Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,870 institutions that hold shares in the stock, with a total of 485 Million shares, which have been reported (via 13F filing form) to have a value of $60.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
66,708
shares
|
$8.35 Million
0.21% of portfolio
|
Q3 2024
Added 1260.83%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
65,615
shares
|
$8.21 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Clark Estates Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
65,300
shares
|
$8.18 Million
2.13% of portfolio
|
Q3 2024
Reduced 34.9%
|
|
|
Robertson Opportunity Capital, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
64,600
shares
|
$8.09 Million
3.43% of portfolio
|
Q1 2024
Reduced 29.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
64,561
shares
|
$8.08 Million
0.04% of portfolio
|
Q3 2024
Added 393.28%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
63,897
shares
|
$8 Million
0.05% of portfolio
|
Q3 2024
Reduced 56.47%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
63,679
shares
|
$7.97 Million
0.86% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
62,883
shares
|
$7.87 Million
0.24% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
M&G PLC
London, X0 |
Oct 31, 2024 Q3 2024 |
62,552
shares
|
$7.83 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
62,183
shares
|
$7.79 Million
0.07% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
61,886
shares
|
$7.75 Million
0.09% of portfolio
|
Q3 2024
Added 354.51%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
61,788
shares
|
$7.74 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
61,224
shares
|
$7.67 Million
0.12% of portfolio
|
Q4 2022
Reduced 9.85%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
60,558
shares
|
$7.58 Million
0.92% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
60,349
shares
|
$7.56 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
60,303
shares
|
$7.55 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
60,091
shares
|
$7.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
60,000
shares
|
$7.51 Million
0.12% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
59,347
shares
|
$7.43 Million
0.09% of portfolio
|
Q3 2024
Reduced 34.28%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
59,217
shares
|
$7.41 Million
0.59% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
58,886
shares
|
$7.37 Million
0.14% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
57,874
shares
|
$7.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
56,812
shares
|
$7.11 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
56,554
shares
|
$7.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
56,440
shares
|
$7.07 Million
0.32% of portfolio
|
Q3 2024
Added 16.38%
|