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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
970
shares
|
$121,444
0.01% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
964
shares
|
$120,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
952
shares
|
$119,190
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
944
shares
|
$118,188
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
939
shares
|
$117,562
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
936
shares
|
$117,187
0.03% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
935
shares
|
$117,062
0.01% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
928
shares
|
$116,185
0.01% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
925
shares
|
$115,810
0.01% of portfolio
|
Q1 2025
Reduced 30.19%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
924
shares
|
$115,684
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
920
shares
|
$115,184
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
919
shares
|
$115,058
0.05% of portfolio
|
Q1 2024
Reduced 89.46%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
919
shares
|
$115,058
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
917
shares
|
$114,808
0.04% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
913
shares
|
$114,307
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
913
shares
|
$114,307
0.03% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
913
shares
|
$114,307
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
900
shares
|
$112,680
0.23% of portfolio
|
Q1 2025
Reduced 80.43%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
889
shares
|
$111,302
0.11% of portfolio
|
Q1 2025
Added 39.12%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
877
shares
|
$109,800
0.11% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
877
shares
|
$109,800
0.11% of portfolio
|
Q1 2025
Reduced 59.62%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
872
shares
|
$109,174
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
854
shares
|
$106,920
0.01% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
844
shares
|
$105,668
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
836
shares
|
$104,667
0.13% of portfolio
|
Q4 2024
New holding
|