Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,759 institutions that hold shares in the stock, with a total of 519 Million shares, which have been reported (via 13F filing form) to have a value of $65 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cornell Pochily Investment Advisors, Inc.
|
Apr 23, 2024 Q1 2024 |
2,329
shares
|
$291,590
0.12% of portfolio
|
Q1 2024
Reduced 13.03%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 24, 2024 Q1 2024 |
2,327
shares
|
$291,340
0.07% of portfolio
|
Q1 2024
Added 1.66%
|
|
Fosun International LTD
|
May 14, 2024 Q1 2024 |
2,313
shares
|
$289,587
0.21% of portfolio
|
Q3 2023
Reduced 69.38%
|
|
Arrow Financial Corp
|
May 21, 2024 Q1 2024 |
2,300
shares
|
$287,960
0.03% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
West Coast Financial LLC
|
Apr 12, 2024 Q1 2024 |
2,292
shares
|
$286,958
0.03% of portfolio
|
Q2 2023
Reduced 3.0%
|
|
Sienna Gestion
Paris, I0 |
May 10, 2024 Q1 2024 |
2,290
shares
|
$286,708
0.03% of portfolio
|
Q1 2024
New holding
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 14, 2024 Q1 2024 |
2,286
shares
|
$286,207
0.03% of portfolio
|
Q4 2023
Added 31.53%
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
May 01, 2024 Q1 2024 |
2,284
shares
|
$285,956
0.07% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
2,275
shares
|
$284,830
0.04% of portfolio
|
Q1 2024
Added 2.16%
|
|
Rmr Wealth Builders
|
Apr 15, 2024 Q1 2024 |
2,274
shares
|
$284,704
0.03% of portfolio
|
Q1 2024
New holding
|
|
Andina Capital Management, LLC
Lehi, UT |
Apr 15, 2024 Q1 2024 |
2,272
shares
|
$284,454
0.28% of portfolio
|
Q1 2024
New holding
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
2,271
shares
|
$284,329
0.03% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2024 Q1 2024 |
2,256
shares
|
$282,451
0.17% of portfolio
|
Q1 2024
Reduced 18.44%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,249
shares
|
$281,574
0.01% of portfolio
|
Q1 2024
Added 5.24%
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
2,245
shares
|
$281,074
0.0% of portfolio
|
Q1 2024
Added 30.07%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,244
shares
|
$280,948
0.05% of portfolio
|
Q3 2023
Added 17.36%
|
|
Cooper Financial Group
|
Apr 11, 2024 Q1 2024 |
2,243
shares
|
$280,823
0.05% of portfolio
|
Q1 2024
Added 3.08%
|
|
Headlands Technologies LLC
Chicago, IL |
May 07, 2024 Q1 2024 |
2,241
shares
|
$280,573
0.07% of portfolio
|
Q1 2024
Added 254.03%
|
|
Proficio Capital Partners LLC
Newton, MA |
May 02, 2024 Q1 2024 |
2,234
shares
|
$279,696
0.03% of portfolio
|
Q1 2024
Added 8.5%
|
|
Fairhaven Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
2,224
shares
|
$278,444
0.1% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
May 15, 2024 Q1 2024 |
2,223
shares
|
$278,319
0.24% of portfolio
|
Q4 2023
Reduced 3.43%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 29, 2024 Q1 2024 |
2,205
shares
|
$276,066
0.32% of portfolio
|
Q1 2024
Added 15.26%
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2024 Q1 2024 |
2,198
shares
|
$275,189
0.05% of portfolio
|
Q1 2024
Added 3.39%
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Apr 23, 2024 Q1 2024 |
2,188
shares
|
$273,937
0.06% of portfolio
|
Q2 2023
New holding
|
|
Cornerstone Wealth Group, LLC
|
Apr 17, 2024 Q1 2024 |
2,182
shares
|
$273,186
0.02% of portfolio
|
Q1 2024
New holding
|