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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
13,585
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.35%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
13,576
shares
|
$1.7 Million
0.87% of portfolio
|
Q1 2024
Added 3.09%
|
|
|
Patton Fund Management, Inc.
|
Apr 17, 2025 Q1 2025 |
13,575
shares
|
$1.7 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,468
shares
|
$1.69 Million
1.13% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,416
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2024
Added 20.73%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
13,398
shares
|
$1.68 Million
0.15% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
13,344
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
13,333
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
13,328
shares
|
$1.67 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
13,324
shares
|
$1.67 Million
0.69% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,305
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
13,305
shares
|
$1.67 Million
0.32% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,265
shares
|
$1.66 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
13,208
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
13,208
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
13,095
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
13,092
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
13,000
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,000
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,991
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2023
Added 8.92%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
12,871
shares
|
$1.61 Million
0.14% of portfolio
|
Q2 2022
Reduced 21.14%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Apr 21, 2025 Q1 2025 |
12,843
shares
|
$1.61 Million
0.84% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
12,813
shares
|
$1.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
12,800
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
12,770
shares
|
$1.6 Million
0.11% of portfolio
|
Q2 2024
Added 4.02%
|