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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
20,112
shares
|
$2.52 Million
0.14% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
20,093
shares
|
$2.52 Million
0.05% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
19,944
shares
|
$2.5 Million
0.38% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
19,939
shares
|
$2.5 Million
1.1% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
19,798
shares
|
$2.48 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
19,746
shares
|
$2.47 Million
0.3% of portfolio
|
Q4 2022
Reduced 7.58%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
19,720
shares
|
$2.47 Million
0.07% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
19,608
shares
|
$2.45 Million
1.04% of portfolio
|
Q2 2025
Added 78332.0%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
19,582
shares
|
$2.45 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,566
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2022
Added 493.81%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
19,502
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Sandler Capital Management
New York, NY |
May 15, 2025 Q1 2025 |
19,460
shares
|
$2.44 Million
0.66% of portfolio
|
Q1 2025
Reduced 41.41%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,320
shares
|
$2.42 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,258
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
19,165
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
19,138
shares
|
$2.4 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
19,076
shares
|
$2.39 Million
1.69% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
19,003
shares
|
$2.38 Million
0.21% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
18,956
shares
|
$2.37 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Campbell Newman Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
18,936
shares
|
$2.37 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
18,896
shares
|
$2.37 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
18,623
shares
|
$2.33 Million
1.23% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
18,532
shares
|
$2.32 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
18,462
shares
|
$2.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
18,379
shares
|
$2.3 Million
0.18% of portfolio
|
Q2 2025
Added 1.88%
|