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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,614
shares
|
$577,672
0.07% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
4,606
shares
|
$576,671
0.12% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
4,576
shares
|
$572,915
0.05% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,568
shares
|
$571,913
0.05% of portfolio
|
Q2 2025
Added 15.67%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Aug 13, 2025 Q2 2025 |
4,565
shares
|
$571,538
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,562
shares
|
$571,162
3.81% of portfolio
|
Q1 2025
Reduced 94.63%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,540
shares
|
$568,408
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,507
shares
|
$564,276
0.11% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
4,504
shares
|
$563,900
0.17% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,486
shares
|
$561,647
0.08% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
4,483
shares
|
$561,271
0.05% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
4,478
shares
|
$560,645
0.23% of portfolio
|
Q2 2025
Reduced 28.08%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
4,451
shares
|
$557,265
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
4,448
shares
|
$556,889
0.12% of portfolio
|
Q2 2025
Reduced 25.87%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
4,439
shares
|
$555,762
0.15% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,434
shares
|
$555,136
0.08% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
4,424
shares
|
$553,884
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
4,423
shares
|
$553,759
0.4% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
4,402
shares
|
$551,130
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
4,401
shares
|
$551,005
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,389
shares
|
$549,502
0.25% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
4,376
shares
|
$547,875
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,350
shares
|
$544,620
0.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,324
shares
|
$541,364
0.02% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
4,318
shares
|
$540,613
0.04% of portfolio
|
Q2 2025
Added 2.32%
|