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 |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
3,789
shares
|
$474,382
0.3% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
3,788
shares
|
$474,257
0.1% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
3,784
shares
|
$473,756
0.01% of portfolio
|
Q1 2025
Reduced 92.8%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
3,752
shares
|
$469,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
3,741
shares
|
$468,373
0.11% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,739
shares
|
$468,122
0.15% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,719
shares
|
$465,618
0.21% of portfolio
|
Q2 2022
Added 34.89%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
3,710
shares
|
$464,492
0.18% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,677
shares
|
$460,360
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,653
shares
|
$457,355
0.03% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
3,645
shares
|
$456,354
0.09% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,642
shares
|
$455,978
0.76% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,614
shares
|
$452,472
0.0% of portfolio
|
Q4 2022
Added 6.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,614
shares
|
$452,472
0.53% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,605
shares
|
$451,346
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,581
shares
|
$448,341
0.04% of portfolio
|
Q4 2022
Added 1.16%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
3,575
shares
|
$447,590
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
3,560
shares
|
$445,712
0.94% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Citadel Investment Advisory, Inc.
|
Apr 17, 2025 Q1 2025 |
3,550
shares
|
$444,460
0.38% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$444,209
0.06% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
3,540
shares
|
$443,208
0.02% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
3,527
shares
|
$441,580
0.29% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,523
shares
|
$441,079
0.01% of portfolio
|
Q4 2022
Reduced 99.06%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,516
shares
|
$440,203
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,513
shares
|
$439,827
0.0% of portfolio
|
Q1 2025
Reduced 97.19%
|