Filing Research | FISV - FISERV INC Institutional Holdings

Snapshot holdings

50 / 315 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.1MSH	$53.7M
2	Canoe Financial LP	Shares	1.0MSH	$49.3M
3	SUMMITRY LLC	Shares	947.9KSH	$46.5M
4	Birch Hill Investment Advisors LLC	Shares	623.3KSH	$30.6M
5	OFI INVEST ASSET MANAGEMENT	Shares	703.6KSH	$30.2M
6	Swedbank AB	Shares	393.1KSH	$19.3M
7	Poehling Capital Management, INC.	Shares	244.7KSH	$12.0M
8	Two Point Capital Management, Inc.	Shares	233.0KSH	$11.4M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	221.8KSH	$10.9M
10	Courant Investment Management LLC	Shares	190.0KSH	$9.3M
11	COERENTE CAPITAL MANAGEMENT	Shares	183.7KSH	$9.0M
12	IFP Advisors, Inc	Shares	173.5KSH	$8.5M
13	Czech National Bank	Shares	151.8KSH	$7.4M
14	PensionDanmark Pensionsforsikringsaktieselskab	Shares	144.9KSH	$7.1M
15	MCRAE CAPITAL MANAGEMENT INC	Shares	132.9KSH	$6.5M
16	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	124.1KSH	$6.1M
17	IFM Investors Pty Ltd	Shares	122.6KSH	$6.0M
18	Mirae Asset Global Investments Co., Ltd.	Shares	121.6KSH	$6.0M
19	Ninety One UK Ltd	Shares	119.8KSH	$5.9M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	117.8KSH	$5.8M
21	DUDLEY & SHANLEY, INC.	Shares	110.6KSH	$5.4M
22	WOODSTOCK CORP	Shares	109.5KSH	$5.4M
23	LEE DANNER & BASS INC	Shares	94.3KSH	$4.6M
24	FARMERS & MERCHANTS INVESTMENTS INC	Shares	90.7KSH	$4.4M
25	Gilman Hill Asset Management, LLC	Shares	86.9KSH	$4.3M
26	Legal Advantage Investments, Inc.	Shares	83.5KSH	$4.1M
27	ROMANO BROTHERS AND COMPANY	Shares	82.6KSH	$4.1M
28	Police & Firemen's Retirement System of New Jersey	Shares	80.8KSH	$4.0M
29	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	74.5KSH	$3.7M
30	OAK FAMILY ADVISORS, LLC	Shares	74.2KSH	$3.6M
31	THOR INVESTMENT MANAGEMENT INC /OH/ /ADV	Shares	72.3KSH	$3.5M
32	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	71.8KSH	$3.5M
33	Triad Investment Management	Shares	71.7KSH	$3.5M
34	D.A. DAVIDSON & CO.	Shares	67.8KSH	$3.3M
35	Capital Investment Services of America, Inc.	Shares	62.4KSH	$3.1M
36	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	58.6KSH	$2.9M
37	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	57.7KSH	$2.8M
38	MONARCH CAPITAL MANAGEMENT INC	Shares	56.7KSH	$2.8M
39	Robeco Institutional Asset Management B.V.	Shares	56.4KSH	$2.8M
40	Buttonwood Financial Advisors Inc.	Shares	55.8KSH	$2.7M
41	TOTH FINANCIAL ADVISORY CORP	Shares	55.1KSH	$2.7M
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.2KSH	$2.2M
43	Altrafin AG	Shares	44.9KSH	$2.2M
44	ZWJ INVESTMENT COUNSEL INC	Shares	44.7KSH	$2.2M
45	Liberty Capital Management, Inc.	Shares	42.8KSH	$2.1M
46	BALDWIN WEALTH PARTNERS LLC/MA	Shares	42.5KSH	$2.1M
47	WASATCH ADVISORS LP	Shares	39.0KSH	$1.9M
48	Skylands Capital, LLC	Shares	39.0KSH	$1.9M
49	Chesley Taft & Associates LLC	Shares	38.6KSH	$1.9M
50	QRG CAPITAL MANAGEMENT, INC.	Shares	38.2KSH	$1.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 361 loaded

