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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
2,694
shares
|
$337,288
0.06% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
2,689
shares
|
$336,662
0.29% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
2,674
shares
|
$334,784
0.01% of portfolio
|
Q2 2025
Added 33.23%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,655
shares
|
$332,406
0.14% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,649
shares
|
$331,654
0.02% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,640
shares
|
$330,528
0.05% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
2,635
shares
|
$329,902
0.02% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
2,628
shares
|
$329,025
0.44% of portfolio
|
Q2 2025
Reduced 36.58%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,610
shares
|
$326,772
0.02% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
2,609
shares
|
$326,646
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,608
shares
|
$326,521
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,607
shares
|
$326,396
0.01% of portfolio
|
Q2 2025
Added 20.53%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,602
shares
|
$325,770
0.17% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
2,600
shares
|
$325,520
0.07% of portfolio
|
Q2 2025
Added 118.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,587
shares
|
$323,892
0.01% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,585
shares
|
$323,642
0.09% of portfolio
|
Q3 2023
Reduced 2.01%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
2,583
shares
|
$323,391
0.06% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,576
shares
|
$322,515
0.04% of portfolio
|
Q2 2025
Reduced 38.49%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,572
shares
|
$322,014
0.24% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
2,570
shares
|
$321,764
0.03% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,568
shares
|
$321,513
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,564
shares
|
$321,012
0.17% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,549
shares
|
$319,134
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
2,543
shares
|
$318,383
0.06% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
2,531
shares
|
$316,881
0.2% of portfolio
|
Q2 2025
Reduced 2.84%
|