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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
1,861
shares
|
$232,997
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,850
shares
|
$231,620
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,831
shares
|
$229,241
0.03% of portfolio
|
Q1 2025
Added 27.33%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
1,830
shares
|
$229,116
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
1,828
shares
|
$228,865
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,816
shares
|
$227,363
0.01% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,807
shares
|
$226,236
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
1,803
shares
|
$225,735
0.02% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,800
shares
|
$225,360
0.03% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
1,795
shares
|
$224,734
0.02% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,788
shares
|
$223,857
0.03% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,780
shares
|
$222,856
0.05% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,776
shares
|
$222,355
0.01% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
1,775
shares
|
$222,230
0.08% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,775
shares
|
$222,230
0.02% of portfolio
|
Q1 2025
Added 25.44%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
1,765
shares
|
$220,978
0.21% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
1,757
shares
|
$219,976
0.24% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,756
shares
|
$219,851
0.02% of portfolio
|
Q1 2025
Reduced 41.56%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,755
shares
|
$219,726
0.02% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
1,753
shares
|
$219,475
0.11% of portfolio
|
Q2 2024
Reduced 32.92%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,750
shares
|
$219,100
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,745
shares
|
$218,474
0.03% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
1,743
shares
|
$218,223
0.14% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,742
shares
|
$218,098
0.06% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,741
shares
|
$217,973
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|