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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,027
shares
|
$629,380
0.07% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,019
shares
|
$628,378
0.07% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
5,004
shares
|
$626,500
0.23% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Bamco Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$626,000
0.0% of portfolio
|
Q2 2025
Reduced 61.54%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
4,997
shares
|
$625,624
0.02% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
4,980
shares
|
$623,496
0.03% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
4,957
shares
|
$620,616
0.07% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,897
shares
|
$613,104
0.01% of portfolio
|
Q2 2025
Reduced 70.28%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,890
shares
|
$612,228
0.19% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
4,859
shares
|
$608,346
0.01% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
4,847
shares
|
$606,844
0.22% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
4,844
shares
|
$606,468
0.04% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,839
shares
|
$605,842
0.07% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
4,829
shares
|
$604,590
0.04% of portfolio
|
Q2 2025
Added 55.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,819
shares
|
$603,338
0.01% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
4,795
shares
|
$600,334
0.13% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
4,792
shares
|
$599,958
0.04% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
4,785
shares
|
$599,082
0.18% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
4,729
shares
|
$592,070
0.09% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,728
shares
|
$591,945
0.03% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
4,640
shares
|
$580,928
0.26% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
4,634
shares
|
$580,176
0.18% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
4,622
shares
|
$578,674
0.01% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
4,617
shares
|
$578,048
0.1% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
4,615
shares
|
$577,798
0.15% of portfolio
|
Q2 2025
Reduced 2.27%
|