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 |
|---|---|---|---|---|---|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
11,706
shares
|
$1.47 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,703
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
11,683
shares
|
$1.46 Million
0.33% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
11,629
shares
|
$1.46 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
11,567
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
11,536
shares
|
$1.44 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
11,508
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,473
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
11,377
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
11,318
shares
|
$1.42 Million
0.29% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
11,293
shares
|
$1.41 Million
0.51% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,251
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
11,178
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
11,056
shares
|
$1.38 Million
0.27% of portfolio
|
Q2 2024
Added 22.17%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
11,035
shares
|
$1.38 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
11,022
shares
|
$1.38 Million
0.57% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,006
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2025
Added 159.27%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
10,923
shares
|
$1.37 Million
0.12% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
10,922
shares
|
$1.37 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
10,855
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
10,825
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
10,801
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
10,792
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
10,785
shares
|
$1.35 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
10,783
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|