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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,363
shares
|
$1.3 Million
0.19% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
10,345
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.97%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
10,330
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Aug 14, 2025 Q2 2025 |
10,300
shares
|
$1.29 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
10,288
shares
|
$1.29 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
10,248
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 42.52%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
10,234
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
10,164
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
10,135
shares
|
$1.27 Million
0.26% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
9,983
shares
|
$1.25 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
9,931
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,885
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
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%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,811
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,773
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
9,753
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
9,749
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.55%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
9,711
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
9,685
shares
|
$1.21 Million
0.75% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
9,655
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
9,650
shares
|
$1.21 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,602
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,575
shares
|
$1.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,569
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Added 8.48%
|