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 |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
38
shares
|
$4,757
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
38
shares
|
$4,757
0.0% of portfolio
|
Q4 2024
Added 192.31%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
37
shares
|
$4,632
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
35
shares
|
$4,382
0.0% of portfolio
|
Q3 2023
Added 9.38%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
33
shares
|
$4,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
30
shares
|
$3,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
28
shares
|
$3,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
26
shares
|
$3,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
26
shares
|
$3,255
0.0% of portfolio
|
Q3 2024
Added 23.81%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
Added 13.64%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
24
shares
|
$3,004
0.0% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
23
shares
|
$2,879
0.0% of portfolio
|
Q3 2024
Reduced 70.51%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
23
shares
|
$2,879
0.0% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
23
shares
|
$2,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
21
shares
|
$2,629
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
17
shares
|
$2,128
0.0% of portfolio
|
Q2 2024
Reduced 96.03%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
16
shares
|
$2,003
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
14
shares
|
$1,752
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
14
shares
|
$1,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
13
shares
|
$1,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
13
shares
|
$1,627
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
12
shares
|
$1,502
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11
shares
|
$1,377
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
10
shares
|
$1,252
0.0% of portfolio
|
Q3 2024
Reduced 96.49%
|