Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,097 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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,046
shares
|
$506,559
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
4,039
shares
|
$505,682
0.05% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
4,031
shares
|
$504,681
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
4,026
shares
|
$504,055
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,018
shares
|
$503,053
0.09% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,006
shares
|
$501,551
0.03% of portfolio
|
Q4 2023
Added 2.32%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$500,800
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,950
shares
|
$494,540
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
3,948
shares
|
$494,289
0.02% of portfolio
|
Q2 2025
Added 62.0%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
3,911
shares
|
$489,657
0.11% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
3,900
shares
|
$488,280
0.01% of portfolio
|
Q2 2024
Reduced 68.29%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,900
shares
|
$488,280
0.09% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,893
shares
|
$487,403
0.13% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,882
shares
|
$486,026
0.13% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
3,879
shares
|
$485,650
0.47% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
3,868
shares
|
$484,273
0.36% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,862
shares
|
$483,522
0.15% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
3,815
shares
|
$477,638
0.1% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
3,810
shares
|
$477,012
0.21% of portfolio
|
Q2 2025
Reduced 40.79%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,805
shares
|
$476,386
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
3,796
shares
|
$475,259
0.06% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
3,796
shares
|
$475,259
0.26% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,777
shares
|
$472,880
0.14% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Aug 11, 2025 Q2 2025 |
3,752
shares
|
$469,750
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
3,747
shares
|
$469,124
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|