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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,035
shares
|
$379,982
0.03% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
3,027
shares
|
$378,980
0.12% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,024
shares
|
$378,604
0.09% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,023
shares
|
$378,479
0.23% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,023
shares
|
$378,479
0.03% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,000
shares
|
$375,600
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
3,000
shares
|
$375,600
0.16% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
2,996
shares
|
$375,099
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,989
shares
|
$374,222
0.09% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,978
shares
|
$372,845
0.03% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
2,973
shares
|
$372,219
0.16% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,972
shares
|
$372,094
0.04% of portfolio
|
Q1 2025
Added 93.36%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,965
shares
|
$371,218
0.03% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
2,964
shares
|
$371,092
0.42% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,962
shares
|
$370,842
0.03% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,960
shares
|
$370,592
0.14% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,959
shares
|
$370,466
0.03% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,945
shares
|
$368,714
0.11% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,941
shares
|
$368,213
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
2,934
shares
|
$367,336
0.19% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
2,930
shares
|
$366,836
0.21% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
2,919
shares
|
$365,458
0.04% of portfolio
|
Q1 2025
Added 100.34%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,910
shares
|
$364,332
0.02% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
2,908
shares
|
$364,081
0.04% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
2,894
shares
|
$362,328
0.11% of portfolio
|
Q2 2025
Added 28.22%
|