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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,257
shares
|
$658,176
0.01% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
5,250
shares
|
$657,300
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
5,197
shares
|
$650,664
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
5,193
shares
|
$650,163
0.24% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,192
shares
|
$650,038
0.03% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,173
shares
|
$647,659
0.42% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
5,129
shares
|
$642,150
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,106
shares
|
$639,271
0.02% of portfolio
|
Q4 2024
Added 24.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
5,090
shares
|
$637,268
0.03% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
5,089
shares
|
$637,142
0.08% of portfolio
|
Q4 2024
Added 1401.18%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,079
shares
|
$635,890
0.09% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
5,070
shares
|
$634,764
0.61% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,064
shares
|
$634,012
0.01% of portfolio
|
Q4 2024
Added 208.97%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
5,064
shares
|
$634,012
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,061
shares
|
$633,637
0.54% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
5,051
shares
|
$632,385
0.07% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,989
shares
|
$624,622
0.03% of portfolio
|
Q4 2024
Added 78.05%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
4,945
shares
|
$619,114
0.03% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
4,944
shares
|
$618,988
0.03% of portfolio
|
Q4 2023
Added 7.18%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
4,934
shares
|
$617,736
0.24% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
4,921
shares
|
$616,109
0.24% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,906
shares
|
$614,231
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,890
shares
|
$612,228
0.2% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
4,869
shares
|
$609,598
0.12% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,851
shares
|
$607,345
0.03% of portfolio
|
Q4 2024
Reduced 3.71%
|