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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,049
shares
|
$381,734
0.09% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
3,040
shares
|
$380,608
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,035
shares
|
$379,982
0.01% of portfolio
|
Q4 2024
Added 102.06%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,005
shares
|
$376,226
0.03% of portfolio
|
Q4 2024
Added 114.95%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$375,600
0.15% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
3,000
shares
|
$375,600
0.42% 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%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
2,992
shares
|
$374,598
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,990
shares
|
$374,348
0.15% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
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%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
2,949
shares
|
$369,214
0.11% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,940
shares
|
$368,088
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
2,928
shares
|
$366,585
0.01% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
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%
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,902
shares
|
$363,330
0.0% of portfolio
|
Q4 2024
Reduced 90.41%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
2,898
shares
|
$362,829
0.11% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
2,896
shares
|
$362,579
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
2,895
shares
|
$362,454
0.16% of portfolio
|
Q4 2024
Reduced 11.74%
|