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 |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
1,251
shares
|
$156,625
0.07% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,250
shares
|
$156,500
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
1,250
shares
|
$156,500
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
1,249
shares
|
$156,374
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,247
shares
|
$156,124
0.13% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,247
shares
|
$156,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
1,242
shares
|
$155,498
0.03% of portfolio
|
Q1 2025
Reduced 55.71%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
1,241
shares
|
$155,373
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,236
shares
|
$154,747
0.1% of portfolio
|
Q1 2025
Added 103.96%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
1,233
shares
|
$154,371
0.02% of portfolio
|
Q1 2025
Added 19.25%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
1,219
shares
|
$152,618
0.03% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
1,212
shares
|
$151,742
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
1,204
shares
|
$150,740
0.0% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,202
shares
|
$150,490
0.02% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
1,201
shares
|
$150,365
0.17% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
1,200
shares
|
$150,240
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
1,200
shares
|
$150,240
1.57% of portfolio
|
Q1 2025
Reduced 44.19%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
1,200
shares
|
$150,240
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
1,194
shares
|
$149,488
0.06% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,192
shares
|
$149,238
0.02% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
1,192
shares
|
$149,238
0.03% of portfolio
|
Q1 2025
Reduced 60.16%
|