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 |
|---|---|---|---|---|---|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
2,893
shares
|
$362,203
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
2,863
shares
|
$358,447
0.07% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,857
shares
|
$357,696
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
2,857
shares
|
$357,696
0.57% of portfolio
|
Q1 2025
Added 24.38%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,855
shares
|
$357,446
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,848
shares
|
$356,569
0.01% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,840
shares
|
$355,568
0.15% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,832
shares
|
$354,566
0.01% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
2,810
shares
|
$351,812
0.12% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,780
shares
|
$348,056
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,762
shares
|
$345,802
0.02% of portfolio
|
Q1 2025
Added 46.76%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
2,758
shares
|
$345,301
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
2,753
shares
|
$344,675
0.1% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
2,746
shares
|
$343,799
0.04% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
2,745
shares
|
$343,674
0.09% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,735
shares
|
$342,422
0.04% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,734
shares
|
$342,296
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
2,731
shares
|
$341,921
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.01% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
2,724
shares
|
$341,044
0.47% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,709
shares
|
$339,166
0.05% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,698
shares
|
$337,789
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
2,689
shares
|
$336,662
0.31% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
2,681
shares
|
$335,661
0.03% of portfolio
|
Q1 2025
Added 12.74%
|