Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,066 institutions that hold shares in the stock, with a total of 499 Million shares, which have been reported (via 13F filing form) to have a value of $62.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
16,755
shares
|
$2.1 Million
0.71% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
16,737
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
16,583
shares
|
$2.08 Million
1.68% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,520
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
16,375
shares
|
$2.05 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
16,362
shares
|
$2.05 Million
0.79% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
16,340
shares
|
$2.05 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
16,307
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2022
Added 65.37%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
16,283
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
16,268
shares
|
$2.04 Million
0.14% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
16,179
shares
|
$2.03 Million
1.63% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
16,073
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2021
Added 6.58%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
16,003
shares
|
$2 Million
0.8% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
15,977
shares
|
$2 Million
1.24% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
15,721
shares
|
$1.97 Million
0.08% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
15,671
shares
|
$1.96 Million
0.21% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,541
shares
|
$1.95 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Resolute Capital Asset Partners LLC
Denver, CO |
Feb 13, 2025 Q4 2024 |
15,449
shares
|
$1.93 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,372
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Added 42.2%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
15,308
shares
|
$1.92 Million
0.11% of portfolio
|
Q4 2024
Reduced 37.06%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
15,157
shares
|
$1.9 Million
0.34% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
15,073
shares
|
$1.89 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
14,951
shares
|
$1.87 Million
0.55% of portfolio
|
Q4 2024
Added 103.91%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
14,904
shares
|
$1.87 Million
0.19% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
14,863
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|