Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,097 institutions that hold shares in the stock, with a total of 508 Million shares, which have been reported (via 13F filing form) to have a value of $63.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,842
shares
|
$5.99 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
47,179
shares
|
$5.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 51.07%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
47,008
shares
|
$5.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 91.68%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
46,984
shares
|
$5.88 Million
0.67% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Aug 08, 2025 Q2 2025 |
46,971
shares
|
$5.88 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
46,924
shares
|
$5.87 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
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.
|
Aug 05, 2025 Q2 2025 |
46,860
shares
|
$5.87 Million
2.08% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
46,484
shares
|
$5.82 Million
1.9% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Torray LLC
|
Aug 05, 2025 Q2 2025 |
46,443
shares
|
$5.81 Million
0.88% of portfolio
|
Q2 2025
Reduced 61.01%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
46,262
shares
|
$5.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 82.98%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
46,231
shares
|
$5.79 Million
0.69% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
46,221
shares
|
$5.79 Million
0.55% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
46,097
shares
|
$5.77 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
45,744
shares
|
$5.73 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
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%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
45,207
shares
|
$5.66 Million
0.88% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Brooktree Capital Management
|
Aug 06, 2025 Q2 2025 |
45,149
shares
|
$5.65 Million
3.75% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
45,035
shares
|
$5.64 Million
2.15% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
45,030
shares
|
$5.64 Million
1.39% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Scalar Gauge Management, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
45,000
shares
|
$5.63 Million
4.42% of portfolio
|
Q2 2025
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
44,350
shares
|
$5.55 Million
0.18% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
44,267
shares
|
$5.54 Million
0.02% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
44,096
shares
|
$5.52 Million
0.11% of portfolio
|
Q2 2025
Added 12.09%
|