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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
43,495
shares
|
$5.45 Million
0.48% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
43,259
shares
|
$5.42 Million
0.88% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jul 24, 2025 Q2 2025 |
43,174
shares
|
$5.41 Million
3.29% of portfolio
|
Q2 2025
Added 33.74%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
43,046
shares
|
$5.39 Million
1.81% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
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%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
42,932
shares
|
$5.38 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
42,715
shares
|
$5.35 Million
0.13% of portfolio
|
Q2 2025
Reduced 36.99%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
42,576
shares
|
$5.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
42,433
shares
|
$5.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Delaney Dennis R
Boston, MA |
Jul 25, 2025 Q2 2025 |
42,420
shares
|
$5.31 Million
2.76% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,221
shares
|
$5.29 Million
0.06% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Dnca Finance
Paris, I0 |
Aug 13, 2025 Q2 2025 |
41,850
shares
|
$5.24 Million
0.55% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
41,193
shares
|
$5.16 Million
1.39% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Aryeh Capital Management Ltd.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
41,042
shares
|
$5.14 Million
4.09% of portfolio
|
Q1 2025
Reduced 47.94%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
40,886
shares
|
$5.12 Million
0.8% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
40,521
shares
|
$5.07 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
40,454
shares
|
$5.06 Million
0.36% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
40,095
shares
|
$5.02 Million
0.73% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
39,578
shares
|
$4.96 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
39,417
shares
|
$4.94 Million
0.01% of portfolio
|
Q2 2025
Added 63.07%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
39,139
shares
|
$4.9 Million
0.18% of portfolio
|
Q2 2025
Added 118.91%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
39,085
shares
|
$4.89 Million
0.14% of portfolio
|
Q2 2025
Added 3580.32%
|