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 |
---|---|---|---|---|---|
Godsey & Gibb Associates
|
Apr 23, 2024 Q1 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
Bnp Paribas
New York, NY |
May 01, 2024 Q1 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
98
shares
|
$12,269
0.01% of portfolio
|
Q4 2023
New holding
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
93
shares
|
$11,643
0.01% of portfolio
|
Q4 2023
New holding
|
|
Delta Asset Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
90
shares
|
$11,268
0.0% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
90
shares
|
$11,268
0.01% of portfolio
|
Q4 2022
New holding
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 15, 2024 Q1 2024 |
90
shares
|
$11,268
0.01% of portfolio
|
Q2 2023
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89
shares
|
$11,142
0.0% of portfolio
|
Q2 2022
Reduced 97.97%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
88
shares
|
$11,017
0.01% of portfolio
|
Q2 2022
Added 22.22%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
87
shares
|
$10,892
0.0% of portfolio
|
Q4 2023
Reduced 1.14%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
82
shares
|
$10,266
0.01% of portfolio
|
Q4 2023
New holding
|
|
Hanson & Doremus Investment Management
|
Apr 22, 2024 Q1 2024 |
80
shares
|
$10,016
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
80
shares
|
$10,016
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
Breakwater Investment Management
Seattle, WA |
Jun 13, 2024 Q1 2024 |
80
shares
|
$10,016
0.01% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
75
shares
|
$9,390
0.0% of portfolio
|
Q1 2024
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
74
shares
|
$9,264
0.0% of portfolio
|
Q3 2022
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2024
Added 128.13%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2024
Reduced 41.6%
|
|
High Mark Wealth Management LLC
|
Apr 26, 2024 Q1 2024 |
68
shares
|
$8,513
0.0% of portfolio
|
Q1 2024
Reduced 6.85%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
67
shares
|
$8,388
0.0% of portfolio
|
Q4 2022
New holding
|
|
Richardson Financial Services Inc.
Medway, MA |
May 03, 2024 Q1 2024 |
63
shares
|
$7,887
0.01% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
61
shares
|
$7,637
0.0% of portfolio
|
Q4 2023
Added 258.82%
|
|
Northwest Investment Counselors, LLC
|
Apr 12, 2024 Q1 2024 |
57
shares
|
$7,136
0.0% of portfolio
|
Q1 2024
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
53
shares
|
$6,635
0.0% of portfolio
|
Q1 2024
Added 430.0%
|