Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,099 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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
2,520
shares
|
$315,504
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
2,514
shares
|
$314,752
0.11% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,514
shares
|
$314,752
0.16% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,513
shares
|
$314,627
0.01% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,512
shares
|
$314,502
0.03% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
2,510
shares
|
$314,252
0.11% of portfolio
|
Q2 2025
Reduced 80.46%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,508
shares
|
$314,001
0.05% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
2,502
shares
|
$313,250
0.01% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,492
shares
|
$311,998
0.03% of portfolio
|
Q2 2025
Reduced 76.22%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,490
shares
|
$311,748
0.02% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,470
shares
|
$309,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,455
shares
|
$307,366
0.45% of portfolio
|
Q1 2024
Reduced 6.48%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,448
shares
|
$306,489
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
2,445
shares
|
$306,114
0.07% of portfolio
|
Q1 2025
Reduced 54.75%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,442
shares
|
$305,738
0.01% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
2,440
shares
|
$305,488
0.03% of portfolio
|
Q1 2023
Reduced 1.77%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,425
shares
|
$303,610
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,419
shares
|
$302,858
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
2,410
shares
|
$301,732
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
2,408
shares
|
$301,481
0.06% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
2,400
shares
|
$300,480
0.01% of portfolio
|
Q1 2024
Reduced 8.68%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
2,400
shares
|
$300,480
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,388
shares
|
$298,977
0.02% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
2,385
shares
|
$298,602
0.33% of portfolio
|
Q1 2025
Added 64.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,384
shares
|
$298,476
0.01% of portfolio
|
Q1 2025
Added 0.89%
|