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 |
|---|---|---|---|---|---|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
29,794
shares
|
$3.73 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Nov 12, 2024 Q3 2024 |
29,627
shares
|
$3.71 Million
2.78% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
29,492
shares
|
$3.69 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
29,111
shares
|
$3.64 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
28,863
shares
|
$3.61 Million
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
28,820
shares
|
$3.61 Million
0.02% of portfolio
|
Q2 2023
Reduced 45.68%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,783
shares
|
$3.6 Million
0.04% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
28,616
shares
|
$3.58 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
28,294
shares
|
$3.54 Million
1.06% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
28,254
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
28,242
shares
|
$3.54 Million
3.51% of portfolio
|
Q4 2023
Added 1.04%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
28,181
shares
|
$3.53 Million
1.54% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
28,126
shares
|
$3.52 Million
2.17% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
28,085
shares
|
$3.52 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
27,966
shares
|
$3.5 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
27,887
shares
|
$3.49 Million
1.64% of portfolio
|
Q3 2024
Added 136.53%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
27,856
shares
|
$3.49 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
27,764
shares
|
$3.48 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,709
shares
|
$3.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
27,698
shares
|
$3.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
27,660
shares
|
$3.46 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
27,583
shares
|
$3.45 Million
0.15% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
27,582
shares
|
$3.45 Million
0.87% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Nov 13, 2024 Q3 2024 |
27,553
shares
|
$3.45 Million
2.77% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
27,427
shares
|
$3.43 Million
0.07% of portfolio
|
Q2 2024
Added 0.99%
|