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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,579
shares
|
$573,290
0.09% of portfolio
|
Q1 2025
Added 32.04%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
4,577
shares
|
$573,040
0.16% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,562
shares
|
$571,162
3.81% of portfolio
|
Q1 2025
Reduced 94.63%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
4,562
shares
|
$571,162
0.01% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,560
shares
|
$570,912
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,545
shares
|
$569,034
0.12% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,543
shares
|
$568,783
0.03% of portfolio
|
Q1 2025
Added 145.97%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,540
shares
|
$568,408
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,514
shares
|
$565,152
0.01% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
4,488
shares
|
$561,897
0.04% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,486
shares
|
$561,647
0.08% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
4,483
shares
|
$561,271
0.05% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,478
shares
|
$560,645
0.11% of portfolio
|
Q1 2025
Added 178.14%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,444
shares
|
$556,388
0.45% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4,437
shares
|
$555,512
0.41% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
4,424
shares
|
$553,884
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,389
shares
|
$549,502
0.25% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
4,386
shares
|
$549,127
0.38% of portfolio
|
Q1 2025
Added 1727.5%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
4,378
shares
|
$548,125
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
4,376
shares
|
$547,875
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
4,369
shares
|
$546,998
0.13% of portfolio
|
Q1 2025
Reduced 75.57%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,350
shares
|
$544,620
0.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,341
shares
|
$543,493
0.03% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
4,340
shares
|
$543,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
4,331
shares
|
$542,241
0.05% of portfolio
|
Q1 2025
New holding
|