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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
3,508
shares
|
$439,201
0.02% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
3,454
shares
|
$432,440
0.42% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
3,450
shares
|
$431,940
0.04% of portfolio
|
Q2 2023
Reduced 3.09%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
3,446
shares
|
$431,439
0.03% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,446
shares
|
$431,439
0.04% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
3,437
shares
|
$430,312
0.2% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,418
shares
|
$427,933
0.03% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
3,410
shares
|
$426,932
0.2% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,401
shares
|
$425,805
0.03% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
3,394
shares
|
$424,928
0.01% of portfolio
|
Q2 2025
Added 44.49%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
3,392
shares
|
$424,678
0.48% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,389
shares
|
$424,302
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
3,386
shares
|
$423,927
0.08% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
3,382
shares
|
$423,426
0.0% of portfolio
|
Q2 2025
Added 34.63%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,341
shares
|
$418,293
0.03% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,332
shares
|
$417,166
0.04% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
3,321
shares
|
$415,789
0.09% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
3,319
shares
|
$415,538
0.1% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
3,304
shares
|
$413,660
0.0% of portfolio
|
Q2 2025
Reduced 95.97%
|
|
|
Miramar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
3,300
shares
|
$413,160
0.1% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
3,300
shares
|
$413,160
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,285
shares
|
$411,282
0.06% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$410,781
0.25% of portfolio
|
Q2 2023
Added 4.03%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,280
shares
|
$410,656
0.06% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
3,272
shares
|
$409,654
0.1% of portfolio
|
Q2 2025
Added 70.06%
|