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 |
---|---|---|---|---|---|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
1,779
shares
|
$222,730
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cutter & CO Brokerage, Inc.
|
Apr 30, 2024 Q1 2024 |
1,778
shares
|
$222,605
0.06% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 13, 2024 Q1 2024 |
1,770
shares
|
$221,604
0.16% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
1,769
shares
|
$221,478
0.02% of portfolio
|
Q1 2024
Added 42.78%
|
|
Catalina Capital Group, LLC
Torrance, CA |
May 03, 2024 Q1 2024 |
1,766
shares
|
$221,103
0.12% of portfolio
|
Q1 2024
New holding
|
|
Lcnb Corp
Lebanon, OH |
May 10, 2024 Q1 2024 |
1,760
shares
|
$220,352
0.08% of portfolio
|
Q1 2024
Reduced 8.81%
|
|
Western Pacific Wealth Management, LP
|
May 15, 2024 Q1 2024 |
1,757
shares
|
$219,976
0.16% of portfolio
|
Q1 2024
Reduced 14.79%
|
|
Independence Bank Of Kentucky
|
Apr 16, 2024 Q1 2024 |
1,756
shares
|
$219,851
0.07% of portfolio
|
Q1 2024
Reduced 15.82%
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 13, 2024 Q1 2024 |
1,754
shares
|
$219,600
0.15% of portfolio
|
Q1 2024
New holding
|
|
Aaron Wealth Advisors LLC
|
Apr 25, 2024 Q1 2024 |
1,751
shares
|
$219,225
0.03% of portfolio
|
Q1 2024
New holding
|
|
Power Wealth Management LLC
Roswell, GA |
May 03, 2024 Q1 2024 |
1,748
shares
|
$218,849
0.18% of portfolio
|
Q1 2024
Reduced 29.71%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
1,741
shares
|
$217,973
0.02% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
Monterey Private Wealth, Inc.
|
Apr 09, 2024 Q1 2024 |
1,740
shares
|
$217,848
0.09% of portfolio
|
Q1 2024
Added 0.4%
|
|
Schnieders Capital Management LLC
|
Apr 25, 2024 Q1 2024 |
1,722
shares
|
$215,594
0.04% of portfolio
|
Q4 2023
New holding
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
1,720
shares
|
$215,344
0.03% of portfolio
|
Q4 2023
Reduced 14.0%
|
|
Jackson Creek Investment Advisors LLC
|
May 09, 2024 Q1 2024 |
1,717
shares
|
$214,968
0.1% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Ingalls & Snyder LLC
New York, NY |
May 13, 2024 Q1 2024 |
1,717
shares
|
$214,968
0.01% of portfolio
|
Q1 2024
Reduced 33.14%
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 22, 2024 Q1 2024 |
1,714
shares
|
$214,592
0.03% of portfolio
|
Q4 2023
New holding
|
|
Ivc Wealth Advisors LLC
|
Apr 19, 2024 Q1 2024 |
1,710
shares
|
$214,092
0.12% of portfolio
|
Q1 2024
Added 0.59%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Apr 22, 2024 Q1 2024 |
1,704
shares
|
$213,340
0.01% of portfolio
|
Q4 2023
New holding
|
|
Legacy Financial Group LLC
|
Apr 10, 2024 Q1 2024 |
1,701
shares
|
$212,965
0.06% of portfolio
|
Q1 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
1,701
shares
|
$212,965
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
Union Savings Bank
Litchfield, CT |
Apr 29, 2024 Q1 2024 |
1,700
shares
|
$212,840
0.14% of portfolio
|
Q2 2023
New holding
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 17, 2024 Q1 2024 |
1,680
shares
|
$210,336
0.05% of portfolio
|
Q1 2024
Added 0.24%
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 04, 2024 Q1 2024 |
1,679
shares
|
$210,210
0.03% of portfolio
|
Q1 2024
Reduced 28.52%
|