Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,096 institutions that hold shares in the stock, with a total of 508 Million shares, which have been reported (via 13F filing form) to have a value of $63.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
7,752
shares
|
$970,550
0.53% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,741
shares
|
$969,173
0.28% of portfolio
|
Q2 2025
Added 18330.95%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
7,737
shares
|
$968,672
0.02% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,691
shares
|
$962,913
0.12% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
7,682
shares
|
$961,786
0.08% of portfolio
|
Q4 2022
Added 245.26%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
7,676
shares
|
$961,035
0.15% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
7,676
shares
|
$961,035
0.12% of portfolio
|
Q4 2024
Reduced 44.75%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
7,641
shares
|
$956,653
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,617
shares
|
$953,648
0.04% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
7,616
shares
|
$953,523
0.12% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
7,525
shares
|
$942,130
0.01% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,524
shares
|
$942,004
0.21% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,513
shares
|
$940,627
0.61% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
7,476
shares
|
$935,995
0.39% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
7,425
shares
|
$929,610
0.23% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,410
shares
|
$927,732
0.04% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
7,408
shares
|
$927,481
0.02% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,364
shares
|
$921,972
0.05% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
7,344
shares
|
$919,468
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
7,296
shares
|
$913,459
0.06% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
7,294
shares
|
$913,208
0.01% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
7,248
shares
|
$907,449
0.32% of portfolio
|
Q2 2025
Added 21.69%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,238
shares
|
$906,197
0.08% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
7,208
shares
|
$902,441
0.83% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
7,181
shares
|
$899,061
0.03% of portfolio
|
Q2 2025
Reduced 6.5%
|