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 |
|---|---|---|---|---|---|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
4,280
shares
|
$535,856
0.11% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
4,267
shares
|
$534,228
0.04% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
4,265
shares
|
$533,978
0.01% of portfolio
|
Q2 2024
Added 12.27%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
4,260
shares
|
$533,352
0.0% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
4,248
shares
|
$531,849
0.01% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,244
shares
|
$531,348
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,233
shares
|
$529,971
0.0% of portfolio
|
Q2 2025
Added 20.5%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,233
shares
|
$529,971
0.04% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
4,226
shares
|
$529,095
0.31% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
4,206
shares
|
$526,591
0.13% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
4,200
shares
|
$525,840
0.06% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
4,199
shares
|
$525,714
0.16% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
4,161
shares
|
$520,957
0.02% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
4,160
shares
|
$520,832
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,158
shares
|
$520,581
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
4,156
shares
|
$520,331
0.12% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,151
shares
|
$519,705
0.17% of portfolio
|
Q4 2024
Added 542.57%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
4,149
shares
|
$519,454
0.09% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
4,149
shares
|
$519,454
0.21% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
4,100
shares
|
$513,320
0.37% of portfolio
|
Q2 2025
Added 720.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,098
shares
|
$513,069
0.04% of portfolio
|
Q2 2025
Added 40.39%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
4,076
shares
|
$510,315
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
4,060
shares
|
$508,312
0.29% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,055
shares
|
$507,686
0.17% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,051
shares
|
$507,185
0.14% of portfolio
|
Q2 2025
New holding
|