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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,064
shares
|
$133,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
1,062
shares
|
$132,962
0.0% of portfolio
|
Q1 2025
Reduced 82.55%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
1,059
shares
|
$132,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
1,058
shares
|
$132,461
0.18% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
1,053
shares
|
$131,835
0.23% of portfolio
|
Q1 2024
Reduced 76.92%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
1,048
shares
|
$131,209
0.09% of portfolio
|
Q1 2025
Added 69.03%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
1,045
shares
|
$130,834
0.05% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
1,044
shares
|
$130,708
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
1,041
shares
|
$130,333
0.13% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Apr 30, 2025 Q1 2025 |
1,040
shares
|
$130,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
1,038
shares
|
$129,957
0.13% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
1,032
shares
|
$129,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
1,029
shares
|
$128,830
0.01% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,028
shares
|
$128,705
0.1% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
1,025
shares
|
$128,330
0.03% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,021
shares
|
$127,829
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,018
shares
|
$127,453
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,015
shares
|
$127,078
0.05% of portfolio
|
Q1 2025
Reduced 24.98%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
1,014
shares
|
$126,952
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,007
shares
|
$126,076
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,004
shares
|
$125,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 06, 2025 Q1 2025 |
1,000
shares
|
$125,200
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
1,000
shares
|
$125,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$125,200
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
1,000
shares
|
$125,200
0.14% of portfolio
|
Q4 2024
New holding
|