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 |
|---|---|---|---|---|---|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
19,076
shares
|
$2.39 Million
1.69% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
19,052
shares
|
$2.39 Million
0.09% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
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%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
18,985
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Added 109.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
18,972
shares
|
$2.38 Million
0.03% of portfolio
|
Q2 2025
Added 80.94%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
18,968
shares
|
$2.37 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
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%
|
|
|
Graphene Investments Sas
Paris, I0 |
Aug 06, 2025 Q2 2025 |
18,900
shares
|
$2.37 Million
2.12% of portfolio
|
Q2 2025
Added 51.2%
|
|
|
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%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
18,661
shares
|
$2.34 Million
0.04% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
18,532
shares
|
$2.32 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
18,520
shares
|
$2.32 Million
0.55% of portfolio
|
Q2 2025
Added 135.32%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
18,462
shares
|
$2.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
18,423
shares
|
$2.31 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
18,419
shares
|
$2.31 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
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%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
18,295
shares
|
$2.29 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
18,229
shares
|
$2.28 Million
0.78% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
18,199
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
18,161
shares
|
$2.27 Million
0.53% of portfolio
|
Q2 2025
Added 29.64%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
18,081
shares
|
$2.26 Million
0.64% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
17,951
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,916
shares
|
$2.24 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
17,820
shares
|
$2.23 Million
1.64% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
17,790
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2025
Added 64.98%
|