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 |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
3,741
shares
|
$468,373
0.11% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
3,738
shares
|
$467,997
0.03% of portfolio
|
Q2 2025
Added 100.64%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,738
shares
|
$467,997
0.26% of portfolio
|
Q2 2025
Added 85.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,737
shares
|
$467,872
0.02% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
3,737
shares
|
$467,872
0.06% of portfolio
|
Q2 2025
Added 102.33%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
3,734
shares
|
$467,496
0.05% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
3,733
shares
|
$467,371
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,719
shares
|
$465,618
0.21% of portfolio
|
Q2 2022
Added 34.89%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,714
shares
|
$464,992
0.02% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,711
shares
|
$464,617
0.01% of portfolio
|
Q2 2025
Reduced 25.2%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,709
shares
|
$464,366
0.05% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
3,690
shares
|
$461,988
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
3,668
shares
|
$459,233
0.02% of portfolio
|
Q2 2025
Reduced 23.07%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,653
shares
|
$457,355
0.03% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,614
shares
|
$452,472
0.0% of portfolio
|
Q4 2022
Added 6.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,614
shares
|
$452,472
0.53% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,605
shares
|
$451,346
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Carlson Capital L P
Dallas, TX |
Aug 12, 2025 Q2 2025 |
3,600
shares
|
$450,720
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,581
shares
|
$448,341
0.04% of portfolio
|
Q4 2022
Added 1.16%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
3,572
shares
|
$447,214
0.01% of portfolio
|
Q2 2025
Reduced 23.25%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
3,550
shares
|
$444,460
0.21% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$444,209
0.06% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
3,540
shares
|
$443,208
0.02% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,523
shares
|
$441,079
0.01% of portfolio
|
Q4 2022
Reduced 99.06%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
3,521
shares
|
$440,829
0.06% of portfolio
|
Q2 2025
Added 0.34%
|