Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,096 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 |
|---|---|---|---|---|---|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
8,300
shares
|
$1.04 Million
1.38% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
8,254
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
8,195
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
8,189
shares
|
$1.03 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
8,172
shares
|
$1.02 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
8,157
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2025
Added 317.24%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
8,156
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,108
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,098
shares
|
$1.01 Million
0.38% of portfolio
|
Q4 2024
Reduced 41.7%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
8,093
shares
|
$1.01 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
8,092
shares
|
$1.01 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
8,068
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
8,064
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
8,044
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,032
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 41.54%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
8,017
shares
|
$1 Million
0.07% of portfolio
|
Q2 2025
Added 49.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,953
shares
|
$995,715
0.02% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,929
shares
|
$992,710
0.1% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
7,927
shares
|
$992,460
0.14% of portfolio
|
Q2 2025
Added 32.6%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
7,922
shares
|
$991,834
0.24% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,895
shares
|
$988,454
0.03% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,875
shares
|
$985,950
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
7,862
shares
|
$984,322
0.05% of portfolio
|
Q4 2022
Added 5.66%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
7,817
shares
|
$978,688
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
7,795
shares
|
$975,934
0.04% of portfolio
|
Q2 2025
Reduced 4.05%
|