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 |
|---|---|---|---|---|---|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
2,846
shares
|
$356,319
0.03% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,840
shares
|
$355,568
0.15% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,834
shares
|
$354,816
0.05% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,833
shares
|
$354,691
0.03% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,832
shares
|
$354,566
0.01% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
2,810
shares
|
$351,812
0.12% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
2,801
shares
|
$350,685
0.29% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,780
shares
|
$348,056
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,762
shares
|
$345,802
0.02% of portfolio
|
Q1 2025
Added 46.76%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
2,758
shares
|
$345,301
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
2,746
shares
|
$343,799
0.04% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
2,745
shares
|
$343,674
0.09% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,735
shares
|
$342,422
0.04% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,734
shares
|
$342,296
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
2,731
shares
|
$341,921
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.01% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,709
shares
|
$339,166
0.05% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,698
shares
|
$337,789
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
2,689
shares
|
$336,662
0.31% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
2,681
shares
|
$335,661
0.03% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,663
shares
|
$333,407
0.02% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
2,663
shares
|
$333,407
0.23% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,655
shares
|
$332,406
0.15% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
2,650
shares
|
$331,780
0.04% of portfolio
|
Q1 2025
Reduced 2.68%
|