Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,102 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $63.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
3,260
shares
|
$408,152
0.59% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
3,248
shares
|
$406,649
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
3,235
shares
|
$405,022
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,227
shares
|
$404,020
0.03% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
3,223
shares
|
$403,519
0.18% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,217
shares
|
$402,768
0.04% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
3,216
shares
|
$402,643
0.47% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,209
shares
|
$401,766
0.01% of portfolio
|
Q1 2025
Reduced 19.33%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
3,200
shares
|
$400,640
0.08% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
3,200
shares
|
$400,640
0.08% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
3,187
shares
|
$399,012
0.05% of portfolio
|
Q1 2025
Added 200.09%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
3,182
shares
|
$398,386
0.05% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,177
shares
|
$397,760
0.02% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
3,158
shares
|
$395,381
0.23% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
3,148
shares
|
$394,129
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$390,373
0.1% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,113
shares
|
$389,747
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,111
shares
|
$389,497
0.05% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
3,111
shares
|
$389,497
0.03% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,107
shares
|
$388,996
0.05% of portfolio
|
Q3 2020
Added 10.73%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,097
shares
|
$387,744
0.09% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
3,080
shares
|
$385,616
0.01% of portfolio
|
Q3 2022
Reduced 11.62%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,060
shares
|
$383,112
0.76% of portfolio
|
Q4 2023
Reduced 16.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
3,052
shares
|
$382,110
0.01% of portfolio
|
Q1 2025
Added 123.1%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
3,045
shares
|
$381,234
0.01% of portfolio
|
Q1 2025
Reduced 39.87%
|