Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,102 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 $63.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
26,483
shares
|
$3.32 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
26,481
shares
|
$3.32 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
26,398
shares
|
$3.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,150
shares
|
$3.27 Million
0.02% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
25,830
shares
|
$3.23 Million
0.43% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,750
shares
|
$3.22 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
25,669
shares
|
$3.21 Million
0.13% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,634
shares
|
$3.21 Million
0.02% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
25,529
shares
|
$3.2 Million
3.33% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
25,317
shares
|
$3.17 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Clark Estates Inc
New York, NY |
May 08, 2025 Q1 2025 |
25,300
shares
|
$3.17 Million
0.91% of portfolio
|
Q1 2025
Reduced 54.25%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
25,093
shares
|
$3.14 Million
4.03% of portfolio
|
Q1 2024
Reduced 10.42%
|
|
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
25,000
shares
|
$3.13 Million
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
24,913
shares
|
$3.12 Million
0.44% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
24,715
shares
|
$3.09 Million
2.03% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
24,610
shares
|
$3.08 Million
1.53% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
24,449
shares
|
$3.06 Million
1.48% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
24,406
shares
|
$3.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
24,375
shares
|
$3.05 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
24,282
shares
|
$3.04 Million
1.89% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
24,172
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 139.49%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
24,107
shares
|
$3.02 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
24,044
shares
|
$3.01 Million
0.02% of portfolio
|
Q1 2025
Added 89.01%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
24,016
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2023
Reduced 11.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
23,788
shares
|
$2.98 Million
0.2% of portfolio
|
Q1 2025
Added 3.43%
|