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 |
|---|---|---|---|---|---|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
1,123
shares
|
$140,599
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
1,121
shares
|
$140,349
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
1,121
shares
|
$140,349
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
1,117
shares
|
$139,848
0.02% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
1,110
shares
|
$138,972
0.08% of portfolio
|
Q1 2025
Reduced 98.22%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,104
shares
|
$138,220
0.11% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,093
shares
|
$136,843
0.01% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,092
shares
|
$136,718
0.02% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
1,091
shares
|
$136,593
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,090
shares
|
$136,468
0.01% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
1,089
shares
|
$136,342
0.0% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
1,088
shares
|
$136,217
0.01% of portfolio
|
Q1 2025
Reduced 78.62%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,086
shares
|
$135,967
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
1,083
shares
|
$135,591
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,082
shares
|
$135,466
0.02% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,080
shares
|
$135,216
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,079
shares
|
$135,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
1,076
shares
|
$134,715
0.07% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
1,074
shares
|
$134,464
0.02% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
1,073
shares
|
$134,339
0.04% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
1,071
shares
|
$134,089
0.2% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
1,067
shares
|
$133,588
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
1,065
shares
|
$133,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,065
shares
|
$133,338
0.01% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,064
shares
|
$133,212
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|