Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,870 institutions that hold shares in the stock, with a total of 485 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 |
|---|---|---|---|---|---|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
1,767
shares
|
$221,228
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,764
shares
|
$220,852
0.01% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
1,763
shares
|
$220,727
0.05% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,762
shares
|
$220,602
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,750
shares
|
$219,100
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
1,750
shares
|
$219,100
0.14% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
1,748
shares
|
$218,849
0.13% of portfolio
|
Q1 2024
Reduced 29.71%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
1,746
shares
|
$218,599
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,741
shares
|
$217,973
0.01% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,741
shares
|
$217,973
0.02% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
1,735
shares
|
$217,222
0.05% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
1,733
shares
|
$216,971
0.05% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,730
shares
|
$216,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
1,728
shares
|
$216,345
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
1,720
shares
|
$215,344
0.17% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
1,716
shares
|
$214,843
0.12% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
1,715
shares
|
$214,718
0.02% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
1,714
shares
|
$214,592
0.03% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
1,714
shares
|
$214,592
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,710
shares
|
$214,092
0.08% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,704
shares
|
$213,340
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
1,701
shares
|
$212,965
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$212,840
0.04% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
1,700
shares
|
$212,840
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$212,840
0.03% of portfolio
|
Q3 2024
Reduced 1.45%
|