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 |
---|---|---|---|---|---|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
2,165
shares
|
$271,058
0.0% of portfolio
|
Q1 2024
Reduced 22.26%
|
|
H&H Retirement Design & Management Inc
|
Apr 23, 2024 Q1 2024 |
2,156
shares
|
$269,931
0.17% of portfolio
|
Q1 2024
New holding
|
|
Paradigm Asset Management CO LLC
|
May 13, 2024 Q1 2024 |
2,150
shares
|
$269,180
0.1% of portfolio
|
Q1 2024
Reduced 25.86%
|
|
Boit C F David
Boston, MA |
May 02, 2024 Q1 2024 |
2,150
shares
|
$269,180
0.14% of portfolio
|
Q1 2024
Added 16.22%
|
|
Commerzbank Aktiengesellschaft
|
May 10, 2024 Q1 2024 |
2,148
shares
|
$268,929
0.01% of portfolio
|
Q1 2024
New holding
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 13, 2024 Q1 2024 |
2,140
shares
|
$267,928
0.02% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
Essex Financial Services, Inc.
|
Apr 23, 2024 Q1 2024 |
2,132
shares
|
$266,926
0.02% of portfolio
|
Q1 2024
Added 11.16%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,124
shares
|
$265,924
0.0% of portfolio
|
Q1 2022
New holding
|
|
Keudell
|
May 07, 2024 Q1 2024 |
2,118
shares
|
$265,173
0.08% of portfolio
|
Q1 2024
Added 0.09%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
2,112
shares
|
$264,422
0.02% of portfolio
|
Q1 2024
Added 10.4%
|
|
Cowa, LLC
Tulsa, OK |
May 07, 2024 Q1 2024 |
2,109
shares
|
$264,046
0.2% of portfolio
|
Q1 2024
Reduced 33.78%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
2,104
shares
|
$263,420
0.02% of portfolio
|
Q1 2024
New holding
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
2,101
shares
|
$263,045
0.01% of portfolio
|
Q1 2024
New holding
|
|
Uncommon Cents Investing LLC
|
Apr 19, 2024 Q1 2024 |
2,100
shares
|
$262,920
0.08% of portfolio
|
Q4 2022
New holding
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 15, 2024 Q1 2024 |
2,100
shares
|
$262,920
0.17% of portfolio
|
Q1 2024
New holding
|
|
Excalibur Management Corp
|
May 13, 2024 Q1 2024 |
2,094
shares
|
$262,168
0.11% of portfolio
|
Q4 2023
Added 13.56%
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,093
shares
|
$262,043
0.0% of portfolio
|
Q4 2022
Reduced 48.38%
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 29, 2024 Q1 2024 |
2,092
shares
|
$261,918
0.03% of portfolio
|
Q1 2024
Reduced 9.94%
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2024 Q1 2024 |
2,089
shares
|
$261,542
0.09% of portfolio
|
Q1 2024
Added 6.2%
|
|
Banque Cantonale Vaudoise
|
Apr 10, 2024 Q1 2024 |
2,084
shares
|
$260,916
0.01% of portfolio
|
Q1 2024
Reduced 72.12%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
2,076
shares
|
$259,915
0.05% of portfolio
|
Q1 2024
Added 4.64%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
2,075
shares
|
$259,790
0.02% of portfolio
|
Q1 2024
Added 532.62%
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,071
shares
|
$259,289
0.3% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
Cypress Capital Group
|
May 08, 2024 Q1 2024 |
2,069
shares
|
$259,038
0.03% of portfolio
|
Q1 2024
Added 2.63%
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 10, 2024 Q1 2024 |
2,065
shares
|
$258,538
0.12% of portfolio
|
Q4 2023
Reduced 6.77%
|