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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
1,504
shares
|
$188,300
0.01% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,501
shares
|
$187,925
0.03% of portfolio
|
Q1 2025
Added 15.82%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
1,500
shares
|
$187,800
0.05% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
1,499
shares
|
$187,674
0.01% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,498
shares
|
$187,549
0.04% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
1,497
shares
|
$187,424
0.03% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
1,493
shares
|
$186,923
0.11% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
1,489
shares
|
$186,422
0.02% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,488
shares
|
$186,297
0.02% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,483
shares
|
$185,671
0.01% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,480
shares
|
$185,296
0.01% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,463
shares
|
$183,167
0.06% of portfolio
|
Q1 2025
Reduced 89.06%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
1,463
shares
|
$183,167
0.01% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,456
shares
|
$182,291
0.01% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
1,453
shares
|
$181,915
0.07% of portfolio
|
Q1 2025
Reduced 34.52%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,447
shares
|
$181,164
0.04% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
1,435
shares
|
$179,662
0.0% of portfolio
|
Q2 2025
Reduced 38.62%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,434
shares
|
$179,536
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,429
shares
|
$178,910
0.14% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,429
shares
|
$178,910
0.02% of portfolio
|
Q2 2025
Reduced 67.53%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
1,428
shares
|
$178,785
0.22% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
1,426
shares
|
$178,535
0.07% of portfolio
|
Q1 2025
Reduced 44.08%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
1,420
shares
|
$177,784
0.2% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
1,419
shares
|
$177,658
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
1,414
shares
|
$177,032
0.01% of portfolio
|
Q2 2024
Added 3.67%
|