Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,105 institutions that hold shares in the stock, with a total of 506 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
7,676
shares
|
$961,035
0.14% of portfolio
|
Q4 2024
Reduced 44.75%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
7,641
shares
|
$956,653
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,617
shares
|
$953,648
0.04% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
7,529
shares
|
$942,630
0.09% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,524
shares
|
$942,004
0.21% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,513
shares
|
$940,627
0.61% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
7,511
shares
|
$940,377
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
7,408
shares
|
$927,481
0.02% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
7,402
shares
|
$926,730
0.12% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
7,383
shares
|
$924,351
0.04% of portfolio
|
Q3 2024
Added 529.59%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
7,346
shares
|
$919,719
0.41% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,337
shares
|
$918,592
0.0% of portfolio
|
Q1 2025
Reduced 93.65%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
7,334
shares
|
$918,216
0.17% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
7,314
shares
|
$915,712
0.35% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
7,304
shares
|
$914,460
0.05% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
7,296
shares
|
$913,459
0.06% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
7,248
shares
|
$907,449
0.32% of portfolio
|
Q2 2025
Added 21.69%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
7,225
shares
|
$904,570
0.24% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
7,208
shares
|
$902,441
0.83% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
7,181
shares
|
$899,061
0.03% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
7,165
shares
|
$897,058
0.3% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
7,151
shares
|
$895,305
0.67% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,146
shares
|
$894,679
0.04% of portfolio
|
Q1 2025
Reduced 27.36%
|