Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,979 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $61.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
72
shares
|
$9,014
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
67
shares
|
$8,388
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
65
shares
|
$8,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
62
shares
|
$7,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
55
shares
|
$6,886
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
50
shares
|
$6,260
0.0% of portfolio
|
Q3 2023
Reduced 88.89%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
49
shares
|
$6,134
0.0% of portfolio
|
Q2 2024
Reduced 85.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
44
shares
|
$5,508
0.0% of portfolio
|
Q3 2024
Added 51.72%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
43
shares
|
$5,383
0.0% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
43
shares
|
$5,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
43
shares
|
$5,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
41
shares
|
$5,133
0.0% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$5,008
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
40
shares
|
$5,008
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
38
shares
|
$4,757
0.0% of portfolio
|
Q2 2024
Added 18.75%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
38
shares
|
$4,757
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
38
shares
|
$4,757
0.0% of portfolio
|
Q4 2024
Added 192.31%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
37
shares
|
$4,632
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
37
shares
|
$4,632
0.0% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
35
shares
|
$4,382
0.0% of portfolio
|
Q4 2024
Reduced 91.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
35
shares
|
$4,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
35
shares
|
$4,382
0.0% of portfolio
|
Q4 2024
Reduced 97.51%
|