Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,934 institutions that hold shares in the stock, with a total of 486 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 |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$5,008
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
40
shares
|
$5,008
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
38
shares
|
$4,757
0.0% of portfolio
|
Q2 2024
Added 18.75%
|
|
|
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%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
35
shares
|
$4,382
0.0% of portfolio
|
Q4 2024
Reduced 91.78%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
34
shares
|
$4,256
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
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
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
30
shares
|
$3,756
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
29
shares
|
$3,630
0.0% of portfolio
|
Q4 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
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
28
shares
|
$3,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
26
shares
|
$3,255
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
26
shares
|
$3,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
Added 13.64%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 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.
|
Jan 24, 2025 Q4 2024 |
23
shares
|
$2,879
0.0% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
23
shares
|
$2,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Jan 23, 2025 Q4 2024 |
21
shares
|
$2,629
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
18
shares
|
$2,253
0.0% of portfolio
|
Q4 2024
Added 80.0%
|