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 507 Million shares, which have been reported (via 13F filing form) to have a value of $63.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
2,681
shares
|
$335,661
0.03% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,663
shares
|
$333,407
0.02% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
2,663
shares
|
$333,407
0.23% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,655
shares
|
$332,406
0.15% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
2,650
shares
|
$331,780
0.04% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,647
shares
|
$331,404
0.2% of portfolio
|
Q1 2025
Added 50.91%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
2,630
shares
|
$329,276
0.03% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
2,625
shares
|
$328,650
0.04% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,623
shares
|
$328,399
0.23% of portfolio
|
Q1 2025
Added 119.87%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
2,610
shares
|
$326,772
0.1% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,610
shares
|
$326,772
0.02% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,607
shares
|
$326,396
0.01% of portfolio
|
Q2 2025
Added 20.53%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
2,593
shares
|
$324,643
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,591
shares
|
$324,393
0.03% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
2,591
shares
|
$324,393
0.19% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,587
shares
|
$323,892
0.01% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,585
shares
|
$323,642
0.09% of portfolio
|
Q3 2023
Reduced 2.01%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,568
shares
|
$321,513
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,564
shares
|
$321,012
0.17% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
2,560
shares
|
$320,512
0.0% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,546
shares
|
$318,759
0.0% of portfolio
|
Q1 2025
Reduced 98.3%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
2,543
shares
|
$318,383
0.06% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
2,541
shares
|
$318,133
0.06% of portfolio
|
Q2 2024
Reduced 37.04%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
2,531
shares
|
$316,881
0.2% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
2,530
shares
|
$316,756
0.0% of portfolio
|
Q1 2025
Reduced 91.48%
|