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 |
|---|---|---|---|---|---|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,958
shares
|
$245,141
0.27% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
1,955
shares
|
$244,766
0.04% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
1,950
shares
|
$244,140
0.18% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
1,948
shares
|
$243,889
0.19% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
1,940
shares
|
$242,888
0.07% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,936
shares
|
$242,387
0.3% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,935
shares
|
$242,262
0.2% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,929
shares
|
$241,510
0.0% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
1,924
shares
|
$240,884
0.09% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,919
shares
|
$240,258
0.07% of portfolio
|
Q2 2025
Reduced 42.23%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,916
shares
|
$239,883
0.02% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
1,911
shares
|
$239,257
0.06% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,909
shares
|
$239,006
0.02% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
1,907
shares
|
$238,756
0.01% of portfolio
|
Q1 2025
Reduced 26.11%
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
1,900
shares
|
$237,880
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,894
shares
|
$237,128
0.01% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
1,889
shares
|
$236,502
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
1,884
shares
|
$235,876
0.0% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
1,881
shares
|
$235,501
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
1,879
shares
|
$235,250
0.01% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
1,863
shares
|
$233,247
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
1,861
shares
|
$232,997
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
1,851
shares
|
$231,745
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,850
shares
|
$231,620
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
1,847
shares
|
$231,244
0.04% of portfolio
|
Q1 2025
Added 7.63%
|