Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,121 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $63.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
69,582
shares
|
$8.71 Million
0.36% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
69,549
shares
|
$8.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
68,623
shares
|
$8.59 Million
0.07% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
68,511
shares
|
$8.58 Million
0.1% of portfolio
|
Q1 2025
Added 27.17%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
67,951
shares
|
$8.51 Million
0.18% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
67,862
shares
|
$8.5 Million
1.06% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
67,837
shares
|
$8.49 Million
0.71% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
67,790
shares
|
$8.49 Million
0.21% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
66,388
shares
|
$8.31 Million
0.16% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
66,164
shares
|
$8.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
65,928
shares
|
$8.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
65,902
shares
|
$8.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
65,172
shares
|
$8.16 Million
0.12% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
64,794
shares
|
$8.11 Million
0.3% of portfolio
|
Q1 2025
Reduced 23.44%
|
|
|
Robertson Opportunity Capital, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
64,600
shares
|
$8.09 Million
3.38% of portfolio
|
Q1 2024
Reduced 29.08%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
64,371
shares
|
$8.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
64,329
shares
|
$8.05 Million
0.35% of portfolio
|
Q4 2024
Reduced 28.56%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
62,902
shares
|
$7.88 Million
0.21% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
62,844
shares
|
$7.87 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
61,680
shares
|
$7.72 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
61,530
shares
|
$7.7 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
61,372
shares
|
$7.68 Million
1.54% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
61,334
shares
|
$7.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 80.36%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
61,229
shares
|
$7.67 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
61,224
shares
|
$7.67 Million
0.12% of portfolio
|
Q4 2022
Reduced 9.85%
|