of portfolio
|
Q2 2024
Reduced 37.04%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
2,540
shares
|
$318,008
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,534
shares
|
$317,256
0.03% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,529
shares
|
$316,630
0.02% of portfolio
|
Q3 2024
Added 9.39%
|