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 |
---|---|---|---|---|---|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
179
shares
|
$22,410
0.0% of portfolio
|
Q1 2024
Reduced 24.79%
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
176
shares
|
$22,035
0.0% of portfolio
|
Q1 2024
Added 3.53%
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
163
shares
|
$20,407
0.02% of portfolio
|
Q1 2024
Added 85.23%
|
|
Wellington Shields & Co., LLC
New York, NY |
May 23, 2024 Q1 2024 |
157
shares
|
$19,656
0.01% of portfolio
|
Q1 2024
New holding
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
156
shares
|
$19,531
0.0% of portfolio
|
Q1 2024
Added 22.83%
|
|
Boyd Watterson Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
149
shares
|
$18,654
0.01% of portfolio
|
Q3 2023
Reduced 6.88%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
144
shares
|
$18,028
0.0% of portfolio
|
Q1 2024
Reduced 12.73%
|
|
Hoey Investments, Inc
Coatesville, PA |
May 09, 2024 Q1 2024 |
137
shares
|
$17,152
0.0% of portfolio
|
Q1 2024
Reduced 11.04%
|
|
Cnb Bank
Clearfield, PA |
May 02, 2024 Q1 2024 |
137
shares
|
$17,152
0.01% of portfolio
|
Q1 2024
Added 144.64%
|
|
Cedar Mountain Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
134
shares
|
$16,776
0.0% of portfolio
|
Q2 2022
Reduced 27.17%
|
|
Grove Bank & Trust
|
Apr 30, 2024 Q1 2024 |
134
shares
|
$16,776
0.0% of portfolio
|
Q1 2024
Reduced 27.17%
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 16, 2024 Q1 2024 |
134
shares
|
$16,776
0.03% of portfolio
|
Q4 2023
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
133
shares
|
$16,651
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
126
shares
|
$15,775
0.01% of portfolio
|
Q1 2024
Added 133.33%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
126
shares
|
$15,775
0.0% of portfolio
|
Q1 2024
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
124
shares
|
$15,524
0.0% of portfolio
|
Q4 2021
Reduced 16.78%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
124
shares
|
$15,524
0.01% of portfolio
|
Q4 2021
New holding
|
|
West Branch Capital LLC
|
Apr 23, 2024 Q1 2024 |
120
shares
|
$15,024
0.01% of portfolio
|
Q1 2023
Reduced 62.15%
|
|
Chilton Capital Management LLC
Houston, TX |
May 07, 2024 Q1 2024 |
119
shares
|
$14,898
0.0% of portfolio
|
Q1 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
118
shares
|
$14,773
0.01% of portfolio
|
Q4 2023
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$14,648
0.01% of portfolio
|
Q4 2020
Reduced 57.76%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
112
shares
|
$14,022
0.0% of portfolio
|
Q1 2024
Added 1.82%
|
|
Org Partners LLC
Roanoke, IN |
May 06, 2024 Q1 2024 |
106
shares
|
$13,271
0.03% of portfolio
|
Q1 2024
Reduced 96.05%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 26, 2024 Q1 2024 |
103
shares
|
$12,895
0.01% of portfolio
|
Q4 2023
New holding
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
Reduced 43.82%
|