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 |
|---|---|---|---|---|---|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,071
shares
|
$259,289
0.3% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,070
shares
|
$259,164
0.03% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,062
shares
|
$258,162
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,052
shares
|
$256,910
0.0% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,046
shares
|
$256,159
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
2,043
shares
|
$255,783
0.24% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
2,041
shares
|
$255,533
0.04% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
2,023
shares
|
$253,279
0.03% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
2,022
shares
|
$253,154
0.01% of portfolio
|
Q1 2025
Reduced 59.11%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,018
shares
|
$252,653
0.2% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,015
shares
|
$252,278
0.12% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,014
shares
|
$252,152
0.03% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
2,014
shares
|
$252,152
0.18% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,011
shares
|
$251,777
0.04% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
2,007
shares
|
$251,276
0.01% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,001
shares
|
$250,525
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,001
shares
|
$250,525
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
2,000
shares
|
$250,400
0.04% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,000
shares
|
$250,400
0.01% of portfolio
|
Q4 2020
Reduced 22.48%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
2,000
shares
|
$250,400
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,000
shares
|
$250,400
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,977
shares
|
$247,520
0.04% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,976
shares
|
$247,395
0.03% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
1,969
shares
|
$246,518
0.1% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
1,964
shares
|
$245,892
0.0% of portfolio
|
Q1 2025
Reduced 76.14%
|