Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,758 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 |
---|---|---|---|---|---|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
51
shares
|
$6,385
0.01% of portfolio
|
Q1 2024
Added 18.6%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
50
shares
|
$6,260
0.0% of portfolio
|
Q3 2023
Reduced 88.89%
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
48
shares
|
$6,009
0.0% of portfolio
|
Q1 2024
Added 11.63%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
May 13, 2024 Q1 2024 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
42
shares
|
$5,258
0.0% of portfolio
|
Q2 2021
New holding
|
|
Stone House Investment Management, LLC
|
May 15, 2024 Q1 2024 |
40
shares
|
$5,008
0.0% of portfolio
|
Q3 2023
New holding
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
39
shares
|
$4,882
0.0% of portfolio
|
Q1 2024
Added 178.57%
|
|
J.Safra Asset Management Corp
|
May 09, 2024 Q1 2024 |
38
shares
|
$4,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
35
shares
|
$4,382
0.0% of portfolio
|
Q3 2023
Added 9.38%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
34
shares
|
$4,256
0.0% of portfolio
|
Q4 2023
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
32
shares
|
$4,006
0.0% of portfolio
|
Q4 2023
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
31
shares
|
$3,881
0.0% of portfolio
|
Q1 2024
Reduced 39.22%
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
30
shares
|
$3,756
0.0% of portfolio
|
Q4 2023
Reduced 53.13%
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
30
shares
|
$3,756
0.0% of portfolio
|
Q1 2024
Reduced 89.01%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
29
shares
|
$3,630
0.0% of portfolio
|
Q1 2024
Reduced 44.23%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 16, 2024 Q1 2024 |
28
shares
|
$3,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
26
shares
|
$3,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
25
shares
|
$3,130
0.0% of portfolio
|
Q4 2022
Reduced 86.63%
|
|
Tfc Financial Management
|
Apr 30, 2024 Q1 2024 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
Added 13.64%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 12, 2024 Q1 2024 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
24
shares
|
$3,004
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
23
shares
|
$2,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 09, 2024 Q1 2024 |
16
shares
|
$2,003
0.0% of portfolio
|
Q4 2023
New holding
|
|
Riggs Asset Managment Co. Inc.
|
May 03, 2024 Q1 2024 |
15
shares
|
$1,878
0.0% of portfolio
|
Q1 2024
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
14
shares
|
$1,752
0.0% of portfolio
|
Q3 2023
New holding
|