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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,327
shares
|
$792,140
0.04% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
6,300
shares
|
$788,760
0.37% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
6,272
shares
|
$785,254
0.52% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
6,220
shares
|
$778,744
0.32% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
6,208
shares
|
$777,241
0.03% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
6,187
shares
|
$774,612
0.07% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,182
shares
|
$773,986
0.53% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
6,123
shares
|
$766,599
0.2% of portfolio
|
Q1 2023
Added 98.61%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
6,100
shares
|
$763,720
0.03% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
6,048
shares
|
$757,209
0.06% of portfolio
|
Q2 2025
Reduced 74.24%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
6,044
shares
|
$756,708
0.04% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,040
shares
|
$756,208
0.07% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
6,037
shares
|
$755,832
0.33% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
6,021
shares
|
$753,829
0.36% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
6,000
shares
|
$751,200
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Settian Capital LP
|
Aug 06, 2025 Q2 2025 |
6,000
shares
|
$751,200
0.56% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
5,990
shares
|
$749,948
0.13% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
5,969
shares
|
$747,318
0.18% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
5,962
shares
|
$746,442
0.24% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
5,960
shares
|
$746,192
0.13% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
5,952
shares
|
$745,190
0.05% of portfolio
|
Q2 2025
Reduced 28.52%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
5,904
shares
|
$739,180
0.19% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
5,895
shares
|
$738,054
0.24% of portfolio
|
Q2 2025
Reduced 29.6%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
5,842
shares
|
$731,418
0.32% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,813
shares
|
$727,787
0.06% of portfolio
|
Q2 2025
Added 6.02%
|