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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,265
shares
|
$1.66 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
13,221
shares
|
$1.66 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
13,197
shares
|
$1.65 Million
0.6% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
13,163
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 93.74%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
13,092
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
13,061
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
13,039
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 247.52%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,991
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2023
Added 8.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,961
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
12,930
shares
|
$1.62 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
12,928
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
12,922
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
12,871
shares
|
$1.61 Million
0.14% of portfolio
|
Q2 2022
Reduced 21.14%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
12,859
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2025
Added 411.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,665
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Added 41.04%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
12,652
shares
|
$1.58 Million
0.13% of portfolio
|
Q2 2025
Added 860.67%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
12,649
shares
|
$1.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
12,573
shares
|
$1.57 Million
0.82% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,566
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
12,353
shares
|
$1.55 Million
0.16% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,328
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 79.6%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
12,304
shares
|
$1.54 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
12,302
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
12,287
shares
|
$1.54 Million
0.18% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
12,250
shares
|
$1.53 Million
0.19% of portfolio
|
Q2 2021
Added 0.41%
|