Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,099 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $63.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
38,273
shares
|
$4.79 Million
0.17% of portfolio
|
Q1 2025
Reduced 39.34%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
38,237
shares
|
$4.79 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
38,106
shares
|
$4.77 Million
1.06% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
38,019
shares
|
$4.76 Million
0.64% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Hgk Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
37,691
shares
|
$4.72 Million
0.81% of portfolio
|
Q2 2025
Added 25.87%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
37,357
shares
|
$4.68 Million
0.37% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
37,336
shares
|
$4.67 Million
1.72% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
37,180
shares
|
$4.65 Million
2.43% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
37,041
shares
|
$4.64 Million
2.88% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
36,940
shares
|
$4.62 Million
0.71% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
36,468
shares
|
$4.57 Million
0.06% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
36,370
shares
|
$4.55 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
35,655
shares
|
$4.46 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
35,545
shares
|
$4.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35,514
shares
|
$4.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
35,301
shares
|
$4.42 Million
1.66% of portfolio
|
Q2 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
35,233
shares
|
$4.41 Million
3.13% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
35,140
shares
|
$4.4 Million
5.82% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
May 13, 2025 Q1 2025 |
35,000
shares
|
$4.38 Million
1.45% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
34,568
shares
|
$4.33 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
34,035
shares
|
$4.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
33,943
shares
|
$4.25 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
33,910
shares
|
$4.25 Million
0.35% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
33,872
shares
|
$4.24 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
33,826
shares
|
$4.24 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.92%
|