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 |
|---|---|---|---|---|---|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
7,151
shares
|
$895,305
0.67% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
7,130
shares
|
$892,676
0.17% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
7,121
shares
|
$891,549
0.25% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
7,115
shares
|
$890,798
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,108
shares
|
$889,921
0.53% of portfolio
|
Q1 2024
Added 13.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,083
shares
|
$886,791
0.02% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
7,069
shares
|
$885,038
0.66% of portfolio
|
Q2 2025
Added 64.2%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
7,058
shares
|
$883,661
0.59% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
7,045
shares
|
$882,034
0.09% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,042
shares
|
$881,658
0.12% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
7,019
shares
|
$878,778
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Investment Management
Houston, TX |
Jun 12, 2025 Q1 2025 |
6,979
shares
|
$873,770
0.9% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
6,976
shares
|
$873,395
0.13% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
6,950
shares
|
$870,140
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,931
shares
|
$867,761
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
6,900
shares
|
$863,880
0.27% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
6,891
shares
|
$862,753
0.12% of portfolio
|
Q2 2025
Added 53.89%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
6,876
shares
|
$860,875
0.29% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,875
shares
|
$860,750
0.23% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
6,873
shares
|
$860,499
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
6,836
shares
|
$855,867
0.07% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,835
shares
|
$855,742
0.02% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
6,829
shares
|
$854,990
0.03% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
6,824
shares
|
$854,364
0.02% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
6,812
shares
|
$852,862
0.03% of portfolio
|
Q2 2025
Reduced 2.82%
|