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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
6,697
shares
|
$838,464
0.08% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
6,674
shares
|
$835,584
0.12% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
6,673
shares
|
$835,459
0.8% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
6,650
shares
|
$832,580
0.06% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
6,609
shares
|
$827,446
0.09% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
6,586
shares
|
$824,567
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,585
shares
|
$824,442
0.05% of portfolio
|
Q3 2022
Added 35.49%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
6,571
shares
|
$822,689
0.07% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
6,564
shares
|
$821,812
0.32% of portfolio
|
Q2 2025
Reduced 21.53%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
6,499
shares
|
$813,674
0.03% of portfolio
|
Q1 2025
Reduced 33.38%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
6,485
shares
|
$811,922
0.34% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
6,451
shares
|
$807,665
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,450
shares
|
$807,540
0.04% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
6,435
shares
|
$805,662
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
6,430
shares
|
$805,036
0.12% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
6,400
shares
|
$801,280
0.52% of portfolio
|
Q4 2023
Reduced 16.07%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
6,398
shares
|
$801,029
0.06% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
6,374
shares
|
$798,024
0.21% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,369
shares
|
$797,398
0.03% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
6,338
shares
|
$793,517
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
6,329
shares
|
$792,390
0.05% of portfolio
|
Q2 2022
Reduced 3.8%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,327
shares
|
$792,140
0.04% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,320
shares
|
$791,264
0.03% of portfolio
|
Q1 2025
Added 114.24%
|