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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
61,024
shares
|
$7.64 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
60,787
shares
|
$7.61 Million
0.1% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
60,240
shares
|
$7.54 Million
0.21% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
59,966
shares
|
$7.51 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59,184
shares
|
$7.41 Million
0.02% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Thematics Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
58,309
shares
|
$7.3 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
58,265
shares
|
$7.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
May 15, 2025 Q1 2025 |
58,050
shares
|
$7.27 Million
0.97% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
57,947
shares
|
$7.25 Million
1.85% of portfolio
|
Q2 2025
Added 45.53%
|
|
|
Polar Capital Holdings PLC
London, X0 |
May 15, 2025 Q1 2025 |
57,151
shares
|
$7.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 52.23%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
57,040
shares
|
$7.14 Million
0.07% of portfolio
|
Q1 2025
Reduced 20.04%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
56,745
shares
|
$7.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
56,254
shares
|
$7.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 86.77%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
56,189
shares
|
$7.03 Million
0.02% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
56,016
shares
|
$7.01 Million
0.12% of portfolio
|
Q2 2023
Reduced 17.54%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
55,754
shares
|
$6.98 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
54,567
shares
|
$6.83 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
54,512
shares
|
$6.82 Million
0.15% of portfolio
|
Q3 2022
Added 1.54%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
May 15, 2025 Q1 2025 |
54,487
shares
|
$6.82 Million
0.67% of portfolio
|
Q1 2025
Added 64.89%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
53,993
shares
|
$6.76 Million
0.92% of portfolio
|
Q2 2025
Added 26.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
53,904
shares
|
$6.75 Million
0.09% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
53,889
shares
|
$6.75 Million
0.17% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
53,713
shares
|
$6.72 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
53,608
shares
|
$6.71 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
53,417
shares
|
$6.69 Million
3.88% of portfolio
|
Q1 2025
Reduced 0.93%
|