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 |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
19,944
shares
|
$2.5 Million
0.38% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
19,939
shares
|
$2.5 Million
1.1% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
19,798
shares
|
$2.48 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
19,746
shares
|
$2.47 Million
0.3% of portfolio
|
Q4 2022
Reduced 7.58%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
19,720
shares
|
$2.47 Million
0.07% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
19,608
shares
|
$2.45 Million
1.04% of portfolio
|
Q2 2025
Added 78332.0%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,566
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2022
Added 493.81%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
19,502
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Sandler Capital Management
New York, NY |
May 15, 2025 Q1 2025 |
19,460
shares
|
$2.44 Million
0.66% of portfolio
|
Q1 2025
Reduced 41.41%
|
|
|
Cox Capital Mgt LLC
|
Apr 09, 2025 Q1 2025 |
19,410
shares
|
$2.43 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,320
shares
|
$2.42 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,258
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
19,138
shares
|
$2.4 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
19,003
shares
|
$2.38 Million
0.21% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Apr 14, 2025 Q1 2025 |
19,000
shares
|
$2.38 Million
0.77% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Campbell Newman Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
18,973
shares
|
$2.38 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
18,958
shares
|
$2.37 Million
0.82% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
18,956
shares
|
$2.37 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
18,623
shares
|
$2.33 Million
1.23% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
18,532
shares
|
$2.32 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
18,462
shares
|
$2.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
18,369
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
18,161
shares
|
$2.27 Million
0.53% of portfolio
|
Q2 2025
Added 29.64%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
18,094
shares
|
$2.27 Million
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
18,040
shares
|
$2.26 Million
0.19% of portfolio
|
Q1 2025
Added 0.29%
|