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 |
---|---|---|---|---|---|
Fielder Capital Group LLC
Nashville, TN |
Apr 25, 2024 Q1 2024 |
2,062
shares
|
$258,162
0.15% of portfolio
|
Q1 2024
Added 0.93%
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 01, 2024 Q1 2024 |
2,028
shares
|
$253,905
0.04% of portfolio
|
Q1 2024
Reduced 4.92%
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 15, 2024 Q1 2024 |
2,021
shares
|
$253,029
0.0% of portfolio
|
Q1 2024
Added 93.95%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
2,017
shares
|
$252,528
0.02% of portfolio
|
Q1 2024
Added 1.05%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
2,017
shares
|
$252,528
0.02% of portfolio
|
Q1 2024
Added 35.1%
|
|
Kaizen Financial Strategies
|
May 02, 2024 Q1 2024 |
2,016
shares
|
$252,403
0.14% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
Arden Trust CO
|
Apr 03, 2024 Q1 2024 |
2,012
shares
|
$251,902
0.04% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
May 14, 2024 Q1 2024 |
2,006
shares
|
$251,151
0.22% of portfolio
|
Q1 2024
New holding
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,001
shares
|
$250,525
0.03% of portfolio
|
Q4 2022
New holding
|
|
Biltmore Family Office, LLC
|
May 14, 2024 Q1 2024 |
2,000
shares
|
$250,400
0.05% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,000
shares
|
$250,400
0.01% of portfolio
|
Q4 2020
Reduced 22.48%
|
|
Baron Wealth Management LLC
Troy, MI |
May 08, 2024 Q1 2024 |
1,998
shares
|
$250,149
0.17% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
1,992
shares
|
$249,398
0.01% of portfolio
|
Q1 2024
New holding
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 14, 2024 Q1 2024 |
1,990
shares
|
$249,148
0.13% of portfolio
|
Q1 2024
New holding
|
|
Jacobsen Capital Management
|
Apr 25, 2024 Q1 2024 |
1,984
shares
|
$248,396
0.12% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 13, 2024 Q1 2024 |
1,982
shares
|
$248,146
0.08% of portfolio
|
Q4 2023
Added 1.95%
|
|
Sargent Investment Group, LLC
|
May 10, 2024 Q1 2024 |
1,980
shares
|
$247,896
0.05% of portfolio
|
Q1 2024
Added 1.28%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 10, 2024 Q1 2024 |
1,969
shares
|
$246,518
0.01% of portfolio
|
Q1 2024
Reduced 54.87%
|
|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
1,968
shares
|
$246,393
0.01% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
American Money Management, LLC
|
May 09, 2024 Q1 2024 |
1,963
shares
|
$245,767
0.05% of portfolio
|
Q3 2023
Added 12.17%
|
|
Old Port Advisors
|
Jun 26, 2024 Q1 2024 |
1,950
shares
|
$244,140
0.1% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
1,949
shares
|
$244,014
0.01% of portfolio
|
Q1 2024
Added 21.74%
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
May 06, 2024 Q1 2024 |
1,943
shares
|
$243,263
0.23% of portfolio
|
Q4 2023
New holding
|
|
Allstate Corp
Northbrook, IL |
May 10, 2024 Q1 2024 |
1,924
shares
|
$240,884
0.02% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
1,921
shares
|
$240,509
0.06% of portfolio
|
Q1 2024
Added 7.74%
|