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 |
|---|---|---|---|---|---|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
1,310
shares
|
$164,012
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,309
shares
|
$163,886
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,303
shares
|
$163,135
0.0% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
1,301
shares
|
$162,885
0.01% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
1,300
shares
|
$162,760
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,293
shares
|
$161,883
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
1,274
shares
|
$159,504
0.0% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,273
shares
|
$159,379
0.03% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,273
shares
|
$159,379
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
1,264
shares
|
$158,252
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
1,261
shares
|
$157,877
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,255
shares
|
$157,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
1,250
shares
|
$156,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$156,500
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
1,249
shares
|
$156,374
0.03% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,248
shares
|
$156,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
1,242
shares
|
$155,498
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
1,241
shares
|
$155,373
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,233
shares
|
$154,371
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
1,228
shares
|
$153,745
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
1,228
shares
|
$153,745
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
1,227
shares
|
$153,620
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
1,220
shares
|
$152,744
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
1,216
shares
|
$152,243
0.09% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
1,212
shares
|
$151,742
0.06% of portfolio
|
Q3 2024
New holding
|