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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,373
shares
|
$297,099
0.02% of portfolio
|
Q1 2025
Reduced 48.31%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
2,349
shares
|
$294,094
0.01% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,347
shares
|
$293,844
0.09% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
2,338
shares
|
$292,717
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
2,331
shares
|
$291,841
0.4% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,329
shares
|
$291,590
0.07% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,319
shares
|
$290,338
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
2,315
shares
|
$289,838
0.04% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
2,302
shares
|
$288,210
0.1% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,301
shares
|
$288,085
0.06% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,299
shares
|
$287,834
0.07% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
2,299
shares
|
$287,834
0.06% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
2,292
shares
|
$286,958
0.03% of portfolio
|
Q2 2023
Reduced 3.0%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
2,281
shares
|
$285,581
0.05% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
2,268
shares
|
$283,953
0.13% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
2,259
shares
|
$282,826
0.39% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
2,257
shares
|
$282,576
0.09% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
2,250
shares
|
$281,700
0.03% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,244
shares
|
$280,948
0.05% of portfolio
|
Q3 2023
Added 17.36%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,244
shares
|
$280,948
0.29% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,238
shares
|
$280,197
0.21% of portfolio
|
Q1 2025
Reduced 69.48%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
2,237
shares
|
$280,072
0.06% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
2,229
shares
|
$279,070
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,210
shares
|
$276,692
0.02% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,188
shares
|
$273,937
0.06% of portfolio
|
Q2 2023
New holding
|