Purchases and Sales Made in Q2 2025 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q2 2025. The information is specifically focused on institutions that hold shares of FISERV INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-1.1K- 23.07% |
N/A
|
3.67K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
SELL
|
- |
-1.12K- 7.14% |
N/A
|
14.5K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.13K- 75.13% |
N/A
|
374
$46.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 37.83% |
N/A
|
1.89K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-1.16K- 5.74% |
N/A
|
19K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-1.16K- 3.02% |
N/A
|
37.3K
$4.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.16K- 3.86% |
N/A
|
29K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.17K- 10.7% |
N/A
|
9.75K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.17K- 7.08% |
N/A
|
15.4K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-1.2K- 19.31% |
N/A
|
5K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.2K- 1.28% |
N/A
|
92.6K
$11.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.21K- 2.89% |
N/A
|
40.5K
$5.07M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.21K- 3.87% |
N/A
|
30.1K
$3.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.21K- 35.81% |
N/A
|
2.17K
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.22K- 13.81% |
N/A
|
7.62K
$954K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.23K- 5.65% |
N/A
|
20.6K
$2.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 25.2% |
N/A
|
3.71K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.26K- 10.83% |
N/A
|
10.4K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.28K- 4.62% |
N/A
|
26.3K
$3.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.28K- 2.71% |
N/A
|
45.7K
$5.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.28K- 3.68% |
N/A
|
33.4K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.29K- 82.59% |
N/A
|
272
$34.1K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.29K- 0.22% |
N/A
|
591K
$74M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 4.25% |
N/A
|
29.3K
$3.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.31K- 10.58% |
N/A
|
11.1K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.33K- 1.31% |
N/A
|
100K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.35K- 12.23% |
N/A
|
9.69K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.39K- 15.32% |
N/A
|
7.69K
$963K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.4K- 42.23% |
N/A
|
1.92K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.41K- 1.02% |
N/A
|
137K
$17.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.42K- 0.69% |
N/A
|
205K
$25.6M
|
|
|
Jul 30, 2025
Q2 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-1.43K- 1.14% |
N/A
|
124K
$15.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.44K- 0.65% |
N/A
|
219K
$27.5M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.46K- 3.81% |
N/A
|
36.8K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.48K- 2.63% |
N/A
|
54.8K
$6.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.5K- 39.6% |
N/A
|
2.29K
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.5K- 5.52% |
N/A
|
25.7K
$3.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-1.52K- 36.58% |
N/A
|
2.63K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.52K- 34.88% |
N/A
|
2.85K
$356K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.53K- 7.65% |
N/A
|
18.4K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.53K- 0.59% |
N/A
|
258K
$32.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.53K- 15.93% |
N/A
|
8.06K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.53K- 5.05% |
N/A
|
28.8K
$3.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 33.71% |
N/A
|
3.02K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.55K- 0.93% |
N/A
|
166K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.55K- 25.87% |
N/A
|
4.45K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.57K- 9.83% |
N/A
|
14.4K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.59K- 22.92% |
N/A
|
5.33K
$668K
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-1.61K- 1.2% |
N/A
|
133K
$16.6M
|