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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,288
shares
|
$662,057
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
5,284
shares
|
$661,556
0.09% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
5,250
shares
|
$657,300
0.07% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
5,214
shares
|
$652,792
0.24% of portfolio
|
Q1 2025
Reduced 68.88%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
5,201
shares
|
$651,165
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
5,201
shares
|
$651,165
0.07% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
5,195
shares
|
$650,414
0.43% of portfolio
|
Q2 2025
Added 363.43%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,163
shares
|
$646,407
0.66% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,073
shares
|
$635,139
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
5,069
shares
|
$634,638
0.02% of portfolio
|
Q1 2025
Added 84383.33%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
5,066
shares
|
$634,263
0.01% of portfolio
|
Q1 2025
Added 73.02%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
5,062
shares
|
$633,762
0.03% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,061
shares
|
$633,637
0.54% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,019
shares
|
$628,378
0.07% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
5,004
shares
|
$626,500
0.23% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
5,001
shares
|
$626,125
0.14% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
4,992
shares
|
$624,998
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
4,990
shares
|
$624,748
0.02% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,961
shares
|
$621,117
0.01% of portfolio
|
Q1 2025
Added 24.68%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
4,944
shares
|
$618,988
0.03% of portfolio
|
Q4 2023
Added 7.18%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,912
shares
|
$614,982
0.04% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
4,900
shares
|
$613,480
0.03% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,890
shares
|
$612,228
0.19% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
4,869
shares
|
$609,598
0.13% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
4,850
shares
|
$607,220
0.01% of portfolio
|
Q1 2025
Reduced 7.62%
|