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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
409
shares
|
$51,206
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
402
shares
|
$50,330
0.0% of portfolio
|
Q3 2022
Added 45.13%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
400
shares
|
$50,080
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
400
shares
|
$50,080
0.01% of portfolio
|
Q1 2025
Reduced 35.17%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
400
shares
|
$50,080
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
395
shares
|
$49,454
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
390
shares
|
$48,828
0.0% of portfolio
|
Q4 2024
Reduced 53.13%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
385
shares
|
$48,202
0.02% of portfolio
|
Q3 2022
Reduced 14.82%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
384
shares
|
$48,076
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
381
shares
|
$47,701
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
379
shares
|
$47,450
0.08% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
375
shares
|
$46,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
368
shares
|
$46,073
0.04% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
357
shares
|
$44,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
355
shares
|
$44,446
0.04% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
341
shares
|
$42,693
0.03% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
340
shares
|
$42,568
0.02% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
340
shares
|
$42,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
335
shares
|
$41,942
0.0% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
334
shares
|
$41,816
0.02% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
331
shares
|
$41,441
0.02% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
331
shares
|
$41,441
0.01% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
330
shares
|
$41,316
0.06% of portfolio
|
Q4 2023
Reduced 50.6%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
327
shares
|
$40,940
0.0% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
324
shares
|
$40,564
0.01% of portfolio
|
Q1 2025
Added 48.62%
|