Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,934 institutions that hold shares in the stock, with a total of 486 Million shares, which have been reported (via 13F filing form) to have a value of $60.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,107
shares
|
$388,996
0.05% of portfolio
|
Q3 2020
Added 10.73%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
3,102
shares
|
$388,370
0.23% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
3,100
shares
|
$388,120
0.1% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,099
shares
|
$387,994
0.02% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,098
shares
|
$387,869
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
3,081
shares
|
$385,741
0.02% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
3,080
shares
|
$385,616
0.01% of portfolio
|
Q3 2022
Reduced 11.62%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,069
shares
|
$384,238
0.19% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,060
shares
|
$383,112
0.76% of portfolio
|
Q4 2023
Reduced 16.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,056
shares
|
$382,611
0.01% of portfolio
|
Q3 2024
Added 31.67%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,042
shares
|
$380,858
0.02% of portfolio
|
Q3 2024
Reduced 82.44%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
3,040
shares
|
$380,608
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
3,030
shares
|
$379,356
0.03% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,028
shares
|
$379,105
0.07% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$375,600
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,992
shares
|
$374,598
0.04% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,978
shares
|
$372,845
0.24% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,950
shares
|
$369,340
0.02% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,940
shares
|
$368,088
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,926
shares
|
$366,335
0.09% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,925
shares
|
$366,210
0.1% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,917
shares
|
$365,208
0.04% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
2,915
shares
|
$364,958
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
2,908
shares
|
$364,081
0.1% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,908
shares
|
$364,081
0.01% of portfolio
|
Q3 2024
Reduced 12.41%
|