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 |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
4,847
shares
|
$606,844
0.22% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
4,815
shares
|
$602,838
0.21% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
4,805
shares
|
$601,586
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
4,789
shares
|
$599,582
0.42% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
4,785
shares
|
$599,082
0.18% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
4,784
shares
|
$598,956
0.03% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
4,768
shares
|
$596,953
0.02% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
4,763
shares
|
$596,327
0.05% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
4,753
shares
|
$595,075
0.16% of portfolio
|
Q1 2025
Added 25.24%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
4,729
shares
|
$592,070
0.09% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
4,722
shares
|
$591,194
0.22% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
4,706
shares
|
$589,191
0.01% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
Ariel Investments, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,706
shares
|
$589,191
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
4,701
shares
|
$588,565
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
4,694
shares
|
$587,688
0.02% of portfolio
|
Q1 2025
Added 22.75%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
4,694
shares
|
$587,688
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
4,693
shares
|
$587,563
0.05% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
4,654
shares
|
$582,680
0.01% of portfolio
|
Q1 2025
Added 34.2%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
4,622
shares
|
$578,674
0.02% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
4,615
shares
|
$577,798
0.28% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,614
shares
|
$577,672
0.0% of portfolio
|
Q1 2025
Added 2492.13%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,614
shares
|
$577,672
0.07% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
4,606
shares
|
$576,671
0.16% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
4,606
shares
|
$576,671
0.12% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,594
shares
|
$575,168
0.08% of portfolio
|
Q1 2025
Reduced 4.39%
|