#		Instrument
1	Canoe Financial LP added	Shares	+527.9K	+$22.8M	$49.3M
2	Skylands Capital, LLC added	Shares	+37.4K	+$1.8M	$1.9M
3	Gilman Hill Asset Management, LLC added	Shares	+36.5K	+$1.4M	$4.3M
4	Birch Hill Investment Advisors LLC added	Shares	+94.2K	+$1.0M	$30.6M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+45.3K	+$1.0M	$10.9M
6	Fideuram Asset Management (Ireland) dac new	Shares	+19.6K	+$933.2K	$933.2K
7	Clarity Wealth Advisors, LLC new	Shares	+17.0K	+$833.9K	$833.9K
8	INTEGRAL INVESTMENT ADVISORS, INC. added	Shares	+15.5K	+$668.0K	$1.4M
9	LAZARI CAPITAL MANAGEMENT, INC. added	Shares	+14.3K	+$643.6K	$1.1M
10	Triad Investment Management added	Shares	+19.7K	+$615.0K	$3.5M
11	Mediolanum International Funds Ltd new	Shares	+12.1K	+$590.4K	$590.4K
12	Trust Asset Management LLC added	Shares	+5.8K	+$584.4K	$936.9K
13	Abundance Wealth Counselors added	Shares	+11.3K	+$477.6K	$1.1M
14	WOODSTOCK CORP added	Shares	+19.1K	+$328.0K	$5.4M
15	UHLMANN PRICE SECURITIES, LLC new	Shares	+6.3K	+$307.5K	$307.5K
16	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+9.1K	+$302.6K	$1.5M
17	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+7.3K	+$298.0K	$794.7K
18	PFG Investments, LLC added	Shares	+6.5K	+$277.1K	$631.3K
19	J.W. COLE ADVISORS, INC. new	Shares	+4.9K	+$241.8K	$241.8K
20	MONARCH CAPITAL MANAGEMENT INC added	Shares	+11.2K	+$240.4K	$2.8M
21	Atlas Brown,Inc. new	Shares	+4.7K	+$232.2K	$232.2K
22	Arcataur Capital Management LLC added	Shares	+5.4K	+$223.0K	$556.5K
23	TECTONIC ADVISORS LLC added	Shares	+6.9K	+$215.2K	$1.2M
24	Baader Bank Aktiengesellschaft added	Shares	+5.3K	+$164.1K	$973.6K
25	Cape Investment Advisory, Inc. new	Shares	+2.4K	+$117.8K	$117.8K
26	TrueWealth Advisors, LLC added	Shares	+3.2K	+$116.2K	$454.2K
27	FULTON BANK, N.A. added	Shares	+5.4K	+$101.5K	$1.4M
28	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+5.8K	+$98.7K	$1.6M
29	Avior Wealth Management, LLC added	Shares	+4.7K	+$92.8K	$1.2M
30	CIDEL ASSET MANAGEMENT INC added	Shares	+2.6K	+$92.7K	$402.2K
31	LRI Investments, LLC added	Shares	+1.6K	+$76.9K	$105.3K
32	First Heartland Consultants, Inc. added	Shares	+2.6K	+$62.8K	$616.7K
33	ELEVATION WEALTH PARTNERS, LLC added	Shares	+796	+$38.0K	$46.3K
34	STEPH & CO added	Shares	+1.3K	+$37.9K	$255.3K
35	Chemistry Wealth Management LLC added	Shares	+1.6K	+$34.9K	$406.8K
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+920	+$32.5K	$199.4K
37	Cascade Investment Advisors, Inc. added	Shares	+4.1K	+$28.4K	$1.5M
38	ZWJ INVESTMENT COUNSEL INC added	Shares	+5.8K	+$20.9K	$2.2M
39	WEST PACES ADVISORS INC. new	Shares	+406	+$19.9K	$19.9K
40	Decker Retirement Planning Inc. new	Shares	+318	+$15.6K	$15.6K
41	Byrne Asset Management LLC new	Shares	+300	+$14.7K	$14.7K
42	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+371	+$12.3K	$61.0K
43	Tema ETFs LLC added	Shares	+1.6K	+$12.1K	$579.2K
44	HORIZON FINANCIAL SERVICES, LLC added	Shares	+216	+$9.0K	$21.8K
45	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+1.0K	+$8.3K	$365.3K
46	Aventura Private Wealth, LLC added	Shares	+309	+$7.4K	$71.6K
47	Global X Japan Co., Ltd. added	Shares	+607	+$6.7K	$197.1K
48	Atlatl Advisers LLC new	Shares	+120	+$5.9K	$5.9K
49	EASTERN BANK added	Shares	+70	+$3.4K	$4.0K
50	Investment Research & Advisory Group, Inc. new	Shares	+29	+$2.9K	$2.9K

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