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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,104
shares
|
$388,620
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,097
shares
|
$387,744
0.08% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
3,080
shares
|
$385,616
0.01% of portfolio
|
Q3 2022
Reduced 11.62%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,076
shares
|
$385,115
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,060
shares
|
$383,112
0.76% of portfolio
|
Q4 2023
Reduced 16.23%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,035
shares
|
$379,982
0.03% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,023
shares
|
$378,479
0.23% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,023
shares
|
$378,479
0.01% of portfolio
|
Q2 2025
Reduced 33.71%
|
|
|
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%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
3,004
shares
|
$376,100
0.0% of portfolio
|
Q2 2025
Added 18.74%
|
|
|
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%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
2,973
shares
|
$372,219
0.13% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
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%
|
|
|
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%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
2,928
shares
|
$366,585
0.28% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
2,919
shares
|
$365,458
0.44% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
2,908
shares
|
$364,081
0.07% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,908
shares
|
$364,081
0.04% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,900
shares
|
$363,080
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
2,894
shares
|
$362,328
0.11% of portfolio
|
Q2 2025
Added 28.22%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
2,892
shares
|
$362,078
0.1% of portfolio
|
Q2 2025
Reduced 22.05%
|