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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,111
shares
|
$890,297
0.06% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,108
shares
|
$889,921
0.53% of portfolio
|
Q1 2024
Added 13.47%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
7,087
shares
|
$887,292
0.09% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
7,010
shares
|
$877,652
0.03% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,983
shares
|
$874,271
0.05% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Jun 12, 2025 Q1 2025 |
6,979
shares
|
$873,770
0.9% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
6,969
shares
|
$872,518
0.03% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
6,950
shares
|
$870,140
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
May 14, 2025 Q1 2025 |
6,950
shares
|
$870,140
0.36% of portfolio
|
Q1 2025
Reduced 40.85%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
6,927
shares
|
$867,260
0.03% of portfolio
|
Q1 2025
Added 35.66%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
6,923
shares
|
$866,759
0.02% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,920
shares
|
$866,384
0.07% of portfolio
|
Q1 2025
Reduced 42.82%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
6,912
shares
|
$865,382
0.04% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
6,896
shares
|
$863,379
0.37% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
6,882
shares
|
$861,626
0.08% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
6,869
shares
|
$859,998
0.02% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
6,859
shares
|
$858,746
0.04% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
6,816
shares
|
$853,363
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
6,803
shares
|
$851,735
0.5% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
6,753
shares
|
$845,475
0.31% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
6,749
shares
|
$844,974
0.15% of portfolio
|
Q2 2025
Added 35.82%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
6,748
shares
|
$844,849
0.72% of portfolio
|
Q1 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,745
shares
|
$844,474
0.02% of portfolio
|
Q1 2025
Added 48.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,717
shares
|
$840,968
0.07% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
6,717
shares
|
$840,968
0.82% of portfolio
|
Q1 2025
Added 8.65%
|