Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,113 institutions that hold shares in the stock, with a total of 507 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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
28,013
shares
|
$3.51 Million
1.72% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
May 13, 2025 Q1 2025 |
27,928
shares
|
$3.5 Million
2.42% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
27,748
shares
|
$3.47 Million
4.26% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
27,595
shares
|
$3.45 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
27,571
shares
|
$3.45 Million
0.19% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
27,548
shares
|
$3.45 Million
4.82% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
27,317
shares
|
$3.42 Million
0.13% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
27,268
shares
|
$3.41 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
27,267
shares
|
$3.41 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
27,206
shares
|
$3.41 Million
0.53% of portfolio
|
Q1 2025
Reduced 31.37%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
27,181
shares
|
$3.4 Million
0.1% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
27,082
shares
|
$3.39 Million
0.07% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
26,906
shares
|
$3.37 Million
0.98% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
26,865
shares
|
$3.36 Million
0.63% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
26,845
shares
|
$3.36 Million
0.16% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
26,776
shares
|
$3.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.8%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
26,702
shares
|
$3.34 Million
0.44% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
26,616
shares
|
$3.33 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
26,602
shares
|
$3.33 Million
2.2% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Maytus Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,548
shares
|
$3.32 Million
1.18% of portfolio
|
Q1 2025
Added 194.98%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
26,483
shares
|
$3.32 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
26,481
shares
|
$3.32 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
26,398
shares
|
$3.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,150
shares
|
$3.27 Million
0.02% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
25,830
shares
|
$3.23 Million
0.43% of portfolio
|
Q1 2025
Reduced 8.28%
|