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 |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
39,033
shares
|
$4.89 Million
0.4% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
38,998
shares
|
$4.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.59%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
38,627
shares
|
$4.84 Million
0.06% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
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%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
37,573
shares
|
$4.7 Million
0.16% of portfolio
|
Q2 2025
Added 447.79%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
37,529
shares
|
$4.7 Million
0.87% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
37,263
shares
|
$4.67 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
37,180
shares
|
$4.65 Million
2.43% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
37,157
shares
|
$4.65 Million
0.08% of portfolio
|
Q2 2025
Added 37.2%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
36,836
shares
|
$4.61 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
36,782
shares
|
$4.61 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
36,428
shares
|
$4.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
36,298
shares
|
$4.54 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
36,252
shares
|
$4.54 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
36,182
shares
|
$4.53 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
36,142
shares
|
$4.52 Million
0.56% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
35,899
shares
|
$4.49 Million
0.04% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
35,824
shares
|
$4.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 50.85%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
35,733
shares
|
$4.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
35,655
shares
|
$4.46 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
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
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
35,140
shares
|
$4.4 Million
5.82% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
35,138
shares
|
$4.4 Million
2.33% of portfolio
|
Q2 2025
Reduced 0.27%
|