Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,965 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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,755
shares
|
$845,726
0.02% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
6,748
shares
|
$844,849
0.64% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,672
shares
|
$835,334
0.08% of portfolio
|
Q2 2024
Added 57.92%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
6,650
shares
|
$832,580
0.05% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,648
shares
|
$832,329
0.06% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,642
shares
|
$831,578
0.06% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
6,641
shares
|
$831,453
0.37% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,585
shares
|
$824,442
0.05% of portfolio
|
Q3 2022
Added 35.49%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,583
shares
|
$824,191
0.04% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
6,576
shares
|
$823,315
0.01% of portfolio
|
Q3 2024
Reduced 91.38%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
6,520
shares
|
$816,304
0.09% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,466
shares
|
$809,543
0.03% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
6,448
shares
|
$807,289
0.45% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
6,445
shares
|
$806,914
0.24% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
6,400
shares
|
$801,280
0.54% of portfolio
|
Q4 2023
Reduced 16.07%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,364
shares
|
$796,772
0.32% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
6,338
shares
|
$793,517
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,330
shares
|
$792,516
0.05% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
6,329
shares
|
$792,390
0.05% of portfolio
|
Q2 2022
Reduced 3.8%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,327
shares
|
$792,140
0.04% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
6,266
shares
|
$784,503
0.1% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
6,250
shares
|
$782,500
0.06% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
6,248
shares
|
$782,249
0.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,244
shares
|
$781,748
0.02% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
6,229
shares
|
$779,870
0.05% of portfolio
|
Q4 2024
Reduced 4.32%
|