Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,105 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 |
|---|---|---|---|---|---|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
1,392
shares
|
$174,278
0.01% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
1,380
shares
|
$172,776
0.0% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,380
shares
|
$172,776
0.09% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,379
shares
|
$172,650
0.23% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
1,378
shares
|
$172,525
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
1,376
shares
|
$172,275
0.03% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
1,371
shares
|
$171,649
0.04% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,365
shares
|
$170,898
0.01% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
1,364
shares
|
$170,772
0.17% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,363
shares
|
$170,647
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,363
shares
|
$170,647
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,359
shares
|
$170,146
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
1,356
shares
|
$169,771
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,355
shares
|
$169,646
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
1,350
shares
|
$169,020
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,350
shares
|
$169,020
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,345
shares
|
$168,394
0.06% of portfolio
|
Q1 2024
Reduced 10.03%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,342
shares
|
$168,018
0.02% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,342
shares
|
$168,018
0.07% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
1,335
shares
|
$167,142
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,329
shares
|
$166,390
0.03% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,329
shares
|
$166,390
0.02% of portfolio
|
Q1 2025
Reduced 41.43%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
1,328
shares
|
$166,265
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
1,326
shares
|
$166,015
0.01% of portfolio
|
Q1 2025
Added 88.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,322
shares
|
$165,514
0.03% of portfolio
|
Q3 2024
Reduced 7.16%
|