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 |
---|---|---|---|---|---|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
872
shares
|
$109,174
0.07% of portfolio
|
Q4 2022
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
862
shares
|
$107,922
0.09% of portfolio
|
Q1 2024
Added 22.97%
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
859
shares
|
$107,546
0.02% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Apr 18, 2024 Q1 2024 |
839
shares
|
$105,042
0.06% of portfolio
|
Q1 2024
Added 150.45%
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
817
shares
|
$102,288
0.01% of portfolio
|
Q1 2024
Added 4.48%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Apr 11, 2024 Q1 2024 |
800
shares
|
$100,160
0.02% of portfolio
|
Q4 2023
New holding
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 22, 2024 Q1 2024 |
797
shares
|
$99,784
0.1% of portfolio
|
Q1 2024
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
793
shares
|
$99,283
0.02% of portfolio
|
Q1 2024
Reduced 62.04%
|
|
Arcadia Investment Management Corp
|
Apr 23, 2024 Q1 2024 |
781
shares
|
$97,781
0.02% of portfolio
|
Q4 2023
Added 57.78%
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
720
shares
|
$90,144
0.1% of portfolio
|
Q2 2023
New holding
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
May 28, 2024 Q1 2024 |
712
shares
|
$89,142
0.06% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
710
shares
|
$88,892
0.02% of portfolio
|
Q1 2023
Reduced 34.86%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
697
shares
|
$87,264
0.05% of portfolio
|
Q2 2023
New holding
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
673
shares
|
$84,259
0.0% of portfolio
|
Q1 2024
Reduced 74.46%
|
|
State Of Wyoming
Cheyenne, WY |
May 13, 2024 Q1 2024 |
663
shares
|
$83,007
0.01% of portfolio
|
Q1 2024
Reduced 59.94%
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
656
shares
|
$82,131
0.05% of portfolio
|
Q1 2024
Added 13.69%
|
|
Global Trust Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
606
shares
|
$75,871
0.03% of portfolio
|
Q1 2023
Added 1.0%
|
|
First Premier Bank
|
Apr 12, 2024 Q1 2024 |
600
shares
|
$75,120
0.03% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
600
shares
|
$75,120
0.02% of portfolio
|
Q1 2024
Reduced 50.04%
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
591
shares
|
$73,993
0.01% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
555
shares
|
$69,486
0.04% of portfolio
|
Q1 2023
Reduced 16.04%
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
543
shares
|
$67,983
0.01% of portfolio
|
Q3 2023
Reduced 58.39%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
536
shares
|
$67,107
0.01% of portfolio
|
Q1 2024
Added 59.52%
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 25, 2024 Q1 2024 |
516
shares
|
$64,603
0.05% of portfolio
|
Q1 2024
Reduced 22.05%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
507
shares
|
$63,476
0.0% of portfolio
|
Q1 2024
Reduced 13.18%
|