Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,907 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 |
|---|---|---|---|---|---|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,255
shares
|
$282,326
0.1% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,250
shares
|
$281,700
0.03% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,244
shares
|
$280,948
0.05% of portfolio
|
Q3 2023
Added 17.36%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
2,232
shares
|
$279,446
0.11% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,229
shares
|
$279,070
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,219
shares
|
$277,818
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
2,210
shares
|
$276,692
0.03% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,210
shares
|
$276,692
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,208
shares
|
$276,441
0.04% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,206
shares
|
$276,191
0.04% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
2,204
shares
|
$275,940
0.33% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
2,191
shares
|
$274,313
0.1% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
2,188
shares
|
$273,937
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,185
shares
|
$273,562
0.03% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,183
shares
|
$273,311
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,181
shares
|
$273,061
0.02% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,177
shares
|
$272,560
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,173
shares
|
$272,059
0.05% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
2,172
shares
|
$271,934
0.22% of portfolio
|
Q4 2024
Added 48.56%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,160
shares
|
$270,432
0.15% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
2,150
shares
|
$269,180
0.14% of portfolio
|
Q1 2024
Added 16.22%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,148
shares
|
$268,929
0.16% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,145
shares
|
$268,554
0.13% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,138
shares
|
$267,677
0.01% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
2,138
shares
|
$267,677
0.04% of portfolio
|
Q3 2024
Reduced 17.04%
|