Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,000 institutions that hold shares in the stock, with a total of 496 Million shares, which have been reported (via 13F filing form) to have a value of $62.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,843
shares
|
$731,543
0.01% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
5,804
shares
|
$726,660
0.04% of portfolio
|
Q4 2023
Reduced 11.23%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,802
shares
|
$726,410
0.06% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,802
shares
|
$726,410
0.02% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,793
shares
|
$725,283
0.03% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
5,767
shares
|
$722,028
0.2% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,757
shares
|
$720,776
0.13% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
5,749
shares
|
$719,774
0.09% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
5,717
shares
|
$715,768
0.08% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,713
shares
|
$715,267
0.09% of portfolio
|
Q4 2024
Added 125.45%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,700
shares
|
$713,640
0.07% of portfolio
|
Q3 2024
Reduced 22.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,667
shares
|
$709,508
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,659
shares
|
$708,506
0.03% of portfolio
|
Q3 2022
Added 92.03%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,590
shares
|
$699,868
0.03% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,543
shares
|
$693,983
0.02% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
5,520
shares
|
$691,104
0.02% of portfolio
|
Q4 2024
Added 30.65%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,517
shares
|
$690,728
0.03% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
5,498
shares
|
$688,349
0.07% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,488
shares
|
$687,097
0.09% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
5,455
shares
|
$682,966
0.04% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
5,455
shares
|
$682,966
0.1% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
5,450
shares
|
$682,340
0.03% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
5,442
shares
|
$681,338
0.49% of portfolio
|
Q4 2024
Reduced 43.25%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,440
shares
|
$681,088
0.06% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
5,429
shares
|
$679,710
0.43% of portfolio
|
Q4 2024
Reduced 0.28%
|