Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,965 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $61.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 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
|
|
|
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 |
Jan 29, 2025 Q4 2024 |
13
shares
|
$1,627
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
12
shares
|
$1,502
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11
shares
|
$1,377
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$1,377
0.22% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
10
shares
|
$1,252
0.0% of portfolio
|
Q3 2024
Reduced 96.49%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
10
shares
|
$1,252
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
8
shares
|
$1,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
8
shares
|
$1,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
7
shares
|
$876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$626
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
4
shares
|
$500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
4
shares
|
$500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
4
shares
|
$500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
3
shares
|
$375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2
shares
|
$250
0.0% of portfolio
|
Q4 2024
New holding
|