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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,757
shares
|
$720,776
0.13% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,710
shares
|
$714,892
0.03% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,706
shares
|
$714,391
0.02% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,703
shares
|
$714,015
0.02% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
5,697
shares
|
$713,264
0.2% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,690
shares
|
$712,388
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
5,660
shares
|
$708,632
0.47% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,659
shares
|
$708,506
0.03% of portfolio
|
Q3 2022
Added 92.03%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
5,658
shares
|
$708,381
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
5,652
shares
|
$707,630
0.09% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
5,584
shares
|
$699,116
0.28% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
5,483
shares
|
$686,471
0.06% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
5,445
shares
|
$681,714
0.2% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,444
shares
|
$681,588
0.01% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,440
shares
|
$681,088
0.06% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,435
shares
|
$680,462
0.04% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
5,421
shares
|
$678,709
0.16% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,420
shares
|
$678,584
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
5,407
shares
|
$676,956
0.19% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
5,406
shares
|
$676,831
0.6% of portfolio
|
Q1 2025
Added 30.27%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
5,392
shares
|
$675,078
0.87% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
5,375
shares
|
$672,950
0.27% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,366
shares
|
$671,823
0.27% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,307
shares
|
$664,436
0.01% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
5,292
shares
|
$662,558
0.01% of portfolio
|
Q1 2025
Reduced 2.43%
|