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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
126
shares
|
$15,775
0.01% of portfolio
|
Q1 2024
Added 133.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
124
shares
|
$15,524
0.0% of portfolio
|
Q4 2021
Reduced 16.78%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
124
shares
|
$15,524
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
123
shares
|
$15,399
0.0% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
120
shares
|
$15,024
0.01% of portfolio
|
Q1 2023
Reduced 62.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$14,648
0.01% of portfolio
|
Q4 2020
Reduced 57.76%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
116
shares
|
$14,523
0.0% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
110
shares
|
$13,772
0.0% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
105
shares
|
$13,146
0.01% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
104
shares
|
$13,020
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
103
shares
|
$12,895
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
Reduced 43.82%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2024
Reduced 35.9%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
100
shares
|
$12,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
98
shares
|
$12,269
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$11,393
0.0% of portfolio
|
Q2 2024
Added 49.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
90
shares
|
$11,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
90
shares
|
$11,268
0.0% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
90
shares
|
$11,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
90
shares
|
$11,268
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89
shares
|
$11,142
0.0% of portfolio
|
Q2 2022
Reduced 97.97%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
88
shares
|
$11,017
0.01% of portfolio
|
Q2 2022
Added 22.22%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
88
shares
|
$11,017
0.01% of portfolio
|
Q3 2024
Reduced 46.01%
|