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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
3,253
shares
|
$407,275
0.03% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
3,250
shares
|
$406,900
0.2% of portfolio
|
Q2 2025
Added 51.16%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,250
shares
|
$406,900
0.02% of portfolio
|
Q2 2025
Reduced 51.62%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
3,249
shares
|
$406,774
0.25% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
3,248
shares
|
$406,649
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,244
shares
|
$406,148
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,208
shares
|
$401,641
0.08% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
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%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,187
shares
|
$399,012
0.21% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,167
shares
|
$396,508
0.02% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,162
shares
|
$395,882
0.01% of portfolio
|
Q2 2025
Reduced 61.95%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
3,160
shares
|
$395,632
0.0% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,154
shares
|
$394,880
0.03% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
3,149
shares
|
$394,254
0.08% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,142
shares
|
$393,378
0.02% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,137
shares
|
$392,752
0.01% of portfolio
|
Q2 2025
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%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,111
shares
|
$389,497
0.05% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,107
shares
|
$388,996
0.05% of portfolio
|
Q3 2020
Added 10.73%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,107
shares
|
$388,996
0.03% of portfolio
|
Q2 2025
Added 4.79%
|