Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,907 institutions that hold shares in the stock, with a total of 486 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 |
|---|---|---|---|---|---|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,150
shares
|
$4.53 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
36,018
shares
|
$4.51 Million
1.47% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
35,792
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
35,571
shares
|
$4.45 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
35,463
shares
|
$4.44 Million
0.6% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
35,382
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Added 108.07%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
35,354
shares
|
$4.43 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
35,140
shares
|
$4.4 Million
5.82% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
35,130
shares
|
$4.4 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,111
shares
|
$4.4 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
Jan 15, 2025 Q4 2024 |
35,000
shares
|
$4.38 Million
1.26% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
34,818
shares
|
$4.36 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
34,745
shares
|
$4.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
34,655
shares
|
$4.34 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
34,298
shares
|
$4.29 Million
2.13% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
34,099
shares
|
$4.27 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
34,032
shares
|
$4.26 Million
0.05% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,972
shares
|
$4.25 Million
0.13% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
33,968
shares
|
$4.25 Million
1.68% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
33,814
shares
|
$4.23 Million
0.74% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
33,489
shares
|
$4.19 Million
0.91% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
33,154
shares
|
$4.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
33,111
shares
|
$4.15 Million
1.08% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
32,998
shares
|
$4.13 Million
0.17% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,997
shares
|
$4.13 Million
0.17% of portfolio
|
Q3 2023
Added 13.74%
|