Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,113 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 |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
8,233
shares
|
$1.03 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,212
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
8,210
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
8,199
shares
|
$1.03 Million
0.3% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
8,187
shares
|
$1.03 Million
0.3% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
8,124
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,120
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
8,092
shares
|
$1.01 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,067
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
8,060
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 82.36%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
8,036
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
7,996
shares
|
$1 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
7,901
shares
|
$989,205
0.01% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,895
shares
|
$988,454
0.03% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,891
shares
|
$987,953
0.02% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,875
shares
|
$985,950
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
7,870
shares
|
$985,324
0.26% of portfolio
|
Q1 2025
Reduced 31.68%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
7,862
shares
|
$984,322
0.05% of portfolio
|
Q4 2022
Added 5.66%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
7,835
shares
|
$980,942
0.01% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
7,774
shares
|
$973,304
0.03% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
7,762
shares
|
$971,802
0.73% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,717
shares
|
$966,168
0.01% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,687
shares
|
$962,412
0.14% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
7,682
shares
|
$961,786
0.08% of portfolio
|
Q4 2022
Added 245.26%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
7,676
shares
|
$961,035
0.15% of portfolio
|
Q2 2025
Reduced 0.78%
|