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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10,757
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
10,756
shares
|
$1.35 Million
0.95% of portfolio
|
Q1 2025
Reduced 40.06%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,675
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Added 60.72%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,670
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,661
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
10,648
shares
|
$1.33 Million
0.56% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
10,621
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
10,490
shares
|
$1.31 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
10,485
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
10,480
shares
|
$1.31 Million
0.09% of portfolio
|
Q1 2025
Added 83.44%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
10,191
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2025
Added 761.45%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
10,164
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
10,131
shares
|
$1.27 Million
0.37% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
10,112
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 69.67%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,070
shares
|
$1.26 Million
0.26% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
9,983
shares
|
$1.25 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
9,896
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,885
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,863
shares
|
$1.23 Million
0.47% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
9,825
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 23.54%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,811
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
9,753
shares
|
$1.22 Million
0.19% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
9,730
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,724
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,687
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.62%
|