Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,118 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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
3,027
shares
|
$378,980
0.12% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,024
shares
|
$378,604
0.09% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,023
shares
|
$378,479
0.23% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,000
shares
|
$375,600
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
3,000
shares
|
$375,600
0.16% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
2,996
shares
|
$375,099
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,989
shares
|
$374,222
0.09% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,978
shares
|
$372,845
0.03% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
2,973
shares
|
$372,219
0.16% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,972
shares
|
$372,094
0.04% of portfolio
|
Q1 2025
Added 93.36%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,965
shares
|
$371,218
0.03% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
2,964
shares
|
$371,092
0.42% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,962
shares
|
$370,842
0.03% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,960
shares
|
$370,592
0.14% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,945
shares
|
$368,714
0.11% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,941
shares
|
$368,213
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
2,919
shares
|
$365,458
0.04% of portfolio
|
Q1 2025
Added 100.34%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,910
shares
|
$364,332
0.02% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
2,908
shares
|
$364,081
0.04% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
2,893
shares
|
$362,203
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
2,863
shares
|
$358,447
0.07% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,857
shares
|
$357,696
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
2,857
shares
|
$357,696
0.57% of portfolio
|
Q1 2025
Added 24.38%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,855
shares
|
$357,446
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,848
shares
|
$356,569
0.01% of portfolio
|
Q1 2025
Added 0.71%
|