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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
1,204
shares
|
$150,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
1,200
shares
|
$150,240
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
1,196
shares
|
$149,739
0.0% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
1,195
shares
|
$149,614
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
1,183
shares
|
$148,111
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$147,610
0.01% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,179
shares
|
$147,610
0.02% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,178
shares
|
$147,485
0.1% of portfolio
|
Q1 2024
Reduced 14.51%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
1,178
shares
|
$147,485
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
1,175
shares
|
$147,110
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
1,174
shares
|
$146,984
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
1,173
shares
|
$146,859
0.0% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,166
shares
|
$145,983
0.03% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,165
shares
|
$145,858
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
1,161
shares
|
$145,357
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
1,160
shares
|
$145,232
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,160
shares
|
$145,232
0.02% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,158
shares
|
$144,981
0.04% of portfolio
|
Q3 2024
New holding
|