Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,118 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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
15,027
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.78%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
14,928
shares
|
$1.87 Million
0.39% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
14,873
shares
|
$1.86 Million
0.51% of portfolio
|
Q1 2025
Reduced 26.02%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
May 14, 2025 Q1 2025 |
14,862
shares
|
$1.86 Million
0.97% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
14,861
shares
|
$1.86 Million
1.67% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
14,799
shares
|
$1.85 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
14,784
shares
|
$1.85 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
14,739
shares
|
$1.85 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
14,710
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
14,612
shares
|
$1.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,584
shares
|
$1.83 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,519
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
14,362
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
14,169
shares
|
$1.77 Million
0.05% of portfolio
|
Q1 2025
Added 69.49%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
14,150
shares
|
$1.77 Million
0.07% of portfolio
|
Q1 2025
Added 112.94%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
14,113
shares
|
$1.77 Million
0.57% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
14,071
shares
|
$1.76 Million
0.56% of portfolio
|
Q1 2025
Reduced 53.95%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
13,900
shares
|
$1.74 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
13,874
shares
|
$1.74 Million
0.08% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
13,821
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
13,740
shares
|
$1.72 Million
0.19% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,733
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Added 270.56%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,637
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2023
Added 2.32%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
13,619
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,606
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.09%
|