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 |
|---|---|---|---|---|---|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
220
shares
|
$27,544
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
214
shares
|
$26,792
0.01% of portfolio
|
Q4 2024
Added 25.88%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
209
shares
|
$26,166
0.0% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
207
shares
|
$25,916
0.01% of portfolio
|
Q2 2025
Added 218.46%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
204
shares
|
$25,540
0.02% of portfolio
|
Q2 2023
Reduced 13.56%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
200
shares
|
$25,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
198
shares
|
$24,789
0.09% of portfolio
|
Q4 2024
Added 98.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
192
shares
|
$24,038
0.01% of portfolio
|
Q3 2023
Reduced 13.51%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
190
shares
|
$23,788
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
183
shares
|
$22,911
0.0% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
182
shares
|
$22,786
0.0% of portfolio
|
Q3 2024
Reduced 89.21%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
181
shares
|
$22,661
0.01% of portfolio
|
Q3 2024
Added 53.39%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
180
shares
|
$22,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
179
shares
|
$22,410
0.03% of portfolio
|
Q1 2025
Reduced 36.75%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
172
shares
|
$21,534
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
171
shares
|
$21,409
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
162
shares
|
$20,282
0.01% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
162
shares
|
$20,282
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
156
shares
|
$19,531
0.02% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
151
shares
|
$18,905
0.0% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
150
shares
|
$18,780
0.02% of portfolio
|
Q2 2025
Reduced 50.33%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
150
shares
|
$18,780
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
149
shares
|
$18,654
0.01% of portfolio
|
Q3 2023
Reduced 6.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
143
shares
|
$17,903
0.0% of portfolio
|
Q3 2024
Reduced 84.92%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
140
shares
|
$17,528
0.0% of portfolio
|
Q2 2024
Added 75.0%
|