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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,520
shares
|
$315,504
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
2,514
shares
|
$314,752
0.11% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,514
shares
|
$314,752
0.16% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
2,510
shares
|
$314,252
0.11% of portfolio
|
Q2 2025
Reduced 80.46%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,492
shares
|
$311,998
0.01% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,492
shares
|
$311,998
0.03% of portfolio
|
Q1 2025
Added 72.55%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,490
shares
|
$311,748
0.02% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
2,483
shares
|
$310,871
0.01% of portfolio
|
Q2 2025
Reduced 96.74%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
2,474
shares
|
$309,744
0.04% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
2,472
shares
|
$309,494
0.4% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,455
shares
|
$307,366
0.45% of portfolio
|
Q1 2024
Reduced 6.48%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,448
shares
|
$306,489
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,442
shares
|
$305,738
0.01% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
2,440
shares
|
$305,488
0.03% of portfolio
|
Q1 2023
Reduced 1.77%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
2,440
shares
|
$305,488
0.05% of portfolio
|
Q2 2025
Reduced 97.24%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,438
shares
|
$305,237
0.01% of portfolio
|
Q2 2025
Added 80.59%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
2,437
shares
|
$305,112
0.1% of portfolio
|
Q2 2025
Reduced 56.36%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,425
shares
|
$303,610
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,419
shares
|
$302,858
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
2,410
shares
|
$301,732
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
2,400
shares
|
$300,480
0.01% of portfolio
|
Q1 2024
Reduced 8.68%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
2,400
shares
|
$300,480
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,388
shares
|
$298,977
0.02% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
2,385
shares
|
$298,602
0.17% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,368
shares
|
$296,473
0.08% of portfolio
|
Q2 2025
Added 0.89%
|