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 |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
925
shares
|
$115,810
0.01% of portfolio
|
Q1 2025
Reduced 30.19%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
924
shares
|
$115,684
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
920
shares
|
$115,184
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
919
shares
|
$115,058
0.05% of portfolio
|
Q1 2024
Reduced 89.46%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
919
shares
|
$115,058
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
917
shares
|
$114,808
0.04% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
913
shares
|
$114,307
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
913
shares
|
$114,307
0.03% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
913
shares
|
$114,307
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
911
shares
|
$114,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
900
shares
|
$112,680
0.23% of portfolio
|
Q1 2025
Reduced 80.43%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
889
shares
|
$111,302
0.11% of portfolio
|
Q1 2025
Added 39.12%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
877
shares
|
$109,800
0.11% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
877
shares
|
$109,800
0.11% of portfolio
|
Q1 2025
Reduced 59.62%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
872
shares
|
$109,174
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
854
shares
|
$106,920
0.01% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
844
shares
|
$105,668
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
836
shares
|
$104,667
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
806
shares
|
$100,911
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
800
shares
|
$100,160
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
799
shares
|
$100,034
0.05% of portfolio
|
Q1 2025
Added 23.11%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
798
shares
|
$99,909
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
781
shares
|
$97,781
0.02% of portfolio
|
Q4 2023
Added 57.78%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
752
shares
|
$94,150
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
734
shares
|
$91,896
0.01% of portfolio
|
Q2 2025
Added 5.31%
|