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 |
|---|---|---|---|---|---|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$125,200
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$125,200
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
998
shares
|
$124,949
0.03% of portfolio
|
Q1 2025
Reduced 95.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
997
shares
|
$124,824
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
992
shares
|
$124,198
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
987
shares
|
$123,572
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
985
shares
|
$123,322
0.01% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
980
shares
|
$122,696
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
979
shares
|
$122,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
975
shares
|
$122,070
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
975
shares
|
$122,070
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
975
shares
|
$122,070
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
970
shares
|
$121,444
0.01% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
965
shares
|
$120,818
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
964
shares
|
$120,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
953
shares
|
$119,315
0.1% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
952
shares
|
$119,190
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
944
shares
|
$118,188
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
939
shares
|
$117,562
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
936
shares
|
$117,187
0.03% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
935
shares
|
$117,062
0.01% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
930
shares
|
$116,436
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
929
shares
|
$116,310
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
928
shares
|
$116,185
0.01% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
928
shares
|
$116,185
0.07% of portfolio
|
Q1 2025
New holding
|