Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,066 institutions that hold shares in the stock, with a total of 499 Million shares, which have been reported (via 13F filing form) to have a value of $62.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
105
shares
|
$13,146
0.01% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
104
shares
|
$13,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
103
shares
|
$12,895
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
103
shares
|
$12,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
103
shares
|
$12,895
0.01% of portfolio
|
Q4 2024
Reduced 33.12%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
Reduced 43.82%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2024
Reduced 35.9%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
100
shares
|
$12,520
0.0% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
96
shares
|
$12,019
0.0% of portfolio
|
Q4 2024
Added 31.51%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
94
shares
|
$11,768
0.01% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
93
shares
|
$11,643
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$11,393
0.0% of portfolio
|
Q2 2024
Added 49.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
90
shares
|
$11,268
0.0% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
90
shares
|
$11,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 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%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
87
shares
|
$10,892
0.0% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
84
shares
|
$10,516
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
80
shares
|
$10,016
0.01% of portfolio
|
Q4 2024
Reduced 68.75%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
76
shares
|
$9,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
74
shares
|
$9,264
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2024
Added 128.13%
|