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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
6,807
shares
|
$852,236
0.04% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
6,806
shares
|
$852,111
0.04% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
6,797
shares
|
$850,984
0.17% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,774
shares
|
$848,104
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
6,749
shares
|
$844,974
0.15% of portfolio
|
Q2 2025
Added 35.82%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
6,748
shares
|
$844,849
0.72% of portfolio
|
Q1 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
6,743
shares
|
$844,223
0.08% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
6,697
shares
|
$838,464
0.08% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
6,650
shares
|
$832,580
0.05% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
6,613
shares
|
$827,947
0.01% of portfolio
|
Q2 2025
Added 99.61%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,585
shares
|
$824,442
0.05% of portfolio
|
Q3 2022
Added 35.49%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
6,571
shares
|
$822,689
0.06% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
6,564
shares
|
$821,812
0.32% of portfolio
|
Q2 2025
Reduced 21.53%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
6,551
shares
|
$820,185
0.37% of portfolio
|
Q2 2025
Reduced 64.82%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
6,499
shares
|
$813,674
0.03% of portfolio
|
Q1 2025
Reduced 33.38%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
6,485
shares
|
$811,922
0.34% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
6,475
shares
|
$810,670
0.03% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,450
shares
|
$807,540
0.04% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,431
shares
|
$805,161
0.02% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
6,430
shares
|
$805,036
0.05% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
6,400
shares
|
$801,280
0.46% of portfolio
|
Q4 2023
Reduced 16.07%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,386
shares
|
$799,527
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
6,350
shares
|
$795,020
0.08% of portfolio
|
Q2 2025
Reduced 70.53%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
6,338
shares
|
$793,517
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
6,329
shares
|
$792,390
0.05% of portfolio
|
Q2 2022
Reduced 3.8%
|