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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
2,863
shares
|
$358,447
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,860
shares
|
$358,072
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
2,859
shares
|
$357,946
0.17% of portfolio
|
Q3 2024
Reduced 58.13%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,858
shares
|
$357,821
0.06% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,857
shares
|
$357,696
0.07% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,851
shares
|
$356,945
0.03% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,842
shares
|
$355,818
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
2,829
shares
|
$354,190
0.1% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
2,813
shares
|
$352,187
0.12% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,790
shares
|
$349,308
0.06% of portfolio
|
Q4 2024
Reduced 73.92%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
2,783
shares
|
$348,431
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,772
shares
|
$347,054
0.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
2,766
shares
|
$346,303
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,757
shares
|
$345,176
0.03% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,742
shares
|
$343,298
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.01% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,728
shares
|
$341,545
0.02% of portfolio
|
Q3 2024
Added 48.1%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,726
shares
|
$341,295
0.03% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
2,723
shares
|
$340,919
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,722
shares
|
$340,794
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,720
shares
|
$340,544
0.03% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,709
shares
|
$339,166
0.04% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$338,040
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,693
shares
|
$337,163
0.01% of portfolio
|
Q3 2024
Added 1.81%
|