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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,578
shares
|
$573,165
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
4,553
shares
|
$570,035
0.18% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,542
shares
|
$568,658
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,541
shares
|
$568,533
0.01% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,533
shares
|
$567,531
0.02% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,510
shares
|
$564,652
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,505
shares
|
$564,026
0.05% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
4,496
shares
|
$562,899
0.46% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,490
shares
|
$562,148
0.01% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,486
shares
|
$561,647
0.08% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
4,477
shares
|
$560,520
0.35% of portfolio
|
Q4 2024
Reduced 49.11%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
4,447
shares
|
$556,764
0.1% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
4,440
shares
|
$555,888
0.03% of portfolio
|
Q4 2024
Added 35.37%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,425
shares
|
$554,010
0.13% of portfolio
|
Q2 2024
Reduced 10.64%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
4,414
shares
|
$552,632
0.17% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,401
shares
|
$551,005
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
4,398
shares
|
$550,629
0.29% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,395
shares
|
$550,254
0.08% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,389
shares
|
$549,502
0.25% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
4,385
shares
|
$549,002
0.04% of portfolio
|
Q3 2024
Added 26.01%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
4,376
shares
|
$547,875
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
4,337
shares
|
$542,992
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,324
shares
|
$541,364
0.02% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
4,308
shares
|
$539,361
0.09% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,308
shares
|
$539,361
0.03% of portfolio
|
Q3 2024
Reduced 1.15%
|