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FISERV INC
FISERV INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 679 Institutional holders with a total value of $17,569,079,804.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 REGENTATLANTIC CAPITAL LLC 18,008 0 0.00%
2 Lenox Wealth Advisors, LLC 30 2,000 0.00%
3 INTEGRATED WEALTH MANAGEMENT 34 3,000 0.00%
4 Brookstone Capital Management 45 4,000 0.00%
5 Genesis Wealth Advisors, LLC 55 4,555 0.00%
6 WEALTHCARE CAPITAL MANAGEMENT LLC 55 5,000 0.00%
7 MV CAPITAL MANAGEMENT, INC. 59 5,000 0.00%
8 PRENTISS SMITH & CO INC 75 6,000 0.00%
9 Carroll Financial Associates, Inc. 68 6,000 0.00%
10 Joel Isaacson & Co., LLC 84 7,000 0.00%
11 Global X Management CO LLC 80 7,000 0.00%
12 TCI Wealth Advisors, Inc. 88 7,000 0.00%
13 AMERICAN NATIONAL BANK & TRUST 90 7,000 0.00%
14 Brandywine Global Investment Management, LLC 91 8,000 0.00%
15 Apriem Advisors 100 8,000 0.00%
16 ENTERPRISE FINANCIAL SERVICES CORP 98 8,000 0.00%
17 Twin Tree Management, LP 100 8,000 0.00% Put
18 Dunvegan Associates, Inc. 120 10,000 0.00%
19 North Star Investment Management Corp. 120 10,000 0.00%
20 THOMPSON SIEGEL & WALMSLEY LLC 174 14,000 0.00%
21 ASSETMARK, INC 167 14,000 0.00%
22 PINKERTON WEALTH, LLC 162 14,000 0.00%
23 Nelson Capital Management, LLC 200 17,000 0.00%
24 QUADRANT CAPITAL GROUP LLC 231 17,000 0.00%
25 Evercore Wealth Management, LLC 200 17,000 0.00%
26 QCI ASSET MANAGEMENT INC/NY 200 17,000 0.00%
27 Orion Porfolio Solutions, LLC 200 17,000 0.00%
28 Gemmer Asset Management LLC 218 18,000 0.00% SH
29 Simplicity Solutions, LLC 234 19,382 0.00%
30 WealthTrust-Arizona, LLC 294 24,000 0.00%
31 Cornerstone Advisors, Inc. 308 26,000 0.00%
32 Avior Wealth Management, LLC 386 30,000 0.00%
33 Vident Investment Advisory, LLC 375 31,000 0.00%
34 Allworth Financial LP 414 34,000 0.00%
35 SIGNATUREFD, LLC 476 39,000 0.00%
36 OLD SECOND NATIONAL BANK OF AURORA 500 41,000 0.00%
37 TOMPKINS FINANCIAL CORP 520 43,000 0.00%
38 ISTHMUS PARTNERS, LLC 544 45,000 0.00%
39 CAPITAL GUARDIAN TRUST CO 565 47,000 0.00%
40 BARCLAYS PLC 600 49,000 0.00% Put
41 CLEARY GULL HOLDINGS INC. 600 50,000 0.00%
42 MYCIO WEALTH PARTNERS, LLC 600 50,000 0.00%
43 MOTCO 600 50,000 0.00%
44 BESSEMER GROUP INC 619 51,000 0.00%
45 Index Management Solutions, LLC 636 53,000 0.00%
46 JNBA Financial Advisors 650 54,000 0.00%
47 Shinko Asset Management Co., Ltd. 704 58,000 0.00%
48 WFG Advisors, LP 700 58,000 0.00%
49 BRAVE ASSET MANAGEMENT INC 800 66,000 0.00%
50 PATHSTONE FAMILY OFFICE, LLC 800 66,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.