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 |
---|---|---|---|---|---|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
1,483
shares
|
$185,671
0.02% of portfolio
|
Q1 2024
New holding
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 08, 2024 Q1 2024 |
1,474
shares
|
$184,544
0.21% of portfolio
|
Q1 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
1,473
shares
|
$184,419
0.1% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 18, 2024 Q1 2024 |
1,467
shares
|
$183,668
0.05% of portfolio
|
Q1 2024
New holding
|
|
Bigelow Investment Advisors, LLC
|
May 08, 2024 Q1 2024 |
1,447
shares
|
$181,164
0.09% of portfolio
|
Q1 2024
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
1,444
shares
|
$180,788
0.03% of portfolio
|
Q1 2024
New holding
|
|
Summit Global Investments
Bountiful, UT |
Apr 29, 2024 Q1 2024 |
1,430
shares
|
$179,036
0.02% of portfolio
|
Q1 2024
Reduced 74.19%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
1,428
shares
|
$178,785
0.03% of portfolio
|
Q1 2024
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
1,421
shares
|
$177,909
0.04% of portfolio
|
Q1 2024
New holding
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
1,418
shares
|
$177,533
0.01% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Vise Technologies, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
1,402
shares
|
$175,530
0.03% of portfolio
|
Q1 2024
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$175,280
0.01% of portfolio
|
Q2 2019
Added 40.0%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 15, 2024 Q1 2024 |
1,400
shares
|
$175,280
0.0% of portfolio
|
Q1 2024
New holding
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
1,399
shares
|
$175,154
0.02% of portfolio
|
Q1 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
1,398
shares
|
$175,029
0.18% of portfolio
|
Q1 2024
Added 1.38%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
1,393
shares
|
$174,403
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sheaff Brock Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
1,383
shares
|
$173,151
0.01% of portfolio
|
Q1 2024
New holding
|
|
Royal Fund Management, LLC
|
Apr 11, 2024 Q1 2024 |
1,380
shares
|
$172,776
0.02% of portfolio
|
Q1 2024
New holding
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
May 01, 2024 Q1 2024 |
1,380
shares
|
$172,776
0.0% of portfolio
|
Q1 2024
Added 38.0%
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
May 15, 2024 Q1 2024 |
1,380
shares
|
$172,776
0.1% of portfolio
|
Q1 2024
New holding
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 29, 2024 Q1 2024 |
1,378
shares
|
$172,525
0.12% of portfolio
|
Q1 2024
New holding
|
|
First Trust Investment Solutions L.P.
Naples, FL |
May 14, 2024 Q1 2024 |
1,376
shares
|
$172,275
0.04% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
1,374
shares
|
$172,024
0.08% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,369
shares
|
$171,398
0.03% of portfolio
|
Q1 2024
Reduced 2.42%
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 01, 2024 Q1 2024 |
1,369
shares
|
$171,398
0.02% of portfolio
|
Q1 2024
New holding
|