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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
9,022
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.19%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,999
shares
|
$1.13 Million
0.17% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
8,966
shares
|
$1.12 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
8,960
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
8,950
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,943
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
8,905
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
8,894
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2024
Added 395.49%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,851
shares
|
$1.11 Million
0.16% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
8,834
shares
|
$1.11 Million
0.26% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,822
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 78.11%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
8,798
shares
|
$1.1 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
8,796
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 43.06%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
8,791
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 70.59%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
8,781
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
8,678
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
8,629
shares
|
$1.08 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
8,610
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,593
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 166.37%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
8,561
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2024
Added 35.61%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,523
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
8,440
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2023
Reduced 1.17%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,419
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
8,374
shares
|
$1.05 Million
0.39% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
8,365
shares
|
$1.05 Million
0.54% of portfolio
|
Q4 2024
Reduced 5.24%
|