Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,099 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 $63.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,863
shares
|
$1.23 Million
0.47% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
9,825
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 23.54%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,811
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
9,730
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,724
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,687
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
9,685
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Reduced 33.59%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9,624
shares
|
$1.2 Million
0.18% of portfolio
|
Q1 2025
Added 42.26%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
9,613
shares
|
$1.2 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,602
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
9,592
shares
|
$1.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
9,575
shares
|
$1.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
9,550
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.93%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
9,523
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
9,512
shares
|
$1.19 Million
1.08% of portfolio
|
Q2 2025
Added 22.44%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
9,418
shares
|
$1.18 Million
0.6% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,247
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
9,182
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
9,096
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,082
shares
|
$1.14 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
9,076
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
9,055
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Added 248.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,028
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,987
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
8,973
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
New holding
|