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 |
|---|---|---|---|---|---|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
24,880
shares
|
$3.11 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
24,749
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
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%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
24,401
shares
|
$3.06 Million
0.46% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
24,282
shares
|
$3.04 Million
1.89% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
24,196
shares
|
$3.03 Million
0.14% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
24,134
shares
|
$3.02 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
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%
|
|
|
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%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
24,002
shares
|
$3.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
23,980
shares
|
$3 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
23,506
shares
|
$2.94 Million
0.85% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
23,349
shares
|
$2.92 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
23,262
shares
|
$2.91 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
23,132
shares
|
$2.9 Million
0.09% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
23,075
shares
|
$2.89 Million
0.98% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
23,065
shares
|
$2.89 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
22,913
shares
|
$2.87 Million
0.11% of portfolio
|
Q2 2025
Reduced 37.0%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
22,852
shares
|
$2.86 Million
1.0% of portfolio
|
Q3 2022
Added 3.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
22,807
shares
|
$2.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
22,769
shares
|
$2.85 Million
0.15% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
22,766
shares
|
$2.85 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
22,715
shares
|
$2.84 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
22,701
shares
|
$2.84 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.7%
|