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 |
---|---|---|---|---|---|
Wood Trust Financial Corp
|
Apr 17, 2024 Q1 2024 |
1,908
shares
|
$238,881
0.05% of portfolio
|
Q1 2024
Added 19.1%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
1,903
shares
|
$238,255
0.02% of portfolio
|
Q4 2023
Reduced 89.5%
|
|
Perkins Coie Trust CO
|
Apr 12, 2024 Q1 2024 |
1,901
shares
|
$238,005
0.06% of portfolio
|
Q4 2023
Reduced 0.63%
|
|
Highlander Partners, L.P.
|
Apr 30, 2024 Q1 2024 |
1,900
shares
|
$237,880
0.17% of portfolio
|
Q1 2024
New holding
|
|
Ckw Financial Group
|
Apr 22, 2024 Q1 2024 |
1,900
shares
|
$237,880
0.04% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
Keystone Financial Services
|
Jun 13, 2024 Q1 2024 |
1,899
shares
|
$237,754
0.1% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
1,896
shares
|
$237,379
0.01% of portfolio
|
Q1 2024
New holding
|
|
Marcum Wealth, LLC
|
Jul 02, 2024 Q2 2024 |
1,893
shares
|
$237,003
0.02% of portfolio
|
Q2 2024
Added 1.72%
|
|
Goldstein Advisors, LLC
Madison, WI |
May 13, 2024 Q1 2024 |
1,886
shares
|
$236,127
0.05% of portfolio
|
Q1 2024
Reduced 5.04%
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 13, 2024 Q1 2024 |
1,874
shares
|
$234,624
0.08% of portfolio
|
Q1 2024
New holding
|
|
Tobam
|
May 02, 2024 Q1 2024 |
1,864
shares
|
$233,372
0.03% of portfolio
|
Q4 2023
Reduced 31.09%
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 14, 2024 Q1 2024 |
1,858
shares
|
$232,621
0.13% of portfolio
|
Q1 2024
Added 0.87%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2024 Q1 2024 |
1,830
shares
|
$229,116
0.04% of portfolio
|
Q1 2023
New holding
|
|
River Street Advisors LLC
Aurora, IL |
Apr 17, 2024 Q1 2024 |
1,830
shares
|
$229,116
0.2% of portfolio
|
Q1 2024
New holding
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 22, 2024 Q1 2024 |
1,830
shares
|
$229,116
0.24% of portfolio
|
Q1 2024
Reduced 31.0%
|
|
Dearborn Partners LLC
|
May 08, 2024 Q1 2024 |
1,824
shares
|
$228,364
0.01% of portfolio
|
Q1 2024
Reduced 28.33%
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 16, 2024 Q1 2024 |
1,818
shares
|
$227,613
0.02% of portfolio
|
Q4 2023
New holding
|
|
Edge Capital Group, LLC
|
May 14, 2024 Q1 2024 |
1,816
shares
|
$227,363
0.01% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
1,810
shares
|
$226,612
0.0% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
Gateway Investment Advisers LLC
|
Apr 12, 2024 Q1 2024 |
1,808
shares
|
$226,361
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
1,808
shares
|
$226,361
0.12% of portfolio
|
Q1 2024
Reduced 28.71%
|
|
Security Financial Services, Inc.
|
Apr 11, 2024 Q1 2024 |
1,798
shares
|
$225,109
0.05% of portfolio
|
Q1 2024
Added 10.24%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
1,796
shares
|
$224,859
0.0% of portfolio
|
Q1 2024
Reduced 19.5%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 29, 2024 Q1 2024 |
1,787
shares
|
$223,732
0.3% of portfolio
|
Q1 2024
Added 16.19%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
1,779
shares
|
$222,730
0.0% of portfolio
|
Q1 2024
New holding
|