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 |
---|---|---|---|---|---|
Pacific Capital Wealth Advisors, Inc
|
May 15, 2024 Q1 2024 |
14
shares
|
$1,752
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
13
shares
|
$1,627
0.0% of portfolio
|
Q1 2024
New holding
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11
shares
|
$1,377
0.0% of portfolio
|
Q1 2023
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
10
shares
|
$1,252
0.0% of portfolio
|
Q1 2023
New holding
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
10
shares
|
$1,252
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
10
shares
|
$1,252
0.0% of portfolio
|
Q2 2023
Reduced 70.59%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
9
shares
|
$1,126
0.0% of portfolio
|
Q1 2024
New holding
|
|
Quest Partners LLC
New York, NY |
May 09, 2024 Q1 2024 |
8
shares
|
$1,001
0.0% of portfolio
|
Q1 2024
Reduced 99.94%
|
|
Nvwm, LLC
|
May 06, 2024 Q1 2024 |
7
shares
|
$876
0.0% of portfolio
|
Q1 2024
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
7
shares
|
$876
0.0% of portfolio
|
Q1 2024
New holding
|
|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
6
shares
|
$751
0.0% of portfolio
|
Q3 2022
New holding
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
3
shares
|
$375
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
2
shares
|
$250
0.0% of portfolio
|
Q1 2024
New holding
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 13, 2024 Q1 2024 |
1
shares
|
$125
0.0% of portfolio
|
Q1 2024
Reduced 100.0%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|