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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
4,846
shares
|
$606,719
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
4,815
shares
|
$602,838
0.34% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
4,803
shares
|
$601,335
0.21% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
4,795
shares
|
$600,334
0.02% of portfolio
|
Q4 2024
Added 30.98%
|
|
|
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%
|
|
|
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%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,681
shares
|
$586,061
0.01% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
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%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
4,653
shares
|
$582,555
0.04% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
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%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,615
shares
|
$577,798
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,611
shares
|
$577,297
0.12% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,609
shares
|
$577,046
0.01% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
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
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
4,594
shares
|
$575,168
0.03% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,591
shares
|
$574,793
0.05% of portfolio
|
Q4 2024
Reduced 87.02%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
4,583
shares
|
$573,791
0.17% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
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%
|