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 |
|---|---|---|---|---|---|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
2,888
shares
|
$361,577
0.12% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,880
shares
|
$360,576
0.03% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
2,863
shares
|
$358,447
0.06% 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%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,855
shares
|
$357,446
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
2,845
shares
|
$356,194
0.07% of portfolio
|
Q2 2025
Reduced 34.88%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,811
shares
|
$351,937
0.03% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,796
shares
|
$350,059
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
2,791
shares
|
$349,433
0.1% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,782
shares
|
$348,306
0.06% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,780
shares
|
$348,056
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
2,758
shares
|
$345,301
0.38% 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%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,752
shares
|
$344,550
0.01% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
2,740
shares
|
$343,048
0.13% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
2,738
shares
|
$342,797
0.01% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,735
shares
|
$342,422
0.04% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 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%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
2,723
shares
|
$340,919
0.09% of portfolio
|
Q2 2025
Reduced 47.78%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
2,709
shares
|
$339,166
0.1% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,709
shares
|
$339,166
0.01% of portfolio
|
Q2 2025
Added 52.62%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,698
shares
|
$337,789
0.06% of portfolio
|
Q2 2025
New holding
|