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 |
|---|---|---|---|---|---|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
2,097
shares
|
$262,544
0.16% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
2,094
shares
|
$262,168
0.27% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,093
shares
|
$262,043
0.0% of portfolio
|
Q4 2022
Reduced 48.38%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,091
shares
|
$261,793
0.35% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,088
shares
|
$261,417
0.04% of portfolio
|
Q3 2024
Reduced 73.23%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
2,073
shares
|
$259,539
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,071
shares
|
$259,289
0.3% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
2,071
shares
|
$259,289
0.18% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,062
shares
|
$258,162
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,058
shares
|
$257,661
0.0% of portfolio
|
Q3 2024
Reduced 23.04%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,044
shares
|
$255,908
0.01% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
2,043
shares
|
$255,783
0.24% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,039
shares
|
$255,282
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,037
shares
|
$255,032
0.14% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
2,032
shares
|
$254,406
0.01% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
2,023
shares
|
$253,279
0.1% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,016
shares
|
$252,403
0.15% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,014
shares
|
$252,152
0.03% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,011
shares
|
$251,777
0.04% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
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
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$250,400
0.04% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$250,400
0.04% of portfolio
|
Q3 2024
Reduced 24.53%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$250,400
0.01% of portfolio
|
Q4 2020
Reduced 22.48%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,980
shares
|
$247,896
0.01% of portfolio
|
Q3 2024
Reduced 95.2%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,975
shares
|
$247,270
0.02% of portfolio
|
Q2 2024
Reduced 37.99%
|