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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,314
shares
|
$164,512
0.01% of portfolio
|
Q1 2025
Added 23.61%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,311
shares
|
$164,137
0.04% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
1,310
shares
|
$164,012
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
1,309
shares
|
$163,886
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
1,308
shares
|
$163,761
0.08% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2025 Q1 2025 |
1,297
shares
|
$162,384
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,295
shares
|
$162,134
0.03% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,293
shares
|
$161,883
0.02% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
1,293
shares
|
$161,883
0.12% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
1,293
shares
|
$161,883
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,292
shares
|
$161,758
0.01% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
1,288
shares
|
$161,257
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
1,285
shares
|
$160,882
0.04% of portfolio
|
Q1 2025
Reduced 44.01%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
1,283
shares
|
$160,631
0.06% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,275
shares
|
$159,630
0.07% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
1,273
shares
|
$159,379
0.07% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
1,271
shares
|
$159,129
0.31% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
1,270
shares
|
$159,004
0.24% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,265
shares
|
$158,378
0.07% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
1,263
shares
|
$158,127
0.01% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
1,261
shares
|
$157,877
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,258
shares
|
$157,501
0.08% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1,257
shares
|
$157,376
0.07% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
1,255
shares
|
$157,126
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,253
shares
|
$156,875
0.32% of portfolio
|
Q4 2024
New holding
|