Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,121 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $63.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
1,497
shares
|
$187,424
0.03% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
1,493
shares
|
$186,923
0.11% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
1,489
shares
|
$186,422
0.02% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,483
shares
|
$185,671
0.01% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,480
shares
|
$185,296
0.01% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
1,467
shares
|
$183,668
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,463
shares
|
$183,167
0.06% of portfolio
|
Q1 2025
Reduced 89.06%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
1,463
shares
|
$183,167
0.01% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,456
shares
|
$182,291
0.01% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
1,453
shares
|
$181,915
0.07% of portfolio
|
Q1 2025
Reduced 34.52%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,447
shares
|
$181,164
0.04% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,434
shares
|
$179,536
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,429
shares
|
$178,910
0.14% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
1,428
shares
|
$178,785
0.22% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
1,426
shares
|
$178,535
0.07% of portfolio
|
Q1 2025
Reduced 44.08%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
1,420
shares
|
$177,784
0.2% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
1,419
shares
|
$177,658
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
1,414
shares
|
$177,032
0.01% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
1,414
shares
|
$177,032
0.3% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$175,280
0.01% of portfolio
|
Q2 2019
Added 40.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
1,399
shares
|
$175,154
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
1,392
shares
|
$174,278
0.01% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
1,384
shares
|
$173,276
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,382
shares
|
$173,026
0.02% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
1,380
shares
|
$172,776
0.0% of portfolio
|
Q3 2024
Reduced 14.45%
|