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 |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
42,181
shares
|
$5.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
42,148
shares
|
$5.28 Million
0.66% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
42,125
shares
|
$5.27 Million
2.93% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Dnca Finance
Paris, I0 |
May 14, 2025 Q1 2025 |
41,850
shares
|
$5.24 Million
0.77% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
41,796
shares
|
$5.23 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
41,658
shares
|
$5.22 Million
0.08% of portfolio
|
Q1 2025
Added 297.05%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
41,559
shares
|
$5.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
41,229
shares
|
$5.16 Million
0.03% of portfolio
|
Q1 2025
Added 572.69%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
41,193
shares
|
$5.16 Million
1.39% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
41,075
shares
|
$5.14 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Aryeh Capital Management Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
41,042
shares
|
$5.14 Million
3.78% of portfolio
|
Q1 2025
Reduced 47.94%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
40,521
shares
|
$5.07 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
39,611
shares
|
$4.96 Million
0.91% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
39,552
shares
|
$4.95 Million
0.06% of portfolio
|
Q1 2025
Added 41.61%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
39,364
shares
|
$4.93 Million
0.83% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
39,341
shares
|
$4.93 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
39,238
shares
|
$4.91 Million
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
39,132
shares
|
$4.9 Million
0.01% of portfolio
|
Q1 2025
Added 26.41%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
39,033
shares
|
$4.89 Million
0.4% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
38,826
shares
|
$4.86 Million
0.15% of portfolio
|
Q1 2025
Reduced 16.35%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
38,742
shares
|
$4.85 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
38,676
shares
|
$4.84 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
38,423
shares
|
$4.81 Million
1.23% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
38,273
shares
|
$4.79 Million
0.17% of portfolio
|
Q1 2025
Reduced 39.34%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
38,237
shares
|
$4.79 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.84%
|