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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,804
shares
|
$726,660
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
5,804
shares
|
$726,660
0.04% of portfolio
|
Q4 2023
Reduced 11.23%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
5,788
shares
|
$724,657
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
5,760
shares
|
$721,152
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,757
shares
|
$720,776
0.13% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,736
shares
|
$718,147
0.18% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,703
shares
|
$714,015
0.02% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,659
shares
|
$708,506
0.03% of portfolio
|
Q3 2022
Added 92.03%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
5,652
shares
|
$707,630
0.08% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
5,644
shares
|
$706,628
0.05% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
5,616
shares
|
$703,123
0.35% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,590
shares
|
$699,868
0.02% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,558
shares
|
$695,861
0.02% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
5,552
shares
|
$695,110
0.53% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,549
shares
|
$694,734
0.26% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
5,470
shares
|
$684,844
0.12% of portfolio
|
Q2 2025
Added 38.83%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,452
shares
|
$682,590
0.01% of portfolio
|
Q2 2025
Reduced 48.86%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
5,450
shares
|
$682,340
0.57% of portfolio
|
Q2 2025
Added 81.67%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,440
shares
|
$681,088
0.06% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,435
shares
|
$680,462
0.04% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
5,421
shares
|
$678,709
0.16% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
5,406
shares
|
$676,831
0.6% of portfolio
|
Q1 2025
Added 30.27%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,402
shares
|
$676,330
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
5,400
shares
|
$676,080
0.37% of portfolio
|
Q4 2023
Reduced 98.52%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,366
shares
|
$671,823
0.27% of portfolio
|
Q1 2025
Added 1.38%
|