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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
4,815
shares
|
$602,838
0.34% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,813
shares
|
$602,587
0.04% of portfolio
|
Q3 2024
Added 47.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,805
shares
|
$601,586
0.08% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,803
shares
|
$601,335
0.21% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
4,790
shares
|
$599,708
0.27% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,768
shares
|
$596,953
0.02% of portfolio
|
Q4 2024
Added 104.28%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,763
shares
|
$596,327
0.04% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,722
shares
|
$591,194
0.24% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
4,700
shares
|
$588,440
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,686
shares
|
$586,687
0.12% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,664
shares
|
$583,932
0.2% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
4,664
shares
|
$583,932
0.41% of portfolio
|
Q4 2024
Added 18.14%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,656
shares
|
$582,931
0.06% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,616
shares
|
$577,923
0.01% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,611
shares
|
$577,297
0.12% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
4,600
shares
|
$575,920
1.09% of portfolio
|
Q4 2024
New holding
|