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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,750
shares
|
$3.22 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
25,728
shares
|
$3.22 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,634
shares
|
$3.21 Million
0.02% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
25,529
shares
|
$3.2 Million
3.33% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
|
Clark Estates Inc
New York, NY |
May 08, 2025 Q1 2025 |
25,300
shares
|
$3.17 Million
0.91% of portfolio
|
Q1 2025
Reduced 54.25%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
25,093
shares
|
$3.14 Million
4.03% of portfolio
|
Q1 2024
Reduced 10.42%
|
|
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
25,000
shares
|
$3.13 Million
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
24,715
shares
|
$3.09 Million
2.03% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
24,610
shares
|
$3.08 Million
1.53% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
24,406
shares
|
$3.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
24,375
shares
|
$3.05 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
24,172
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 139.49%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
24,107
shares
|
$3.02 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
24,044
shares
|
$3.01 Million
0.02% of portfolio
|
Q1 2025
Added 89.01%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
24,016
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2023
Reduced 11.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
23,788
shares
|
$2.98 Million
0.2% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
23,689
shares
|
$2.97 Million
0.63% of portfolio
|
Q1 2025
Added 56.29%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
23,671
shares
|
$2.96 Million
1.64% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
23,513
shares
|
$2.94 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
23,502
shares
|
$2.94 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
23,474
shares
|
$2.94 Million
0.27% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
23,433
shares
|
$2.93 Million
0.46% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
23,281
shares
|
$2.91 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
23,110
shares
|
$2.89 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.51%
|