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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,520
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
16,500
shares
|
$2.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
16,477
shares
|
$2.06 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
16,476
shares
|
$2.06 Million
2.16% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,475
shares
|
$2.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.25%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
16,473
shares
|
$2.06 Million
0.15% of portfolio
|
Q1 2025
Added 80.35%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
16,410
shares
|
$2.05 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
16,340
shares
|
$2.05 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
16,307
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2022
Added 65.37%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
16,271
shares
|
$2.04 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
16,268
shares
|
$2.04 Million
0.14% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
16,195
shares
|
$2.03 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
16,073
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2021
Added 6.58%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
16,003
shares
|
$2 Million
0.76% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
15,917
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
15,867
shares
|
$1.99 Million
0.27% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
15,799
shares
|
$1.98 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
15,713
shares
|
$1.97 Million
0.21% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
15,671
shares
|
$1.96 Million
0.21% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
15,625
shares
|
$1.96 Million
1.59% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
15,517
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
Added 23.55%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
15,515
shares
|
$1.94 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
15,446
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
15,390
shares
|
$1.93 Million
0.06% of portfolio
|
Q1 2025
Reduced 48.49%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
15,308
shares
|
$1.92 Million
0.09% of portfolio
|
Q1 2025
Added 20.66%
|