Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,113 institutions that hold shares in the stock, with a total of 507 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 |
|---|---|---|---|---|---|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
4,037
shares
|
$505,432
0.23% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
4,036
shares
|
$505,307
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
4,027
shares
|
$504,180
0.03% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,018
shares
|
$503,053
0.09% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
4,015
shares
|
$502,678
0.08% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,006
shares
|
$501,551
0.03% of portfolio
|
Q4 2023
Added 2.32%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,000
shares
|
$500,800
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
3,960
shares
|
$495,792
0.09% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,949
shares
|
$494,414
0.04% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
3,940
shares
|
$493,288
0.09% of portfolio
|
Q1 2025
Added 159.21%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
3,933
shares
|
$492,411
0.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
3,929
shares
|
$491,910
0.11% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
3,926
shares
|
$491,535
0.05% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
3,911
shares
|
$489,657
0.11% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
3,900
shares
|
$488,280
0.0% of portfolio
|
Q2 2024
Reduced 68.29%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,882
shares
|
$486,026
0.13% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
3,881
shares
|
$485,901
0.14% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,866
shares
|
$484,023
0.16% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
3,863
shares
|
$483,647
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
3,838
shares
|
$480,517
0.12% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,823
shares
|
$478,639
0.07% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
3,821
shares
|
$478,389
0.12% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
3,815
shares
|
$477,638
0.1% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
3,805
shares
|
$476,386
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
3,796
shares
|
$475,259
0.26% of portfolio
|
Q2 2025
Reduced 1.71%
|