Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,055 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
23
shares
|
$2,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 14, 2025 Q4 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 |
Feb 14, 2025 Q4 2024 |
16
shares
|
$2,003
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
15
shares
|
$1,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 14, 2025 Q4 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%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,252
0.0% of portfolio
|
Q4 2024
Reduced 88.1%
|
|
|
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 |
Feb 11, 2025 Q4 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
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
8
shares
|
$1,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
7
shares
|
$876
0.0% of portfolio
|
Q4 2024
New holding
|