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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
620
shares
|
$77,624
0.06% of portfolio
|
Q3 2024
Reduced 90.14%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
617
shares
|
$77,248
0.02% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
610
shares
|
$76,372
0.02% of portfolio
|
Q4 2024
Added 40.23%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
606
shares
|
$75,871
0.03% of portfolio
|
Q1 2023
Added 1.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
591
shares
|
$73,993
0.01% of portfolio
|
Q3 2024
Reduced 68.34%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
583
shares
|
$72,991
0.01% of portfolio
|
Q3 2024
Added 30.72%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
555
shares
|
$69,486
0.04% of portfolio
|
Q1 2023
Reduced 16.04%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
543
shares
|
$67,983
0.01% of portfolio
|
Q3 2023
Reduced 58.39%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
507
shares
|
$63,476
0.0% of portfolio
|
Q3 2024
Added 45.27%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
483
shares
|
$60,471
0.04% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
454
shares
|
$56,840
0.01% of portfolio
|
Q2 2023
Reduced 24.08%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
426
shares
|
$53,335
0.01% of portfolio
|
Q2 2024
Reduced 47.86%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
413
shares
|
$51,707
0.07% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
408
shares
|
$51,081
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
403
shares
|
$50,455
0.04% of portfolio
|
Q2 2024
Reduced 10.04%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
402
shares
|
$50,330
0.0% of portfolio
|
Q3 2022
Added 45.13%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
402
shares
|
$50,330
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 10, 2025 Q4 2024 |
400
shares
|
$50,080
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
400
shares
|
$50,080
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
397
shares
|
$49,704
0.04% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
395
shares
|
$49,454
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
387
shares
|
$48,452
0.02% of portfolio
|
Q4 2023
Reduced 22.91%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
385
shares
|
$48,202
0.02% of portfolio
|
Q3 2022
Reduced 14.82%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
375
shares
|
$46,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
368
shares
|
$46,073
0.01% of portfolio
|
Q3 2024
Added 4.25%
|