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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
651 Simplicity Solutions, LLC 234 19,382 0.00%
652 Gemmer Asset Management LLC 218 18,000 0.00% SH
653 Orion Porfolio Solutions, LLC 200 17,000 0.00%
654 Nelson Capital Management, LLC 200 17,000 0.00%
655 QCI ASSET MANAGEMENT INC/NY 200 17,000 0.00%
656 QUADRANT CAPITAL GROUP LLC 231 17,000 0.00%
657 Evercore Wealth Management, LLC 200 17,000 0.00%
658 THOMPSON SIEGEL & WALMSLEY LLC 174 14,000 0.00%
659 ASSETMARK, INC 167 14,000 0.00%
660 PINKERTON WEALTH, LLC 162 14,000 0.00%
661 Dunvegan Associates, Inc. 120 10,000 0.00%
662 North Star Investment Management Corp. 120 10,000 0.00%
663 Twin Tree Management, LP 100 8,000 0.00% Put
664 ENTERPRISE FINANCIAL SERVICES CORP 98 8,000 0.00%
665 Apriem Advisors 100 8,000 0.00%
666 Brandywine Global Investment Management, LLC 91 8,000 0.00%
667 TCI Wealth Advisors, Inc. 88 7,000 0.00%
668 AMERICAN NATIONAL BANK & TRUST 90 7,000 0.00%
669 Joel Isaacson & Co., LLC 84 7,000 0.00%
670 Global X Management CO LLC 80 7,000 0.00%
671 PRENTISS SMITH & CO INC 75 6,000 0.00%
672 Carroll Financial Associates, Inc. 68 6,000 0.00%
673 WEALTHCARE CAPITAL MANAGEMENT LLC 55 5,000 0.00%
674 MV CAPITAL MANAGEMENT, INC. 59 5,000 0.00%
675 Genesis Wealth Advisors, LLC 55 4,555 0.00%
676 Brookstone Capital Management 45 4,000 0.00%
677 INTEGRATED WEALTH MANAGEMENT 34 3,000 0.00%
678 Lenox Wealth Advisors, LLC 30 2,000 0.00%
679 REGENTATLANTIC CAPITAL LLC 18,008 0 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.