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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
351
shares
|
$43,945
0.01% of portfolio
|
Q3 2022
Reduced 17.22%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
341
shares
|
$42,693
0.02% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
339
shares
|
$42,442
0.0% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
334
shares
|
$41,816
0.01% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
330
shares
|
$41,316
0.05% of portfolio
|
Q4 2023
Reduced 50.6%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
326
shares
|
$40,815
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
317
shares
|
$39,688
0.02% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
313
shares
|
$39,187
0.0% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
309
shares
|
$38,686
0.0% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
305
shares
|
$38,186
0.01% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
302
shares
|
$37,810
0.01% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
300
shares
|
$37,560
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
277
shares
|
$34,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
272
shares
|
$34,054
0.01% of portfolio
|
Q2 2023
Reduced 35.08%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
251
shares
|
$31,425
0.02% of portfolio
|
Q3 2024
Added 904.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
250
shares
|
$31,300
0.01% of portfolio
|
Q1 2023
Reduced 90.91%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
248
shares
|
$31,049
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
244
shares
|
$30,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
240
shares
|
$30,048
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
237
shares
|
$29,672
0.01% of portfolio
|
Q2 2024
Reduced 80.67%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
231
shares
|
$28,921
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
230
shares
|
$28,796
0.0% of portfolio
|
Q3 2024
Added 766.96%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
222
shares
|
$27,794
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
221
shares
|
$27,669
0.0% of portfolio
|
Q2 2024
Added 25.57%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
220
shares
|
$27,544
0.03% of portfolio
|
Q1 2024
Added 19.57%
|