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 |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
340
shares
|
$42,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
339
shares
|
$42,442
0.05% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
335
shares
|
$41,942
0.0% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
334
shares
|
$41,816
0.02% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
331
shares
|
$41,441
0.02% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
331
shares
|
$41,441
0.01% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
330
shares
|
$41,316
0.06% of portfolio
|
Q4 2023
Reduced 50.6%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
327
shares
|
$40,940
0.0% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
324
shares
|
$40,564
0.01% of portfolio
|
Q1 2025
Added 48.62%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
317
shares
|
$39,688
0.09% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
311
shares
|
$38,937
0.01% of portfolio
|
Q1 2025
Reduced 76.28%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
309
shares
|
$38,686
0.0% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
308
shares
|
$38,561
0.02% of portfolio
|
Q1 2025
Added 926.67%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
300
shares
|
$37,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
300
shares
|
$37,560
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
300
shares
|
$37,560
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
286
shares
|
$35,807
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
275
shares
|
$34,430
0.03% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
270
shares
|
$33,804
0.01% of portfolio
|
Q4 2024
Added 1025.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
266
shares
|
$33,303
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
264
shares
|
$33,052
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
260
shares
|
$32,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
255
shares
|
$31,926
0.02% of portfolio
|
Q1 2025
Reduced 49.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
254
shares
|
$31,800
0.01% of portfolio
|
Q2 2025
Reduced 25.51%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
250
shares
|
$31,300
0.01% of portfolio
|
Q1 2023
Reduced 90.91%
|