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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
6,308
shares
|
$789,761
0.14% of portfolio
|
Q1 2025
Added 46.43%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,302
shares
|
$789,010
0.11% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
6,226
shares
|
$779,495
0.45% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,218
shares
|
$778,493
0.02% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
May 08, 2025 Q1 2025 |
6,208
shares
|
$777,241
1.3% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
6,193
shares
|
$775,363
0.03% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
6,174
shares
|
$772,984
0.55% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
6,123
shares
|
$766,599
0.2% of portfolio
|
Q1 2023
Added 98.61%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
6,088
shares
|
$762,217
0.35% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
6,084
shares
|
$761,716
0.02% of portfolio
|
Q1 2025
Added 122.45%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
6,042
shares
|
$756,458
0.45% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
6,021
shares
|
$753,829
0.36% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
6,000
shares
|
$751,200
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Settian Capital LP
|
May 05, 2025 Q1 2025 |
6,000
shares
|
$751,200
0.61% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,000
shares
|
$751,200
0.19% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,993
shares
|
$750,323
0.03% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
5,990
shares
|
$749,948
0.13% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
5,978
shares
|
$748,445
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
5,961
shares
|
$746,317
0.21% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
5,960
shares
|
$746,192
0.13% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
5,960
shares
|
$746,192
0.53% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
5,928
shares
|
$742,185
0.05% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
5,849
shares
|
$732,294
0.44% of portfolio
|
Q1 2025
Added 104.58%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
5,836
shares
|
$730,667
0.01% of portfolio
|
Q1 2025
Added 63.06%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
5,804
shares
|
$726,660
0.04% of portfolio
|
Q4 2023
Reduced 11.23%
|