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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,425
shares
|
$178,410
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
1,425
shares
|
$178,410
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
1,418
shares
|
$177,533
0.04% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,417
shares
|
$177,408
0.02% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
1,414
shares
|
$177,032
0.01% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,413
shares
|
$176,907
0.07% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,413
shares
|
$176,907
0.21% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,411
shares
|
$176,657
0.03% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,408
shares
|
$176,281
0.09% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
1,405
shares
|
$175,906
0.09% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$175,280
0.01% of portfolio
|
Q2 2019
Added 40.0%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$175,280
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,398
shares
|
$175,029
0.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,386
shares
|
$173,527
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,386
shares
|
$173,527
0.01% of portfolio
|
Q3 2024
Reduced 29.18%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,383
shares
|
$173,151
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
1,380
shares
|
$172,776
0.0% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,379
shares
|
$172,650
0.19% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
1,378
shares
|
$172,525
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
1,376
shares
|
$172,275
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
1,376
shares
|
$172,275
0.02% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,366
shares
|
$171,023
0.08% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,363
shares
|
$170,647
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
1,358
shares
|
$170,021
0.02% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,353
shares
|
$169,395
0.01% of portfolio
|
Q3 2024
Added 0.37%
|