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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
23,101
shares
|
$2.89 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
23,075
shares
|
$2.89 Million
0.98% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
23,032
shares
|
$2.88 Million
0.1% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
22,886
shares
|
$2.87 Million
1.39% of portfolio
|
Q1 2025
Reduced 20.39%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
22,852
shares
|
$2.86 Million
1.0% of portfolio
|
Q3 2022
Added 3.48%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
22,767
shares
|
$2.85 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
22,766
shares
|
$2.85 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
22,701
shares
|
$2.84 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
22,547
shares
|
$2.82 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
22,521
shares
|
$2.82 Million
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
22,249
shares
|
$2.79 Million
1.42% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
22,185
shares
|
$2.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
22,102
shares
|
$2.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
21,948
shares
|
$2.75 Million
0.03% of portfolio
|
Q1 2025
Added 30.53%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
21,830
shares
|
$2.73 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
21,793
shares
|
$2.73 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,700
shares
|
$2.72 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,689
shares
|
$2.72 Million
0.14% of portfolio
|
Q2 2022
Reduced 5.3%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
21,550
shares
|
$2.7 Million
0.26% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
21,539
shares
|
$2.7 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
21,500
shares
|
$2.69 Million
0.12% of portfolio
|
Q2 2024
Reduced 31.09%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
21,443
shares
|
$2.68 Million
0.58% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
21,421
shares
|
$2.68 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
21,394
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
21,245
shares
|
$2.66 Million
0.94% of portfolio
|
Q1 2025
Reduced 5.59%
|