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 |
---|---|---|---|---|---|
Chickasaw Capital Management LLC
|
Apr 05, 2024 Q1 2024 |
1,364
shares
|
$170,772
0.01% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,363
shares
|
$170,647
0.04% of portfolio
|
Q1 2024
New holding
|
|
Sfmg, LLC
|
May 07, 2024 Q1 2024 |
1,360
shares
|
$170,272
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
1,358
shares
|
$170,021
0.02% of portfolio
|
Q1 2024
Reduced 13.34%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
1,351
shares
|
$169,145
0.01% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
Atlantic Union Bankshares Corp
|
Apr 16, 2024 Q1 2024 |
1,350
shares
|
$169,020
0.01% of portfolio
|
Q1 2024
New holding
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 15, 2024 Q1 2024 |
1,350
shares
|
$169,020
0.2% of portfolio
|
Q1 2024
New holding
|
|
City State Bank
Norwalk, IA |
Apr 11, 2024 Q1 2024 |
1,345
shares
|
$168,394
0.09% of portfolio
|
Q1 2024
Reduced 10.03%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
1,343
shares
|
$168,143
0.03% of portfolio
|
Q1 2024
Reduced 63.35%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
May 08, 2024 Q1 2024 |
1,342
shares
|
$168,018
0.01% of portfolio
|
Q1 2024
New holding
|
|
Fiduciary Group LLC
Savannah, GA |
May 13, 2024 Q1 2024 |
1,328
shares
|
$166,265
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ofi Invest Asset Management
Paris, I0 |
Apr 29, 2024 Q1 2024 |
1,319
shares
|
$165,138
0.01% of portfolio
|
Q1 2024
New holding
|
|
Osterweis Capital Management Inc
San Francisco, CA |
May 15, 2024 Q1 2024 |
1,318
shares
|
$165,013
0.01% of portfolio
|
Q1 2024
Reduced 7.38%
|
|
Gryphon Financial Partners LLC
|
May 01, 2024 Q1 2024 |
1,314
shares
|
$164,512
0.03% of portfolio
|
Q1 2024
New holding
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 14, 2024 Q1 2024 |
1,310
shares
|
$164,012
0.09% of portfolio
|
Q1 2024
New holding
|
|
Courier Capital LLC
|
Apr 15, 2024 Q1 2024 |
1,308
shares
|
$163,761
0.01% of portfolio
|
Q1 2024
New holding
|
|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
1,306
shares
|
$163,511
0.02% of portfolio
|
Q1 2024
Reduced 49.26%
|
|
Fiera Capital Corp
Montreal, A8 |
May 01, 2024 Q1 2024 |
1,304
shares
|
$163,260
0.0% of portfolio
|
Q1 2024
Reduced 86.3%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
May 16, 2024 Q1 2024 |
1,302
shares
|
$163,010
0.01% of portfolio
|
Q1 2024
New holding
|
|
Trillium Asset Management, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
1,291
shares
|
$161,633
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fortem Financial Group, LLC
|
May 01, 2024 Q1 2024 |
1,288
shares
|
$161,257
0.07% of portfolio
|
Q1 2024
New holding
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 03, 2024 Q1 2024 |
1,284
shares
|
$160,756
0.01% of portfolio
|
Q1 2024
New holding
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 15, 2024 Q1 2024 |
1,280
shares
|
$160,256
0.03% of portfolio
|
Q1 2024
New holding
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
1,279
shares
|
$160,130
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
1,269
shares
|
$158,878
0.01% of portfolio
|
Q1 2024
Reduced 3.2%
|