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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,386
shares
|
$173,527
0.01% of portfolio
|
Q3 2024
Reduced 29.18%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,383
shares
|
$173,151
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
1,380
shares
|
$172,776
0.0% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,379
shares
|
$172,650
0.19% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
1,378
shares
|
$172,525
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
1,376
shares
|
$172,275
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
1,376
shares
|
$172,275
0.02% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
1,371
shares
|
$171,649
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
1,367
shares
|
$171,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,366
shares
|
$171,023
0.08% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,363
shares
|
$170,647
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
1,358
shares
|
$170,021
0.0% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
1,358
shares
|
$170,021
0.02% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,353
shares
|
$169,395
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
1,350
shares
|
$169,020
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
1,350
shares
|
$169,020
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,345
shares
|
$168,394
0.06% of portfolio
|
Q1 2024
Reduced 10.03%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
1,340
shares
|
$167,768
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
1,327
shares
|
$166,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,324
shares
|
$165,764
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,322
shares
|
$165,514
0.03% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
1,322
shares
|
$165,514
0.12% of portfolio
|
Q2 2024
Added 18.61%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,318
shares
|
$165,013
0.01% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,314
shares
|
$164,512
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,310
shares
|
$164,012
0.01% of portfolio
|
Q3 2024
New holding
|