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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$187,800
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
1,494
shares
|
$187,048
0.01% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,494
shares
|
$187,048
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
1,485
shares
|
$185,922
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
1,480
shares
|
$185,296
0.22% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
1,467
shares
|
$183,668
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,463
shares
|
$183,167
0.1% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,462
shares
|
$183,042
0.12% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
1,451
shares
|
$181,665
0.01% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,431
shares
|
$179,161
0.01% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
1,427
shares
|
$178,660
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,425
shares
|
$178,410
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
1,425
shares
|
$178,410
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
1,418
shares
|
$177,533
0.04% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,417
shares
|
$177,408
0.02% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
1,414
shares
|
$177,032
0.01% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,413
shares
|
$176,907
0.07% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
1,413
shares
|
$176,907
0.19% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,411
shares
|
$176,657
0.03% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,408
shares
|
$176,281
0.09% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
1,405
shares
|
$175,906
0.09% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$175,280
0.01% of portfolio
|
Q2 2019
Added 40.0%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$175,280
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,398
shares
|
$175,029
0.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,386
shares
|
$173,527
0.07% of portfolio
|
Q3 2024
New holding
|