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 |
---|---|---|---|---|---|
Financial Partners Group, LLC
Gallatin, TN |
Apr 17, 2024 Q1 2024 |
1,264
shares
|
$158,252
0.08% of portfolio
|
Q1 2024
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
1,261
shares
|
$157,877
0.03% of portfolio
|
Q1 2024
Reduced 11.57%
|
|
Hancock Whitney Corp
|
May 16, 2024 Q1 2024 |
1,259
shares
|
$157,626
0.01% of portfolio
|
Q1 2024
New holding
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 01, 2024 Q1 2024 |
1,257
shares
|
$157,376
0.03% of portfolio
|
Q1 2024
New holding
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
1,256
shares
|
$157,251
0.0% of portfolio
|
Q1 2024
New holding
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
1,254
shares
|
$157,000
0.01% of portfolio
|
Q1 2024
New holding
|
|
Armistice Capital, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,253
shares
|
$156,875
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Apr 16, 2024 Q1 2024 |
1,226
shares
|
$153,495
0.05% of portfolio
|
Q1 2024
Reduced 30.02%
|
|
Quent Capital, LLC
|
Jun 28, 2024 Q1 2024 |
1,211
shares
|
$151,617
0.02% of portfolio
|
Q4 2023
Added 0.18%
|
|
Security National Bank
|
Apr 15, 2024 Q1 2024 |
1,200
shares
|
$150,240
0.02% of portfolio
|
Q4 2023
New holding
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 03, 2024 Q1 2024 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q1 2024
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$147,610
0.01% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
1,178
shares
|
$147,485
0.11% of portfolio
|
Q1 2024
Reduced 14.51%
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
1,125
shares
|
$140,850
0.01% of portfolio
|
Q1 2024
New holding
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
1,114
shares
|
$139,472
0.01% of portfolio
|
Q4 2021
Reduced 20.77%
|
|
Natixis Investment Managers International
Paris, I0 |
May 13, 2024 Q1 2024 |
1,006
shares
|
$125,951
0.01% of portfolio
|
Q1 2024
Reduced 14.16%
|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
1,000
shares
|
$125,200
0.01% of portfolio
|
Q3 2020
Reduced 33.99%
|
|
Riverview Trust CO
|
Apr 12, 2024 Q1 2024 |
980
shares
|
$122,696
0.1% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
966
shares
|
$120,943
0.0% of portfolio
|
Q1 2024
Reduced 40.7%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
956
shares
|
$119,691
0.02% of portfolio
|
Q1 2024
Reduced 77.96%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Apr 16, 2024 Q1 2024 |
950
shares
|
$118,940
0.08% of portfolio
|
Q1 2024
Reduced 22.7%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
948
shares
|
$118,689
0.02% of portfolio
|
Q1 2024
Reduced 76.79%
|
|
Zions Bancorporation, N.A.
|
May 14, 2024 Q1 2024 |
935
shares
|
$117,062
0.01% of portfolio
|
Q1 2024
Added 90.43%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
919
shares
|
$115,058
0.05% of portfolio
|
Q1 2024
Reduced 89.46%
|
|
Trust CO Of Vermont
|
May 03, 2024 Q1 2024 |
896
shares
|
$112,179
0.01% of portfolio
|
Q1 2024
Reduced 0.44%
|