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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,355
shares
|
$294,846
0.06% of portfolio
|
Q2 2025
Added 57.21%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
2,334
shares
|
$292,216
0.19% of portfolio
|
Q2 2025
Added 33.91%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,329
shares
|
$291,590
0.07% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
2,327
shares
|
$291,340
0.01% of portfolio
|
Q2 2025
Reduced 29.21%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,320
shares
|
$290,464
0.03% of portfolio
|
Q2 2025
Added 67.63%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,315
shares
|
$289,838
0.03% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,314
shares
|
$289,712
0.19% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
2,308
shares
|
$288,961
0.28% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
2,307
shares
|
$288,836
0.0% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,304
shares
|
$288,460
0.02% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,301
shares
|
$288,085
0.06% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,299
shares
|
$287,834
0.07% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
2,288
shares
|
$286,457
0.06% of portfolio
|
Q2 2025
Reduced 39.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,281
shares
|
$285,581
0.01% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,271
shares
|
$284,329
0.04% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
2,252
shares
|
$281,950
0.06% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
2,250
shares
|
$281,700
0.03% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,244
shares
|
$280,948
0.05% of portfolio
|
Q3 2023
Added 17.36%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
2,229
shares
|
$279,070
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
2,206
shares
|
$276,191
0.0% of portfolio
|
Q2 2025
Reduced 24.99%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2,201
shares
|
$275,565
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Jcsd Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,200
shares
|
$275,440
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,193
shares
|
$274,563
0.05% of portfolio
|
Q2 2025
Added 40.4%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
2,192
shares
|
$274,438
0.04% of portfolio
|
Q2 2025
Added 64.94%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,188
shares
|
$273,937
0.06% of portfolio
|
Q2 2023
New holding
|