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 |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
29
shares
|
$3,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
28
shares
|
$3,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
28
shares
|
$3,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
27
shares
|
$3,380
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
27
shares
|
$3,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$3,255
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
Added 13.64%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
25
shares
|
$3,130
0.0% of portfolio
|
Q4 2024
Reduced 68.75%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q3 2024
Reduced 70.51%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q1 2025
Reduced 96.87%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
21
shares
|
$2,629
0.0% of portfolio
|
Q1 2025
Added 23.53%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
21
shares
|
$2,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
21
shares
|
$2,629
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16
shares
|
$2,003
0.0% of portfolio
|
Q1 2025
Added 220.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
16
shares
|
$2,003
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
16
shares
|
$2,003
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
14
shares
|
$1,752
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
13
shares
|
$1,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
13
shares
|
$1,627
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
12
shares
|
$1,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11
shares
|
$1,377
0.0% of portfolio
|
Q1 2023
New holding
|