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 |
|---|---|---|---|---|---|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
2,135
shares
|
$267,302
0.04% of portfolio
|
Q3 2024
Reduced 23.34%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,132
shares
|
$266,926
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,130
shares
|
$266,676
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,124
shares
|
$265,924
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,107
shares
|
$263,796
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
2,100
shares
|
$262,920
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,097
shares
|
$262,544
0.04% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
2,097
shares
|
$262,544
0.16% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
2,093
shares
|
$262,043
0.01% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,093
shares
|
$262,043
0.0% of portfolio
|
Q4 2022
Reduced 48.38%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,091
shares
|
$261,793
0.35% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
2,073
shares
|
$259,539
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,071
shares
|
$259,289
0.3% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
2,071
shares
|
$259,289
0.18% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,062
shares
|
$258,162
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,058
shares
|
$257,661
0.0% of portfolio
|
Q3 2024
Reduced 23.04%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
2,043
shares
|
$255,783
0.24% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
2,040
shares
|
$255,408
0.02% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,039
shares
|
$255,282
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,037
shares
|
$255,032
0.14% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
2,032
shares
|
$254,406
0.01% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
2,027
shares
|
$253,780
0.17% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
2,023
shares
|
$253,279
0.1% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,016
shares
|
$252,403
0.15% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,014
shares
|
$252,152
0.03% of portfolio
|
Q3 2024
Added 10.3%
|