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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,697
shares
|
$212,464
0.08% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
1,695
shares
|
$212,214
0.18% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,690
shares
|
$211,588
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
1,685
shares
|
$210,962
0.13% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,675
shares
|
$209,710
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
1,672
shares
|
$209,334
0.09% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
1,668
shares
|
$208,833
0.18% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
1,668
shares
|
$208,833
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,666
shares
|
$208,583
0.14% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
1,650
shares
|
$206,580
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,649
shares
|
$206,454
0.09% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
1,648
shares
|
$206,329
0.14% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
1,644
shares
|
$205,828
0.05% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,639
shares
|
$205,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
1,638
shares
|
$205,077
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
1,637
shares
|
$204,952
0.09% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
1,631
shares
|
$204,201
0.05% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,629
shares
|
$203,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
1,620
shares
|
$202,824
0.02% of portfolio
|
Q3 2024
Reduced 39.98%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
1,618
shares
|
$202,573
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
1,617
shares
|
$202,448
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
1,608
shares
|
$201,321
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
1,605
shares
|
$200,946
0.02% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
1,604
shares
|
$200,820
0.04% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
1,602
shares
|
$200,570
0.03% of portfolio
|
Q4 2023
New holding
|