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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,517
shares
|
$315,128
0.02% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,516
shares
|
$315,003
0.04% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
2,511
shares
|
$314,377
0.1% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
2,508
shares
|
$314,001
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,507
shares
|
$313,876
0.05% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
2,495
shares
|
$312,374
0.07% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,495
shares
|
$312,374
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
2,493
shares
|
$312,123
0.03% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,480
shares
|
$310,496
0.03% of portfolio
|
Q3 2024
Reduced 93.17%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,477
shares
|
$310,120
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,455
shares
|
$307,366
0.45% of portfolio
|
Q1 2024
Reduced 6.48%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,448
shares
|
$306,489
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
2,446
shares
|
$306,239
0.33% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,440
shares
|
$305,488
0.03% of portfolio
|
Q1 2023
Reduced 1.77%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,427
shares
|
$303,860
0.08% of portfolio
|
Q2 2024
Added 3.1%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,424
shares
|
$303,484
0.02% of portfolio
|
Q3 2024
Added 25.53%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,423
shares
|
$303,359
0.07% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,413
shares
|
$302,107
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$301,732
0.0% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$301,732
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
2,400
shares
|
$300,480
0.01% of portfolio
|
Q1 2024
Reduced 8.68%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
2,400
shares
|
$300,480
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
2,397
shares
|
$300,104
0.32% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,385
shares
|
$298,602
0.01% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
2,376
shares
|
$297,475
0.16% of portfolio
|
Q1 2018
Added 100.0%
|