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 |
|---|---|---|---|---|---|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
8,836
shares
|
$1.11 Million
0.85% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
8,834
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
8,821
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 94.6%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
8,783
shares
|
$1.1 Million
0.62% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
8,748
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 30.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,722
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
8,712
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 52.06%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
8,640
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
8,610
shares
|
$1.08 Million
0.49% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
8,605
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
8,578
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
Added 40.85%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
8,552
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
8,479
shares
|
$1.06 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
8,440
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2023
Reduced 1.17%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
8,432
shares
|
$1.06 Million
0.14% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
8,399
shares
|
$1.05 Million
0.36% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
8,373
shares
|
$1.05 Million
0.55% of portfolio
|
Q1 2025
Added 137.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,349
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2020
Added 9.36%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
8,327
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
8,322
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2025
Added 88.54%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
8,315
shares
|
$1.04 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
8,311
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
8,300
shares
|
$1.04 Million
1.38% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
8,288
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
8,284
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Added 8.3%
|