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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
317
shares
|
$39,688
0.09% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
311
shares
|
$38,937
0.01% of portfolio
|
Q1 2025
Reduced 76.28%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
309
shares
|
$38,686
0.0% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
308
shares
|
$38,561
0.02% of portfolio
|
Q1 2025
Added 926.67%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
300
shares
|
$37,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
300
shares
|
$37,560
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
300
shares
|
$37,560
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
286
shares
|
$35,807
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
275
shares
|
$34,430
0.03% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
270
shares
|
$33,804
0.01% of portfolio
|
Q4 2024
Added 1025.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
266
shares
|
$33,303
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
264
shares
|
$33,052
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
260
shares
|
$32,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
255
shares
|
$31,926
0.02% of portfolio
|
Q1 2025
Reduced 49.4%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
251
shares
|
$31,425
0.02% of portfolio
|
Q3 2024
Added 904.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
250
shares
|
$31,300
0.01% of portfolio
|
Q1 2023
Reduced 90.91%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
244
shares
|
$30,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
244
shares
|
$30,548
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
236
shares
|
$29,547
0.01% of portfolio
|
Q1 2025
Added 93.44%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
229
shares
|
$28,670
0.02% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
228
shares
|
$28,545
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
224
shares
|
$28,044
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
222
shares
|
$27,794
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
221
shares
|
$27,669
0.0% of portfolio
|
Q2 2024
Added 25.57%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
220
shares
|
$27,544
0.01% of portfolio
|
Q4 2024
New holding
|