Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,794 institutions that hold shares in the stock, with a total of 514 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hoey Investments, Inc
Coatesville, PA |
Jul 31, 2024 Q2 2024 |
37
shares
|
$4,632
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
35
shares
|
$4,382
0.0% of portfolio
|
Q3 2023
Added 9.38%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
34
shares
|
$4,256
0.0% of portfolio
|
Q4 2023
New holding
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
33
shares
|
$4,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
Clean Yield Group
|
Jul 10, 2024 Q2 2024 |
32
shares
|
$4,006
0.0% of portfolio
|
Q2 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
31
shares
|
$3,881
0.0% of portfolio
|
Q1 2024
Reduced 39.22%
|
|
High Mark Wealth Management LLC
|
Jul 29, 2024 Q2 2024 |
30
shares
|
$3,756
0.0% of portfolio
|
Q2 2024
Reduced 55.88%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
29
shares
|
$3,630
0.0% of portfolio
|
Q1 2024
Reduced 44.23%
|
|
Riggs Asset Managment Co. Inc.
|
Jul 29, 2024 Q2 2024 |
28
shares
|
$3,505
0.0% of portfolio
|
Q2 2024
Added 86.67%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Aug 07, 2024 Q2 2024 |
28
shares
|
$3,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
26
shares
|
$3,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
25
shares
|
$3,130
0.0% of portfolio
|
Q4 2022
Reduced 86.63%
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
Added 13.64%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 08, 2024 Q2 2024 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 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
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
21
shares
|
$2,629
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
21
shares
|
$2,629
0.0% of portfolio
|
Q2 2024
Added 133.33%
|
|
Fairway Wealth LLC
Independence, OH |
Aug 09, 2024 Q2 2024 |
20
shares
|
$2,504
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bay Harbor Wealth Management, LLC
|
Jul 24, 2024 Q2 2024 |
17
shares
|
$2,128
0.0% of portfolio
|
Q2 2024
Reduced 96.03%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
16
shares
|
$2,003
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
14
shares
|
$1,752
0.0% of portfolio
|
Q3 2023
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
13
shares
|
$1,627
0.0% of portfolio
|
Q2 2024
Reduced 75.47%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 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
|