Purchases and Sales Made in Q2 2025 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q2 2025. The information is specifically focused on institutions that hold shares of FISERV INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.84M+ 939.01% |
N/A
|
2.04M
$255M
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.25M+ 365.98% |
N/A
|
1.59M
$199M
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
155K+ 12.6% |
N/A
|
1.38M
$173M
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
138K+ 83.69% |
N/A
|
303K
$38M
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
134K+ 352.46% |
N/A
|
172K
$21.5M
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
120KNew |
N/A
|
120K
$15M
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
41.3K+ 32.79% |
N/A
|
167K
$20.9M
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
35.3KNew |
N/A
|
35.3K
$4.42M
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
33.3K+ 2.97% |
N/A
|
1.16M
$145M
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
19.6K+ 78332.0% |
N/A
|
19.6K
$2.45M
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
19.5K+ 39.16% |
N/A
|
69.1K
$8.65M
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
18.5K+ 130.71% |
N/A
|
32.7K
$4.09M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
18.3K+ 6.94% |
N/A
|
282K
$35.3M
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
18.1K+ 45.53% |
N/A
|
57.9K
$7.25M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.4K+ 8.86% |
N/A
|
177K
$22.2M
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$1.62M
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
12.9K+ 8.23% |
N/A
|
169K
$21.2M
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
11.3K+ 26.53% |
N/A
|
54K
$6.76M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$1.27M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.06K+ 16.81% |
N/A
|
62.9K
$7.88M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.88K+ 82.96% |
N/A
|
17.4K
$2.17M
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
7.58K+ 5.11% |
N/A
|
156K
$19.5M
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
6.82K+ 45.65% |
N/A
|
21.7K
$2.72M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
6.61K+ 12.31% |
N/A
|
60.2K
$7.54M
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
6KNew |
N/A
|
6K
$751K
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
5.8K+ 31.37% |
N/A
|
24.3K
$3.04M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.46K+ 79.6% |
N/A
|
12.3K
$1.54M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.07KNew |
N/A
|
5.07K
$635K
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.85K+ 3.71% |
N/A
|
136K
$17M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.15K+ 29.64% |
N/A
|
18.2K
$2.27M
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
4.07K+ 363.43% |
N/A
|
5.2K
$650K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 41.04% |
N/A
|
12.7K
$1.59M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.4K+ 64.64% |
N/A
|
8.67K
$1.08M
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
3.39KNew |
N/A
|
3.39K
$424K
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 2.79% |
N/A
|
119K
$14.9M
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.2K+ 4.71% |
N/A
|
71.1K
$8.9M
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$348K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$338K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.43KNew |
N/A
|
2.43K
$304K
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
2.33K+ 3.34% |
N/A
|
72K
$9.01M
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.31K+ 27.07% |
N/A
|
10.8K
$1.36M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$273K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$261K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2KNew |
N/A
|
2K
$251K
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$242K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.89K+ 102.33% |
N/A
|
3.74K
$468K
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.83K+ 29.37% |
N/A
|
8.04K
$1.01M
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
1.78K+ 35.82% |
N/A
|
6.75K
$845K
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.74K+ 22.44% |
N/A
|
9.51K
$1.19M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7K+ 9.8% |
N/A
|
19K
$2.38M
|