Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,106 institutions that hold shares in the stock, with a total of 506 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 |
|---|---|---|---|---|---|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,085
shares
|
$261,042
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
2,085
shares
|
$261,042
0.07% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
2,083
shares
|
$260,791
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
2,082
shares
|
$260,666
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,075
shares
|
$259,790
0.0% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,074
shares
|
$259,664
0.02% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,071
shares
|
$259,289
0.3% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,062
shares
|
$258,162
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,046
shares
|
$256,159
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
2,043
shares
|
$255,783
0.24% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,037
shares
|
$255,032
0.0% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
2,023
shares
|
$253,279
0.03% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
2,022
shares
|
$253,154
0.01% of portfolio
|
Q1 2025
Reduced 59.11%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,018
shares
|
$252,653
0.2% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,015
shares
|
$252,278
0.12% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,014
shares
|
$252,152
0.03% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
2,014
shares
|
$252,152
0.18% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,011
shares
|
$251,777
0.04% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
2,007
shares
|
$251,276
0.01% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,001
shares
|
$250,525
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,001
shares
|
$250,525
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
2,000
shares
|
$250,400
0.04% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,000
shares
|
$250,400
0.01% of portfolio
|
Q4 2020
Reduced 22.48%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
2,000
shares
|
$250,400
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,000
shares
|
$250,400
0.31% of portfolio
|
Q1 2025
New holding
|