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 |
|---|---|---|---|---|---|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,971
shares
|
$246,769
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,969
shares
|
$246,518
0.09% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,958
shares
|
$245,141
0.03% of portfolio
|
Q3 2024
Added 55.64%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,935
shares
|
$242,262
0.2% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
1,931
shares
|
$241,761
0.07% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,930
shares
|
$241,636
0.05% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,922
shares
|
$240,634
0.03% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
1,902
shares
|
$238,130
0.02% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Highlander Partners, L.P.
|
Nov 08, 2024 Q3 2024 |
1,900
shares
|
$237,880
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
1,879
shares
|
$235,250
0.01% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,870
shares
|
$234,124
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
1,868
shares
|
$233,873
0.05% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
1,850
shares
|
$231,620
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
1,848
shares
|
$231,369
0.08% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
1,838
shares
|
$230,117
0.11% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,836
shares
|
$229,867
0.01% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
1,830
shares
|
$229,116
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,828
shares
|
$228,865
0.13% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,825
shares
|
$228,490
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
1,821
shares
|
$227,989
0.03% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
1,818
shares
|
$227,613
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,816
shares
|
$227,363
0.01% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,807
shares
|
$226,236
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
1,805
shares
|
$225,986
0.34% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Rmr Wealth Builders
|
Jan 10, 2025 Q4 2024 |
1,799
shares
|
$225,234
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|