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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,507
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,498
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 119.91%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
9,480
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
9,467
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
9,418
shares
|
$1.18 Million
0.45% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
9,316
shares
|
$1.17 Million
0.28% of portfolio
|
Q2 2025
Added 96.0%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
9,306
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
9,290
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Australian Super Pty LTD
|
Aug 01, 2025 Q2 2025 |
9,252
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 81.69%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,247
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
9,157
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,031
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 108.09%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,958
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,943
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
8,927
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
8,910
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8,907
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
8,877
shares
|
$1.11 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
8,874
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
8,834
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Stoneridge Investment Partners LLC
|
Aug 11, 2025 Q2 2025 |
8,770
shares
|
$1.1 Million
1.14% of portfolio
|
Q2 2025
New holding
|