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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
12,770
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
12,746
shares
|
$1.6 Million
0.51% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,665
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Added 41.04%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
12,649
shares
|
$1.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
12,633
shares
|
$1.58 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
12,623
shares
|
$1.58 Million
0.32% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
12,573
shares
|
$1.57 Million
0.82% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
12,503
shares
|
$1.57 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Graphene Investments Sas
Paris, I0 |
Apr 24, 2025 Q1 2025 |
12,500
shares
|
$1.57 Million
2.02% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
12,491
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 93.03%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
12,491
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 86.08%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
12,475
shares
|
$1.56 Million
0.17% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
12,404
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
12,363
shares
|
$1.55 Million
0.4% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
12,353
shares
|
$1.55 Million
0.16% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,328
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 79.6%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
12,250
shares
|
$1.53 Million
0.19% of portfolio
|
Q2 2021
Added 0.41%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
12,206
shares
|
$1.53 Million
0.06% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,142
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
Added 867.49%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
12,086
shares
|
$1.51 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
12,085
shares
|
$1.51 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
12,073
shares
|
$1.51 Million
1.78% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
12,072
shares
|
$1.51 Million
0.17% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,030
shares
|
$1.51 Million
0.15% of portfolio
|
Q2 2023
Reduced 6.25%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
12,000
shares
|
$1.5 Million
0.62% of portfolio
|
Q2 2019
Added 300.0%
|