Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,105 institutions that hold shares in the stock, with a total of 506 Million shares, which have been reported (via 13F filing form) to have a value of $63.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ayrshire Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
46,913
shares
|
$5.87 Million
2.98% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Carmel Capital Management L.L.C.
|
Apr 28, 2025 Q1 2025 |
46,610
shares
|
$5.84 Million
2.51% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
46,534
shares
|
$5.83 Million
0.69% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
46,097
shares
|
$5.77 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
46,046
shares
|
$5.76 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
45,801
shares
|
$5.73 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
45,704
shares
|
$5.72 Million
1.42% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
45,553
shares
|
$5.7 Million
0.14% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
45,287
shares
|
$5.67 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
45,044
shares
|
$5.64 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
45,035
shares
|
$5.64 Million
2.15% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Brooktree Capital Management
|
May 06, 2025 Q1 2025 |
44,448
shares
|
$5.56 Million
4.8% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
44,434
shares
|
$5.56 Million
0.04% of portfolio
|
Q1 2025
Added 1546.92%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
44,183
shares
|
$5.53 Million
0.19% of portfolio
|
Q1 2025
Added 21.74%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
44,126
shares
|
$5.52 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
43,677
shares
|
$5.47 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
43,485
shares
|
$5.44 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
43,428
shares
|
$5.44 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
43,042
shares
|
$5.39 Million
0.07% of portfolio
|
Q1 2025
Added 50.58%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
43,024
shares
|
$5.39 Million
0.46% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
43,016
shares
|
$5.39 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
42,999
shares
|
$5.38 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
42,984
shares
|
$5.38 Million
0.54% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
42,461
shares
|
$5.32 Million
0.78% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
42,378
shares
|
$5.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.63%
|