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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
3,509
shares
|
$439,326
0.07% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
3,504
shares
|
$438,700
0.28% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Freemont Management S.A.
|
May 06, 2025 Q1 2025 |
3,500
shares
|
$438,200
0.19% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,483
shares
|
$436,071
0.01% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
3,461
shares
|
$433,317
0.04% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
3,454
shares
|
$432,440
0.59% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
3,450
shares
|
$431,940
0.05% of portfolio
|
Q2 2023
Reduced 3.09%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
3,446
shares
|
$431,439
0.03% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,446
shares
|
$431,439
0.04% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,429
shares
|
$429,310
0.02% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
3,421
shares
|
$428,309
0.04% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
3,415
shares
|
$427,558
0.23% of portfolio
|
Q1 2025
Reduced 52.73%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
3,411
shares
|
$427,057
0.03% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
3,409
shares
|
$426,806
0.44% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,401
shares
|
$425,805
0.03% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,389
shares
|
$424,302
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
3,361
shares
|
$420,797
0.1% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
3,340
shares
|
$418,168
0.67% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,313
shares
|
$414,787
0.01% of portfolio
|
Q1 2025
Reduced 37.63%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
3,303
shares
|
$413,535
0.14% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
3,287
shares
|
$411,532
0.01% of portfolio
|
Q1 2025
Reduced 47.03%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
3,282
shares
|
$410,906
0.07% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$410,781
0.25% of portfolio
|
Q2 2023
Added 4.03%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,280
shares
|
$410,656
0.06% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
3,280
shares
|
$410,656
0.77% of portfolio
|
Q1 2025
Added 361.97%
|