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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
15,203
shares
|
$1.9 Million
0.14% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
15,118
shares
|
$1.89 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Soros Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,090
shares
|
$1.89 Million
0.56% of portfolio
|
Q1 2025
Reduced 66.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
15,027
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.78%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
14,873
shares
|
$1.86 Million
0.51% of portfolio
|
Q1 2025
Reduced 26.02%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
May 14, 2025 Q1 2025 |
14,862
shares
|
$1.86 Million
0.97% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
14,799
shares
|
$1.85 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
14,784
shares
|
$1.85 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
14,739
shares
|
$1.85 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
14,612
shares
|
$1.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
14,532
shares
|
$1.82 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,519
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
14,362
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
14,150
shares
|
$1.77 Million
0.07% of portfolio
|
Q1 2025
Added 112.94%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
14,113
shares
|
$1.77 Million
0.57% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
14,071
shares
|
$1.76 Million
0.56% of portfolio
|
Q1 2025
Reduced 53.95%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
13,900
shares
|
$1.74 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
13,874
shares
|
$1.74 Million
0.08% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
13,821
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
13,740
shares
|
$1.72 Million
0.19% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,733
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Added 270.56%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,637
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2023
Added 2.32%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
13,619
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,606
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
13,585
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.35%
|