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 |
|---|---|---|---|---|---|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
1,154
shares
|
$144,480
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
1,148
shares
|
$143,729
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,144
shares
|
$143,228
0.01% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,137
shares
|
$142,352
0.03% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
1,135
shares
|
$142,102
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
1,130
shares
|
$141,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
1,130
shares
|
$141,476
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,125
shares
|
$140,850
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,125
shares
|
$140,850
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,125
shares
|
$140,850
0.01% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
1,121
shares
|
$140,349
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,119
shares
|
$140,098
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
1,119
shares
|
$140,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,114
shares
|
$139,472
0.01% of portfolio
|
Q4 2021
Reduced 20.77%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,097
shares
|
$137,344
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
1,074
shares
|
$134,464
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,066
shares
|
$133,463
0.01% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,053
shares
|
$131,835
0.14% of portfolio
|
Q3 2024
Added 333.33%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,000
shares
|
$125,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
967
shares
|
$121,068
0.01% of portfolio
|
Q3 2024
Reduced 72.97%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
957
shares
|
$119,816
0.08% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
934
shares
|
$116,936
0.03% of portfolio
|
Q3 2024
Reduced 21.51%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
934
shares
|
$116,936
0.01% of portfolio
|
Q3 2024
Added 58.84%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
919
shares
|
$115,058
0.05% of portfolio
|
Q1 2024
Reduced 89.46%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
917
shares
|
$114,808
0.04% of portfolio
|
Q3 2024
Reduced 8.85%
|