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 |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,836
shares
|
$229,867
0.01% of portfolio
|
Q2 2025
Added 39.3%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,833
shares
|
$229,491
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
1,831
shares
|
$229,241
0.11% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 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%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
1,821
shares
|
$227,989
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,816
shares
|
$227,363
0.01% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
1,811
shares
|
$226,737
0.05% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,811
shares
|
$226,737
0.02% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
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%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
1,799
shares
|
$225,234
0.11% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
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%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
1,794
shares
|
$224,608
0.08% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,787
shares
|
$223,732
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,785
shares
|
$223,482
0.03% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
1,780
shares
|
$222,856
0.04% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
1,775
shares
|
$222,230
0.08% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
1,770
shares
|
$221,604
0.02% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,765
shares
|
$220,978
0.01% of portfolio
|
Q2 2025
Added 34.32%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
1,765
shares
|
$220,978
0.14% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
1,758
shares
|
$220,101
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,757
shares
|
$219,976
0.16% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
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%
|