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 |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
2,083
shares
|
$260,791
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,083
shares
|
$260,791
0.03% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
2,082
shares
|
$260,666
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
2,067
shares
|
$258,788
0.1% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,066
shares
|
$258,663
0.01% of portfolio
|
Q2 2025
Reduced 28.59%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,062
shares
|
$258,162
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,057
shares
|
$257,536
0.03% of portfolio
|
Q2 2025
Reduced 30.79%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,046
shares
|
$256,159
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
2,043
shares
|
$255,783
0.14% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
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%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
2,039
shares
|
$255,282
0.14% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,037
shares
|
$255,032
0.0% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
2,032
shares
|
$254,406
0.01% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,032
shares
|
$254,406
0.03% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
2,023
shares
|
$253,279
0.03% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
2,022
shares
|
$253,154
0.01% of portfolio
|
Q1 2025
Reduced 59.11%
|
|
|
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%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,012
shares
|
$251,902
0.08% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,011
shares
|
$251,777
0.04% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,005
shares
|
$251,026
0.01% of portfolio
|
Q2 2025
Added 30.96%
|
|
|
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
|