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 |
---|---|---|---|---|---|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
300
shares
|
$37,560
0.0% of portfolio
|
Q1 2024
Added 1900.0%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
300
shares
|
$37,560
0.02% of portfolio
|
Q1 2022
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
294
shares
|
$36,808
0.01% of portfolio
|
Q4 2023
Added 10.94%
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
May 14, 2024 Q1 2024 |
291
shares
|
$36,433
0.04% of portfolio
|
Q1 2024
New holding
|
|
Hallmark Capital Management Inc
|
May 03, 2024 Q1 2024 |
285
shares
|
$35,682
0.0% of portfolio
|
Q1 2024
Reduced 55.12%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
283
shares
|
$35,431
0.01% of portfolio
|
Q4 2023
Reduced 6.91%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
272
shares
|
$34,054
0.01% of portfolio
|
Q2 2023
Reduced 35.08%
|
|
Monetary Management Group Inc
St Louis, MO |
May 13, 2024 Q1 2024 |
250
shares
|
$31,300
0.01% of portfolio
|
Q1 2023
Reduced 90.91%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
243
shares
|
$30,423
0.03% of portfolio
|
Q4 2023
New holding
|
|
Canton Hathaway, LLC
|
May 13, 2024 Q1 2024 |
240
shares
|
$30,048
0.01% of portfolio
|
Q2 2022
New holding
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
240
shares
|
$30,048
0.0% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
236
shares
|
$29,547
0.01% of portfolio
|
Q2 2023
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
232
shares
|
$29,046
0.0% of portfolio
|
Q3 2023
Added 75.76%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
231
shares
|
$28,921
0.04% of portfolio
|
Q1 2024
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
223
shares
|
$27,919
0.02% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
220
shares
|
$27,544
0.03% of portfolio
|
Q1 2024
Added 19.57%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
208
shares
|
$26,041
0.02% of portfolio
|
Q4 2023
New holding
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 08, 2024 Q1 2024 |
207
shares
|
$25,916
0.0% of portfolio
|
Q1 2024
Added 0.98%
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
May 08, 2024 Q1 2024 |
204
shares
|
$25,540
0.02% of portfolio
|
Q2 2023
Reduced 13.56%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Apr 09, 2024 Q1 2024 |
202
shares
|
$25,290
0.01% of portfolio
|
Q3 2023
Added 320.83%
|
|
West Oak Capital, LLC
|
Apr 18, 2024 Q1 2024 |
200
shares
|
$25,040
0.01% of portfolio
|
Q3 2022
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
200
shares
|
$25,040
0.02% of portfolio
|
Q1 2024
New holding
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
193
shares
|
$24,163
0.01% of portfolio
|
Q4 2023
Added 9.83%
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 10, 2024 Q1 2024 |
192
shares
|
$24,038
0.01% of portfolio
|
Q3 2023
Reduced 13.51%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 15, 2024 Q1 2024 |
190
shares
|
$23,788
0.05% of portfolio
|
Q4 2023
New holding
|