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 |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
20,814
shares
|
$2.61 Million
0.14% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
20,737
shares
|
$2.6 Million
0.18% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
20,666
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
20,653
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
20,621
shares
|
$2.58 Million
3.23% of portfolio
|
Q2 2025
Added 22.92%
|
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
20,596
shares
|
$2.58 Million
1.36% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
20,367
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
20,333
shares
|
$2.55 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
20,272
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,188
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,116
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2025
Added 54.74%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
20,067
shares
|
$2.51 Million
1.06% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
19,994
shares
|
$2.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 84.79%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
19,770
shares
|
$2.48 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
19,746
shares
|
$2.47 Million
0.22% of portfolio
|
Q4 2022
Reduced 7.58%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 07, 2025 Q2 2025 |
19,650
shares
|
$2.46 Million
0.6% of portfolio
|
Q2 2025
Added 32.12%
|
|
|
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%
|
|
|
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%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
19,233
shares
|
$2.41 Million
0.05% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
19,165
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
19,134
shares
|
$2.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 72.07%
|