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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,370
shares
|
$296,724
0.02% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,361
shares
|
$295,597
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 07, 2025 Q4 2024 |
2,344
shares
|
$293,468
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
2,334
shares
|
$292,216
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
2,324
shares
|
$290,964
0.06% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
2,322
shares
|
$290,714
0.08% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,319
shares
|
$290,338
0.02% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
2,313
shares
|
$289,587
0.27% of portfolio
|
Q3 2023
Reduced 69.38%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
2,311
shares
|
$289,337
0.06% of portfolio
|
Q3 2024
Added 31.61%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
2,310
shares
|
$289,212
0.03% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,303
shares
|
$288,335
0.02% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
2,297
shares
|
$287,584
0.04% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
2,295
shares
|
$287,334
0.07% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
2,292
shares
|
$286,958
0.03% of portfolio
|
Q2 2023
Reduced 3.0%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
2,290
shares
|
$286,708
0.05% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
2,285
shares
|
$286,082
0.1% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,256
shares
|
$282,451
0.02% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,250
shares
|
$281,700
0.03% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
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%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
2,232
shares
|
$279,446
0.1% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
2,232
shares
|
$279,446
0.11% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,229
shares
|
$279,070
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,219
shares
|
$277,818
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
2,212
shares
|
$276,942
0.01% of portfolio
|
Q3 2024
Reduced 30.9%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
2,210
shares
|
$276,692
0.03% of portfolio
|
Q3 2024
Added 1.89%
|